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 | +39.64% | +19.71% | 1,759,350.2 | Interactive Media | |
NRG | NRG Energy Inc | 26,697 | 2,548.5 | +3.36% | 2.420 | +0.08% | 0.010 | +57.17% | +71.22% | 29,950.2 |
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 | +20.44% | +25.91% | 358,528.1 | Software | |
EBAY | eBay Inc | 30,486 | 2,064.8 | +65.85% | 1.960 | +0.78% | 0.010 | +17.92% | +26.69% | 35,862.8 | Retail - Cyclical | |
RSG | Republic Services Inc | 8,514 | 2,061.8 | +61.16% | 1.960 | +0.74% | 0.000 | -0.69% | +20.72% | 75,318.0 | Waste Management | |
AMZN | Amazon.com Inc | 10,755 | 2,046.3 | -1.27% | 1.940 | -0.02% | 0.000 | +30.40% | +2.60% | 2,389,633.7 | Retail - Cyclical | |
WTW | Willis Towers Watson PLC | 6,005 | 2,029.4 | +34.55% | 1.930 | +0.50% | 0.010 | -3.48% | -0.82% | 30,625.4 | Insurance | |
TRGP | Targa Resources Corp | 9,874 | 1,979.5 | New Holding | 1.880 | +1.88% | 0.000 | -0.69% | -2.52% | 37,399.1 | Oil & Gas | |
OKE | ONEOK Inc | 19,110 | 1,896.1 | +578.86% | 1.800 | +1.53% | 0.000 | -1.65% | -14.63% | 52,313.0 | Oil & Gas | |
ALL | Allstate Corp | 8,998 | 1,863.2 | New Holding | 1.770 | +1.77% | 0.000 | +0.01% | +1.49% | 51,308.4 | 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 | $771.40 | -7.29% | 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 | $172.40 | -13.14% | New holding | 9,874 | 9,874 | |
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +1.77% | 180.99 ($194.74) 210.18 | $193.75 | -0.51% | 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 | $183.19 | 3.53% | New holding | 9,708 | 9,708 | |
OKE | ONEOK Inc | 2025-03-31 | Add Add | +1.53% | 89.57 ($99.27) 109.85 | $83.75 | -15.63% | 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 | $184.33 | 6.68% | Sold Out | 0 | -12,294 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.25% | 106.98 ($126.74) 149.43 | $172.27 | 35.92% | Reduce -53.92% | 11,886 | -13,907 | |
DTM | DT Midstream Inc | 2025-03-31 | Add Add | +1.17% | 86.95 ($100.05) 113.75 | $104.70 | 4.65% | 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 | $247.04 | -5.55% | 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 | $118.21 | 23.63% | New holding | 9,811 | 9,811 |
Williamson Legacy Group, LLC Total Holding History ($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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