Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $150 Billion
  • Q4 2024

Williamson Legacy Group, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $43.7B, Nvidia Corp with a value of $3.46B, App Lovin Corp with a value of $2.76B, Meta Platforms, Inc. with a value of $2.75B, and Amazon Com Inc with a value of $2.39B.

Examining the 13F form we can see an increase of $413M in the current position value, from $150B to 150B.

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 $150 Billion
Healthcare: $53.6 Billion
Technology: $22.9 Billion
Industrials: $18.3 Billion
Financial Services: $17 Billion
Consumer Cyclical: $7.36 Billion
Communication Services: $6.09 Billion
Consumer Defensive: $5.12 Billion
Energy: $5.04 Billion
Other: $10.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$830B
$43.7 Billion 29.11% of portfolio
56,574
Q4 2024 Reduced 0.18%
$335B
$3.46 Billion 2.31% of portfolio
25,793
Q4 2024 Reduced 23.64%
$121B
$2.76 Billion 1.84% of portfolio
8,509
Q4 2024 Reduced 7.94%
$1.54T
$2.75 Billion 1.83% of portfolio
4,701
Q4 2024 Reduced 1.94%
$2.21T
$2.39 Billion 1.59% of portfolio
10,893
Q4 2024 Reduced 12.1%
$24.9B
$2.33 Billion 1.55% of portfolio
25,828
Q4 2024 Reduced 9.84%
$29.9B
$2.18 Billion 1.45% of portfolio
12,294
Q4 2024 Added 31.28%
$331B
$2.11 Billion 1.41% of portfolio
8,569
Q3 2024 Added 11.21%
$88.6B
$2.08 Billion 1.38% of portfolio
8,961
Q4 2024 Reduced 46.52%
$90.3B
$1.76 Billion 1.17% of portfolio
10,646
Q4 2024 Added 25.03%
$3.04T
$1.64 Billion 1.1% of portfolio
3,901
Q4 2024 Reduced 1.86%
$55.2B
$1.63 Billion 1.08% of portfolio
7,572
Q4 2024 Added 46.21%
$6.38B
$1.48 Billion 0.99% of portfolio
11,195
Q4 2024 Added 33.32%
$257B
$1.46 Billion 0.97% of portfolio
16,129
Q4 2024 Reduced 0.3%
$15.7B
$1.42 Billion 0.95% of portfolio
8,994
Q4 2024 Added 3.59%
$35.3B
$1.4 Billion 0.93% of portfolio
4,463
Q4 2024 Added 45.8%
$190B
$1.37 Billion 0.92% of portfolio
1,297
Q4 2024 Reduced 4.91%
$117B
$1.37 Billion 0.91% of portfolio
3,060
Q4 2024 Added 3.1%
$11.7B
$1.36 Billion 0.91% of portfolio
9,525
Q4 2024 Reduced 19.94%
$199B
$1.35 Billion 0.9% of portfolio
17,848
Q4 2024 New
$13B
$1.32 Billion 0.88% of portfolio
45,635
Q4 2024 Reduced 15.24%
$62.6B
$1.31 Billion 0.87% of portfolio
9,513
Q4 2024 Reduced 17.07%
$1.07T
$1.29 Billion 0.86% of portfolio
6,800
Q4 2024 Added 2.86%
$18.6B
$1.27 Billion 0.85% of portfolio
57,824
Q4 2024 Added 1.72%
$775B
$1.26 Billion 0.84% of portfolio
5,266
Q4 2024 Added 6.73%
$79.5B
$1.24 Billion 0.82% of portfolio
6,020
Q4 2024 Added 2.73%
$3.89B
$1.23 Billion 0.82% of portfolio
6,057
Q4 2024 Added 35.38%
$114B
$1.22 Billion 0.81% of portfolio
8,244
Q4 2024 Added 4.33%
$27.2B
$1.2 Billion 0.8% of portfolio
6,104
Q4 2024 Added 4.9%
$32.7B
$1.16 Billion 0.77% of portfolio
10,175
Q4 2024 Reduced 39.96%
$33.7B
$1.14 Billion 0.76% of portfolio
12,656
Q4 2024 Reduced 18.47%
$38.1B
$1.14 Billion 0.76% of portfolio
18,382
Q4 2024 Added 21.52%
$458B
$1.11 Billion 0.74% of portfolio
1,212
Q4 2024 Added 1.76%
$21.1B
$1.08 Billion 0.72% of portfolio
35,944
Q4 2024 Reduced 2.96%
$72.9B
$1.06 Billion 0.71% of portfolio
5,283
Q4 2024 Added 3.43%
$12.1B
$1.06 Billion 0.71% of portfolio
3,001
Q4 2024 Added 4.49%
$7.8B
$1.04 Billion 0.69% of portfolio
10,835
Q4 2024 Added 1.1%
$51.7B
$1.04 Billion 0.69% of portfolio
2,976
Q4 2024 New
$19.6B
$1.03 Billion 0.69% of portfolio
3,941
Q4 2024 Reduced 4.25%
$4.8B
$1.02 Billion 0.68% of portfolio
6,903
Q4 2024 Added 1.65%
$25B
$1.02 Billion 0.68% of portfolio
10,674
Q4 2024 Added 2.51%
$18.3B
$1.02 Billion 0.68% of portfolio
26,540
Q4 2024 Added 8.61%
$150B
$990 Million 0.66% of portfolio
11,086
Q4 2024 Added 6.96%
$218B
$959 Million 0.64% of portfolio
5,751
Q4 2024 Added 0.63%
$8.5B
$959 Million 0.64% of portfolio
5,523
Q4 2024 New
$9.48B
$951 Million 0.63% of portfolio
3,971
Q4 2024 Added 5.11%
$15.4B
$946 Million 0.63% of portfolio
7,443
Q4 2024 Added 9.62%
$10.2B
$939 Million 0.63% of portfolio
46,301
Q4 2024 New
$6.34B
$927 Million 0.62% of portfolio
4,321
Q4 2024 Reduced 4.3%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $150 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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