Williams Financial, LLC Portfolio Holdings
Williams Financial, LLC
- $150 Million
- Q1 2024
Williams Financial, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $150 Million distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $34.4M, Ishares Tr Russell 200 Growth with a value of $22.1M, Vanguard Bd Index Fd Inc Inter with a value of $21.9M, Ishares 0 5 Year Investment Gr with a value of $18.5M, and Schwab Short Term Us Treasury with a value of $18.4M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $137M to 150M.
Williams Financial, LLC is based out at Bennington, VT
Below you can find more details about Williams Financial, LLC portfolio as well as his latest detailed transactions.