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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 Q1 2025 · Filed April 4, 2025 · Accession 0001352547-25-000004

Total Value
$1.45B
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200322,123$181.0M12.44%
2VANGUARD INDEX FDS922908769545,868$150.0M10.31%
3SPDR SER TR78464A8051,236,401$84.1M5.78%
4VANGUARD TAX-MANAGED FDS9219438581,022,365$52.0M3.57%
5APPLE INCAAPL184,808$41.1M2.82%
6VANGUARD INDEX FDS922908652231,452$39.9M2.74%
7NVIDIA CORPORATIONNVDA275,936$29.9M2.06%
8ISHARES TR464287226290,921$28.8M1.98%
9MICROSOFT CORPMSFT71,254$26.7M1.84%
10SCHWAB STRATEGIC TR8085241021,172,753$25.2M1.74%
11VANGUARD STAR FDS921909768376,231$23.4M1.61%
12JANUS DETROIT STR TR47103U852487,194$22.0M1.51%
13PIMCO ETF TR72201R775226,286$20.9M1.44%
14ALPHABET INCGOOG124,879$19.3M1.33%
15AMAZON COM INCAMZN98,209$18.7M1.28%
16VANGUARD INTL EQUITY INDEX F922042858365,131$16.5M1.14%
17JPMORGAN CHASE & CO.VYLD65,647$16.1M1.11%
18J P MORGAN EXCHANGE TRADED F46641Q837310,454$15.7M1.08%
19ISHARES TR464288240282,669$15.7M1.08%
20BROADCOM INCAVGO89,923$15.1M1.03%
21INVESCO EXCH TRD SLF IDX FDIVZ670,571$13.9M0.95%
22INVESCO EXCH TRD SLF IDX FDIVZ698,928$13.6M0.94%
23FISERV INCFISV60,913$13.5M0.92%
24META PLATFORMS INCMETA20,263$11.7M0.80%
25UNION PAC CORPUNP47,642$11.3M0.77%
26ISHARES TR46436E841482,031$10.8M0.74%
27MASTERCARD INCORPORATEDMA19,478$10.7M0.73%
28VANGUARD WORLD FD921910709149,340$10.6M0.73%
29ISHARES TR46436E833476,926$10.6M0.73%
30VANGUARD INDEX FDS92290836320,457$10.5M0.72%
31WALMART INCWMT110,407$9.7M0.67%
32MCKESSON CORPMCK13,632$9.2M0.63%
33ISHARES TR46436E593462,437$9.1M0.62%
34INVESCO EXCHANGE TRADED FD TIVZ132,247$8.8M0.60%
35ISHARES TR46436E825396,522$8.6M0.59%
36ELI LILLY & COLLY10,257$8.5M0.58%
37CHEVRON CORP NEWCVX48,806$8.2M0.56%
38WELLS FARGO CO NEW949746101111,067$8.0M0.55%
39PROSHARES TR74348A46775,187$7.7M0.53%
40COSTCO WHSL CORP NEW22160K1057,908$7.5M0.51%
41ISHARES TR46435G326107,944$7.4M0.51%
42SCHWAB STRATEGIC TR808524805359,833$7.1M0.49%
43LOWES COS INC54866110729,059$6.8M0.47%
44LISTED FD TR53656F805153,707$6.7M0.46%
45JOHNSON & JOHNSONJNJ40,518$6.7M0.46%
46SCHWAB STRATEGIC TR808524201292,184$6.5M0.44%
47ASSOCIATED BANC CORPASBA272,150$6.1M0.42%
48GOLDMAN SACHS GROUP INCGSCE11,091$6.1M0.42%
49ISHARES TR46428780457,553$6.0M0.41%
50CONOCOPHILLIPSCOP53,989$5.7M0.39%
51THERMO FISHER SCIENTIFIC INCTMO11,369$5.7M0.39%
52AMERIPRISE FINL INC03076C10611,557$5.6M0.38%
53ABBVIE INCABBV25,017$5.2M0.36%
54GE AEROSPACE36960430125,833$5.2M0.36%
55ISHARES TR46428715042,072$5.1M0.35%
56BANK AMERICA CORP060505104122,866$5.1M0.35%
57PROSHARES TR74347R24878,104$5.0M0.34%
58LINDE PLCLIN10,589$4.9M0.34%
59UNITEDHEALTH GROUP INCUNH9,172$4.8M0.33%
60ISHARES TR46428750782,327$4.8M0.33%
61VISA INCV13,630$4.8M0.33%
62ISHARES TR46428841445,284$4.8M0.33%
63INVESCO EXCHANGE TRADED FD TIVZ138,416$4.7M0.33%
64SELECT SECTOR SPDR TR81369Y860108,339$4.5M0.31%
65DANAHER CORPORATION23585110222,088$4.5M0.31%
66SCHWAB STRATEGIC TR808524797159,118$4.4M0.31%
67KIMBERLY-CLARK CORPKMB30,755$4.4M0.30%
68TJX COS INC NEW87254010934,841$4.2M0.29%
69BERKSHIRE HATHAWAY INC DELBRK-A7,950$4.2M0.29%
70PIMCO ETF TR72201R88258,923$4.2M0.29%
71J P MORGAN EXCHANGE TRADED F46641Q33273,178$4.2M0.29%
72SELECT SECTOR SPDR TR81369Y88652,517$4.1M0.28%
73ISHARES TR46429B69743,908$4.1M0.28%
74INVESCO EXCHANGE TRADED FD TIVZ90,223$3.6M0.25%
75INVESCO EXCHANGE TRADED FD TIVZ96,250$3.6M0.25%
76ACCENTURE PLC IRELANDACN11,569$3.6M0.25%
77PARKER-HANNIFIN CORPPH5,821$3.5M0.24%
78ISHARES TR46432F85972,881$3.5M0.24%
79TEXAS INSTRS INC88250810418,900$3.4M0.23%
80EXXON MOBIL CORPXOM27,492$3.3M0.22%
81J P MORGAN EXCHANGE TRADED F46641Q33256,925$3.3M0.22%
82SELECT SECTOR SPDR TR81369Y10037,164$3.2M0.22%
83INVESCO EXCHANGE TRADED FD TIVZ18,369$3.2M0.22%
84J P MORGAN EXCHANGE TRADED F46641Q65460,602$3.1M0.21%
85PROCTER AND GAMBLE CO74271810917,976$3.1M0.21%
86HOME DEPOT INCHD8,217$3.0M0.21%
87VANGUARD BD INDEX FDS92193783539,304$2.9M0.20%
88ADOBE INCADBE7,381$2.8M0.19%
89UBER TECHNOLOGIES INCUBER38,763$2.8M0.19%
90NETFLIX INCNFLX3,027$2.8M0.19%
91PALO ALTO NETWORKS INCPANW16,203$2.8M0.19%
92MCDONALDS CORPMCD8,588$2.7M0.18%
93AMGEN INCAMGN8,322$2.6M0.18%
94MERCK & CO INCMRK28,142$2.5M0.17%
95SPDR SER TR78468R85361,788$2.5M0.17%
96FIRST TR EXCH TRADED FD III33739N10849,886$2.5M0.17%
97BOEING COBA-PA14,594$2.5M0.17%
98ISHARES TR46428767119,300$2.5M0.17%
99J P MORGAN EXCHANGE TRADED F46641Q24151,790$2.4M0.16%
100PUBLIC SVC ENTERPRISE GRP IN74457310628,727$2.4M0.16%
101EMERSON ELEC COEMR21,138$2.3M0.16%
102AUTOZONE INCAZO605$2.3M0.16%
103CHIPOTLE MEXICAN GRILL INCCMG45,586$2.3M0.16%
104ISHARES TR46432F39611,307$2.3M0.16%
105J P MORGAN EXCHANGE TRADED F46641Q65444,747$2.3M0.16%
106ABBOTT LABSABLZF17,089$2.3M0.16%
107TARGET CORPTGT21,576$2.3M0.15%
108SELECT SECTOR SPDR TR81369Y80310,832$2.2M0.15%
109ISHARES TR46428866118,605$2.2M0.15%
1103M COMMM14,658$2.2M0.15%
111ISHARES TR46428716815,885$2.1M0.15%
112AMCOR PLCAMCCF219,343$2.1M0.15%
113CISCO SYS INCCSCO34,054$2.1M0.14%
114LOCKHEED MARTIN CORPLMT4,672$2.1M0.14%
115ISHARES TR46435U32582,149$2.1M0.14%
116QUALCOMM INCQCOM13,493$2.1M0.14%
117US BANCORP DELUSB-PS48,828$2.1M0.14%
118NICOLET BANKSHARES INCNIC18,662$2.0M0.14%
119INVESCO EXCH TRD SLF IDX FDIVZ103,405$2.0M0.14%
120SPDR S&P 500 ETF TRSPY3,556$2.0M0.14%
121INVESCO EXCH TRD SLF IDX FDIVZ90,961$2.0M0.13%
122CONSTELLATION BRANDS INCSTZ10,515$1.9M0.13%
123BLACKROCK INCBLK2,021$1.9M0.13%
124J P MORGAN EXCHANGE TRADED F46641Q83737,276$1.9M0.13%
125METTLER TOLEDO INTERNATIONALMTD1,584$1.9M0.13%
126SPDR INDEX SHS FDS78463X88949,060$1.8M0.12%
127INVESCO EXCHANGE TRADED FD TIVZ35,310$1.8M0.12%
128ISHARES TR46428773918,394$1.8M0.12%
129DISNEY WALT CO25468710617,621$1.7M0.12%
130INVESCO EXCH TRD SLF IDX FDIVZ87,630$1.7M0.12%
1311PIMCO ETF TR72201R77518,434$1.7M0.12%
132TESLA INCTSLA6,477$1.7M0.12%
133VANGUARD WORLD FD9219108738,142$1.6M0.11%
134ISHARES TR46428772111,650$1.6M0.11%
135VANGUARD INDEX FDS9229086376,274$1.6M0.11%
136ALPHABET INCGOOG9,896$1.5M0.11%
137BOOKING HOLDINGS INCBKNG333$1.5M0.11%
138INVESCO EXCH TRD SLF IDX FDIVZ64,534$1.5M0.10%
139ECOLAB INCECL6,000$1.5M0.10%
140ARK ETF TR00214Q10431,774$1.5M0.10%
141ISHARES TR4642872002,678$1.5M0.10%
142ISHARES TR46428865314,377$1.5M0.10%
143CHUBB LIMITEDCB4,786$1.4M0.10%
144VANGUARD INDEX FDS9229086528,082$1.4M0.10%
145INVESCO EXCHANGE TRADED FD TIVZ38,614$1.4M0.09%
146AFLAC INCAFL12,193$1.4M0.09%
147T-MOBILE US INCTMUSZ5,048$1.3M0.09%
148PROSHARES TR74348A46713,075$1.3M0.09%
149WEC ENERGY GROUP INCWEC11,963$1.3M0.09%
150SCHWAB STRATEGIC TR80852479745,285$1.3M0.09%
151INVESCO EXCH TRD SLF IDX FDIVZ75,089$1.2M0.09%
152PROGRESSIVE CORP7433151034,283$1.2M0.08%
153COMCAST CORP NEWCCZ32,165$1.2M0.08%
154PEPSICO INCPEP7,890$1.2M0.08%
155NEXTERA ENERGY INCNEE-PW16,432$1.2M0.08%
156GOLDMAN SACHS ETF TRNVGLF15,088$1.1M0.08%
157INVESCO EXCH TRD SLF IDX FDIVZ55,823$1.1M0.08%
158ALTRIA GROUP INCMO18,487$1.1M0.08%
1591INTERNATIONAL BUSINESS MACHSINTR4,375$1.1M0.07%
160VANGUARD TAX-MANAGED FDS92194385821,383$1.1M0.07%
161ISHARES TR4642876223,533$1.1M0.07%
162ISHARES TR46436E59349,526$973,6810.07%
163J P MORGAN EXCHANGE TRADED F46641Q11817,184$961,9600.07%
164INVESCO EXCH TRADED FD TR IIIVZ12,668$946,5520.07%
165ISHARES TR46432F84212,183$921,6430.06%
166AIR PRODS & CHEMS INCAIIR3,110$917,2010.06%
167SPDR S&P MIDCAP 400 ETF TRMDY1,666$888,7770.06%
168RTX CORPORATIONRTX6,498$860,7250.06%
169COCA COLA COKO11,886$851,2750.06%
170VANGUARD SPECIALIZED FUNDS9219088444,192$813,2060.06%
1711BERKSHIRE HATHAWAY INC DELBRK-A1$798,4410.05%
172ISHARES TR4642886127,504$795,5740.05%
173VANGUARD INDEX FDS9229086114,128$769,0050.05%
174SALESFORCE INCCRM2,850$764,8260.05%
175ISHARES TR4642874408,019$764,7720.05%
176ISHARES TR4642881587,188$759,0520.05%
177VANGUARD SCOTTSDALE FDS92206C8709,236$755,1350.05%
178DTE ENERGY CODTK5,288$731,1710.05%
179VANGUARD INDEX FDS9229086292,742$709,1360.05%
180SPDR SER TR78464A37519,968$663,7360.05%
181APPLE INCAAPL2,930$650,8400.04%
182ISHARES INC46434G10311,583$625,1340.04%
183BRISTOL-MYERS SQUIBB COCELG-RI10,219$623,2560.04%
184ALLSTATE CORPALL-PJ2,990$619,1390.04%
185ISHARES TR4642886125,772$611,9470.04%
186GENERAL DYNAMICS CORPGD2,160$588,7720.04%
187HONEYWELL INTL INC4385161062,750$582,3120.04%
188VANGUARD INDEX FDS9229087443,332$575,5690.04%
189FIRST TR EXCHNG TRADED FD VI33740F59913,580$573,0760.04%
190MICROSOFT CORPMSFT1,520$570,5920.04%
191PHILIP MORRIS INTL INC7181721093,503$556,0310.04%
192ISHARES TR4642881585,200$549,1200.04%
193COPART INCCPRT9,687$548,1870.04%
194MOODYS CORPMCO1,160$540,2000.04%
195STRYKER CORPORATIONSYK1,434$533,8060.04%
196VANECK ETF TRUST92189F6436,062$533,4560.04%
197ISHARES TR4642876066,400$532,9920.04%
198APPLIED MATLS INC0382221053,667$532,1550.04%
199HP INCHPQ18,885$522,9250.04%
200ISHARES TR4642876141,362$491,8040.03%
201VANGUARD BD INDEX FDS9219378356,279$461,1920.03%
202TAIWAN SEMICONDUCTOR MFG LTD8740391002,685$445,7100.03%
203VANGUARD INDEX FDS9229087361,165$432,0050.03%
204VANGUARD WHITEHALL FDS9219464063,301$425,6960.03%
205VANGUARD INDEX FDS9229087691,535$421,8790.03%
206BANK FIRST CORPBFC4,147$417,7680.03%
207NVIDIA CORPORATIONNVDA3,750$406,4250.03%
208WISDOMTREE TRWT5,033$401,9350.03%
209VANGUARD INDEX FDS9229087511,780$394,7150.03%
210BROOKFIELD CORP11271J1077,360$385,7370.03%
211JPMORGAN CHASE & CO.VYLD1,535$376,5350.03%
212ALLIANT ENERGY CORPLNT5,820$374,5170.03%
213STANDEX INTL CORP8542311072,305$372,0030.03%
214SPDR SER TR78464A8055,463$371,5380.03%
215UNION PAC CORPUNP1,570$370,8960.03%
216PFIZER INCPFE14,366$364,0340.03%
217PHILLIPS 66PSX2,912$359,5730.02%
218COLGATE PALMOLIVE COCL3,799$355,9660.02%
219AMERICAN ELEC PWR CO INC0255371013,250$355,1270.02%
220VULCAN MATLS CO9291601091,520$354,6160.02%
221AUTOMATIC DATA PROCESSING INADP1,155$352,8870.02%
222HOST HOTELS & RESORTS INCHST24,745$351,6260.02%
223VANGUARD INTL EQUITY INDEX F9220428587,697$348,3660.02%
224VANGUARD INDEX FDS9229085533,631$328,7500.02%
225VANGUARD WORLD FD9219107333,275$320,7860.02%
226TRAVELERS COMPANIES INCTRV1,208$319,4670.02%
227VANGUARD WHITEHALL FDS9219467944,330$319,0770.02%
228BLACKSTONE INCBX2,279$318,5580.02%
229VANGUARD INTL EQUITY INDEX F9220427755,251$318,5250.02%
230SELECT SECTOR SPDR TR81369Y4071,599$315,7380.02%
231J P MORGAN EXCHANGE TRADED F46654Q2036,065$314,0450.02%
232MGE ENERGY INCMGEE3,367$312,9960.02%
233AMAZON COM INCAMZN1,635$311,0750.02%
234AMERICAN EXPRESS COAXP1,150$309,4070.02%
235ISHARES TR4642885883,285$308,0670.02%
236FIRST TR EXCHNG TRADED FD VI33740F7636,149$300,0090.02%
237ORACLE CORPORCL-PD2,143$299,6120.02%
238UNILEVER PLCUNLYF4,921$293,0450.02%
239CORNING INCGLW6,400$292,9920.02%
240CUMMINS INCCMI920$288,3640.02%
241VANGUARD WORLD FD92204A8761,684$287,6440.02%
242VANGUARD WORLD FD92204A702515$279,3250.02%
243DEERE & CODE583$273,6310.02%
244OREILLY AUTOMOTIVE INC67103H107182$260,7290.02%
245SCHWAB CHARLES CORPSCHW-PJ3,265$255,5840.02%
246INVESCO EXCH TRADED FD TR IIIVZ22,405$251,3840.02%
247BROADCOM INCAVGO1,500$251,1450.02%
248KIMBERLY-CLARK CORPKMB1,765$251,0180.02%
249CREATIVE MEDIA & CMNTY TR12564W20110,000$250,0000.02%
250SELECT SECTOR SPDR TR81369Y6054,974$247,7540.02%
251ISHARES TR46435U4329,143$244,5750.02%
252DUKE ENERGY CORP NEWDUKB2,000$243,9400.02%
253FISERV INCFISV1,100$242,9130.02%
254ISHARES TR46435U2839,395$237,5050.02%
255VERIZON COMMUNICATIONS INCVZ5,225$237,0060.02%
256ISHARES TR4642874572,856$236,2760.02%
257SALESFORCE INCCRM880$236,1560.02%
258WALMART INCWMT2,681$235,3640.02%
259SHELL PLCRYDAF3,173$232,5170.02%
260ISHARES TR4642884487,275$225,6700.02%
261VANGUARD WORLD FD921910816730$225,4820.02%
262PLEXUS CORPPLXS1,730$221,6640.02%
263BANK AMERICA CORP0605051045,300$221,1690.02%
264SELECT SECTOR SPDR TR81369Y8862,755$217,2310.01%
265ADVANCED MICRO DEVICES INCAMD2,105$216,2670.01%
266ALPHABET INCGOOG1,380$213,4030.01%
267MASTERCARD INCORPORATEDMA380$208,2850.01%
268PNC FINL SVCS GROUP INC6934751051,181$207,5840.01%
269ISHARES TR4642874322,273$206,9110.01%
270SELECT SECTOR SPDR TR81369Y8522,141$206,4990.01%
271FASTENAL COFAST2,657$206,0500.01%
272BANK FIRST CORPBFC2,000$201,4800.01%
273ISHARES TR46435U2597,870$201,1570.01%
274LINDE PLCLIN430$200,2250.01%
275CREATIVE MEDIA & CMNTY TR22529B6068,000$200,0000.01%
276EXXON MOBIL CORPXOM1,615$192,0710.01%
277MCKESSON CORPMCK285$191,8020.01%
278ISHARES TR4642877391,968$188,4360.01%
279META PLATFORMS INCMETA295$170,0260.01%
280LOWES COS INC548661107660$153,9310.01%
281THERMO FISHER SCIENTIFIC INCTMO280$139,3280.01%
282DANAHER CORPORATION235851102645$132,2250.01%
283UNITEDHEALTH GROUP INCUNH250$130,9370.01%
284TJX COS INC NEW8725401091,075$130,9350.01%
285INVESCO EXCHANGE TRADED FD TIVZ3,595$122,9490.01%
2861VANECK ETF TRUST92189F6431,385$121,8800.01%
287CONOCOPHILLIPSCOP1,145$120,2470.01%
288AMERIPRISE FINL INC03076C106245$118,6060.01%
289ISHARES TR4642872261,106$109,4050.01%
290ISHARES TR46432F8592,245$108,5450.01%
291PROCTER AND GAMBLE CO742718109601$102,4220.01%
292VANGUARD STAR FDS9219097681,498$93,0250.01%
293JANUS DETROIT STR TR47103U8522,002$90,4900.01%
294UBER TECHNOLOGIES INCUBER1,215$88,5240.01%
295DISNEY WALT CO254687106700$69,0900.00%
2961ISHARES TR46435U4322,550$68,2120.00%
297COMCAST CORP NEWCCZ1,810$66,7890.00%
298AMERICAN EXPRESS COAXP215$57,8450.00%
299VANGUARD WORLD FD921910709801$56,9590.00%
300VERIZON COMMUNICATIONS INCVZ1,100$49,8960.00%
301ISHARES TR46436E8252,213$48,1770.00%
302ISHARES TR46436E8332,162$48,1040.00%
303ISHARES TR46436E8412,141$48,0010.00%
304INVESCO EXCH TRD SLF IDX FDIVZ2,317$47,9150.00%
305MGE ENERGY INCMGEE425$39,5080.00%
306BRISTOL-MYERS SQUIBB COCELG-RI600$36,5940.00%
307DUKE ENERGY CORP NEWDUKB200$24,3940.00%
308AKEBIA THERAPEUTICS INCAKBA12,250$23,5200.00%
309ALTRIA GROUP INCMO300$18,0060.00%
310COCA COLA COKO250$17,9050.00%
311ISHARES TR464287804145$15,1620.00%
3123M COMMM100$14,6860.00%
313CHEVRON CORP NEWCVX75$12,5460.00%
314INTERNATIONAL BUSINESS MACHSINTR50$12,4330.00%
315NEUMORA THERAPEUTICS INC.NMRA12,000$12,0000.00%
316ORACLE CORPORCL-PD50$6,9900.00%
317GRILLIT INC39850R10910,500,000$5,2500.00%
318CONSTELLATION BRANDS INCSTZ25$4,5880.00%
319CREATD INCCRTD148,291$1,1860.00%
320SIONIX CORP8294001002,361,816$20.00%