Williams Financial, LLC Portfolio Holdings
Williams Financial, LLC
- $150 Million
- Q2 2024
Williams Financial, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $150 Million distributed in 17 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 $33.6M, Ishares Tr Russell 200 Growth with a value of $24.3M, Vanguard Bd Index Fd Inc Inter with a value of $21.8M, 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 decrease of $9.49B in the current position value, from $9.64B 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.