Williamson Legacy Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$150M
Signature - Title
Kevin Kim - Compliance Consultant
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Williamson Legacy Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Williamson Legacy Group, LLC reported 105 stock holdings with total value $150M as of Q3 2024. Top holdings included LLY, NVDA, AVGO, META, and NRG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 105 $150M +$51.8M -$38.5M +$13.3M LLY, NVDA, AVGO, META, NRG 13F-HR 11/12/2024, 12:11 PM
Q2 2024 89 $134M +$34.3M -$35.7M -$1.43M LLY, NVDA, GOOGL, MSFT, CRWD 13F-HR 8/14/2024, 02:02 PM
Q1 2024 79 $129M +$7.86M -$8.28M -$415K LLY, MSFT, GOOGL, NVDA, VRT 13F-HR 5/14/2024, 09:08 AM
Q4 2023 81 $108M $0 $0 LLY, MSFT, GOOGL, NOW, SNPS 13F-HR 2/13/2024, 02:46 PM