Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $150 Billion
  • Q3 2024

Williamson Legacy Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $50.2B, Nvidia Corp with a value of $4.1B, Broadcom Inc. with a value of $2.89B, Meta Platforms, Inc. with a value of $2.74B, and Nrg Energy, Inc. with a value of $2.61B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $134B to 150B.

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 $150 Billion
Healthcare: $61.8 Billion
Technology: $20.8 Billion
Industrials: $20 Billion
Financial Services: $12.3 Billion
Consumer Cyclical: $6.54 Billion
Communication Services: $5.93 Billion
Consumer Defensive: $5.46 Billion
Utilities: $4.76 Billion
Other: $7.75 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$749B
$50.2 Billion 33.56% of portfolio
56,674
Q3 2024 Added 31.86%
$337B
$4.1 Billion 2.74% of portfolio
33,778
Q3 2024 Reduced 0.04%
$64.7B
$2.89 Billion 1.93% of portfolio
16,755
Q3 2024 Added 971.98%
$1.28T
$2.74 Billion 1.83% of portfolio
4,794
Q3 2024 Added 1.63%
$23.3B
$2.61 Billion 1.74% of portfolio
28,648
Q3 2024 Added 12.8%
$2.1T
$2.31 Billion 1.54% of portfolio
12,392
Q3 2024 Added 1.25%
$271B
$1.96 Billion 1.31% of portfolio
8,569
Q3 2024 Added 11.21%
$12.9B
$1.78 Billion 1.19% of portfolio
11,898
Q3 2024 Added 17.29%
$3.15T
$1.71 Billion 1.14% of portfolio
3,975
Q3 2024 Reduced 49.59%
$32.7B
$1.69 Billion 1.13% of portfolio
16,946
Q3 2024 Reduced 40.45%
$42B
$1.52 Billion 1.02% of portfolio
15,524
Q3 2024 Reduced 34.98%
$30.1B
$1.46 Billion 0.98% of portfolio
9,365
Q3 2024 Reduced 35.35%
$13.8B
$1.41 Billion 0.94% of portfolio
53,838
Q3 2024 Added 4.9%
$64.3B
$1.36 Billion 0.91% of portfolio
11,471
Q3 2024 Reduced 6.28%
$249B
$1.31 Billion 0.87% of portfolio
16,178
Q3 2024 Added 114.96%
$210B
$1.22 Billion 0.82% of portfolio
1,364
Q3 2024 Added 1.87%
$31B
$1.12 Billion 0.75% of portfolio
56,155
Q3 2024 Reduced 0.01%
$16.3B
$1.1 Billion 0.74% of portfolio
8,682
Q3 2024 Added 21.61%
$1.01T
$1.1 Billion 0.73% of portfolio
6,611
Q3 2024 Reduced 68.49%
$91.8B
$1.09 Billion 0.73% of portfolio
2,968
Q3 2024 Added 5.4%
$28.8B
$1.08 Billion 0.72% of portfolio
5,595
Q3 2024 New
$20.9B
$1.08 Billion 0.72% of portfolio
37,040
Q3 2024 Added 0.59%
$197B
$1.08 Billion 0.72% of portfolio
5,715
Q3 2024 Added 9.55%
$426B
$1.06 Billion 0.71% of portfolio
1,191
Q3 2024 Added 6.82%
$19.5B
$1.06 Billion 0.71% of portfolio
10,157
Q3 2024 New
$104B
$1.06 Billion 0.71% of portfolio
8,515
Q3 2024 Reduced 12.45%
$79.5B
$1.05 Billion 0.7% of portfolio
5,860
Q3 2024 Added 43.84%
$22.4B
$1.05 Billion 0.7% of portfolio
6,447
Q3 2024 Added 102.61%
$733B
$1.04 Billion 0.7% of portfolio
4,934
Q3 2024 Added 34.99%
$69B
$1.03 Billion 0.69% of portfolio
5,108
Q3 2024 Reduced 3.2%
$138B
$1.03 Billion 0.69% of portfolio
7,902
Q3 2024 New
$6.21B
$1.04 Billion 0.69% of portfolio
9,440
Q3 2024 Reduced 8.47%
$18.4B
$1.02 Billion 0.68% of portfolio
56,845
Q3 2024 Added 31.12%
$21.3B
$996 Million 0.67% of portfolio
9,638
Q3 2024 Added 12.48%
$35.3B
$985 Million 0.66% of portfolio
15,127
Q3 2024 New
$24.4B
$986 Million 0.66% of portfolio
10,413
Q3 2024 Reduced 7.19%
$7.57B
$988 Million 0.66% of portfolio
8,068
Q3 2024 Added 59.51%
$6.94B
$988 Million 0.66% of portfolio
10,717
Q3 2024 Added 4.51%
$15.3B
$974 Million 0.65% of portfolio
5,863
Q3 2024 New
$53.8B
$958 Million 0.64% of portfolio
6,362
Q3 2024 Added 7.45%
$18.5B
$958 Million 0.64% of portfolio
4,116
Q3 2024 Added 13.36%
$16.8B
$960 Million 0.64% of portfolio
14,519
Q3 2024 Added 114.56%
$7.81B
$963 Million 0.64% of portfolio
14,395
Q3 2024 New
$14.3B
$944 Million 0.63% of portfolio
2,872
Q3 2024 New
$55.4B
$931 Million 0.62% of portfolio
5,179
Q3 2024 Added 36.22%
$7.33B
$929 Million 0.62% of portfolio
6,791
Q3 2024 Reduced 1.19%
$22.8B
$916 Million 0.61% of portfolio
4,449
Q3 2024 New
$30.9B
$912 Million 0.61% of portfolio
5,819
Q3 2024 New
$9.59B
$895 Million 0.6% of portfolio
4,515
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $150 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 44 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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