The Analysis of Williamson Legacy Group, LLC's Holdings
Currently, Williamson Legacy Group, LLC holds 97 types of securities in its portfolio with a total value $129.4M. In the most recent quarter, they have increased their positions in BE (+37.3K shares, valued at $3.2M), LITE (+14.9K shares, valued at $2.4M), CIEN (+15.3K shares, valued at $2.2M); decreased their positions in AMZN (-6.5K shares, valued at $1.4M), LNG (-5.6K shares, valued at $1.3M), DTM (-11.0K shares, valued at $1.2M); initiated new positions in BE (+37.3K shares, valued at $3.2M), LITE (+14.9K shares, valued at $2.4M), CIEN (+15.3K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HOOD ROBINHOOD MARKETS INC CL A26.1K shares2.05%2025-09-302025-11-14
PLTR PALANTIR TECHNOLOGIES INC CL A20.2K shares1.13%2025-09-302025-11-14 APP APPLOVIN CORP CL A4.7K shares2.33%2025-09-302025-11-14 BE BLOOM ENERGY CORP CLASS A37.3K sharesnew addition2025-09-302025-11-14 EBAY EBAY INC29.7K shares-2.38%2025-09-302025-11-14 AVGO BROADCOM INC8.2K shares1.87%2025-09-302025-11-14 RBLX ROBLOX CORP CL A18.8K shares216.60%2025-09-302025-11-14 NRG NRG ENERGY INC15.4K shares10.59%2025-09-302025-11-14 LITE LUMENTUM HOLDINGS INC INC14.9K sharesnew addition2025-09-302025-11-14 CIEN CIENA CORP15.3K sharesnew addition2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A3.1K shares0.03%2025-09-302025-11-14 AEM AGNICO EAGLE MINES LIMITED12.8K shares27.41%2025-09-302025-11-14 NVDA NVIDIA CORP11.5K shares-4.86%2025-09-302025-11-14 HWM HOWMET AEROSPACE INC10.9K shares47.07%2025-09-302025-11-14 TPR TAPESTRY INC18.9K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC CLASS A2.9K shares-3.30%2025-09-302025-11-14 CVNA CARVANA CO CLASS A5.6K shares104.83%2025-09-302025-11-14 FTAI FTAI AVIATION LTD12.1K shares-10.82%2025-09-302025-11-14 FIVE FIVE BELOW INC12.4K sharesnew addition2025-09-302025-11-14 AGI ALAMOS GOLD INC NEW CLASS A54.8K shares-4.24%2025-09-302025-11-14 GEV GE VERNOVA LLC3.1K shares197.69%2025-09-302025-11-14 GE GE AEROSPACE NEW6.3K shares-1.93%2025-09-302025-11-14 SEDG SOLAREDGE TECHNOLOGIES INC50.4K sharesnew addition2025-09-302025-11-14 AXON AXON ENTERPRISE INC2.5K shares-0.32%2025-09-302025-11-14 FTI TECHNIPFMC PLC45.5K shares-2.81%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES7.6K sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC CL A6.2K shares20.54%2025-09-302025-11-14 LLY ELI LILLY & CO2.1K shares-0.37%2025-09-302025-11-14 BWXT BWX TECHNOLOGIES CO8.7K shares4.68%2025-09-302025-11-14 WPM WHEATON PRECIOUS METALS CORP14.0K shares5.83%2025-09-302025-11-14 APH AMPHENOL CORP NEW CL A12.5K shares290.09%2025-09-302025-11-14 NET CLOUDFLARE INC CL A7.1K sharesnew addition2025-09-302025-11-14 CM CDN IMPERIAL BK COMMRC18.3K shares-2.82%2025-09-302025-11-14 PODD INSULET CORP4.7K shares-3.81%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC52.9K sharesnew addition2025-09-302025-11-14 SRAD SPORTRADAR GRP AG CL A51.5K shares11.23%2025-09-302025-11-14 CYBR CYBER-ARK SOFTWARE LTD/ISRAEL2.9K shares-4.46%2025-09-302025-11-14 RTX RTX CORP8.2K shares121.64%2025-09-302025-11-14 CASY CASEYS GENL STORES INC2.4K shares-2.95%2025-09-302025-11-14 STNE STONECO LTD CL A72.1K sharesnew addition2025-09-302025-11-14 IRTC IRHYTHM TECHNOLOGIES INC7.7K sharesnew addition2025-09-302025-11-14 SHOP SHOPIFY INC CL A8.8K sharesnew addition2025-09-302025-11-14 JBL JABIL INC5.9K sharesnew addition2025-09-302025-11-14 NFLX NETFLIX.COM INC1.1K shares6.37%2025-09-302025-11-14 TJX TJX COS INC NEW8.8K shares-5.59%2025-09-302025-11-14 MTZ MASTEC INC5.9K sharesnew addition2025-09-302025-11-14 BAP CREDICORP4.6K shares37.86%2025-09-302025-11-14 SE SEA LTD UNSPON ADR6.9K sharesnew addition2025-09-302025-11-14 GWRE GUIDEWIRE SOFTWARE INC5.2K shares-4.47%2025-09-302025-11-14 MO ALTRIA GROUP INC18.2K shares-3.03%2025-09-302025-11-14 W WAYFAIR INC CLASS A13.4K sharesnew addition2025-09-302025-11-14 EHC ENCOMPASS HEALTH CORP9.4K shares-1.24%2025-09-302025-11-14 CELH CELSIUS HOLDINGS INC20.2K sharesnew addition2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP10.6K shares39.50%2025-09-302025-11-14 IBKR INTERACTIVE BROKERS GRP INC CL A16.8K sharesnew addition2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC10.3K sharesnew addition2025-09-302025-11-14 CALX CALIX INC18.2K sharesnew addition2025-09-302025-11-14 ZWS ZURN ELKAY WATER SOLUTIONS CORP23.2K sharesnew addition2025-09-302025-11-14 RL RALPH LAUREN CORP CLASS A3.5K sharesnew addition2025-09-302025-11-14 FOXA FOX CORP CL A17.2K shares7.63%2025-09-302025-11-14 COF CAPITAL ONE FINANCIAL CORP5.0K shares227.70%2025-09-302025-11-14 DY DYCOM INDUSTRIES INC3.5K sharesnew addition2025-09-302025-11-14 EXPE EXPEDIA INC4.8K sharesnew addition2025-09-302025-11-14 SNOW SNOWFLAKE INC CL A4.5K sharesnew addition2025-09-302025-11-14 AMG AFFILIATED MANAGERS GROUP4.0K sharesnew addition2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHINE CORP3.4K shares-4.82%2025-09-302025-11-14 AMZN AMAZON COM INC4.4K shares-59.78%2025-09-302025-11-14 IDXX IDEXX LABORATORIES INC1.5K sharesnew addition2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWARE INC CDT3.6K shares56.03%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO2.7K sharesnew addition2025-09-302025-11-14 TKO TKO GROUP HLDGS INC CL A4.0K shares172.24%2025-09-302025-11-14 DTM DT MIDSTREAM INC7.1K shares-60.61%2025-09-302025-11-14 BMO BANK MONTREAL QUEBEC6.2K sharesnew addition2025-09-302025-11-14 WMT WALMART INC7.7K shares-57.97%2025-09-302025-11-14 AFRM AFFIRM HLDGS INC CL A10.8K sharesnew addition2025-09-302025-11-14 WWD WOODWARD INC3.0K sharesnew addition2025-09-302025-11-14 FFIV F5 NETWORKS INC2.3K sharesnew addition2025-09-302025-11-14 LYV LIVE NATION ENTERTAINMENT INC4.5K sharesnew addition2025-09-302025-11-14 BPOP POPULAR INC5.4K sharesnew addition2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP2.0K sharesnew addition2025-09-302025-11-14 LNG CHENIERE ENERGY INC NEW2.4K shares-70.10%2025-09-302025-11-14 CAH CARDINAL HEALTH INC3.3K shares-8.23%2025-09-302025-11-14 PG PROCTER & GAMBLE CO3.3K shares-3.65%2025-09-302025-11-14 MSFT MICROSOFT CORP977 shares1.24%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC625 sharesnew addition2025-09-302025-11-14 URBN URBAN OUTFITTERS INC6.9K sharesnew addition2025-09-302025-11-14 HIG HARTFORD INSURANCE GROUP INC3.5K shares-67.50%2025-09-302025-11-14 PFGC PERFORMANCE FOOD GROUP CO3.3K sharesnew addition2025-09-302025-11-14 SGI SOMNIGROUP INTERNATIONAL INC4.0K sharesnew addition2025-09-302025-11-14 ATO ATMOS ENERGY CORP2.0K shares-65.25%2025-09-302025-11-14 SRE SEMPRA ENERGY3.7K shares-1.95%2025-09-302025-11-14 VUG VANGUARD GROWTH ETF626 shares-1.73%2025-09-302025-11-14 T AT & T INC9.4K shares-80.18%2025-09-302025-11-14 RSPT INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY5.7K shares0.21%2025-09-302025-11-14 VTI VANGUARD TOTAL STOCK ETF MARKET ETF752 shares0.00%2025-09-302025-11-14 MPLX MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP4.4K shares-78.69%2025-09-302025-11-14 VEA VANGUARD FTSE ETF DEVELOPED MARKETS ETF3.5K shares-0.26%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available