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Home > Institutional Investor > Williamson Legacy Group, Llc > Profile

Instuitional Investor - Williamson Legacy Group, Llc

Fund Profile
Filing Period:
Fund Name: Williamson Legacy Group, Llc
Portfolio Value $150,029,784
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 56,574 $43,674,967 29.11%
2.
Nvidia Corp
 NVDA 25,793 $3,463,757 2.3%
3.
Applovin Corp
 APP 8,509 $2,755,469 1.83%
4.
Meta Platforms Inc.
 META 4,701 $2,752,492 1.83%
5.
Amazon Com Inc
 AMZN 10,893 $2,389,815 1.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)