Williamson Legacy Group, LLC Incresed Positions in Q1 2025

Williamson Legacy Group, LLC

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
16.3K
+ 578.86%
$89.57 - $109.85 $1.46M - $1.79M
19.1K $1.9B
DTM
Dt Midstream, Inc.

Energy
12.7K
+ 303.15%
$86.95 - $113.75 $1.1M - $1.44M
16.9K $1.63B
RSG
Republic Services, Inc.

Industrials
3.23K
+ 61.16%
$200.09 - $242.16 $646K - $782K
8.51K $2.06B
EBAY
Ebay Inc

Consumer Cyclical
12.1K
+ 65.85%
$61.61 - $70.93 $746K - $859K
30.5K $2.06B
WMB
Williams Companies, Inc.

Energy
13.6K
+ 286.57%
$54.02 - $61.09 $737K - $833K
18.4K $1.1B
GWRE
Guidewire Software, Inc.

Technology
4.18K
+ 347.22%
$166.74 - $218.22 $696K - $912K
5.38K $1.01B
CASY
Caseys General Stores Inc

Consumer Cyclical
1.59K
+ 197.63%
$378.71 - $442.54 $600K - $701K
2.39K $1.04B
WRB
Berkley W R Corp

Financial Services
8.73K
+ 130.19%
$56.7 - $71.27 $495K - $622K
15.4K $1.1B
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.87K
+ 83.94%
$106.31 - $123.73 $518K - $603K
10.7K $1.32B
WTW
Willis Towers Watson PLC

Financial Services
1.54K
+ 34.55%
$306.61 - $340.78 $473K - $525K
6.01K $2.03B
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.19K
+ 180.5%
$161.03 - $235.53 $514K - $752K
4.96K $822M
WELL
Welltower Inc.

Real Estate
2.15K
+ 33.38%
$124.05 - $156.86 $266K - $337K
8.58K $1.31B
NEE
Nextera Energy Inc

Utilities
5.91K
+ 201.91%
$66.96 - $76.16 $395K - $450K
8.83K $626M
JXN
Jackson Financial Inc.

Financial Services
4.43K
+ 122.42%
$79.36 - $97.88 $351K - $433K
8.05K $674M
SPOT
Spotify Technology S.A.

Communication Services
75
+ 2.45%
$457.79 - $648.32 $34.3K - $48.6K
3.14K $1.72B
GFL
Gfl Environmental Inc.

Industrials
5.31K
+ 27.89%
$41.72 - $48.8 $221K - $259K
24.3K $1.18B
MPLX
Mplx LP

Energy
4.59K
+ 40.22%
$47.88 - $54.65 $220K - $251K
16K $857M
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
+ 21.59%
$225.19 - $279.95 $256K - $318K
6.4K $1.57B
GE
General Electric CO

Industrials
572
+ 9.95%
$168.59 - $212.13 $96.4K - $121K
6.32K $1.27B
CRBG
Corebridge Financial, Inc.

Financial Services
7.81K
+ 21.73%
$29.61 - $34.68 $231K - $271K
43.8K $1.38B
AROC
Archrock, Inc.

Energy
10.4K
+ 44.14%
$22.72 - $30.34 $236K - $316K
34K $892M
PLTR
Palantir Technologies Inc.

Technology
1.36K
+ 7.62%
$64.98 - $124.62 $88.4K - $169K
19.2K $1.62B
EAT
Brinker International, Inc

Consumer Cyclical
511
+ 4.56%
$133.46 - $189.14 $68.2K - $96.7K
11.7K $1.74B
AER
Aer Cap Holdings N.V.

Industrials
1.89K
+ 17.66%
$94.11 - $105.78 $177K - $199K
12.6K $1.28B
PODD
Insulet Corp

Healthcare
937
+ 23.78%
$237.06 - $288.29 $222K - $270K
4.88K $1.28B
NFLX
Netflix Inc

Communication Services
234
+ 30.67%
$828.4 - $1058.6 $194K - $248K
997 $930M
NI
Nisource Inc.

Utilities
5.14K
+ 70.3%
$35.57 - $41.23 $183K - $212K
12.4K $499M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
262
+ 3.52%
$132.75 - $177.12 $34.8K - $46.4K
7.71K $1.18B
SAP
Sap Se

Technology
130
+ 1.52%
$241.4 - $293.69 $31.4K - $38.2K
8.7K $2.34B
CTAS
Cintas Corp

Industrials
592
+ 13.08%
$182.09 - $208.14 $108K - $123K
5.12K $1.05B
NRG
Nrg Energy, Inc.

Utilities
869
+ 3.36%
$84.82 - $113.33 $73.7K - $98.5K
26.7K $2.55B
MMSI
Merit Medical Systems Inc

Healthcare
1.23K
+ 13.9%
$95.64 - $110.29 $118K - $136K
10.1K $1.07B
LNG
Cheniere Energy, Inc.

Energy
265
+ 3.5%
$209.32 - $253.66 $55.5K - $67.2K
7.84K $1.81B
BSX
Boston Scientific Corp

Healthcare
551
+ 4.97%
$89.38 - $106.18 $49.2K - $58.5K
11.6K $1.17B
HOOD
Robinhood Markets, Inc.

Technology
2.83K
+ 44.38%
$35.63 - $65.28 $101K - $184K
9.19K $383M
ABBV
Abb Vie Inc.

Healthcare
348
+ 15.99%
$169.2 - $216.66 $58.9K - $75.4K
2.52K $529M
FTI
Technip Fmc PLC

Energy
486
+ 1.06%
$25.3 - $32.57 $12.3K - $15.8K
46.1K $1.46B
FISV
Fiserv Inc

Technology
188
+ 3.12%
N/A
6.21K $1.37B
TYL
Tyler Technologies Inc

Technology
217
+ 15.67%
$553.41 - $646.74 $120K - $140K
1.6K $931M
MET
Metlife Inc

Financial Services
1.36K
+ 13.35%
$77.7 - $87.0 $105K - $118K
11.5K $925M
SPGI
S&P Global Inc.

Financial Services
148
+ 9.19%
$478.26 - $543.77 $70.8K - $80.5K
1.76K $894M
BPOP
Popular, Inc.

Financial Services
1.11K
+ 14.68%
$87.14 - $106.33 $96.6K - $118K
8.67K $800M
AFL
Aflac Inc

Financial Services
377
+ 8.65%
$100.99 - $111.19 $38.1K - $41.9K
4.74K $527M
TJX
Tjx Companies Inc

Consumer Cyclical
489
+ 13.49%
$112.81 - $126.16 $55.2K - $61.7K
4.11K $501M
GRMN
Garmin LTD

Technology
183
+ 9.96%
$204.55 - $241.93 $37.4K - $44.3K
2.02K $439M
ISRG
Intuitive Surgical Inc

Healthcare
151
+ 12.66%
$476.63 - $610.45 $72K - $92.2K
1.34K $666M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.5%
$890.62 - $1076.86 $5.34K - $6.46K
1.22K $1.15B
AIT
Applied Industrial Technologies Inc

Industrials
432
+ 10.88%
$218.93 - $269.18 $94.6K - $116K
4.4K $992M
Sharkninja Inc
1.15K
+ 19.39%
N/A
7.08K $591M
Activity Summary
Buys All Purchases 84 New Holdings 19 Increased Positions 65 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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