Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $150 Billion
  • Q4 2024

Williamson Legacy Group, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $43.7B, Nvidia Corp with a value of $3.46B, App Lovin Corp with a value of $2.76B, Meta Platforms, Inc. with a value of $2.75B, and Amazon Com Inc with a value of $2.39B.

Examining the 13F form we can see an increase of $413M in the current position value, from $150B to 150B.

Williamson Legacy Group, LLC is based out at Carmel, IN

Below you can find more details about Williamson Legacy Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
Healthcare: $53.6 Billion
Technology: $22.9 Billion
Industrials: $18.3 Billion
Financial Services: $17 Billion
Consumer Cyclical: $7.36 Billion
Communication Services: $6.09 Billion
Consumer Defensive: $5.12 Billion
Energy: $5.04 Billion
Other: $10.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.4B
$938 Million 0.62% of portfolio
10,113
Q4 2024 Reduced 0.43%
$70.8B
$912 Million 0.61% of portfolio
1,974
Q4 2024 Added 8.7%
$10.3B
$905 Million 0.6% of portfolio
49,101
Q4 2024 Added 10.4%
$9.6B
$889 Million 0.59% of portfolio
5,661
Q4 2024 Added 4.99%
$4.82B
$868 Million 0.58% of portfolio
5,789
Q4 2024 New
$10.6B
$858 Million 0.57% of portfolio
3,727
Q4 2024 Added 1.44%
$5.78B
$858 Million 0.57% of portfolio
8,875
Q4 2024 Reduced 0.35%
$15.9B
$847 Million 0.56% of portfolio
19,026
Q4 2024 Added 7.55%
$66.2B
$832 Million 0.55% of portfolio
10,163
Q4 2024 Added 7.05%
$19.9B
$827 Million 0.55% of portfolio
4,525
Q4 2024 Added 1.71%
$68.9B
$811 Million 0.54% of portfolio
6,432
Q4 2024 New
$7.06B
$797 Million 0.53% of portfolio
2,600
Q4 2024 Added 6.38%
$24.1B
$799 Million 0.53% of portfolio
1,385
Q4 2024 Added 6.37%
$161B
$802 Million 0.53% of portfolio
1,611
Q4 2024 Reduced 4.22%
$4.66B
$777 Million 0.52% of portfolio
4,463
Q4 2024 Added 4.59%
$2.58B
$752 Million 0.5% of portfolio
28,017
Q4 2024 New
$202B
$727 Million 0.48% of portfolio
2,449
Q4 2024 New
$38.7B
$703 Million 0.47% of portfolio
2,223
Q4 2024 New
$9.91B
$705 Million 0.47% of portfolio
7,639
Q4 2024 Added 6.56%
$6.61B
$711 Million 0.47% of portfolio
7,556
Q4 2024 Reduced 6.15%
$72.4B
$692 Million 0.46% of portfolio
2,952
Q4 2024 Reduced 0.47%
$427B
$680 Million 0.45% of portfolio
763
Q4 2024 New
$38.1B
$635 Million 0.42% of portfolio
5,803
Q4 2024 Added 4.35%
$13.8B
$625 Million 0.42% of portfolio
4,954
Q4 2024 Reduced 15.5%
$174B
$623 Million 0.42% of portfolio
1,193
Q4 2024 Added 8.45%
$25.8B
$613 Million 0.41% of portfolio
5,834
Q4 2024 New
$4.17B
$587 Million 0.39% of portfolio
23,580
Q4 2024 New
$399B
$583 Million 0.39% of portfolio
3,475
Q4 2024 Reduced 5.29%
$54.7B
$547 Million 0.36% of portfolio
11,423
Q4 2024 Added 85.14%
$3.46T
$460 Million 0.31% of portfolio
1,836
Q4 2024 Reduced 27.11%
$6.71B
$458 Million 0.31% of portfolio
7,965
Q4 2024 Added 24.53%
$68.5B
$451 Million 0.3% of portfolio
4,360
Q4 2024 Added 24.11%
$137B
$438 Million 0.29% of portfolio
3,625
Q4 2024 New
$9.22B
$427 Million 0.28% of portfolio
1,318
Q4 2024 New
$9.55B
$416 Million 0.28% of portfolio
4,184
Q4 2024 New
$45.6B
$416 Million 0.28% of portfolio
693
Q4 2024 Added 53.66%
$16.9B
$393 Million 0.26% of portfolio
6,708
Q4 2024 Reduced 1.97%
$375B
$387 Million 0.26% of portfolio
2,176
Q4 2024 Reduced 4.65%
$40B
$379 Million 0.25% of portfolio
1,838
Q4 2024 New
$9.55B
$362 Million 0.24% of portfolio
3,352
Q4 2024 New
$22.3B
$343 Million 0.23% of portfolio
3,907
Q2 2024 Reduced 1.69%
$8.18B
$342 Million 0.23% of portfolio
1,555
Q4 2024 New
$15B
$318 Million 0.21% of portfolio
802
Q4 2024 New
$7.14B
$315 Million 0.21% of portfolio
3,617
Q4 2024 New
$16.2B
$313 Million 0.21% of portfolio
1,769
Q4 2024 New
$44.7B
$283 Million 0.19% of portfolio
2,815
Q4 2024 New
$13.4B
$269 Million 0.18% of portfolio
2,015
Q4 2024 Reduced 3.82%
$15.9B
$269 Million 0.18% of portfolio
7,310
Q4 2024 New
$72.3B
$258 Million 0.17% of portfolio
4,759
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $150 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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