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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.58B
$1.48 Billion 0.99% of portfolio
11,195
Q4 2024 Added 33.32%
$4.46B
$1.23 Billion 0.82% of portfolio
6,057
Q4 2024 Added 35.38%
$7.5B
$1.04 Billion 0.69% of portfolio
10,835
Q4 2024 Added 1.1%
$7.03B
$1.02 Billion 0.68% of portfolio
6,903
Q4 2024 Added 1.65%
$9.18B
$959 Million 0.64% of portfolio
5,523
Q4 2024 New
$9.09B
$927 Million 0.62% of portfolio
4,321
Q4 2024 Reduced 4.3%
$8.71B
$905 Million 0.6% of portfolio
49,101
Q4 2024 Added 10.4%
$9.35B
$889 Million 0.59% of portfolio
5,661
Q4 2024 Added 4.99%
$7.29B
$868 Million 0.58% of portfolio
5,789
Q4 2024 New
$6.21B
$858 Million 0.57% of portfolio
8,875
Q4 2024 Reduced 0.35%
$7.01B
$797 Million 0.53% of portfolio
2,600
Q4 2024 Added 6.38%
$5.87B
$777 Million 0.52% of portfolio
4,463
Q4 2024 Added 4.59%
$2.47B
$752 Million 0.5% of portfolio
28,017
Q4 2024 New
$9.96B
$705 Million 0.47% of portfolio
7,639
Q4 2024 Added 6.56%
$7.51B
$711 Million 0.47% of portfolio
7,556
Q4 2024 Reduced 6.15%
$4.35B
$587 Million 0.39% of portfolio
23,580
Q4 2024 New
$9.85B
$416 Million 0.28% of portfolio
4,184
Q4 2024 New
$7.73B
$342 Million 0.23% of portfolio
1,555
Q4 2024 New
$7.92B
$315 Million 0.21% of portfolio
3,617
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
Track This Portfolio

Track Williamson Legacy Group, LLC Portfolio

Follow Williamson Legacy Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williamson Legacy Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williamson Legacy Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email