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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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