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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

Family Legacy, Inc.

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003259

Total Value
$228.7M
Positions
109
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (109)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL48,354$6.9M3.00%
2MICROSOFT CORPMSFT23,919$5.8M2.52%
3JOHNSON & JOHNSONJNJ30,542$5.2M2.26%
4FIRST TR EXCH TRADED FD III33739E108287,974$5.2M2.26%
5GALLAGHER ARTHUR J & CO36357610925,315$5.0M2.18%
6COCA COLA COKO81,819$5.0M2.18%
7CATERPILLAR INCCAT19,084$4.9M2.16%
8DUKE ENERGY CORP NEWDUKB47,620$4.8M2.11%
9HOME DEPOT INCHD15,117$4.8M2.10%
10LOWES COS INC54866110723,128$4.8M2.08%
11VULCAN MATLS CO92916010926,193$4.7M2.05%
12JPMORGAN CHASE & COVYLD33,065$4.6M2.01%
13MERCK & CO INCMRK35,524$3.9M1.69%
14VISA INCV16,919$3.8M1.66%
15VANGUARD INDEX FDS92290862917,619$3.8M1.66%
16LILLY ELI & COLLY10,867$3.8M1.66%
17UNITEDHEALTH GROUP INCUNH7,643$3.8M1.65%
18VANGUARD BD INDEX FDS92193781948,569$3.7M1.63%
19SPDR INDEX SHS FDS78463X889113,750$3.7M1.61%
20VANECK ETF TRUST92189F437130,029$3.6M1.59%
21PROCTER AND GAMBLE CO74271810925,337$3.6M1.57%
22ISHARES TR46434V62170,556$3.6M1.57%
23SPDR S&P 500 ETF TRSPY8,809$3.5M1.54%
24LOCKHEED MARTIN CORPLMT7,713$3.5M1.53%
25AMGEN INCAMGN13,579$3.5M1.52%
26INVESCO QQQ TRIVZ12,046$3.5M1.52%
27COSTCO WHSL CORP NEW22160K1056,907$3.4M1.48%
28WALMART INCWMT23,303$3.3M1.45%
29ALPHABET INCGOOG34,579$3.3M1.44%
30APPLIED MATLS INC03822210528,267$3.2M1.41%
31STARBUCKS CORPSBUX29,375$3.1M1.37%
32DEERE & CODE7,592$3.1M1.37%
33ELEVANCE HEALTH INCELV6,322$3.1M1.37%
34ORACLE CORPORCL-PD34,486$3.1M1.35%
35VANGUARD INDEX FDS92290855332,575$2.9M1.26%
36AMAZON COM INCAMZN27,004$2.6M1.15%
37ISHARES TR46428830745,331$2.6M1.14%
38TAIWAN SEMICONDUCTOR MFG LTD87403910027,846$2.6M1.13%
39SOUTHERN COSOMN37,224$2.5M1.09%
40PEPSICO INCPEP14,260$2.5M1.07%
41VANGUARD BD INDEX FDS92193782731,151$2.4M1.04%
42NORTHROP GRUMMAN CORPNOC5,111$2.4M1.04%
43BOEING COBA-PA10,770$2.3M1.00%
44CSX CORPCSX68,778$2.1M0.93%
45GENERAL DYNAMICS CORPGD9,307$2.1M0.92%
46ACTIVISION BLIZZARD INC00507V10927,225$2.0M0.89%
47CIGNA CORP NEW1255231006,358$2.0M0.87%
48PROLOGIS INC.PLDGP15,863$2.0M0.87%
49WASTE MGMT INC DEL94106L10912,775$2.0M0.86%
50RIO TINTO PLCRTNTF24,393$1.9M0.85%
51SELECT SECTOR SPDR TR81369Y10022,820$1.9M0.83%
52MEDICAL PPTYS TRUST INC58463J304148,693$1.8M0.81%
53BANK AMERICA CORP06050510451,766$1.8M0.79%
54VANGUARD INDEX FDS92290861110,188$1.7M0.75%
55TORONTO DOMINION BK ONTTORO25,256$1.7M0.74%
56UNION PAC CORPUNP8,360$1.7M0.73%
57DISNEY WALT CO25468710615,089$1.6M0.71%
58ABBVIE INCABBV10,943$1.6M0.71%
59CHUBB LIMITEDCB6,993$1.6M0.70%
60CISCO SYS INCCSCO33,281$1.6M0.70%
61PFIZER INCPFE33,455$1.5M0.66%
62CVS HEALTH CORPCVS17,426$1.5M0.65%
63NORFOLK SOUTHN CORP6558441086,065$1.5M0.64%
64MCDONALDS CORPMCD4,848$1.3M0.58%
65ISHARES TR46428876011,665$1.3M0.57%
66BERKSHIRE HATHAWAY INC DELBRK-A4,209$1.3M0.57%
67TRANSDIGM GROUP INCTDG1,839$1.3M0.56%
68DANAHER CORPORATION2358511024,767$1.3M0.55%
69GENERAL ELECTRIC CO36960430113,841$1.1M0.49%
70THERMO FISHER SCIENTIFIC INCTMO1,932$1.1M0.49%
71LAMB WESTON HLDGS INCLW10,871$1.1M0.46%
72PAYPAL HLDGS INCPYPL13,124$1.0M0.45%
73UNITED CMNTY BKS BLAIRSVLE GUNTCW30,822$980,1420.43%
74CONAGRA BRANDS INCCAG26,346$978,4990.43%
75BERKSHIRE HATHAWAY INC DELBRK-A2$943,3150.41%
76ABBOTT LABSABLZF8,405$932,9920.41%
77AMERICAN ELEC PWR CO INC0255371019,641$890,3510.39%
78CAPITAL ONE FINL CORP14040H1057,391$858,0170.38%
79PUBLIC STORAGEPSA-PS2,911$850,8560.37%
80MASTERCARD INCORPORATEDMA2,152$822,9640.36%
81NATIONAL HEALTH INVS INC63633D10414,247$803,1030.35%
82MONDELEZ INTL INC60920710511,727$762,2390.33%
83INTUITINTU1,833$736,7870.32%
84DOLLAR GEN CORP NEW2566771053,066$731,0700.32%
85INVESCO EXCH TRADED FD TR IIIVZ24,968$673,8970.29%
86WP CAREY INC92936U1097,905$669,0890.29%
87UNITED PARCEL SERVICE INCUPS3,539$628,0220.27%
88REALTY INCOME CORPO9,293$625,4800.27%
89AMERICAN WTR WKS CO INC NEW0304201033,792$589,6940.26%
90WELLS FARGO CO NEW94974610112,800$580,3520.25%
91ROBERT HALF INTL INCRHI6,464$509,8510.22%
92ARK ETF TR00214Q40110,253$478,4950.21%
93RENTOKIL INITIAL PLCRKLIF14,898$464,8180.20%
94MEDTRONIC PLCMDT5,656$459,2330.20%
95GENERAL MTRS CO37045V10012,560$456,1790.20%
96SCHWAB CHARLES CORPSCHW-PJ5,362$424,7240.19%
97ELECTRONIC ARTS INCEA3,276$417,8870.18%
98FIRST TR EXCHANGE-TRADED FD33739Q2008,585$412,6810.18%
99GE HEALTHCARE TECHNOLOGIES IGEHC5,696$391,3720.17%
100SPDR SER TR78464A7632,918$371,9280.16%
101SOUTHWEST AIRLS CO8447411088,935$329,4330.14%
102TRUIST FINL CORP89832Q1096,680$325,8640.14%
103NOVARTIS AGNVSEF3,250$301,6330.13%
104CITIGROUP INCC-PR5,680$294,7710.13%
105ISHARES TR4642874732,618$292,2210.13%
106FIRST TR EXCHANGE-TRADED FD33738D3095,781$262,4000.11%
107FEDEX CORPFDX1,394$261,8390.11%
108GSK PLCGLAXF6,400$225,0880.10%
109PAYCHEX INCPAYX1,820$210,4280.09%