Williamson Legacy Group, LLC Incresed Positions in Q2 2025

Williamson Legacy Group, LLC

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
16.4K
+ 177.99%
$34.17 - $93.63 $559K - $1.53M
25.6K $2.39B
PLTR
Palantir Technologies Inc.

Technology
798
+ 4.15%
$74.01 - $144.25 $59.1K - $115K
20K $2.73B
CM
Canadian Imperial Bank Of Commerce

Financial Services
14.8K
+ 357.25%
$54.6 - $70.83 $805K - $1.04M
18.9K $1.34B
T
At&T Inc.

Communication Services
37.5K
+ 368.94%
$26.33 - $28.94 $987K - $1.08M
47.6K $1.38B
AVGO
Broadcom Inc.

Technology
224
+ 2.87%
$146.29 - $275.65 $32.8K - $61.7K
8.04K $2.22B
AXON
Axon Enterprise, Inc.

Industrials
179
+ 7.68%
$497.13 - $827.94 $89K - $148K
2.51K $2.08B
NI
Nisource Inc.

Utilities
17.3K
+ 138.73%
$37.11 - $40.64 $641K - $702K
29.7K $1.2B
SPOT
Spotify Technology S.A.

Communication Services
10
+ 0.32%
$503.3 - $775.9 $5.03K - $7.76K
3.15K $2.41B
TJX
Tjx Companies Inc

Consumer Cyclical
5.19K
+ 126.08%
$119.13 - $135.03 $618K - $700K
9.3K $1.15B
NVDA
Nvidia Corp

Technology
211
+ 1.78%
$94.31 - $157.99 $19.9K - $33.3K
12.1K $1.91B
ATO
Atmos Energy Corp

Utilities
3.64K
+ 183.38%
$145.06 - $162.66 $528K - $592K
5.63K $867M
WMB
Williams Companies, Inc.

Energy
6.96K
+ 37.85%
$54.33 - $62.87 $378K - $438K
25.4K $1.59B
NFLX
Netflix Inc

Communication Services
8
+ 0.8%
$855.86 - $1339.13 $6.85K - $10.7K
1.01K $1.35B
BK
Bank Of New York Mellon Corp

Financial Services
4.19K
+ 122.29%
$73.31 - $91.62 $307K - $384K
7.62K $694M
APP
App Lovin Corp

Technology
56
+ 1.24%
$219.37 - $417.89 $12.3K - $23.4K
4.55K $1.59B
EAT
Brinker International, Inc

Consumer Cyclical
155
+ 1.32%
$128.68 - $181.78 $19.9K - $28.2K
11.9K $2.14B
GE
General Electric CO

Industrials
60
+ 0.95%
$166.81 - $257.39 $10K - $15.4K
6.38K $1.64B
DTM
Dt Midstream, Inc.

Energy
1.27K
+ 7.55%
$87.23 - $109.91 $111K - $140K
18.1K $1.99B
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 12.74%
$81.79 - $99.98 $169K - $207K
18.3K $1.79B
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 0.6%
$167.32 - $223.3 $10.9K - $14.5K
10.8K $2.37B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.21K
+ 15.69%
$144.63 - $179.53 $175K - $217K
8.91K $1.47B
NTRA
Natera, Inc.

Healthcare
232
+ 2.54%
$132.23 - $171.87 $30.7K - $39.9K
9.37K $1.58B
GWRE
Guidewire Software, Inc.

Technology
105
+ 1.95%
$172.73 - $257.37 $18.1K - $27K
5.49K $1.29B
CYBR
Cyber Ark Software Ltd.

Technology
217
+ 7.79%
$305.98 - $406.88 $66.4K - $88.3K
3K $1.22B
CASY
Caseys General Stores Inc

Consumer Cyclical
118
+ 4.94%
$415.82 - $510.91 $49.1K - $60.3K
2.51K $1.28B
WELL
Welltower Inc.

Real Estate
1.31K
+ 15.22%
$136.49 - $155.22 $178K - $203K
9.89K $1.52B
MPLX
Mplx LP

Energy
4.5K
+ 28.06%
$46.68 - $53.89 $210K - $242K
20.5K $1.06B
CTAS
Cintas Corp

Industrials
298
+ 5.82%
$190.11 - $227.66 $56.7K - $67.8K
5.42K $1.21B
FTI
Technip Fmc PLC

Energy
657
+ 1.42%
$23.18 - $35.33 $15.2K - $23.2K
46.8K $1.61B
AEM
Agnico Eagle Mines LTD

Basic Materials
209
+ 2.13%
$99.48 - $124.46 $20.8K - $26K
10K $1.19B
LNG
Cheniere Energy, Inc.

Energy
135
+ 1.72%
$197.25 - $244.33 $26.6K - $33K
7.97K $1.94B
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 5.42%
$908.13 - $1056.85 $59.9K - $69.8K
1.28K $1.27B
RTX
Raytheon Technologies Corp

Industrials
454
+ 13.94%
$113.75 - $148.48 $51.6K - $67.4K
3.71K $542M
BSX
Boston Scientific Corp

Healthcare
123
+ 1.06%
$89.7 - $107.41 $11K - $13.2K
11.8K $1.26B
GFL
Gfl Environmental Inc.

Industrials
519
+ 2.13%
$42.93 - $51.58 $22.3K - $26.8K
24.9K $1.25B
AFL
Aflac Inc

Financial Services
1K
+ 21.13%
$99.77 - $112.45 $99.9K - $113K
5.74K $605M
Ftai Aviation LTD
167
+ 1.25%
N/A
13.6K $1.56B
RSG
Republic Services, Inc.

Industrials
120
+ 1.41%
$227.2 - $258.07 $27.3K - $31K
8.63K $2.13B
WRB
Berkley W R Corp

Financial Services
402
+ 2.6%
$64.28 - $75.17 $25.8K - $30.2K
15.8K $1.16B
HIG
Hartford Financial Services Group, Inc.

Financial Services
232
+ 2.17%
$109.83 - $131.67 $25.5K - $30.5K
10.9K $1.38B
AJG
Arthur J. Gallagher & Co.

Financial Services
254
+ 9.3%
$310.86 - $348.77 $79K - $88.6K
2.99K $956M
GDDY
Go Daddy Inc.

Technology
46
+ 0.75%
$162.11 - $192.36 $7.46K - $8.85K
6.19K $1.11B
AGI
Alamos Gold Inc

Basic Materials
400
+ 0.7%
$23.81 - $30.33 $9.52K - $12.1K
57.2K $1.52B
PGR
Progressive Corp

Financial Services
73
+ 1.81%
$255.27 - $288.74 $18.6K - $21.1K
4.11K $1.1B
AROC
Archrock, Inc.

Energy
77
+ 0.23%
$21.0 - $27.11 $1.62K - $2.09K
34.1K $846M
LLY
Eli Lilly & CO

Healthcare
32
+ 1.51%
$713.71 - $898.95 $22.8K - $28.8K
2.16K $1.68B
Activity Summary
Buys All Purchases 84 New Holdings 37 Increased Positions 47 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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