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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Private Trust Co.

Quarter ended Q3 2024 · Filed October 7, 2024 · Accession 0001352547-24-000005

Total Value
$1.49B
Positions
309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200302,931$174.7M11.75%
2VANGUARD INDEX FDS922908769498,764$141.2M9.49%
3VANGUARD TAX-MANAGED FDS9219438581,008,301$53.2M3.58%
4VANGUARD INDEX FDS922908652287,127$52.3M3.51%
5SPDR SER TR78464A805620,115$43.4M2.92%
6APPLE INCAAPL176,896$41.2M2.77%
7NVIDIA CORPORATIONNVDA303,597$36.9M2.48%
8ISHARES TR464287226313,798$31.8M2.14%
9SCHWAB STRATEGIC TR808524102474,401$31.6M2.12%
10MICROSOFT CORPMSFT67,461$29.0M1.95%
11ISHARES TR464287150219,803$27.6M1.86%
12VANGUARD BD INDEX FDS921937835301,741$22.7M1.52%
13JANUS DETROIT STR TR47103U852474,504$22.1M1.49%
14ALPHABET INCGOOG131,508$21.8M1.47%
15PIMCO ETF TR72201R775211,990$20.1M1.35%
16AMAZON COM INCAMZN103,465$19.3M1.30%
17ISHARES TR464288240311,395$17.8M1.20%
18BROADCOM INCAVGO98,758$17.0M1.15%
19VANGUARD INTL EQUITY INDEX F922042858351,203$16.8M1.13%
20VANGUARD STAR FDS921909768252,763$16.4M1.10%
21VANGUARD WORLD FD921910709191,991$15.3M1.03%
22JPMORGAN CHASE & CO.VYLD68,422$14.4M0.97%
23SCHWAB STRATEGIC TR808524805349,413$14.4M0.97%
24INVESCO EXCH TRD SLF IDX FDIVZ648,333$13.4M0.90%
25UNION PAC CORPUNP52,739$13.0M0.87%
26INVESCO EXCH TRD SLF IDX FDIVZ611,298$12.9M0.87%
27INVESCO EXCH TRD SLF IDX FDIVZ638,880$12.5M0.84%
28META PLATFORMS INCMETA21,389$12.2M0.82%
29FISERV INCFISV67,309$12.1M0.81%
30MASTERCARD INCORPORATEDMA21,002$10.4M0.70%
31VANGUARD INDEX FDS92290836319,365$10.2M0.69%
32INVESCO EXCHANGE TRADED FD TIVZ148,197$10.0M0.67%
33WALMART INCWMT120,907$9.8M0.66%
34ISHARES TR46436E841417,694$9.5M0.64%
35J P MORGAN EXCHANGE TRADED F46641Q837185,942$9.4M0.63%
36ISHARES TR46428780479,327$9.3M0.62%
37ISHARES TR46436E833405,343$9.1M0.61%
38LOWES COS INC54866110730,630$8.3M0.56%
39PROSHARES TR74348A46774,158$7.9M0.53%
40ELI LILLY & COLLY8,712$7.7M0.52%
41COSTCO WHSL CORP NEW22160K1058,630$7.7M0.51%
42ISHARES TR46435G326107,742$7.6M0.51%
43MCKESSON CORPMCK15,083$7.5M0.50%
44ISHARES TR46436E593367,931$7.4M0.50%
45CHEVRON CORP NEWCVX49,117$7.2M0.49%
46THERMO FISHER SCIENTIFIC INCTMO11,392$7.0M0.47%
47SCHWAB STRATEGIC TR808524201103,567$7.0M0.47%
48AMERIPRISE FINL INC03076C10614,425$6.8M0.46%
49DANAHER CORPORATION23585110223,968$6.7M0.45%
50KIMBERLY-CLARK CORPKMB45,666$6.5M0.44%
51PROSHARES TR74347R24897,776$6.4M0.43%
52LINDE PLCLIN12,753$6.1M0.41%
53ASSOCIATED BANC CORPASBA272,150$5.9M0.39%
54JOHNSON & JOHNSONJNJ36,126$5.9M0.39%
55CONOCOPHILLIPSCOP55,595$5.9M0.39%
56ISHARES TR46428841453,183$5.8M0.39%
57UNITEDHEALTH GROUP INCUNH9,652$5.6M0.38%
58GOLDMAN SACHS GROUP INCGSCE11,158$5.5M0.37%
59ISHARES TR46428750785,554$5.3M0.36%
60CONSTELLATION BRANDS INCSTZ20,437$5.3M0.35%
61SELECT SECTOR SPDR TR81369Y860115,735$5.2M0.35%
62PIMCO ETF TR72201R88261,874$5.1M0.34%
63LOCKHEED MARTIN CORPLMT8,652$5.1M0.34%
64LISTED FD TR53656F805107,341$5.0M0.34%
65TEXAS INSTRS INC88250810424,072$5.0M0.33%
66FIRST TR EXCHANGE-TRADED FD33739N10892,737$4.8M0.32%
67ABBVIE INCABBV24,301$4.8M0.32%
68BANK AMERICA CORP060505104118,805$4.7M0.32%
69J P MORGAN EXCHANGE TRADED F46641Q33278,407$4.7M0.31%
701INVESCO EXCHANGE TRADED FD TIVZ121,953$4.6M0.31%
71SCHWAB STRATEGIC TR80852479753,879$4.6M0.31%
72ISHARES TR46428861239,848$4.3M0.29%
73ISHARES TR46429B69745,559$4.2M0.28%
74INVESCO EXCHANGE TRADED FD TIVZ100,066$4.2M0.28%
75SELECT SECTOR SPDR TR81369Y88648,063$3.9M0.26%
76INVESCO EXCHANGE TRADED FD TIVZ95,209$3.9M0.26%
77INVESCO EXCHANGE TRADED FD TIVZ21,498$3.9M0.26%
78TARGET CORPTGT24,359$3.8M0.26%
79J P MORGAN EXCHANGE TRADED F46641Q33263,765$3.8M0.26%
80AUTOZONE INCAZO1,193$3.8M0.25%
81GE AEROSPACE36960430119,454$3.7M0.25%
821BERKSHIRE HATHAWAY INC DELBRK-A7,863$3.6M0.24%
83ACCENTURE PLC IRELANDACN10,020$3.5M0.24%
84MCDONALDS CORPMCD11,399$3.5M0.23%
85SPDR INDEX SHS FDS78463X88983,185$3.1M0.21%
86SELECT SECTOR SPDR TR81369Y10032,153$3.1M0.21%
87PUBLIC SVC ENTERPRISE GRP IN74457310634,735$3.1M0.21%
88PARKER-HANNIFIN CORPPH4,886$3.1M0.21%
89ADOBE INCADBE5,918$3.1M0.21%
90SELECT SECTOR SPDR TR81369Y80313,158$3.0M0.20%
91J P MORGAN EXCHANGE TRADED F46641Q24162,639$3.0M0.20%
92TJX COS INC NEW87254010925,009$2.9M0.20%
93MERCK & CO INCMRK25,711$2.9M0.20%
94CHUBB LIMITEDCB10,070$2.9M0.20%
95METTLER TOLEDO INTERNATIONALMTD1,899$2.8M0.19%
96HOME DEPOT INCHD6,902$2.8M0.19%
97INVESCO EXCH TRD SLF IDX FDIVZ146,799$2.8M0.19%
98ISHARES TR46432F85955,405$2.7M0.18%
99SPDR SER TR78468R85358,248$2.7M0.18%
100ISHARES TR46428767119,300$2.5M0.17%
101INVESCO EXCH TRD SLF IDX FDIVZ128,730$2.5M0.17%
102VISA INCV9,178$2.5M0.17%
103EXXON MOBIL CORPXOM21,245$2.5M0.17%
104ISHARES TR46432F39612,245$2.5M0.17%
105INVESCO EXCH TRD SLF IDX FDIVZ136,317$2.3M0.16%
106CISCO SYS INCCSCO43,171$2.3M0.15%
107ISHARES INC46434G10339,816$2.3M0.15%
108CHIPOTLE MEXICAN GRILL INCCMG39,352$2.3M0.15%
109NETFLIX INCNFLX3,196$2.3M0.15%
110PROCTER AND GAMBLE CO74271810913,027$2.3M0.15%
111AMGEN INCAMGN6,932$2.2M0.15%
112ISHARES TR46428866118,559$2.2M0.15%
113ISHARES TR46428865320,189$2.2M0.15%
114BOEING COBA-PA14,095$2.1M0.14%
115US BANCORP DELUSB-PS46,015$2.1M0.14%
116SPDR S&P 500 ETF TRSPY3,651$2.1M0.14%
117ABBOTT LABSABLZF17,373$2.0M0.13%
118ISHARES TR46428773919,270$2.0M0.13%
119INVESCO EXCH TRD SLF IDX FDIVZ88,316$2.0M0.13%
120EMERSON ELEC COEMR17,663$1.9M0.13%
121BLACKROCK INCBLK1,977$1.9M0.13%
122VANGUARD INDEX FDS92290865210,011$1.8M0.12%
123QUALCOMM INCQCOM10,698$1.8M0.12%
124ISHARES TR46428772111,966$1.8M0.12%
125NICOLET BANKSHARES INCNIC18,662$1.8M0.12%
126VANGUARD INDEX FDS9229086376,564$1.7M0.12%
127ISHARES TR46428716812,669$1.7M0.12%
1281VANGUARD WORLD FD9219108738,142$1.7M0.11%
129INVESCO EXCH TRD SLF IDX FDIVZ80,813$1.7M0.11%
130J P MORGAN EXCHANGE TRADED F46641Q65432,364$1.6M0.11%
131PALO ALTO NETWORKS INCPANW4,819$1.6M0.11%
132PROSHARES TR74348A46715,381$1.6M0.11%
133ARK ETF TR00214Q10433,125$1.6M0.11%
134ISHARES TR46428744015,980$1.6M0.11%
135TESLA INCTSLA5,984$1.6M0.11%
136INVESCO EXCHANGE TRADED FD TIVZ29,569$1.5M0.10%
137INVESCO EXCH TRD SLF IDX FDIVZ64,074$1.5M0.10%
138SCHWAB STRATEGIC TR80852479717,908$1.5M0.10%
139ISHARES TR46428865313,286$1.5M0.10%
140J P MORGAN EXCHANGE TRADED F46641Q65428,047$1.4M0.10%
141AFLAC INCAFL12,193$1.4M0.09%
142GOLDMAN SACHS ETF TRNVGLF17,295$1.3M0.09%
143COMCAST CORP NEWCCZ31,759$1.3M0.09%
144ISHARES TR4642872002,227$1.3M0.09%
145DISNEY WALT CO25468710613,257$1.3M0.09%
146ADVANCED MICRO DEVICES INCAMD7,700$1.3M0.08%
147ISHARES TR46435U32548,663$1.2M0.08%
148SALESFORCE INCCRM4,505$1.2M0.08%
149T-MOBILE US INCTMUSZ5,937$1.2M0.08%
150VANGUARD TAX-MANAGED FDS92194385823,190$1.2M0.08%
151ECOLAB INCECL4,665$1.2M0.08%
152ALPHABET INCGOOG7,114$1.2M0.08%
153NEXTERA ENERGY INCNEE-PW13,805$1.2M0.08%
154WEC ENERGY GROUP INCWEC11,963$1.2M0.08%
155INVESCO EXCHANGE TRADED FD TIVZ34,314$1.1M0.08%
156ISHARES TR4642876223,533$1.1M0.07%
157INVESCO EXCH TRD SLF IDX FDIVZ50,852$1.1M0.07%
158VANGUARD SCOTTSDALE FDS92206C87012,342$1.0M0.07%
159INVESCO EXCH TRADED FD TR IIIVZ13,818$991,1650.07%
160CSX CORPCSX28,110$970,6380.07%
161ALLSTATE CORPALL-PJ5,077$962,8530.06%
162COCA COLA COKO13,308$956,3120.06%
163SPDR S&P MIDCAP 400 ETF TRMDY1,666$949,0530.06%
164VANGUARD INDEX FDS9229086293,240$854,8090.06%
165INVESCO EXCH TRD SLF IDX FDIVZ43,010$841,2750.06%
166PEPSICO INCPEP4,854$825,4220.06%
167ISHARES TR4642886127,504$803,6780.05%
168GENERAL DYNAMICS CORPGD2,640$797,8080.05%
169MODERNA INCMRNA11,872$793,4050.05%
170VANGUARD INDEX FDS9229086113,910$785,0490.05%
171ISHARES TR46432F8429,838$767,8550.05%
172APPLIED MATLS INC0382221053,788$765,3650.05%
173ISHARES TR4642881587,188$763,2930.05%
174ISHARES TR4642874327,729$758,2140.05%
175VANGUARD SPECIALIZED FUNDS9219088443,512$695,5860.05%
176VANGUARD INDEX FDS9229087443,957$690,7730.05%
177APPLE INCAAPL2,930$682,6900.05%
178DTE ENERGY CODTK5,288$679,0320.05%
179AMCOR PLCAMCCF59,843$678,0210.05%
180HP INCHPQ18,885$677,4040.05%
181SPDR SER TR78464A37519,968$673,1210.05%
182MICROSOFT CORPMSFT1,520$654,0560.04%
183INTERNATIONAL BUSINESS MACHSINTR2,920$645,5530.04%
184VANECK ETF TRUST92189F6436,566$636,5730.04%
185AIR PRODS & CHEMS INCAIIR2,060$613,3440.04%
186ISHARES TR4642876066,536$600,8540.04%
187FIRST TR EXCHNG TRADED FD VI33740F59913,980$590,7940.04%
1881ISHARES TR46435U25922,565$578,9050.04%
189ISHARES TR46435U28322,475$571,9880.04%
190HONEYWELL INTL INC4385161062,750$568,4520.04%
191STRYKER CORPORATIONSYK1,542$557,0620.04%
192MOODYS CORPMCO1,160$550,5240.04%
193J P MORGAN EXCHANGE TRADED F46641Q83710,431$529,2680.04%
194COPART INCCPRT9,987$523,3180.04%
195ISHARES TR4642876141,270$476,7320.03%
196NVIDIA CORPORATIONNVDA3,850$467,5440.03%
197VANGUARD WHITEHALL FDS9219464063,523$451,6480.03%
198VANGUARD INDEX FDS9229087691,586$449,0910.03%
199VANGUARD INDEX FDS9229087361,165$447,2780.03%
200BROOKFIELD CORP11271J1078,400$446,4600.03%
201HOST HOTELS & RESORTS INCHST25,048$440,8440.03%
202BRISTOL-MYERS SQUIBB COCELG-RI8,441$436,7370.03%
203STANDEX INTL CORP8542311072,370$433,1880.03%
204VANGUARD INDEX FDS9229087511,796$426,0290.03%
205WISDOMTREE TRWT5,033$418,7950.03%
206VANGUARD INTL EQUITY INDEX F9220428588,718$417,1560.03%
2073M COMMM2,945$402,5810.03%
208UNION PAC CORPUNP1,570$386,9730.03%
209TRAVELERS COMPANIES INCTRV1,603$375,2940.03%
210VULCAN MATLS CO9291601091,480$370,6360.02%
211VANGUARD WORLD FD9219107333,625$368,4810.02%
212SELECT SECTOR SPDR TR81369Y4071,802$361,0660.02%
213ALLIANT ENERGY CORPLNT5,820$353,2150.02%
214UNILEVER PLCUNLYF5,423$352,2780.02%
215BLACKSTONE INCBX2,270$347,6050.02%
216FIRST TR EXCHNG TRADED FD VI33740F7226,765$341,7670.02%
217FIRST TR EXCHNG TRADED FD VI33740F7636,877$333,9470.02%
218VANGUARD INTL EQUITY INDEX F9220427755,251$330,8130.02%
219JPMORGAN CHASE & CO.VYLD1,535$323,6700.02%
220WELLS FARGO CO NEW9497461015,695$321,7100.02%
221PHILIP MORRIS INTL INC7181721092,623$318,4320.02%
222ISHARES TR4642881582,975$315,9150.02%
223ISHARES TR4642885883,285$314,7350.02%
224ALPHABET INCGOOG1,885$312,6270.02%
225AMERICAN EXPRESS COAXP1,150$311,8800.02%
226PFIZER INCPFE10,673$308,8760.02%
227VANGUARD WORLD FD92204A702520$304,9900.02%
228AMAZON COM INCAMZN1,635$304,6490.02%
229CUMMINS INCCMI930$301,1240.02%
230CORNING INCGLW6,400$288,9600.02%
231ISHARES TR4642874573,474$288,8630.02%
232TAIWAN SEMICONDUCTOR MFG LTD8740391001,647$286,0340.02%
233NIKE INCNKE3,192$282,1720.02%
234PHILLIPS 66PSX2,134$280,5140.02%
235SELECT SECTOR SPDR TR81369Y8523,077$278,1600.02%
236KIMBERLY-CLARK CORPKMB1,925$273,8890.02%
237FIRST TR EXCHNG TRADED FD VI33740F7485,705$265,3390.02%
238VANGUARD SCOTTSDALE FDS92206C8474,236$260,6830.02%
239BROADCOM INCAVGO1,500$258,7500.02%
240AMERICAN TOWER CORP NEW03027X1001,057$245,8150.02%
241ISHARES TR46435U4329,143$243,7520.02%
242SPDR GOLD TRGLD1,000$243,0600.02%
243SALESFORCE INCCRM880$240,8640.02%
2441PLEXUS CORPPLXS1,730$236,5080.02%
245BANK FIRST CORPBFC2,500$226,7500.02%
246SELECT SECTOR SPDR TR81369Y8862,755$222,5480.01%
247SCHWAB CHARLES CORPSCHW-PJ3,355$217,4370.01%
248FIDELITY NATL INFORMATION SV31620M1062,595$217,3310.01%
249PNC FINL SVCS GROUP INC6934751051,175$217,1980.01%
250WALMART INCWMT2,681$216,4900.01%
251WISDOMTREE TRWT6,185$213,3200.01%
252VANGUARD SCOTTSDALE FDS92206C7063,525$212,9800.01%
253MONDELEZ INTL INC6092071052,884$212,4640.01%
254BANK AMERICA CORP0605051045,300$210,3040.01%
255ISHARES TR4642884486,895$208,4350.01%
256FIRST TR EXCHNG TRADED FD VI33740U8855,144$207,9710.01%
257LINDE PLCLIN430$205,0490.01%
258GARTNER INCIT400$202,7040.01%
259EXXON MOBIL CORPXOM1,715$201,0320.01%
260ISHARES TR4642877391,968$200,4800.01%
261FISERV INCFISV1,100$197,6150.01%
262SPDR SER TR78464A8052,805$196,5180.01%
263THERMO FISHER SCIENTIFIC INCTMO315$194,8490.01%
264MASTERCARD INCORPORATEDMA380$187,6440.01%
265DANAHER CORPORATION235851102645$179,3220.01%
266LOWES COS INC548661107660$178,7610.01%
267META PLATFORMS INCMETA295$168,8690.01%
268CHUBB LIMITEDCB565$162,9400.01%
269MCDONALDS CORPMCD490$149,2090.01%
270UNITEDHEALTH GROUP INCUNH250$146,1700.01%
271MCKESSON CORPMCK285$140,9090.01%
272INVESCO EXCHANGE TRADED FD TIVZ3,595$135,5310.01%
273VANECK ETF TRUST92189F6431,385$134,2750.01%
274NEUMORA THERAPEUTICS INC.NMRA10,000$132,1000.01%
275CONSTELLATION BRANDS INCSTZ499$128,5870.01%
276VANGUARD BD INDEX FDS9219378351,606$120,6260.01%
277CONOCOPHILLIPSCOP1,145$120,5450.01%
278ISHARES TR46435U4324,486$119,5960.01%
279AMERIPRISE FINL INC03076C106245$115,1030.01%
280ISHARES TR4642872261,095$110,8900.01%
281ISHARES TR46432F8592,245$109,2860.01%
282BANK FIRST CORPBFC1,155$104,7580.01%
283PROCTER AND GAMBLE CO742718109601$104,0930.01%
284ISHARES TR464287150782$98,2340.01%
285JANUS DETROIT STR TR47103U8521,965$91,6670.01%
286DISNEY WALT CO254687106900$86,5710.01%
287VANGUARD WORLD FD921910709964$76,8110.01%
288COMCAST CORP NEWCCZ1,810$75,6030.01%
289VANGUARD STAR FDS9219097681,146$74,1920.00%
290INVESCO EXCH TRD SLF IDX FDIVZ3,775$71,0070.00%
291PIMCO ETF TR72201R775646$61,1180.00%
292AMERICAN EXPRESS COAXP215$58,3080.00%
293BRISTOL-MYERS SQUIBB COCELG-RI1,000$51,7400.00%
294ISHARES TR46436E8332,172$48,8810.00%
295ISHARES TR46436E8412,159$48,8680.00%
296INVESCO EXCH TRD SLF IDX FDIVZ2,365$48,8370.00%
297ISHARES TR46436E5932,436$48,8290.00%
298AUTOZONE INCAZO15$47,2500.00%
299ISHARES TR4642884481,250$37,7870.00%
300COCA COLA COKO250$17,9650.00%
301ISHARES TR464287804145$16,9590.00%
302INTERNATIONAL BUSINESS MACHSINTR75$16,5810.00%
303AKEBIA THERAPEUTICS INCAKBA12,250$16,1700.00%
3043M COMMM100$13,6700.00%
305CHEVRON CORP NEWCVX75$11,0450.00%
306TJX COS INC NEW87254010975$8,8150.00%
307GRILLIT INC39850R10910,500,000$3,1500.00%
308CSX CORPCSX25$8630.00%
309SIONIX CORP8294001002,361,816$20.00%