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
$80B
$792 Million 0.59% of portfolio
11,328
Q2 2024 New
$13B
$773 Million 0.58% of portfolio
7,139
Q2 2024 New
$21.3B
$769 Million 0.57% of portfolio
8,569
Q2 2024 New
$18.6B
$733 Million 0.55% of portfolio
3,631
Q2 2024 New
$695B
$739 Million 0.55% of portfolio
3,655
Q2 2024 Added 18.9%
$4.66B
$732 Million 0.54% of portfolio
756
Q2 2024 Added 2.16%
$84.7B
$731 Million 0.54% of portfolio
8,781
Q2 2024 New
$20.7B
$705 Million 0.52% of portfolio
3,128
Q2 2024 New
$19B
$704 Million 0.52% of portfolio
43,353
Q2 2024 New
$2.81B
$683 Million 0.51% of portfolio
4,804
Q2 2024 New
$10.3B
$670 Million 0.5% of portfolio
3,452
Q2 2024 Added 5.92%
$51.4B
$665 Million 0.49% of portfolio
3,802
Q2 2024 New
$8.45B
$645 Million 0.48% of portfolio
24,626
Q2 2024 New
$19.6B
$631 Million 0.47% of portfolio
23,667
Q2 2024 New
$397B
$605 Million 0.45% of portfolio
3,667
Q2 2024 Reduced 0.14%
$7.62B
$606 Million 0.45% of portfolio
5,058
Q2 2024 New
$11.5B
$594 Million 0.44% of portfolio
4,216
Q2 2024 New
$10.3B
$573 Million 0.43% of portfolio
6,679
Q2 2024 New
$16.1B
$553 Million 0.41% of portfolio
7,038
Q2 2024 Reduced 66.86%
$3.65T
$537 Million 0.4% of portfolio
2,550
Q2 2024 Added 3.87%
$6.47B
$539 Million 0.4% of portfolio
13,352
Q2 2024 New
$64.6B
$521 Million 0.39% of portfolio
7,418
Q2 2024 New
$230B
$510 Million 0.38% of portfolio
7,526
Q2 2024 Added 5.36%
$27.1B
$464 Million 0.35% of portfolio
3,182
Q2 2024 New
$18.5B
$410 Million 0.31% of portfolio
6,767
Q2 2024 New
$18.2B
$327 Million 0.24% of portfolio
11,085
Q2 2024 New
$28.7B
$297 Million 0.22% of portfolio
3,907
Q2 2024 Reduced 1.69%
$244B
$287 Million 0.21% of portfolio
3,973
Q2 2024 Reduced 64.82%
$6.33B
$223 Million 0.17% of portfolio
5,849
Q2 2024 Reduced 69.58%
$42.9B
$216 Million 0.16% of portfolio
735
Q2 2024 Reduced 69.86%

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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