Williamson Legacy Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Carmel, IN
CIK
0002011965
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 105 149,617 LLY, NVDA, AVGO, META 13F-HR 11/12/2024 000176538024000433
Q2 2024 89 134,427 LLY, NVDA, GOOGL, MSFT 13F-HR 8/14/2024 000176538024000356
Q1 2024 79 129,113 LLY, MSFT, GOOGL, NVDA 13F-HR 5/14/2024 000176538024000215
Q4 2023 81 107,844 LLY, MSFT, GOOGL, NOW 13F-HR 2/13/2024 000176538024000121