Investor Details
| Filer Name: | WILLIAMSON LEGACY GROUP, LLC |
|---|---|
| CIK: | 2011965 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-05 |
| Number of Holdings: | 115 |
| Portfolio Value: | $0.15B |
Williamson Legacy Group, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| LLY | US | ELI LILLY & CO | 56,574 | $44M | 29.11% | -0.2% | - |
| NVDA | US | NVIDIA CORP | 25,793 | $3M | 2.31% | -23.6% | - |
| APP | US | APPLOVIN CORP-CLASS A | 8,509 | $3M | 1.84% | -7.9% | - |
| META | US | META PLATFORMS INC-CLASS A | 4,701 | $3M | 1.83% | -1.9% | - |
| AMZN | US | AMAZON.COM INC | 10,893 | $2M | 1.59% | -12.1% | - |
| NRG | US | NRG ENERGY INC | 25,828 | $2M | 1.55% | -9.8% | - |
| ARES | US | ARES MANAGEMENT CORP - A | 12,294 | $2M | 1.45% | 31.3% | - |
| SAP | US | SAP SE-SPONSORED ADR | 8,569 | $2M | 1.41% | - | - |
| AVGO | US | BROADCOM INC | 8,961 | $2M | 1.38% | -46.5% | - |
| FTAI | US | FTAI AVIATION LTD | 13,105 | $2M | 1.26% | -31.7% | - |
| APO | US | APOLLO GLOBAL MANAGEMENT INC | 10,646 | $2M | 1.17% | 25.0% | - |
| MSFT | US | MICROSOFT CORP | 3,901 | $2M | 1.10% | -1.9% | - |
| LNG | US | CHENIERE ENERGY INC | 7,572 | $2M | 1.08% | 46.2% | - |
| EAT | US | BRINKER INTERNATIONAL INC | 11,195 | $1M | 0.99% | 33.3% | - |
| WMT | US | WALMART INC | 16,129 | $1M | 0.97% | -0.3% | - |
| NTRA | US | NATERA INC | 8,994 | $1M | 0.95% | 3.6% | - |
| WTW | US | WILLIS TOWERS WATSON PLC | 4,463 | $1M | 0.93% | 45.8% | - |
| NOW | US | SERVICENOW INC | 1,297 | $1M | 0.92% | -4.9% | - |
| AXON | US | AXON ENTERPRISE INC | 2,314 | $1M | 0.92% | 34.4% | - |
| SPOT | US | SPOTIFY TECHNOLOGY SA | 3,060 | $1M | 0.91% | 3.1% | - |