Williams Financial, LLC Portfolio Holdings
Williams Financial, LLC
- $160 Million
- Q3 2024
Williams Financial, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Million distributed in 18 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 $37.1M, Ishares Tr Russell 200 Growth with a value of $25.1M, Vanguard Bd Index Fd Inc Inter with a value of $23.4M, Ishares 0 5 Year Investment Gr with a value of $19.4M, and Schwab Short Term Us Treasury with a value of $19.2M.
Examining the 13F form we can see an increase of $9.77M in the current position value, from $150M to 160M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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