WL
| |
Williamson Legacy Group, LLC13F | |
| Williamson Legacy Group, LLC | |
| Last update 2025-05-08 | 102 Stocks (19 new) |
| Value $105.00 Mil | Turnover 29 % |
Williamson Legacy Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 4,728 | 2,725.0 | +0.57% | 2.590 | +0.01% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
NRG | NRG Energy Inc | 26,697 | 2,548.5 | +3.36% | 2.420 | +0.08% | 0.010 | +55.69% | +69.61% | 29,668.7 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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SAP | SAP SE | 8,699 | 2,335.2 | +1.52% | 2.220 | +0.03% | 0.000 | +19.91% | +25.36% | 356,941.5 | Software | |
EBAY | eBay Inc | 30,486 | 2,064.8 | +65.85% | 1.960 | +0.78% | 0.010 | +18.40% | +27.21% | 36,010.3 | Retail - Cyclical | |
RSG | Republic Services Inc | 8,514 | 2,061.8 | +61.16% | 1.960 | +0.74% | 0.000 | -0.91% | +20.46% | 75,155.5 | Waste Management | |
AMZN | Amazon.com Inc | 10,755 | 2,046.3 | -1.27% | 1.940 | -0.02% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
WTW | Willis Towers Watson PLC | 6,005 | 2,029.4 | +34.55% | 1.930 | +0.50% | 0.010 | -3.67% | -1.02% | 30,565.9 | Insurance | |
TRGP | Targa Resources Corp | 9,874 | 1,979.5 | New Holding | 1.880 | +1.88% | 0.000 | -1.43% | -3.25% | 37,119.2 | Oil & Gas | |
OKE | ONEOK Inc | 19,110 | 1,896.1 | +578.86% | 1.800 | +1.53% | 0.000 | -2.18% | -15.09% | 52,031.9 | Oil & Gas | |
ALL | Allstate Corp | 8,998 | 1,863.2 | New Holding | 1.770 | +1.77% | 0.000 | +0.18% | +1.66% | 51,395.8 | Insurance |
Williamson Legacy Group, LLC's Historical Top Holdings Breakdowns
Williamson Legacy Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -28.02% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Reduce -96.25% | 2,123 | -54,451 | |
TRGP | Targa Resources Corp | 2025-03-31 | New Buy New Buy | +1.88% | 178.44 ($198.49) 217.22 | $171.11 | -13.79% | New holding | 9,874 | 9,874 | |
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +1.77% | 180.99 ($194.74) 210.18 | $194.08 | -0.34% | New holding | 8,998 | 8,998 | |
TXRH | Texas Roadhouse Inc | 2025-03-31 | New Buy New Buy | +1.54% | 166.63 ($176.95) 185.86 | $184.08 | 4.03% | New holding | 9,708 | 9,708 | |
OKE | ONEOK Inc | 2025-03-31 | Add Add | +1.53% | 89.57 ($99.27) 109.85 | $83.30 | -16.09% | Add 578.86% | 19,110 | 16,295 | |
ARES | Ares Management Corp | 2025-03-31 | Sold Out Sold Out | -1.45% | 140.19 ($172.79) 198.22 | $183.12 | 5.98% | Sold Out | 0 | -12,294 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.25% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -53.92% | 11,886 | -13,907 | |
DTM | DT Midstream Inc | 2025-03-31 | Add Add | +1.17% | 86.95 ($100.05) 113.75 | $104.34 | 4.29% | Add 303.15% | 16,868 | 12,684 | |
PGR | Progressive Corp | 2025-03-31 | New Buy New Buy | +1.08% | 235.61 ($261.55) 291.22 | $246.41 | -5.79% | New holding | 4,034 | 4,034 | |
AEM | Agnico Eagle Mines Ltd | 2025-03-31 | New Buy New Buy | +1.01% | 79.66 ($95.62) 108.41 | $117.73 | 23.12% | New holding | 9,811 | 9,811 |
Williamson Legacy Group, LLC Total Holding History ($B)
Williamson Legacy Group, LLC's Asset Allocation
Williamson Legacy Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Williamson Legacy Group, LLC's Hypothetical Growth since 2025-03-31
Williamson Legacy Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Williamson Legacy Group, LLC's Holdings Heat Map
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Williamson Legacy Group, LLC's Holdings Bubble Chart
Williamson Legacy Group, LLC News
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