Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $134 Billion
  • Q2 2024

Williamson Legacy Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $38.9B, Nvidia Corp with a value of $4.17B, Alphabet Inc. with a value of $3.82B, Microsoft Corp with a value of $3.52B, and Crowd Strike Holdings, Inc. with a value of $2.99B.

Examining the 13F form we can see an increase of $5.31B in the current position value, from $129B to 134B.

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 $134 Billion
Healthcare: $47.2 Billion
Technology: $28.6 Billion
Industrials: $14.7 Billion
Financial Services: $8.71 Billion
Communication Services: $8.5 Billion
Consumer Cyclical: $7.04 Billion
Consumer Defensive: $5.97 Billion
Energy: $3.99 Billion
Other: $6.21 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$766B
$38.9 Billion 28.95% of portfolio
42,980
Q2 2024 Added 0.24%
$339B
$4.17 Billion 3.11% of portfolio
33,791
Q2 2024 Added 894.73%
$1.01T
$3.82 Billion 2.84% of portfolio
20,978
Q2 2024 Added 0.32%
$3.04T
$3.52 Billion 2.62% of portfolio
7,886
Q2 2024 Added 0.96%
$64.2B
$2.99 Billion 2.22% of portfolio
7,804
Q2 2024 Reduced 0.06%
$68.3B
$2.51 Billion 1.87% of portfolio
1,563
Q2 2024 Added 21.26%
$32.7B
$2.46 Billion 1.83% of portfolio
28,457
Q2 2024 Reduced 16.4%
$1.28T
$2.38 Billion 1.77% of portfolio
4,717
Q2 2024 Added 0.04%
$1.99T
$2.37 Billion 1.76% of portfolio
12,239
Q2 2024 Added 2.16%
$38.1B
$2.17 Billion 1.61% of portfolio
23,877
Q2 2024 Added 2.17%
$156B
$1.99 Billion 1.48% of portfolio
8,423
Q2 2024 Added 29.41%
$20.7B
$1.98 Billion 1.47% of portfolio
25,398
Q2 2024 Reduced 2.18%
$9.15B
$1.98 Billion 1.47% of portfolio
34,587
Q2 2024 Reduced 1.1%
$75.6B
$1.96 Billion 1.46% of portfolio
3,353
Q2 2024 Reduced 1.24%
$27.5B
$1.93 Billion 1.44% of portfolio
14,485
Q2 2024 Reduced 0.69%
$272B
$1.55 Billion 1.16% of portfolio
7,705
Q2 2024 Added 103.19%
$11.8B
$1.34 Billion 1.0% of portfolio
51,324
Q2 2024 Added 2.57%
$11.7B
$1.31 Billion 0.97% of portfolio
10,144
Q2 2024 Added 0.06%
$80.2B
$1.29 Billion 0.96% of portfolio
2,173
Q2 2024 Reduced 30.24%
$83.7B
$1.15 Billion 0.85% of portfolio
9,726
Q2 2024 Added 8.36%
$21.9B
$1.11 Billion 0.82% of portfolio
6,102
Q2 2024 Added 0.31%
$73.6B
$1.09 Billion 0.81% of portfolio
23,562
Q2 2024 New
$1.31B
$1.08 Billion 0.81% of portfolio
70,167
Q2 2024 New
$19.3B
$1.07 Billion 0.8% of portfolio
36,822
Q2 2024 Added 1.76%
$5.63B
$1.06 Billion 0.79% of portfolio
8,692
Q2 2024 Added 2.9%
$53.5B
$1.06 Billion 0.79% of portfolio
14,874
Q2 2024 New
$5.45B
$1.04 Billion 0.78% of portfolio
4,947
Q2 2024 Added 14.2%
$23.1B
$1.05 Billion 0.78% of portfolio
11,220
Q2 2024 New
$48.2B
$1.05 Billion 0.78% of portfolio
12,239
Q2 2024 Reduced 44.59%
$193B
$1.05 Billion 0.78% of portfolio
1,339
Q2 2024 Reduced 62.29%
$63.4B
$1.03 Billion 0.76% of portfolio
5,277
Q2 2024 Added 0.63%
$58B
$1.02 Billion 0.76% of portfolio
13,794
Q2 2024 Reduced 23.19%
$11.5B
$997 Million 0.74% of portfolio
13,019
Q2 2024 Added 14.16%
$20.7B
$983 Million 0.73% of portfolio
12,967
Q2 2024 New
$392B
$948 Million 0.71% of portfolio
1,115
Q2 2024 Reduced 0.45%
$79.4B
$952 Million 0.71% of portfolio
3,094
Q2 2024 Added 15.97%
$33.4B
$937 Million 0.7% of portfolio
56,160
Q2 2024 New
$52.1B
$930 Million 0.69% of portfolio
5,831
Q2 2024 New
$73B
$884 Million 0.66% of portfolio
2,816
Q2 2024 New
$7.02B
$885 Million 0.66% of portfolio
18,403
Q2 2024 Added 12.41%
$482B
$886 Million 0.66% of portfolio
2,009
Q2 2024 Reduced 46.96%
$2.41B
$888 Million 0.66% of portfolio
30,750
Q2 2024 New
$7.2B
$889 Million 0.66% of portfolio
6,873
Q2 2024 Added 2.09%
$25B
$866 Million 0.64% of portfolio
3,735
Q2 2024 New
$36.5B
$862 Million 0.64% of portfolio
18,166
Q2 2024 New
$48.8B
$860 Million 0.64% of portfolio
5,921
Q2 2024 New
$7.94B
$828 Million 0.62% of portfolio
10,314
Q2 2024 New
$188B
$829 Million 0.62% of portfolio
5,217
Q2 2024 New
$6.39B
$833 Million 0.62% of portfolio
10,255
Q2 2024 Added 12.51%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $134 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 40 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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