Williamson Legacy Group, LLC Reduced Holdings in Q3 2024

Williamson Legacy Group, LLC

  • $150 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-14.4K
- 68.49%
$148.65 - $191.18 $2.14M - $2.75M
6.61K $1.1B
MSFT
Microsoft Corp

Technology
-3.91K
- 49.59%
$395.15 - $467.56 $1.55M - $1.83M
3.98K $1.71B
VRT
Vertiv Holdings CO

Industrials
-11.5K
- 40.45%
$86.66 - $86.66 $998K - $998K
16.9K $1.69B
IR
Ingersoll Rand Inc.

Industrials
-8.35K
- 34.98%
$86.9 - $100.4 $726K - $839K
15.5K $1.52B
FLS
Flowserve Corp

Industrials
-12K
- 65.24%
$44.46 - $52.53 $534K - $631K
6.4K $331M
ARES
Ares Management Corp

Financial Services
-5.12K
- 35.35%
$133.73 - $158.05 $685K - $809K
9.37K $1.46B
Linde PLC New
-800
- 23.04%
N/A
2.67K $1.27B
WRB
Berkley W R Corp

Financial Services
-195
- 2.77%
$51.54 - $79.62 $10.1K - $15.5K
6.84K $388M
APO
Apollo Global Management, Inc.

Financial Services
-1.21K
- 12.45%
$99.16 - $125.81 $120K - $152K
8.52K $1.06B
NVDA
Nvidia Corp

Technology
-13
- 0.04%
$98.91 - $134.91 $1.29K - $1.75K
33.8K $4.1B
RSG
Republic Services, Inc.

Industrials
-169
- 3.2%
$189.34 - $208.21 $32K - $35.2K
5.11K $1.03B
VTI
Vanguard Total Stock Market Et

ETFs
-9
- 1.18%
$255.18 - $283.2 $2.3K - $2.55K
752 $213M
VEA
Vanguard Ftse Developed Market

ETFs
-74
- 0.89%
$47.6 - $53.31 $3.52K - $3.94K
8.23K $435M
FRPT
Freshpet, Inc.

Consumer Defensive
-82
- 1.19%
$115.58 - $142.2 $9.48K - $11.7K
6.79K $929M
AAPL
Apple Inc.

Technology
-31
- 1.22%
$207.23 - $234.82 $6.42K - $7.28K
2.52K $587M
GOLD
Barrick Gold Corp

Basic Materials
-5
- 0.01%
$16.56 - $21.01 $82.8 - $105
56.2K $1.12B
LNTH
Lantheus Holdings, Inc.

Healthcare
-874
- 8.47%
$77.7 - $123.62 $67.9K - $108K
9.44K $1.04B
VST
Vistra Corp.

Utilities
-768
- 6.28%
$69.0 - $119.06 $53K - $91.4K
11.5K $1.36B
Activity Summary
Buys All Purchases 85 New Holdings 44 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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