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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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