Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $134 Billion
  • Q2 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.7B
$1.98 Billion 1.47% of portfolio
34,587
Q2 2024 Reduced 1.1%
$6.59B
$1.06 Billion 0.79% of portfolio
8,692
Q2 2024 Added 2.9%
$7.11B
$1.04 Billion 0.78% of portfolio
4,947
Q2 2024 Added 14.2%
$6.09B
$885 Million 0.66% of portfolio
18,403
Q2 2024 Added 12.41%
$2.49B
$888 Million 0.66% of portfolio
30,750
Q2 2024 New
$6.61B
$889 Million 0.66% of portfolio
6,873
Q2 2024 Added 2.09%
$7.24B
$828 Million 0.62% of portfolio
10,314
Q2 2024 New
$6.48B
$833 Million 0.62% of portfolio
10,255
Q2 2024 Added 12.51%
$3.33B
$683 Million 0.51% of portfolio
4,804
Q2 2024 New
$7.54B
$670 Million 0.5% of portfolio
3,452
Q2 2024 Added 5.92%
$8.57B
$645 Million 0.48% of portfolio
24,626
Q2 2024 New
$7.04B
$606 Million 0.45% of portfolio
5,058
Q2 2024 New
$9.85B
$594 Million 0.44% of portfolio
4,216
Q2 2024 New
$9.32B
$573 Million 0.43% of portfolio
6,679
Q2 2024 New
$4.8B
$539 Million 0.4% of portfolio
13,352
Q2 2024 New
$5.23B
$223 Million 0.17% of portfolio
5,849
Q2 2024 Reduced 69.58%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $134 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 40 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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