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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 Q3 2024 · Filed October 15, 2024 · Accession 0001398344-24-018881

Total Value
$300.8M
Positions
122
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (122)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL41,304$9.6M3.20%
2MICROSOFT CORPMSFT20,423$8.8M2.92%
3ELI LILLY & COLLY7,698$6.8M2.27%
4JPMORGAN CHASE & CO.VYLD32,085$6.8M2.25%
5CATERPILLAR INCCAT17,156$6.7M2.23%
6GALLAGHER ARTHUR J & CO36357610922,679$6.4M2.12%
7LOWES COS INC54866110723,045$6.2M2.08%
8HOME DEPOT INCHD14,906$6.0M2.01%
9COCA COLA COKO81,538$5.9M1.95%
10VULCAN MATLS CO92916010923,186$5.8M1.93%
11DUKE ENERGY CORP NEWDUKB49,502$5.7M1.90%
12ORACLE CORPORCL-PD32,002$5.5M1.81%
13WALMART INCWMT67,363$5.4M1.81%
14COSTCO WHSL CORP NEW22160K1056,079$5.4M1.79%
15APPLIED MATLS INC03822210526,657$5.4M1.79%
16ALPHABET INCGOOG32,197$5.3M1.78%
17JOHNSON & JOHNSONJNJ31,750$5.1M1.71%
18TAIWAN SEMICONDUCTOR MFG LTD87403910029,446$5.1M1.70%
19FIRST TR EXCH TRADED FD III33739E108281,118$5.1M1.69%
20AMAZON COM INCAMZN27,149$5.1M1.68%
21VANGUARD INDEX FDS92290862918,658$4.9M1.64%
22LOCKHEED MARTIN CORPLMT8,317$4.9M1.62%
23VISA INCV17,213$4.7M1.57%
24PROCTER AND GAMBLE CO74271810927,099$4.7M1.56%
25INVESCO QQQ TRIVZ9,554$4.7M1.55%
26UNITEDHEALTH GROUP INCUNH7,825$4.6M1.52%
27SPDR S&P 500 ETF TRSPY7,949$4.6M1.52%
28ISHARES TR46434V62169,699$4.4M1.45%
29SPDR INDEX SHS FDS78463X889114,391$4.3M1.43%
30VANECK ETF TRUST92189F437140,862$4.1M1.38%
31AMGEN INCAMGN12,829$4.1M1.37%
32VANGUARD BD INDEX FDS92193781952,515$4.1M1.37%
33MERCK & CO INCMRK34,432$3.9M1.30%
34VANGUARD INDEX FDS92290855336,566$3.6M1.18%
35ELEVANCE HEALTH INCELV6,599$3.4M1.14%
36DEERE & CODE8,142$3.4M1.13%
37SOUTHERN COSOMN36,388$3.3M1.09%
38NORTHROP GRUMMAN CORPNOC5,947$3.1M1.04%
39TRANSDIGM GROUP INCTDG2,154$3.1M1.02%
40ISHARES TR46428830741,857$3.1M1.02%
41STARBUCKS CORPSBUX30,554$3.0M0.99%
42WASTE MGMT INC DEL94106L10914,283$3.0M0.99%
43ISHARES TR46428752312,257$2.8M0.94%
44GENERAL DYNAMICS CORPGD8,998$2.7M0.90%
45PEPSICO INCPEP15,336$2.6M0.87%
46GE AEROSPACE36960430113,510$2.5M0.85%
47CSX CORPCSX67,634$2.3M0.78%
48BANK AMERICA CORP06050510458,837$2.3M0.78%
49SELECT SECTOR SPDR TR81369Y10023,828$2.3M0.76%
50PROLOGIS INC.PLDGP17,652$2.2M0.74%
51THE CIGNA GROUP1255231006,408$2.2M0.74%
52BERKSHIRE HATHAWAY INC DELBRK-A4,765$2.2M0.73%
53VANGUARD BD INDEX FDS92193782727,161$2.1M0.71%
54UNION PAC CORPUNP8,647$2.1M0.71%
55DIMENSIONAL ETF TRUST25434V80755,680$2.1M0.70%
56NOVO-NORDISK A SNONOF17,673$2.1M0.70%
57ABBVIE INCABBV10,635$2.1M0.70%
58VANGUARD INDEX FDS92290861110,272$2.1M0.69%
59CHUBB LIMITEDCB6,913$2.0M0.66%
60BOEING COBA-PA12,465$1.9M0.63%
61ISHARES TR46428876012,545$1.9M0.62%
62RIO TINTO PLCRTNTF26,052$1.9M0.62%
63CISCO SYS INCCSCO32,863$1.7M0.58%
64TORONTO DOMINION BK ONTTORO25,946$1.6M0.55%
65ISHARES TR46434V69624,526$1.6M0.54%
66DANAHER CORPORATION2358511025,790$1.6M0.54%
67MCDONALDS CORPMCD5,242$1.6M0.53%
68THERMO FISHER SCIENTIFIC INCTMO2,517$1.6M0.52%
69NORFOLK SOUTHN CORP6558441086,065$1.5M0.50%
70INTUITINTU2,380$1.5M0.49%
71BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.46%
72FIRST SOLAR INCFSLR5,421$1.4M0.45%
73GE HEALTHCARE TECHNOLOGIES IGEHC14,350$1.3M0.45%
74GE VERNOVA INCGEV5,188$1.3M0.44%
75DISNEY WALT CO25468710613,481$1.3M0.43%
76CAPITAL ONE FINL CORP14040H1057,920$1.2M0.39%
77DARDEN RESTAURANTS INCDRI7,086$1.2M0.39%
78CHEVRON CORP NEWCVX7,803$1.1M0.38%
79MASTERCARD INCORPORATEDMA2,287$1.1M0.38%
80PUBLIC STORAGE OPER COPSA-PS3,080$1.1M0.37%
81UNITED CMNTY BKS BLAIRSVLE GUNTCW38,114$1.1M0.37%
82INVESCO EXCH TRADED FD TR IIIVZ38,373$1.1M0.35%
83ABBOTT LABSABLZF8,630$983,9440.33%
84NVIDIA CORPORATIONNVDA7,855$953,9110.32%
85MONDELEZ INTL INC60920710511,588$853,6700.28%
86TRACTOR SUPPLY COTSCO2,916$848,4690.28%
87CONAGRA BRANDS INCCAG25,587$832,0980.28%
88GAMING & LEISURE PPTYS INC36467J10815,589$802,0450.27%
89LAMB WESTON HLDGS INCLW12,361$800,2710.27%
90NATIONAL HEALTH INVS INC63633D1049,402$790,3320.26%
91WELLS FARGO CO NEW94974610112,800$723,0720.24%
92CVS HEALTH CORPCVS10,436$656,1850.22%
93AMERICAN ELEC PWR CO INC0255371016,008$616,4260.20%
94REALTY INCOME CORPO9,606$609,1820.20%
95FIFTH THIRD BANCORPFITBM13,448$576,0980.19%
96GENERAL MTRS CO37045V10012,660$567,6740.19%
97AMERICAN WTR WKS CO INC NEW0304201033,761$550,0090.18%
98ROBERT HALF INC.RHI7,862$529,9530.18%
99FEDEX CORPFDX1,816$497,0500.17%
100ELECTRONIC ARTS INCEA3,392$486,5480.16%
101DOLLAR GEN CORP NEW2566771055,713$483,1690.16%
102UNITED PARCEL SERVICE INCUPS3,529$481,1370.16%
103CITIGROUP INCC-PR6,780$424,4030.14%
104FIRST TR EXCHANGE-TRADED FD33739Q2008,544$422,1590.14%
105SCHWAB CHARLES CORPSCHW-PJ6,310$408,9510.14%
106WP CAREY INC92936U1096,450$401,8480.13%
107NOVARTIS AGNVSEF3,250$373,8150.12%
108RENTOKIL INITIAL PLCRKLIF14,300$356,4990.12%
109SPDR SER TR78464A7632,393$339,9020.11%
110AMERICAN TOWER CORP NEW03027X1001,422$330,7000.11%
111ISHARES TR4642874732,451$324,1450.11%
112MEDTRONIC PLCMDT3,568$321,1900.11%
113PAYCHEX INCPAYX2,100$281,7990.09%
114AFLAC INCAFL2,500$279,5000.09%
115LEMAITRE VASCULAR INCLMAT3,000$278,6700.09%
116TRUIST FINL CORP89832Q1096,433$275,1520.09%
117GSK PLCGLAXF6,400$261,6320.09%
118COMCAST CORP NEWCCZ5,525$230,7790.08%
119FIRST TR EXCHANGE-TRADED FD33738D3094,899$224,8150.07%
120ISHARES TR4642871192,606$219,0080.07%
121KROGER COKR3,572$204,6780.07%
122BUILDERS FIRSTSOURCE INCBLDR1,036$200,8390.07%