Williamson Legacy Group, LLC New Holdings in Q4 2024

Williamson Legacy Group, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
17.8K
New
$36.46 - $82.38 $651K - $1.47M
17.8K $1.35B
CMI
Cummins Inc

Industrials
2.98K
New
$324.93 - $383.42 $967K - $1.14M
2.98K $1.04B
HLI
Houlihan Lokey, Inc.

Financial Services
5.52K
New
$158.81 - $190.49 $877K - $1.05M
5.52K $959M
PEAK
Healthpeak Properties, Inc.

Real Estate
46.3K
New
N/A
46.3K $939M
Arista Networks Inc New
8.22K
New
N/A
8.22K $909M
GKOS
Glaukos Corp

Healthcare
5.79K
New
$126.42 - $152.67 $732K - $884K
5.79K $868M
WELL
Welltower Inc.

Real Estate
6.43K
New
$123.11 - $139.3 $792K - $896K
6.43K $811M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
28K
New
$26.39 - $35.74 $739K - $1M
28K $752M
Blackrock Inc Com New
716
New
N/A
716 $734M
AXP
American Express CO

Financial Services
2.45K
New
$267.35 - $305.57 $655K - $748K
2.45K $727M
NFLX
Netflix Inc

Communication Services
763
New
$687.65 - $936.56 $525K - $715K
763 $680M
IRM
Iron Mountain Inc

Real Estate
5.83K
New
$101.62 - $128.14 $593K - $748K
5.83K $613M
AROC
Archrock, Inc.

Energy
23.6K
New
$19.92 - $26.66 $470K - $629K
23.6K $587M
TJX
Tjx Companies Inc

Consumer Cyclical
3.63K
New
$112.15 - $127.2 $407K - $461K
3.63K $438M
DUOL
Duolingo, Inc.

Technology
1.32K
New
$278.75 - $373.03 $367K - $492K
1.32K $427M
DTM
Dt Midstream, Inc.

Energy
4.18K
New
$78.85 - $108.56 $330K - $454K
4.18K $416M
GRMN
Garmin LTD

Technology
1.84K
New
$161.91 - $220.77 $298K - $406K
1.84K $379M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.35K
New
$97.09 - $120.01 $325K - $402K
3.35K $362M
FN
Fabrinet

Technology
1.56K
New
$214.76 - $271.08 $334K - $422K
1.56K $342M
CASY
Caseys General Stores Inc

Consumer Cyclical
802
New
$366.65 - $427.88 $294K - $343K
802 $318M
JXN
Jackson Financial Inc.

Financial Services
3.62K
New
$84.91 - $113.74 $307K - $411K
3.62K $315M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.77K
New
$138.3 - $192.95 $245K - $341K
1.77K $313M
OKE
Oneok Inc

Energy
2.82K
New
$92.28 - $117.05 $260K - $329K
2.82K $283M
NI
Nisource Inc.

Utilities
7.31K
New
$33.74 - $38.25 $247K - $280K
7.31K $269M
WMB
Williams Companies, Inc.

Energy
4.76K
New
$46.37 - $59.74 $221K - $284K
4.76K $258M
JEF
Jefferies Financial Group Inc.

Financial Services
3.23K
New
$61.95 - $81.75 $200K - $264K
3.23K $253M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.87K
New
$59.58 - $67.31 $231K - $261K
3.87K $245M
HOOD
Robinhood Markets, Inc.

Technology
6.37K
New
$22.33 - $43.2 $142K - $275K
6.37K $237M
EQIX
Equinix Inc

Real Estate
237
New
$865.69 - $985.0 $205K - $233K
237 $223M
GWRE
Guidewire Software, Inc.

Technology
1.2K
New
$168.58 - $207.12 $203K - $249K
1.2K $203M
Activity Summary
Buys All Purchases 78 New Holdings 31 Increased Positions 47 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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