Williamson Legacy Group, LLC Reduced Holdings in Q3 2025

Williamson Legacy Group, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-6.47K
- 59.78%
$211.65 - $238.24 $1.37M - $1.54M
4.35K $956M
LNG
Cheniere Energy, Inc.

Energy
-5.59K
- 70.1%
$222.68 - $244.28 $1.24M - $1.37M
2.38K $560M
DTM
Dt Midstream, Inc.

Energy
-11K
- 60.61%
$99.17 - $113.27 $1.09M - $1.25M
7.15K $808M
T
At&T Inc.

Communication Services
-38.2K
- 80.18%
$26.94 - $29.62 $1.03M - $1.13M
9.45K $267M
WMT
Walmart Inc.

Consumer Defensive
-10.6K
- 57.97%
$94.4 - $104.27 $1M - $1.11M
7.7K $793M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-7.36K
- 67.5%
$119.73 - $134.7 $881K - $992K
3.54K $473M
MPLX
Mplx LP

Energy
-16.1K
- 78.69%
$49.42 - $52.71 $798K - $851K
4.37K $218M
ATO
Atmos Energy Corp

Utilities
-3.67K
- 65.25%
$151.51 - $170.75 $556K - $627K
1.96K $334M
AXON
Axon Enterprise, Inc.

Industrials
-8
- 0.32%
$698.02 - $870.97 $5.58K - $6.97K
2.5K $1.8B
IBM
International Business Machines Corp

Technology
-172
- 4.82%
$234.77 - $292.47 $40.4K - $50.3K
3.4K $959M
CAH
Cardinal Health Inc

Healthcare
-297
- 8.23%
$146.04 - $167.63 $43.4K - $49.8K
3.31K $520M
META
Meta Platforms, Inc.

Communication Services
-99
- 3.3%
$695.21 - $791.73 $68.8K - $78.4K
2.91K $2.13B
PODD
Insulet Corp

Healthcare
-185
- 3.81%
$277.3 - $352.82 $51.3K - $65.3K
4.67K $1.44B
LLY
Eli Lilly & CO

Healthcare
-8
- 0.37%
$625.65 - $812.69 $5.01K - $6.5K
2.15K $1.64B
PG
Procter & Gamble CO

Consumer Defensive
-125
- 3.65%
$150.47 - $161.22 $18.8K - $20.2K
3.3K $507M
VEA
Vanguard Ftse Developed Market

ETFs
-9
- 0.26%
$56.02 - $60.3 $504 - $543
3.52K $211M
VUG
Vanguard Growth ETF

ETFs
-11
- 1.73%
$433.97 - $484.08 $4.77K - $5.32K
626 $300M
EHC
Encompass Health Corp

Healthcare
-118
- 1.24%
$107.13 - $127.02 $12.6K - $15K
9.43K $1.2B
SRE
Sempra Energy

Utilities
-73
- 1.95%
$74.14 - $89.98 $5.41K - $6.57K
3.67K $330M
CASY
Caseys General Stores Inc

Consumer Cyclical
-74
- 2.95%
$494.52 - $565.32 $36.6K - $41.8K
2.43K $1.37B
MO
Altria Group, Inc.

Consumer Defensive
-567
- 3.03%
$57.75 - $67.68 $32.7K - $38.4K
18.2K $1.2B
TJX
Tjx Companies Inc

Consumer Cyclical
-520
- 5.59%
$121.35 - $144.54 $63.1K - $75.2K
8.78K $1.27B
CM
Canadian Imperial Bank Of Commerce

Financial Services
-533
- 2.82%
$71.11 - $81.68 $37.9K - $43.5K
18.3K $1.47B
CYBR
Cyber Ark Software Ltd.

Technology
-134
- 4.46%
$374.8 - $491.1 $50.2K - $65.8K
2.87K $1.39B
FTI
Technip Fmc PLC

Energy
-1.32K
- 2.81%
$32.19 - $40.89 $42.4K - $53.8K
45.5K $1.79B
NVDA
Nvidia Corp

Technology
-588
- 4.86%
$153.3 - $186.58 $90.1K - $110K
11.5K $2.15B
GE
General Electric CO

Industrials
-123
- 1.93%
$244.75 - $305.63 $30.1K - $37.6K
6.26K $1.88B
AGI
Alamos Gold Inc

Basic Materials
-2.42K
- 4.24%
$24.3 - $34.86 $58.9K - $84.5K
54.8K $1.91B
EBAY
Ebay Inc

Consumer Cyclical
-725
- 2.38%
$75.33 - $100.77 $54.6K - $73.1K
29.7K $2.7B
Ftai Aviation LTD
-1.47K
- 10.82%
N/A
12.1K $2.02B
Activity Summary
Buys All Purchases 65 New Holdings 39 Increased Positions 26 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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