Williamson Legacy Group, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$134M
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 89 stock holdings with total value $134M as of Q2 2024. Top holdings included LLY, NVDA, GOOGL, MSFT, and CRWD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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