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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$835B
$43.7 Billion 29.11% of portfolio
56,574
Q4 2024 Reduced 0.18%
$324B
$3.46 Billion 2.31% of portfolio
25,793
Q4 2024 Reduced 23.64%
$1.61T
$2.75 Billion 1.83% of portfolio
4,701
Q4 2024 Reduced 1.94%
$2.33T
$2.39 Billion 1.59% of portfolio
10,893
Q4 2024 Reduced 12.1%
$327B
$2.11 Billion 1.41% of portfolio
8,569
Q3 2024 Added 11.21%
$3.05T
$1.64 Billion 1.1% of portfolio
3,901
Q4 2024 Reduced 1.86%
$275B
$1.46 Billion 0.97% of portfolio
16,129
Q4 2024 Reduced 0.3%
$204B
$1.37 Billion 0.92% of portfolio
1,297
Q4 2024 Reduced 4.91%
$218B
$1.35 Billion 0.9% of portfolio
17,848
Q4 2024 New
$1.11T
$1.29 Billion 0.86% of portfolio
6,800
Q4 2024 Added 2.86%
$809B
$1.26 Billion 0.84% of portfolio
5,266
Q4 2024 Added 6.73%
$462B
$1.11 Billion 0.74% of portfolio
1,212
Q4 2024 Added 1.76%
$224B
$959 Million 0.64% of portfolio
5,751
Q4 2024 Added 0.63%
$237B
$727 Million 0.48% of portfolio
2,449
Q4 2024 New
$451B
$680 Million 0.45% of portfolio
763
Q4 2024 New
$206B
$623 Million 0.42% of portfolio
1,193
Q4 2024 Added 8.45%
$3.66T
$460 Million 0.31% of portfolio
1,836
Q4 2024 Reduced 27.11%
$337B
$387 Million 0.26% of portfolio
2,176
Q4 2024 Reduced 4.65%

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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