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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 Q4 2024 · Filed February 12, 2025 · Accession 0001706016-25-000003

Total Value
$295.2M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL41,112$10.0M3.38%
2MICROSOFT CORPMSFT20,612$8.8M2.96%
3JPMORGAN CHASE & CO.VYLD31,425$7.6M2.59%
4GALLAGHER ARTHUR J & CO36357610922,645$6.5M2.19%
5ALPHABET INCGOOG32,279$6.3M2.12%
6ELI LILLY & COLLY7,915$6.2M2.11%
7WALMART INCWMT67,140$6.2M2.09%
8TAIWAN SEMICONDUCTOR MFG LTD87403910029,554$6.1M2.07%
9AMAZON COM INCAMZN27,222$6.0M2.05%
10CATERPILLAR INCCAT16,665$6.0M2.04%
11VULCAN MATLS CO92916010923,251$5.9M2.01%
12HOME DEPOT INCHD15,033$5.8M1.97%
13LOWES COS INC54866110723,126$5.7M1.93%
14COSTCO WHSL CORP NEW22160K1056,083$5.6M1.91%
15VISA INCV17,348$5.4M1.84%
16DUKE ENERGY CORP NEWDUKB49,774$5.4M1.83%
17ORACLE CORPORCL-PD31,752$5.2M1.75%
18FIRST TR EXCH TRADED FD III33739E108292,141$5.2M1.75%
19COCA COLA COKO81,661$5.0M1.71%
20VANGUARD INDEX FDS92290862918,631$5.0M1.68%
21INVESCO QQQ TRIVZ9,410$4.8M1.64%
22APPLIED MATLS INC03822210526,970$4.8M1.62%
23SPDR S&P 500 ETF TRSPY7,848$4.6M1.57%
24JOHNSON & JOHNSONJNJ32,281$4.6M1.56%
25PROCTER AND GAMBLE CO74271810927,578$4.5M1.51%
26VANECK ETF TRUST92189F437148,724$4.3M1.45%
27ISHARES TR46434V62169,276$4.3M1.44%
28UNITEDHEALTH GROUP INCUNH7,946$4.2M1.41%
29VANGUARD BD INDEX FDS92193781954,556$4.1M1.38%
30SPDR INDEX SHS FDS78463X889115,135$4.0M1.34%
31LOCKHEED MARTIN CORPLMT8,445$4.0M1.34%
32MERCK & CO INCMRK34,827$3.5M1.18%
33AMGEN INCAMGN12,963$3.4M1.16%
34DEERE & CODE8,311$3.4M1.15%
35VANGUARD INDEX FDS92290855336,881$3.2M1.10%
36ISHARES TR46428830741,304$3.2M1.07%
37WASTE MGMT INC DEL94106L10914,621$3.0M1.02%
38SOUTHERN COSOMN36,338$3.0M1.02%
39TRANSDIGM GROUP INCTDG2,253$2.9M0.98%
40STARBUCKS CORPSBUX30,870$2.9M0.97%
41ISHARES TR46428752312,650$2.8M0.96%
42NORTHROP GRUMMAN CORPNOC6,067$2.8M0.95%
43BANK AMERICA CORP06050510459,238$2.7M0.93%
44ELEVANCE HEALTH INCELV6,831$2.6M0.89%
45GE AEROSPACE36960430114,010$2.4M0.82%
46GENERAL DYNAMICS CORPGD9,085$2.4M0.80%
47PEPSICO INCPEP15,526$2.3M0.77%
48DIMENSIONAL ETF TRUST25434V80762,979$2.3M0.76%
49BOEING COBA-PA12,988$2.2M0.76%
50BERKSHIRE HATHAWAY INC DELBRK-A4,909$2.2M0.75%
51CSX CORPCSX68,009$2.2M0.74%
52GE VERNOVA INCGEV5,785$2.1M0.72%
53VANGUARD BD INDEX FDS92193782727,044$2.1M0.71%
54SELECT SECTOR SPDR TR81369Y10024,285$2.0M0.69%
55VANGUARD INDEX FDS92290861110,243$2.0M0.69%
56UNION PAC CORPUNP8,736$2.0M0.69%
57PROLOGIS INC.PLDGP18,653$2.0M0.67%
58CISCO SYS INCCSCO32,972$2.0M0.66%
59ABBVIE INCABBV10,640$1.9M0.64%
60CHUBB LIMITEDCB6,930$1.8M0.63%
61ISHARES TR46428876012,551$1.8M0.62%
62THE CIGNA GROUP1255231006,466$1.8M0.61%
63NOVO-NORDISK A SNONOF18,557$1.6M0.54%
64DISNEY WALT CO25468710614,109$1.5M0.52%
65INTUITINTU2,460$1.5M0.52%
66RIO TINTO PLCRTNTF25,969$1.5M0.52%
67MCDONALDS CORPMCD5,301$1.5M0.52%
68ISHARES TR46434V69624,633$1.5M0.51%
69THERMO FISHER SCIENTIFIC INCTMO2,664$1.5M0.49%
70NORFOLK SOUTHN CORP6558441086,090$1.4M0.49%
71CAPITAL ONE FINL CORP14040H1057,980$1.4M0.49%
72DANAHER CORPORATION2358511025,941$1.4M0.48%
73DARDEN RESTAURANTS INCDRI7,442$1.4M0.46%
74BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.46%
75GE HEALTHCARE TECHNOLOGIES IGEHC15,593$1.3M0.46%
76TORONTO DOMINION BK ONTTORO24,516$1.3M0.45%
77NVIDIA CORPORATIONNVDA9,126$1.3M0.43%
78UNITED CMNTY BKS BLAIRSVLE GUNTCW39,843$1.2M0.42%
79MASTERCARD INCORPORATEDMA2,335$1.2M0.41%
80CHEVRON CORP NEWCVX7,887$1.2M0.40%
81INVESCO EXCH TRADED FD TR IIIVZ42,997$1.1M0.38%
82FIRST SOLAR INCFSLR5,806$1.1M0.38%
83ABBOTT LABSABLZF8,800$1.0M0.34%
84PUBLIC STORAGE OPER COPSA-PS3,140$927,7440.31%
85TRACTOR SUPPLY COTSCO16,876$917,9050.31%
86WELLS FARGO CO NEW94974610112,800$916,0960.31%
87GAMING & LEISURE PPTYS INC36467J10817,638$821,5600.28%
88LAMB WESTON HLDGS INCLW12,355$752,3150.25%
89MONDELEZ INTL INC60920710511,677$680,6380.23%
90CONAGRA BRANDS INCCAG25,587$680,6210.23%
91NATIONAL HEALTH INVS INC63633D1049,390$635,7970.22%
92FIFTH THIRD BANCORPFITBM14,844$629,6810.21%
93GENERAL MTRS CO37045V10012,085$616,3350.21%
94FEDEX CORPFDX2,137$587,5080.20%
95AMERICAN ELEC PWR CO INC0255371015,884$542,8620.18%
96REALTY INCOME CORPO9,986$524,3400.18%
97ROBERT HALF INC.RHI7,712$519,9180.18%
98CITIGROUP INCC-PR7,007$513,3030.17%
99ELECTRONIC ARTS INCEA3,379$487,2520.17%
100UNITED PARCEL SERVICE INCUPS3,689$467,6120.16%
101AMERICAN WTR WKS CO INC NEW0304201033,774$462,7300.16%
102SCHWAB CHARLES CORPSCHW-PJ6,300$459,9000.16%
103CVS HEALTH CORPCVS9,430$433,8520.15%
104FIRST TR EXCHANGE-TRADED FD33739Q2008,513$412,9660.14%
105BUILDERS FIRSTSOURCE INCBLDR2,451$351,7190.12%
106ROLLINS INCROL7,200$333,7200.11%
107DOLLAR GEN CORP NEW2566771054,644$332,6200.11%
108ISHARES TR4642874732,451$317,9190.11%
109SPDR SER TR78464A7632,323$303,9410.10%
110PAYCHEX INCPAYX2,160$302,9400.10%
111MEDTRONIC PLCMDT3,568$294,9680.10%
112LEMAITRE VASCULAR INCLMAT3,000$284,7000.10%
113TRUIST FINL CORP89832Q1096,433$282,7430.10%
114AMERICAN TOWER CORP NEW03027X1001,565$280,4320.10%
115WP CAREY INC92936U1094,959$271,6570.09%
116AFLAC INCAFL2,607$270,0070.09%
117FIRST TR EXCHANGE-TRADED FD33738D3094,908$227,4860.08%
118KROGER COKR3,572$210,3930.07%
119COMCAST CORP NEWCCZ5,619$208,8580.07%
120SOUTHWEST AIRLS CO8447411086,300$207,1440.07%
121ROBLOX CORPRBLX3,308$205,2610.07%