Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位。
- 持股檔數
- 81
- 2023 年第 3 季沒有申報
- 總值
- $1.08 億
- 2023 年第 3 季沒有申報
Williamson Legacy Group, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 42,983 | $2,506 萬 | 23.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,745 | $291.2 萬 | 2.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,664 | $288.7 萬 | 2.7% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,490 | $246.6 萬 | 2.3% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 4,639 | $238.9 萬 | 2.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 35,113 | $216.2 萬 | 2.0% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,746 | $197.8 萬 | 1.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,544 | $196.4 萬 | 1.8% | – | – | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 34,779 | $192.8 萬 | 1.8% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,151 | $181.4 萬 | 1.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,699 | $177.8 萬 | 1.6% | – | – | 歷史 |
| IRIngersoll Rand Inc. | COM | 22,948 | $177.5 萬 | 1.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,391 | $167.9 萬 | 1.6% | – | – | 歷史 |
| ARESAres Management Corp | CL A COM STK | 14,069 | $167.3 萬 | 1.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,670 | $165.3 萬 | 1.5% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 34,253 | $164.5 萬 | 1.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,684 | $157.1 萬 | 1.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,593 | $154.7 萬 | 1.4% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 3,296 | $152.6 萬 | 1.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,763 | $151.6 萬 | 1.4% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 20,705 | $146.4 萬 | 1.4% | – | – | 歷史 |
| LINLinde PLC | Stock | 3,529 | $144.9 萬 | 1.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,296 | $144.7 萬 | 1.3% | – | – | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 18,659 | $143.2 萬 | 1.3% | – | – | 歷史 |
| NRGNRG Energy, Inc. | Stock | 25,788 | $133.3 萬 | 1.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,443 | $133.2 萬 | 1.2% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 5,698 | $128.1 萬 | 1.2% | – | – | 歷史 |
| ITTItt Inc. | COM | 9,472 | $113.0 萬 | 1.0% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 16,064 | $108.8 萬 | 1.0% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 4,887 | $108.3 萬 | 1.0% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,584 | $105.1 萬 | 1.0% | – | – | 歷史 |
| TAT&T Inc. | Stock | 57,824 | $97.0 萬 | 0.9% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 5,456 | $95.5 萬 | 0.9% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 36,405 | $95.1 萬 | 0.9% | – | – | 歷史 |
| FTITechnipFMC plc | COM | 46,477 | $93.6 萬 | 0.9% | – | – | 歷史 |
| American Eagle Outfitters Necom02553E109 | US SMALL-CAP EQUITIES | 42,693 | $90.3 萬 | 0.8% | – | – | – |
| FTAIFTAI Aviation Ltd. | SHS | 19,287 | $89.5 萬 | 0.8% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 23,390 | $86.5 萬 | 0.8% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 22,067 | $85.0 萬 | 0.8% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 5,087 | $82.4 萬 | 0.8% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 9,575 | $81.7 萬 | 0.8% | – | – | 歷史 |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 46,480 | $81.5 萬 | 0.8% | – | – | 歷史 |
| HQYHealthequity, Inc. | COM | 12,289 | $81.5 萬 | 0.8% | – | – | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 8,227 | $80.5 萬 | 0.7% | – | – | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 4,140 | $79.9 萬 | 0.7% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 8,503 | $79.2 萬 | 0.7% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 6,081 | $78.9 萬 | 0.7% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 8,232 | $74.5 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,126 | $74.3 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 7,921 | $74.3 萬 | 0.7% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,475 | $73.8 萬 | 0.7% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 2,680 | $73.0 萬 | 0.7% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 6,712 | $72.9 萬 | 0.7% | – | – | 歷史 |
| SHELShell plc | ADR | 10,899 | $71.7 萬 | 0.7% | – | – | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 33,051 | $71.6 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,343 | $70.7 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,676 | $69.3 萬 | 0.6% | – | – | 歷史 |
| NVTnVent Electric plc | SHS | 11,131 | $65.8 萬 | 0.6% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,449 | $63.3 萬 | 0.6% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 3,615 | $61.7 萬 | 0.6% | – | – | 歷史 |
| FLSFlowserve Corp | COM | 14,958 | $61.7 萬 | 0.6% | – | – | 歷史 |
| VNTVontier Corp | Stock | 17,223 | $59.5 萬 | 0.6% | – | – | 歷史 |
| FRPTFreshpet, Inc. | Stock | 6,658 | $57.8 萬 | 0.5% | – | – | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 8,636 | $56.2 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,678 | $53.9 萬 | 0.5% | – | – | 歷史 |
| ACMAecom | COM | 5,746 | $53.1 萬 | 0.5% | – | – | 歷史 |
| SAPSAP SE | ADR | 3,350 | $51.8 萬 | 0.5% | – | – | 歷史 |
| DECKDeckers Outdoor Corp | COM | 746 | $49.9 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,486 | $47.9 萬 | 0.4% | – | – | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 3,278 | $47.3 萬 | 0.4% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 5,724 | $44.3 萬 | 0.4% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 4,257 | $42.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,749 | $37.1 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,133 | $35.2 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,153 | $33.9 萬 | 0.3% | – | – | 歷史 |
| SRESempra | Stock | 4,181 | $31.2 萬 | 0.3% | – | – | 歷史 |
| SYMSymbotic Inc. | Stock | 6,015 | $30.9 萬 | 0.3% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 8,957 | $29.2 萬 | 0.3% | – | – | – |
| OLEDUniversal Display Corp | COM | 1,222 | $23.4 萬 | 0.2% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 919 | $20.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $20.4 萬 | 0.2% | – | – | – |