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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.69B
$1.74 Billion 1.66% of portfolio
11,706
Q1 2025 Added 4.56%
$4.87B
$1.07 Billion 1.01% of portfolio
10,109
Q1 2025 Added 13.9%
$4.01B
$1 Billion 0.95% of portfolio
39,407
Q1 2025 New
$3.61B
$892 Million 0.85% of portfolio
33,989
Q1 2025 Added 44.14%
$9.38B
$881 Million 0.84% of portfolio
5,457
Q1 2025 Reduced 1.2%
$5.99B
$822 Million 0.78% of portfolio
4,962
Q1 2025 Added 180.5%
$8.35B
$800 Million 0.76% of portfolio
8,665
Q1 2025 Added 14.68%
$7.86B
$775 Million 0.74% of portfolio
2,714
Q1 2025 Added 4.38%
$7.69B
$674 Million 0.64% of portfolio
8,045
Q1 2025 Added 122.42%
$6.81B
$410 Million 0.39% of portfolio
8,403
Q1 2025 Added 5.5%
$8.44B
$338 Million 0.32% of portfolio
3,529
Q1 2025 Added 5.28%

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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