Williamson Legacy Group, LLC
CIK 2011965 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- LLY28.95%
- NVDA3.11%
- GOOGL2.84%
- MSFT2.62%
- CRWD2.22%
- AVGO1.87%
- VRT1.83%
- META1.77%
- AMZN1.76%
- IR1.61%
Share classes counted separately48.58%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LLYWeight increased · +3.11 pp25.84% → 28.95%Shares +101 (+0.24%)
- NOWWeight decreased · -1.32 pp2.10% → 0.78%Shares -2.21K (-62.29%)
- NVDAWeight increased · +0.73 pp2.38% → 3.11%Shares +30.39K (+894.73%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $38.91M | 28.95% | 42.98K shares | 25.84% → 28.95%+3.11 pp +101 (+0.24%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORPStock View history and evidence | $4.17M | 3.11% | 33.79K shares | 2.38% → 3.11%+0.73 pp +30.39K (+894.73%) | Added | ↗▾ |
| 03 | GOOGLALPHABET INC-CL AStock View history and evidence | $3.82M | 2.84% | 20.98K shares | 2.44% → 2.84%+0.40 pp +66 (+0.32%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORPStock View history and evidence | $3.52M | 2.62% | 7.89K shares | 2.55% → 2.62%+0.07 pp +75 (+0.96%) | Added | ↗▾ |
| 05 | CRWDCROWDSTRIKE HOLDINGS INC - AStock View history and evidence | $2.99M | 2.22% | 7.80K shares | 1.94% → 2.22%+0.28 pp -5 (-0.06%) | Reduced | ↗▾ |
| 06 | AVGOBROADCOM INCStock View history and evidence | $2.51M | 1.87% | 1.56K shares | 1.32% → 1.87%+0.55 pp +274 (+21.26%) | Added | ↗▾ |
| 07 | VRTVERTIV HOLDINGS CO-AStock View history and evidence | $2.46M | 1.83% | 28.46K shares | 2.15% → 1.83%-0.32 pp -5.58K (-16.40%) | Reduced | ↗▾ |
| 08 | METAMETA PLATFORMS INC-CLASS AStock View history and evidence | $2.38M | 1.77% | 4.72K shares | 1.77% → 1.77%+0.00 pp +2 (+0.04%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INCStock View history and evidence | $2.37M | 1.76% | 12.24K shares | 1.67% → 1.76%+0.09 pp +259 (+2.16%) | Added | ↗▾ |
| 10 | IRINGERSOLL-RAND INCStock View history and evidence | $2.17M | 1.61% | 23.88K shares | 1.72% → 1.61%-0.11 pp +506 (+2.17%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 30
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UBER UBER TECHNOLOGIES INC | Non-derivative | -35,308 | -$2.72M | SEC filing ↗ | SEC filing ↗ |
| V VISA INC-CLASS A SHARES | Non-derivative | -7,675 | -$2.14M | SEC filing ↗ | SEC filing ↗ |
| CRM SALESFORCE INC | Non-derivative | -6,162 | -$1.86M | SEC filing ↗ | SEC filing ↗ |
3 / 30 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011965 · Period Jun 30, 2024
Data loaded Oct 15, 2026 · First reported Aug 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134427471
}Research all 89 reported holdings.
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