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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 2025 · Filed April 23, 2025 · Accession 0001706016-25-000005

Total Value
$291.4M
Positions
120
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (120)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL40,159$8.9M3.06%
2MICROSOFT CORPMSFT20,433$7.7M2.63%
3GALLAGHER ARTHUR J & CO36357610920,909$7.2M2.48%
4JPMORGAN CHASE & CO.VYLD29,128$7.1M2.45%
5DUKE ENERGY CORP NEWDUKB49,633$6.1M2.08%
6VISA INCV17,110$6.0M2.06%
7ELI LILLY & COLLY7,245$6.0M2.05%
8DIMENSIONAL ETF TRUST25434V807150,550$5.9M2.03%
9COCA COLA COKO81,555$5.8M2.00%
10WALMART INCWMT64,166$5.6M1.93%
11HOME DEPOT INCHD15,192$5.6M1.91%
12COSTCO WHSL CORP NEW22160K1055,839$5.5M1.89%
13CATERPILLAR INCCAT16,669$5.5M1.89%
14VULCAN MATLS CO92916010923,285$5.4M1.86%
15LOWES COS INC54866110723,209$5.4M1.86%
16JOHNSON & JOHNSONJNJ32,266$5.4M1.84%
17FIRST TR EXCH TRADED FD III33739E108293,911$5.2M1.77%
18AMAZON COM INCAMZN26,833$5.1M1.75%
19ALPHABET INCGOOG31,902$4.9M1.69%
20TAIWAN SEMICONDUCTOR MFG LTD87403910029,205$4.8M1.66%
21PROCTER AND GAMBLE CO74271810927,653$4.7M1.62%
22VANGUARD INDEX FDS92290862917,528$4.5M1.56%
23VANECK ETF TRUST92189F437152,496$4.4M1.51%
24ORACLE CORPORCL-PD31,368$4.4M1.50%
25VANGUARD BD INDEX FDS92193781955,996$4.3M1.47%
26UNITEDHEALTH GROUP INCUNH7,978$4.2M1.43%
27AMGEN INCAMGN12,954$4.0M1.38%
28SPDR S&P 500 ETF TRSPY7,192$4.0M1.38%
29INVESCO QQQ TRIVZ8,391$3.9M1.35%
30APPLIED MATLS INC03822210526,909$3.9M1.34%
31ISHARES TR46434V62162,593$3.9M1.33%
32DEERE & CODE8,189$3.8M1.32%
33LOCKHEED MARTIN CORPLMT8,537$3.8M1.31%
34WASTE MGMT INC DEL94106L10914,644$3.4M1.16%
35ISHARES TR46428752317,754$3.3M1.15%
36SOUTHERN COSOMN35,760$3.3M1.13%
37TRANSDIGM GROUP INCTDG2,357$3.3M1.12%
38MERCK & CO INCMRK35,096$3.2M1.08%
39NORTHROP GRUMMAN CORPNOC6,076$3.1M1.07%
40STARBUCKS CORPSBUX31,081$3.0M1.05%
41ELEVANCE HEALTH INCELV6,957$3.0M1.04%
42GE AEROSPACE36960430113,904$2.8M0.95%
43VANGUARD INDEX FDS92290855330,072$2.7M0.93%
44ISHARES TR46428830737,663$2.7M0.92%
45BERKSHIRE HATHAWAY INC DELBRK-A4,873$2.6M0.89%
46BANK AMERICA CORP06050510459,492$2.5M0.85%
47GENERAL DYNAMICS CORPGD9,078$2.5M0.85%
48GE VERNOVA INCGEV8,105$2.5M0.85%
49PEPSICO INCPEP15,591$2.3M0.80%
50BOEING COBA-PA13,198$2.3M0.77%
51ABBVIE INCABBV10,553$2.2M0.76%
52VANGUARD BD INDEX FDS92193782727,696$2.2M0.74%
53SELECT SECTOR SPDR TR81369Y10024,934$2.1M0.74%
54THE CIGNA GROUP1255231006,497$2.1M0.73%
55PROLOGIS INC.PLDGP18,747$2.1M0.72%
56CHUBB LIMITEDCB6,899$2.1M0.71%
57UNION PAC CORPUNP8,728$2.1M0.71%
58CISCO SYS INCCSCO32,875$2.0M0.70%
59CSX CORPCSX67,779$2.0M0.68%
60VANGUARD INDEX FDS9229086119,961$1.9M0.64%
61ISHARES TR46428876011,699$1.8M0.61%
62MCDONALDS CORPMCD5,312$1.7M0.57%
63BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.55%
64DARDEN RESTAURANTS INCDRI7,601$1.6M0.54%
65INTUITINTU2,532$1.6M0.53%
66RIO TINTO PLCRTNTF25,043$1.5M0.52%
67ISHARES TR46434V69623,840$1.5M0.51%
68NORFOLK SOUTHN CORP6558441086,090$1.4M0.49%
69TORONTO DOMINION BK ONTTORO23,726$1.4M0.49%
70CAPITAL ONE FINL CORP14040H1057,926$1.4M0.49%
71DISNEY WALT CO25468710614,232$1.4M0.48%
72THERMO FISHER SCIENTIFIC INCTMO2,690$1.3M0.46%
73CHEVRON CORP NEWCVX7,959$1.3M0.46%
74NOVO-NORDISK A SNONOF18,969$1.3M0.45%
75NVIDIA CORPORATIONNVDA12,089$1.3M0.45%
76GE HEALTHCARE TECHNOLOGIES IGEHC16,057$1.3M0.44%
77MASTERCARD INCORPORATEDMA2,335$1.3M0.44%
78DANAHER CORPORATION2358511025,993$1.2M0.42%
79ABBOTT LABSABLZF8,720$1.2M0.40%
80INVESCO EXCH TRADED FD TR IIIVZ42,758$1.1M0.39%
81UNITED CMNTY BKS BLAIRSVLE GUNTCW39,844$1.1M0.38%
82EATON CORP PLCETN3,612$981,8500.34%
83PUBLIC STORAGE OPER COPSA-PS3,202$958,3270.33%
84TRACTOR SUPPLY COTSCO17,157$945,3360.32%
85GAMING & LEISURE PPTYS INC36467J10818,526$942,9860.32%
86WELLS FARGO CO NEW94974610112,837$921,5680.32%
87MONDELEZ INTL INC60920710511,527$782,0910.27%
88FIRST SOLAR INCFSLR5,858$740,6270.25%
89NATIONAL HEALTH INVS INC63633D1049,340$689,8520.24%
90CONAGRA BRANDS INCCAG25,162$671,0770.23%
91FIFTH THIRD BANCORPFITBM16,915$663,0800.23%
92AMERICAN ELEC PWR CO INC0255371015,839$638,0330.22%
93CVS HEALTH CORPCVS9,375$635,1230.22%
94REALTY INCOME CORPO9,986$579,2600.20%
95FEDEX CORPFDX2,272$553,9100.19%
96AMERICAN WTR WKS CO INC NEW0304201033,747$552,7570.19%
97GENERAL MTRS CO37045V10011,710$550,7210.19%
98SPDR INDEX SHS FDS78463X88913,883$505,4860.17%
99CITIGROUP INCC-PR7,007$497,3980.17%
100SCHWAB CHARLES CORPSCHW-PJ6,300$493,1640.17%
101ELECTRONIC ARTS INCEA3,379$488,3330.17%
102LAMB WESTON HLDGS INCLW8,972$478,2240.16%
103FIRST TR EXCHANGE-TRADED FD33739Q2008,513$418,4990.14%
104ROBERT HALF INC.RHI7,483$408,1780.14%
105UNITED PARCEL SERVICE INCUPS3,669$403,5480.14%
106ROLLINS INCROL7,200$389,0160.13%
107AMERICAN TOWER CORP NEW03027X1001,565$340,5440.12%
108PAYCHEX INCPAYX2,160$333,2450.11%
109BUILDERS FIRSTSOURCE INCBLDR2,619$327,2180.11%
110WP CAREY INC92936U1094,930$311,1330.11%
111ISHARES TR4642874732,429$305,9810.10%
112AFLAC INCAFL2,607$289,8720.10%
113SPDR SER TR78464A7632,135$289,6770.10%
114LEMAITRE VASCULAR INCLMAT3,000$251,7000.09%
115KROGER COKR3,572$241,7920.08%
116TRUIST FINL CORP89832Q1095,870$241,5510.08%
117STEEL DYNAMICS INCSTLD1,819$227,5210.08%
118FIRST TR EXCHANGE-TRADED FD33738D3094,908$224,0500.08%
119MEDTRONIC PLCMDT2,393$214,9980.07%
120CONSOLIDATED EDISON INCED1,875$207,3560.07%