Williamson Legacy Group

Williamson Legacy Group as of March 31, 2025

Portfolio Holdings for Williamson Legacy Group

Williamson Legacy Group holds 102 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Inc Class A Stock (META) 2.6 $2.7M 4.7k 576.36
Nrg Energy Stock (NRG) 2.4 $2.5M 27k 95.46
Sap Se- Stock (SAP) 2.2 $2.3M 8.7k 268.44
Ebay Stock (EBAY) 2.0 $2.1M 31k 67.73
Republic Svcs Stock (RSG) 2.0 $2.1M 8.5k 242.16
Amazon Stock (AMZN) 1.9 $2.0M 11k 190.26
Willis Towers Watson Pub Stock (WTW) 1.9 $2.0M 6.0k 337.95
Targa Resources Corp Stock (TRGP) 1.9 $2.0M 9.9k 200.47
Oneok Stock (OKE) 1.8 $1.9M 19k 99.22
Allstate Corp Stock (ALL) 1.8 $1.9M 9.0k 207.07
Cheniere Energy Stock (LNG) 1.7 $1.8M 7.8k 231.40
Eli Lilly & Co Stock (LLY) 1.7 $1.8M 2.1k 825.99
Brinker Intl Stock (EAT) 1.7 $1.7M 12k 149.05
Spotify Technology S A Stock (SPOT) 1.6 $1.7M 3.1k 550.03
Dt Midstream Stock (DTM) 1.5 $1.6M 17k 96.48
Palantir Technologies Inc Cl A Stock (PLTR) 1.5 $1.6M 19k 84.40
Texas Roadhouse Stock (TXRH) 1.5 $1.6M 9.7k 166.63
Jpmorgan Chase & Co Stock (JPM) 1.5 $1.6M 6.4k 245.31
Apollo Global Mgmt Stock (APO) 1.5 $1.5M 11k 136.94
Alamos Gold Inc New Class A Stock (AGI) 1.4 $1.5M 57k 26.74
Ftai Aviation Stock (FTAI) 1.4 $1.5M 13k 111.03
Technipfmc Stock (FTI) 1.4 $1.5M 46k 31.69
Walmart Stock (WMT) 1.4 $1.4M 16k 87.79
Corebridge Financial Stock (CRBG) 1.3 $1.4M 44k 31.57
Fiserv Stock (FI) 1.3 $1.4M 6.2k 220.83
Hartford Insurance Group Stock (HIG) 1.3 $1.3M 11k 123.73
Welltower Reit (WELL) 1.2 $1.3M 8.6k 153.21
Broadcom Stock (AVGO) 1.2 $1.3M 7.8k 167.44
Natera Stock (NTRA) 1.2 $1.3M 9.1k 141.41
Nvidia Corp Stock (NVDA) 1.2 $1.3M 12k 108.38
Aercap Hldgs Nv Stock (AER) 1.2 $1.3M 13k 102.17
Insulet Corp Stock (PODD) 1.2 $1.3M 4.9k 262.61
Ge Aerospace Stock (GE) 1.2 $1.3M 6.3k 200.15
Axon Enterprise Stock (AXON) 1.2 $1.2M 2.3k 525.95
Applovin Corp Cl A Stock (APP) 1.1 $1.2M 4.5k 264.97
Sprouts Farmers Markets Stock (SFM) 1.1 $1.2M 7.7k 152.64
Gfl Environmental Inc Sub Vtg Stock (GFL) 1.1 $1.2M 24k 48.31
Boston Scientific Corp Stock (BSX) 1.1 $1.2M 12k 100.88
Costco Whsl Corp Stock (COST) 1.1 $1.2M 1.2k 945.79
Progressive Corp Ohio Stock (PGR) 1.1 $1.1M 4.0k 283.01
Godaddy Inc Class A Stock (GDDY) 1.1 $1.1M 6.1k 180.14
Williams Companies Stock (WMB) 1.0 $1.1M 18k 59.76
Berkley W R Corporation Stock (WRB) 1.0 $1.1M 15k 71.16
Merit Medical Sys Stock (MMSI) 1.0 $1.1M 10k 105.71
Agnico Eagle Mines Stock (AEM) 1.0 $1.1M 9.8k 108.41
Cintas Corp Stock (CTAS) 1.0 $1.1M 5.1k 205.53
Caseys Genl Stores Stock (CASY) 1.0 $1.0M 2.4k 434.04
Cummins Stock (CMI) 1.0 $1.0M 3.2k 313.45
Guidewire Software Stock (GWRE) 1.0 $1.0M 5.4k 187.36
Flex Stock (FLEX) 1.0 $1.0M 30k 33.08
Mueller Water Products Stock (MWA) 1.0 $1.0M 39k 25.42
Applied Indl Tech Stock (AIT) 0.9 $992k 4.4k 225.34
Ss&c Technologies Hldgs Stock (SSNC) 0.9 $973k 12k 83.53
Curtiss-wright Corp Stock (CW) 0.9 $964k 3.0k 317.27
Arthur J Gallagher & Co Stock (AJG) 0.9 $943k 2.7k 345.24
Cyber-ark Software Ltd/israel Stock (CYBR) 0.9 $941k 2.8k 338.00
Tyler Technologies Stock (TYL) 0.9 $931k 1.6k 581.39
Netflix.com Stock (NFLX) 0.9 $930k 997.00 932.53
Metlife Stock (MET) 0.9 $925k 12k 80.29
Fox Corp Cl A Stock (FOXA) 0.9 $913k 16k 56.60
S&p Global Stock (SPGI) 0.8 $894k 1.8k 508.11
Archrock Stock (AROC) 0.8 $892k 34k 26.24
Houlihan Lokey Inc Cl A Stock (HLI) 0.8 $881k 5.5k 161.50
Mplx Lp Com Unit Rpstg Limited Partnership Stock (MPLX) 0.8 $857k 16k 53.52
Motorola Solutions Stock (MSI) 0.8 $849k 1.9k 437.81
Transunion Stock (TRU) 0.8 $824k 9.9k 82.99
Interactive Brokers Grp Stock (IBKR) 0.8 $822k 5.0k 165.59
Public Svc Enterprise Group Stock (PEG) 0.8 $806k 9.8k 82.30
Popular Stock (BPOP) 0.8 $800k 8.7k 92.37
Valmont Ind Stock (VMI) 0.7 $775k 2.7k 285.37
Blackrock Stock (BLK) 0.6 $684k 723.00 946.50
Jackson Finl Inc Cl A Stock (JXN) 0.6 $674k 8.0k 83.78
Intuitive Surgical Stock (ISRG) 0.6 $666k 1.3k 495.27
Nextera Energy Stock (NEE) 0.6 $626k 8.8k 70.89
Procter & Gamble Stock (PG) 0.6 $592k 3.5k 170.42
Sharkninja Stock (SN) 0.6 $591k 7.1k 83.41
Ferrari Nv Stock (RACE) 0.5 $562k 1.3k 427.88
Abbvie Stock (ABBV) 0.5 $529k 2.5k 209.52
Aflac Stock (AFL) 0.5 $527k 4.7k 111.19
Tjx Cos Stock (TJX) 0.5 $501k 4.1k 121.80
Nisource Stock (NI) 0.5 $499k 12k 40.09
Manulife Finl Corp Stock (MFC) 0.4 $439k 14k 31.15
Garmin Stock (GRMN) 0.4 $439k 2.0k 217.14
Rtx Corp Stock (RTX) 0.4 $431k 3.3k 132.47
Flowserve Corp Stock (FLS) 0.4 $410k 8.4k 48.84
Apple Stock (AAPL) 0.4 $406k 1.8k 222.15
Robinhood Markets Inc Cl A Stock (HOOD) 0.4 $383k 9.2k 41.62
Microsoft Corp Stock (MSFT) 0.4 $381k 1.0k 375.39
Allison Transmission Holdings Stock (ALSN) 0.3 $338k 3.5k 95.67
Sherwin Williams Stock (SHW) 0.3 $320k 917.00 349.19
Atmos Energy Corp Stock (ATO) 0.3 $307k 2.0k 154.59
Fabrinet Stock (FN) 0.3 $302k 1.5k 197.51
Bank New York Mellon Corp Stock (BK) 0.3 $287k 3.4k 83.87
At & T Stock (T) 0.3 $287k 10k 28.28
Sempra Energy Stock (SRE) 0.3 $271k 3.8k 71.36
Vanguard Ftse Etf Developed Markets Etf Etf (VEA) 0.3 $271k 5.3k 50.83
Vanguard Growth Etf Etf (VUG) 0.2 $245k 660.00 370.82
Corning Stock (GLW) 0.2 $239k 5.2k 45.78
Cdn Imperial Bk Commrc Stock (CM) 0.2 $233k 4.1k 56.31
United Parcel Service-b Stock (UPS) 0.2 $213k 1.9k 109.99
Vanguard Total Stock Etf Market Etf Etf (VTI) 0.2 $207k 752.00 274.84
Invesco Tr Etf S&p 500 Equal Weight Technology Etf (RSPT) 0.2 $203k 5.9k 34.20