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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.7B
$912 Million 0.61% of portfolio
5,819
Q3 2024 New
$9.58B
$895 Million 0.6% of portfolio
4,515
Q3 2024 New
$34B
$902 Million 0.6% of portfolio
3,061
Q3 2024 New
$13.7B
$888 Million 0.59% of portfolio
3,674
Q3 2024 New
$7.41B
$887 Million 0.59% of portfolio
44,476
Q3 2024 New
$6B
$880 Million 0.59% of portfolio
8,906
Q3 2024 New
$168B
$869 Million 0.58% of portfolio
1,682
Q3 2024 New
$129B
$869 Million 0.58% of portfolio
10,365
Q3 2024 New
$11.2B
$864 Million 0.58% of portfolio
5,392
Q3 2024 Added 27.89%
$5.31B
$841 Million 0.56% of portfolio
4,267
Q3 2024 New
$19.8B
$841 Million 0.56% of portfolio
3,373
Q3 2024 Added 7.83%
$10.7B
$843 Million 0.56% of portfolio
3,778
Q3 2024 Added 9.44%
$18.7B
$817 Million 0.55% of portfolio
24,436
Q3 2024 Added 120.44%
$83.6B
$817 Million 0.55% of portfolio
1,816
Q3 2024 New
$7.19B
$807 Million 0.54% of portfolio
8,051
Q3 2024 New
$79.2B
$780 Million 0.52% of portfolio
7,517
Q3 2024 New
$42.1B
$768 Million 0.51% of portfolio
7,671
Q3 2024 New
$25.4B
$760 Million 0.51% of portfolio
1,302
Q3 2024 New
$69.9B
$757 Million 0.51% of portfolio
2,966
Q3 2024 New
$15.8B
$750 Million 0.5% of portfolio
6,790
Q3 2024 New
$15.2B
$730 Million 0.49% of portfolio
2,791
Q3 2024 New
$5.1B
$713 Million 0.48% of portfolio
4,474
Q3 2024 Added 491.8%
$7.3B
$709 Million 0.47% of portfolio
2,444
Q3 2024 New
$15.2B
$705 Million 0.47% of portfolio
17,690
Q3 2024 New
$10.1B
$693 Million 0.46% of portfolio
7,169
Q3 2024 Added 7.34%
$45.3B
$688 Million 0.46% of portfolio
1,722
Q3 2024 Added 134.29%
$38.4B
$654 Million 0.44% of portfolio
5,561
Q3 2024 New
$5.53B
$643 Million 0.43% of portfolio
8,397
Q3 2024 New
$418B
$635 Million 0.42% of portfolio
3,669
Q3 2024 Added 0.05%
$156B
$618 Million 0.41% of portfolio
651
Q3 2024 New
$3.69T
$587 Million 0.39% of portfolio
2,519
Q3 2024 Reduced 1.22%
$194B
$540 Million 0.36% of portfolio
1,100
Q3 2024 New
$29.6B
$503 Million 0.34% of portfolio
3,507
Q3 2024 New
$0
$486 Million 0.32% of portfolio
1,265
Q3 2024 Added 6.66%
$313B
$451 Million 0.3% of portfolio
2,282
Q3 2024 New
$0
$435 Million 0.29% of portfolio
8,229
Q3 2024 Reduced 0.89%
$8.63B
$434 Million 0.29% of portfolio
5,999
Q3 2024 New
$0
$425 Million 0.28% of portfolio
11,263
Q3 2024 Added 15.05%
$71B
$393 Million 0.26% of portfolio
3,513
Q3 2024 New
$16.6B
$388 Million 0.26% of portfolio
6,843
Q3 2024 Reduced 2.77%
$29.6B
$327 Million 0.22% of portfolio
3,907
Q2 2024 Reduced 1.69%
$7.97B
$331 Million 0.22% of portfolio
6,396
Q3 2024 Reduced 65.24%
$0
$312 Million 0.21% of portfolio
1,787
Q3 2024 Added 1.13%
Sharkninja Inc
-
$308 Million 0.21% of portfolio
-
Q3 2024 New
$47.1B
$263 Million 0.18% of portfolio
451
Q3 2024 New
$98.4B
$263 Million 0.18% of portfolio
1,932
Q3 2024 New
$22B
$273 Million 0.18% of portfolio
2,095
Q3 2024 New
$49.8B
$274 Million 0.18% of portfolio
6,170
Q3 2024 New
$0
$275 Million 0.18% of portfolio
995
Q3 2024 Added 5.07%

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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