Williamson Legacy Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $38.9B, Nvidia Corp with a value of $4.17B, Alphabet Inc. with a value of $3.82B, Microsoft Corp with a value of $3.52B, and Crowd Strike Holdings, Inc. with a value of $2.99B.
Examining the 13F form we can see an increase of $5.31B in the current position value, from $129B to 134B.
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
$134 Billion
Healthcare: $47.2 Billion
Technology: $28.6 Billion
Industrials: $14.7 Billion
Financial Services: $8.71 Billion
Communication Services: $8.5 Billion
Consumer Cyclical: $7.04 Billion
Consumer Defensive: $5.97 Billion
Energy: $3.99 Billion
Other: $6.21 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions