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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67B
$1 Billion 0.95% of portfolio
39,407
Q1 2025 New
$8.87B
$992 Million 0.94% of portfolio
4,403
Q1 2025 Added 10.88%
$20.3B
$973 Million 0.92% of portfolio
11,644
Q1 2025 New
$18B
$964 Million 0.92% of portfolio
3,039
Q1 2025 Added 1.27%
$66.5B
$943 Million 0.9% of portfolio
2,731
Q1 2025 New
$15.9B
$941 Million 0.89% of portfolio
2,785
Q1 2025 New
$24.2B
$931 Million 0.88% of portfolio
1,602
Q1 2025 Added 15.67%
$543B
$930 Million 0.88% of portfolio
997
Q1 2025 Added 30.67%
$62.1B
$925 Million 0.88% of portfolio
11,520
Q1 2025 Added 13.35%
$16.5B
$913 Million 0.87% of portfolio
16,127
Q1 2025 New
$163B
$894 Million 0.85% of portfolio
1,759
Q1 2025 Added 9.19%
$3.82B
$892 Million 0.85% of portfolio
33,989
Q1 2025 Added 44.14%
$8.58B
$881 Million 0.84% of portfolio
5,457
Q1 2025 Reduced 1.2%
$51.8B
$857 Million 0.81% of portfolio
16,017
Q1 2025 Added 40.22%
$67.8B
$848 Million 0.81% of portfolio
1,938
Q1 2025 Reduced 1.82%
$18.9B
$822 Million 0.78% of portfolio
4,962
Q1 2025 Added 180.5%
$40.4B
$806 Million 0.77% of portfolio
9,797
Q1 2025 New
$7.59B
$800 Million 0.76% of portfolio
8,665
Q1 2025 Added 14.68%
$6.97B
$775 Million 0.74% of portfolio
2,714
Q1 2025 Added 4.38%
Blackrock Inc Com New
-
$684 Million 0.65% of portfolio
-
Q1 2025 Added 0.98%
$7.11B
$674 Million 0.64% of portfolio
8,045
Q1 2025 Added 122.42%
$181B
$666 Million 0.63% of portfolio
1,344
Q1 2025 Added 12.66%
$141B
$626 Million 0.59% of portfolio
8,831
Q1 2025 Added 201.91%
$376B
$592 Million 0.56% of portfolio
3,473
Q1 2025 Reduced 0.06%
Sharkninja Inc
-
$591 Million 0.56% of portfolio
-
Q1 2025 Added 19.39%
$84.2B
$562 Million 0.53% of portfolio
1,314
Q1 2025 New
$64.5B
$527 Million 0.5% of portfolio
4,737
Q1 2025 Added 8.65%
$328B
$529 Million 0.5% of portfolio
2,524
Q1 2025 Added 15.99%
$143B
$501 Million 0.48% of portfolio
4,114
Q1 2025 Added 13.49%
$15.9B
$499 Million 0.47% of portfolio
12,449
Q1 2025 Added 70.3%
$58.3B
$439 Million 0.42% of portfolio
14,103
Q1 2025 New
$37.9B
$439 Million 0.42% of portfolio
2,021
Q1 2025 Added 9.96%
$218B
$431 Million 0.41% of portfolio
3,256
Q1 2025 New
$3.14T
$406 Million 0.39% of portfolio
1,829
Q1 2025 Reduced 0.38%
$6.19B
$410 Million 0.39% of portfolio
8,403
Q1 2025 Added 5.5%
$64.1B
$383 Million 0.36% of portfolio
9,191
Q1 2025 Added 44.38%
$3.56T
$381 Million 0.36% of portfolio
1,015
Q1 2025 Reduced 73.98%
$9.18B
$338 Million 0.32% of portfolio
3,529
Q1 2025 Added 5.28%
$85.8B
$320 Million 0.3% of portfolio
917
Q1 2025 New
$9.42B
$302 Million 0.29% of portfolio
1,530
Q1 2025 Reduced 1.61%
$21.3B
$307 Million 0.29% of portfolio
1,986
Q1 2025 New
$72.6B
$287 Million 0.27% of portfolio
3,427
Q1 2025 New
$197B
$287 Million 0.27% of portfolio
10,160
Q1 2025 New
$23.3B
$271 Million 0.26% of portfolio
3,802
Q1 2025 Reduced 2.69%
$0
$271 Million 0.26% of portfolio
5,324
Q1 2025 Reduced 10.52%
$42.7B
$239 Million 0.23% of portfolio
5,213
Q1 2025 New
$0
$245 Million 0.23% of portfolio
660
Q1 2025 Reduced 13.84%
$62.1B
$232 Million 0.22% of portfolio
4,129
Q1 2025 Added 6.64%
$72.7B
$213 Million 0.2% of portfolio
1,932
Q1 2025 Reduced 0.82%

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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