Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $105 Billion
  • Q1 2025

Williamson Legacy Group, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $2.73B, Nrg Energy, Inc. with a value of $2.55B, Sap Se with a value of $2.34B, Ebay Inc with a value of $2.06B, and Republic Services, Inc. with a value of $2.06B.

Examining the 13F form we can see an decrease of $44.7B in the current position value, from $150B to 105B.

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 $105 Billion
Financial Services: $19.4 Billion
Technology: $18.1 Billion
Industrials: $14.7 Billion
Energy: $11.6 Billion
Consumer Cyclical: $9.91 Billion
Healthcare: $7.76 Billion
Communication Services: $6.58 Billion
Utilities: $5.06 Billion
Other: $9.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72T
$2.73 Billion 2.59% of portfolio
4,728
Q1 2025 Added 0.57%
$34.9B
$2.55 Billion 2.42% of portfolio
26,697
Q1 2025 Added 3.36%
$341B
$2.34 Billion 2.22% of portfolio
8,699
Q1 2025 Added 1.52%
$50.8B
$2.06 Billion 1.96% of portfolio
30,486
Q1 2025 Added 65.85%
$74.4B
$2.06 Billion 1.96% of portfolio
8,514
Q1 2025 Added 61.16%
$2.26T
$2.05 Billion 1.94% of portfolio
10,755
Q1 2025 Reduced 1.27%
$35.1B
$2.03 Billion 1.93% of portfolio
6,005
Q1 2025 Added 34.55%
$36.9B
$1.98 Billion 1.88% of portfolio
9,874
Q1 2025 New
$33.6B
$1.9 Billion 1.8% of portfolio
19,110
Q1 2025 Added 578.86%
$56.5B
$1.86 Billion 1.77% of portfolio
8,998
Q1 2025 New
$58.9B
$1.81 Billion 1.72% of portfolio
7,837
Q1 2025 Added 3.5%
$709B
$1.75 Billion 1.66% of portfolio
2,123
Q1 2025 Reduced 96.25%
$7B
$1.74 Billion 1.66% of portfolio
11,706
Q1 2025 Added 4.56%
$129B
$1.72 Billion 1.64% of portfolio
3,135
Q1 2025 Added 2.45%
$10.1B
$1.63 Billion 1.55% of portfolio
16,868
Q1 2025 Added 303.15%
$353B
$1.62 Billion 1.54% of portfolio
19,208
Q1 2025 Added 7.62%
$855B
$1.57 Billion 1.49% of portfolio
6,403
Q1 2025 Added 21.59%
$87.5B
$1.54 Billion 1.47% of portfolio
11,280
Q1 2025 Added 5.96%
$10.4B
$1.52 Billion 1.44% of portfolio
56,828
Q1 2025 Added 15.74%
Ftai Aviation LTD
-
$1.49 Billion 1.41% of portfolio
-
Q1 2025 Added 2.17%
$15.9B
$1.46 Billion 1.39% of portfolio
46,121
Q1 2025 Added 1.06%
$281B
$1.43 Billion 1.35% of portfolio
16,242
Q1 2025 Added 0.7%
$22.1B
$1.38 Billion 1.31% of portfolio
43,753
Q1 2025 Added 21.73%
$79.5B
$1.37 Billion 1.3% of portfolio
6,208
Q1 2025 Added 3.12%
$78.3B
$1.31 Billion 1.25% of portfolio
8,579
Q1 2025 Added 33.38%
$41B
$1.32 Billion 1.25% of portfolio
10,674
Q1 2025 Added 83.94%
$122B
$1.31 Billion 1.24% of portfolio
7,818
Q1 2025 Reduced 12.76%
$13.4B
$1.29 Billion 1.23% of portfolio
9,137
Q1 2025 Added 1.59%
$447B
$1.29 Billion 1.22% of portfolio
11,886
Q1 2025 Reduced 53.92%
$26.8B
$1.28 Billion 1.22% of portfolio
12,559
Q1 2025 Added 17.66%
$19.2B
$1.28 Billion 1.22% of portfolio
4,878
Q1 2025 Added 23.78%
$298B
$1.27 Billion 1.2% of portfolio
6,323
Q1 2025 Added 9.95%
$61.4B
$1.23 Billion 1.16% of portfolio
2,332
Q1 2025 Added 0.78%
$114B
$1.19 Billion 1.13% of portfolio
4,498
Q1 2025 Reduced 47.14%
$16.2B
$1.18 Billion 1.12% of portfolio
7,705
Q1 2025 Added 3.52%
$16.7B
$1.18 Billion 1.12% of portfolio
24,333
Q1 2025 Added 27.89%
$147B
$1.17 Billion 1.11% of portfolio
11,637
Q1 2025 Added 4.97%
$429B
$1.15 Billion 1.09% of portfolio
1,218
Q1 2025 Added 0.5%
$145B
$1.14 Billion 1.08% of portfolio
4,034
Q1 2025 New
$24.2B
$1.11 Billion 1.05% of portfolio
6,141
Q1 2025 Added 0.61%
$71.5B
$1.1 Billion 1.04% of portfolio
18,397
Q1 2025 Added 286.57%
$18.8B
$1.1 Billion 1.04% of portfolio
15,441
Q1 2025 Added 130.19%
$4.76B
$1.07 Billion 1.01% of portfolio
10,109
Q1 2025 Added 13.9%
$61.6B
$1.06 Billion 1.01% of portfolio
9,811
Q1 2025 New
$22.8B
$1.05 Billion 1.0% of portfolio
5,117
Q1 2025 Added 13.08%
$19.4B
$1.04 Billion 0.98% of portfolio
2,387
Q1 2025 Added 197.63%
$53.8B
$1.01 Billion 0.96% of portfolio
3,226
Q1 2025 Added 8.4%
$19B
$1.01 Billion 0.96% of portfolio
5,380
Q1 2025 Added 347.22%
$22.6B
$1 Billion 0.95% of portfolio
30,296
Q1 2025 Added 14.15%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $105 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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