Williamson Legacy Group, LLC Incresed Positions in Q3 2024

Williamson Legacy Group, LLC

  • $150 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
13.7K
+ 31.86%
$772.14 - $960.02 $10.6M - $13.1M
56.7K $50.2B
WMT
Walmart Inc.

Consumer Defensive
8.65K
+ 114.96%
$66.91 - $81.4 $579K - $704K
16.2K $1.31B
NRG
Nrg Energy, Inc.

Utilities
3.25K
+ 12.8%
$68.89 - $91.22 $224K - $296K
28.6K $2.61B
LDOS
Leidos Holdings, Inc.

Technology
3.27K
+ 102.61%
$142.66 - $163.02 $466K - $532K
6.45K $1.05B
Ftai Aviation LTD
35
+ 0.18%
N/A
19.2K $2.55B
INCY
Incyte Corp

Healthcare
7.75K
+ 114.56%
$57.33 - $68.61 $444K - $532K
14.5K $960M
FLEX
Flex Ltd.

Technology
13.4K
+ 120.44%
$28.1 - $34.0 $375K - $454K
24.4K $817M
APP
App Lovin Corp

Technology
462
+ 5.26%
$67.14 - $130.65 $31K - $60.4K
9.24K $1.21B
AXON
Axon Enterprise, Inc.

Industrials
987
+ 134.29%
$286.16 - $399.6 $282K - $394K
1.72K $688M
ITT
Itt Inc.

Industrials
1.75K
+ 17.29%
$125.05 - $150.55 $219K - $264K
11.9K $1.78B
SAP
Sap Se

Technology
864
+ 11.21%
$197.21 - $231.0 $170K - $200K
8.57K $1.96B
KEX
Kirby Corp

Industrials
3.01K
+ 59.51%
$107.57 - $129.59 $324K - $390K
8.07K $988M
AVGO
Broadcom Inc.

Technology
15.2K
+ 971.98%
$136.27 - $1745.86 $2.07M - $26.5M
16.8K $2.89B
META
Meta Platforms, Inc.

Communication Services
77
+ 1.63%
$453.41 - $572.44 $34.9K - $44.1K
4.79K $2.74B
NTRA
Natera, Inc.

Healthcare
1.54K
+ 21.61%
$97.75 - $129.67 $151K - $200K
8.68K $1.1B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
13.5K
+ 31.12%
$15.81 - $18.96 $213K - $256K
56.8K $1.02B
JPM
Jpmorgan Chase & CO

Financial Services
1.28K
+ 34.99%
$194.9 - $224.8 $249K - $288K
4.93K $1.04B
ATR
Aptargroup, Inc.

Healthcare
1.18K
+ 27.89%
$138.54 - $160.11 $163K - $188K
5.39K $864M
LNG
Cheniere Energy, Inc.

Energy
1.38K
+ 36.22%
$172.24 - $186.09 $237K - $256K
5.18K $931M
MET
Metlife Inc

Financial Services
2.08K
+ 27.99%
$67.96 - $82.48 $141K - $171K
9.49K $783M
GE
General Electric CO

Industrials
498
+ 9.55%
$156.66 - $189.66 $78K - $94.5K
5.72K $1.08B
OMC
Omnicom Group Inc.

Communication Services
1.07K
+ 12.48%
$87.69 - $103.9 $93.7K - $111K
9.64K $996M
PODD
Insulet Corp

Healthcare
485
+ 13.36%
$180.69 - $239.01 $87.6K - $116K
4.12K $958M
SPOT
Spotify Technology S.A.

Communication Services
152
+ 5.4%
$290.16 - $384.01 $44.1K - $58.4K
2.97K $1.09B
AIT
Applied Industrial Technologies Inc

Industrials
326
+ 9.44%
$183.8 - $224.77 $59.9K - $73.3K
3.78K $843M
NOW
Service Now, Inc.

Technology
25
+ 1.87%
$730.87 - $937.36 $18.3K - $23.4K
1.36K $1.22B
COOP
Mr. Cooper Group Inc.

Financial Services
462
+ 4.51%
$78.57 - $94.99 $36.3K - $43.9K
10.7K $988M
FSLR
First Solar, Inc.

Technology
245
+ 7.83%
$205.36 - $255.78 $50.3K - $62.7K
3.37K $841M
EHC
Encompass Health Corp

Healthcare
490
+ 7.34%
$83.97 - $97.17 $41.1K - $47.6K
7.17K $693M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 6.82%
$801.83 - $917.05 $60.9K - $69.7K
1.19K $1.06B
ROST
Ross Stores, Inc.

Consumer Cyclical
441
+ 7.45%
$136.06 - $155.24 $60K - $68.5K
6.36K $958M
FTI
Technip Fmc PLC

Energy
2.51K
+ 4.9%
$23.46 - $29.5 $59K - $74.2K
53.8K $1.41B
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.47K
+ 15.05%
N/A
11.3K $425M
VUG
Vanguard Growth ETF

ETFs
79
+ 6.66%
$341.08 - $391.94 $26.9K - $31K
1.27K $486M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$160.76 - $177.82 $322 - $356
3.67K $635M
VTV
Vanguard Value ETF

ETFs
20
+ 1.13%
$159.75 - $174.57 $3.2K - $3.49K
1.79K $312M
OEF
Ishares S&P 100 ETF

ETFs
48
+ 5.07%
$266.03 - $266.03 $12.8K - $12.8K
995 $275M
CRBG
Corebridge Financial, Inc.

Financial Services
218
+ 0.59%
$24.9 - $30.12 $5.43K - $6.57K
37K $1.08B
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.72K
+ 491.8%
$150.73 - $974.56 $560K - $3.62M
4.47K $713M
AMZN
Amazon Com Inc

Consumer Cyclical
153
+ 1.25%
$161.02 - $200.0 $24.6K - $30.6K
12.4K $2.31B
Activity Summary
Buys All Purchases 85 New Holdings 44 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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