Williamson Legacy Group, LLC
CIK 2011965 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- LLY23.23%
- MSFT2.70%
- GOOGL2.68%
- NOW2.29%
- SNPS2.21%
- UBER2.00%
- CRWD1.83%
- V1.82%
- BRBR1.79%
- PANW1.68%
Share classes counted separately42.23%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LLYELI LILLY & COStock View history and evidence | $25.06M | 23.23% | 42.98K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORPStock View history and evidence | $2.91M | 2.70% | 7.75K shares | Prior unavailable — | — | ↗▾ |
| 03 | GOOGLALPHABET INC-CL AStock View history and evidence | $2.89M | 2.68% | 20.66K shares | Prior unavailable — | — | ↗▾ |
| 04 | NOWSERVICENOW INCStock View history and evidence | $2.47M | 2.29% | 3.49K shares | Prior unavailable — | — | ↗▾ |
| 05 | SNPSSYNOPSYS INCStock View history and evidence | $2.39M | 2.21% | 4.64K shares | Prior unavailable — | — | ↗▾ |
| 06 | UBERUBER TECHNOLOGIES INCStock View history and evidence | $2.16M | 2.00% | 35.11K shares | Prior unavailable — | — | ↗▾ |
| 07 | CRWDCROWDSTRIKE HOLDINGS INC - AStock View history and evidence | $1.98M | 1.83% | 7.75K shares | Prior unavailable — | — | ↗▾ |
| 08 | VVISA INC-CLASS A SHARESStock View history and evidence | $1.96M | 1.82% | 7.54K shares | Prior unavailable — | — | ↗▾ |
| 09 | BRBRBELLRING BRANDS INCStock View history and evidence | $1.93M | 1.79% | 34.78K shares | Prior unavailable — | — | ↗▾ |
| 10 | PANWPALO ALTO NETWORKS INCStock View history and evidence | $1.81M | 1.68% | 6.15K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011965 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 107844609
}Research all 81 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.