Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$134.43M
Total Bought
$39.62M
Total Sold
$37.31M
Net Transaction
+$2.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ELI LILLY & CO(LLY)42,87942,980+10133,35838,91428.95%+5,555
NVIDIA CORP(NVDA)3,39733,791+30,3943,0694,1753.11%+1,105
GENERAL MOTORS CO(GM)023,562+23,56201,0950.81%+1,095
ENOVIX CORP(ENVX)070,167+70,16701,0850.81%+1,085
SEA LTD UNSPON ADR(SE)014,874+14,87401,0620.79%+1,062
AERCAP HLDGS NV(AER)011,220+11,22001,0460.78%+1,046
WESTERN DIGITAL CORP(WDC)012,967+12,96709830.73%+983
BARRICK GOLD CORP056,160+56,16009370.70%+937
ROYAL CARIBBEAN CRUISES LTD NORWAY
COM
05,831+5,83109300.69%+930
GUARDANT HEALTH INC(GH)030,750+30,75008880.66%+888
SPOTIFY TECHNOLOGY S A(SPOT)02,816+2,81608840.66%+884
BIOGEN INC(BIIB)03,735+3,73508660.64%+866
DELTA AIR LINES INC NEW(DAL)018,166+18,16608620.64%+862
ROSS STORES INC (CALIF)(ROST)05,921+5,92108600.64%+860
GE AEROSPACE NEW(GE)05,217+5,21708290.62%+829
LANTHEUS HOLDINGS INC(LNTH)010,314+10,31408280.62%+828
SAP SE-SPONSORED ADR(SAP)3,7927,705+3,9137401,5541.16%+815
BROADCOM INC(AVGO)1,2891,563+2741,7082,5091.87%+801
MARVELL TECHNOLOGY INC(MRVL)011,328+11,32807920.59%+792
NATERA INC(NTRA)07,139+7,13907730.58%+773
OMNICOM GROUP(OMC)08,569+8,56907690.57%+769
INSULET CORP(PODD)03,631+3,63107330.55%+733
APPLOVIN CORP CL A(APP)08,781+8,78107310.54%+731
FIRST SOLAR INC(FSLR)03,128+3,12807050.52%+705
TEVA PHARMACEUTICAL ADR INDS LTD(TEVA)043,353+43,35307040.52%+704
AXCELIS TECHS INC NEW04,804+4,80406830.51%+683
FTAI AVIATION LTD(FTAI)19,40419,163-2411,3061,9781.47%+672
ALPHABET INC VOTING CAP STK CL A(GOOG)20,91220,978+663,1563,8212.84%+665
CHENIERE ENERGY INC NEW(LNG)03,802+3,80206650.49%+665
APPLIED MATERIALS INC6,5098,423+1,9141,3421,9881.48%+645
FRONTIER COMMUNICATIONS PARENT INC024,626+24,62606450.48%+645
COTERRA ENERCOTERRA ENERGY INC023,667+23,66706310.47%+631
FISERV INC(FISV)04,074+4,07406070.45%+607
KIRBY CORP(KEX)05,058+5,05806060.45%+606
APTARGROUP INC04,216+4,21605940.44%+594
ENCOMPASS HEALTH CORP(EHC)06,679+6,67905730.43%+573
ALASKA AIR GROUP INC013,352+13,35205390.40%+539
METLIFE INC(MET)07,418+7,41805210.39%+521
CROWDSTRIKE HLDGS INC CL A(CRWD)7,8097,804-52,5032,9902.22%+487
LEIDOS HOLDINGS INC(LDOS)03,182+3,18204640.35%+464
VANGUARD GROWTH ETF01,186+1,18604440.33%+444
VANGUARD FTSE ETF DEVELOPED MARKETS ETF08,303+8,30304100.31%+410
INCYTE CORP(INCY)06,767+6,76704100.31%+410
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY
S&P500 EQL TEC
09,790+9,79003590.27%+359
FLEX LTD(FLEX)011,085+11,08503270.24%+327
VANGUARD VALUE ETF01,767+1,76702830.21%+283
ISHARES ETF S&P 1000947+94702500.19%+250
MICROSOFT CORP(MSFT)7,8117,886+753,2863,5242.62%+238
NRG ENERGY INC(NRG)25,96425,398-5661,7581,9771.47%+220
AMAZON COM INC(AMZN)11,98012,239+2592,1612,3651.76%+204
VANGUARD TOTAL STOCK ETF MARKET ETF0761+76102040.15%+204
MICRON TECHNOLOGY INC(MU)9,86410,337+4731,1631,3601.01%+197
ELF BEAUTY INC(ELF)4,3324,947+6158491,0420.78%+193
APOLLO GLOBAL MGMT INC NEW(APO)8,9769,726+7501,0091,1480.85%+139
NVENT ELECTRIC PLC(NVT)11,40413,019+1,6158609970.74%+138
FLOWSERVE CORP(FLS)16,37218,403+2,0317488850.66%+137
MCKESSON CORPORATION(MCK)3,3953,353-421,8231,9581.46%+136
COSTCO WHSL CORP NEW COM(COST)1,1201,115-58219480.71%+127
JPMORGAN CHASE & CO(JPM)3,0743,655+5816167390.55%+124
MR COOPER GRP INC9,11510,255+1,1407118330.62%+123
CADENCE DESIGN SYSTEMS INC(CDNS)2,6683,094+4268309520.71%+122
APPLE INC(AAPL)2,4552,550+954215370.40%+116
FRESHPET INC(FRPT)6,7326,873+1417808890.66%+109
WEATHERFORD INTL PLC ORD SHS NEW(WFRD)8,4478,692+2459751,0640.79%+89
META PLATFORMS INC CLASS A(META)4,7154,717+22,2902,3781.77%+89
TECHNIPFMC PLC(FTI)50,03951,324+1,2851,2561,3421.00%+86
WALMART INC(WMT)7,1437,526+3834305100.38%+80
DECKERS OUTDOOR CORP(DECK)740756+166977320.54%+35
COREBRIDGE FINANCIAL INC(CRBD)36,18636,822+6361,0401,0720.80%+33
APPLIED INDL TECH INC(AIT)3,2593,452+1936446700.50%+26
REPUBLIC SVCS INC(RSG)5,2445,277+331,0041,0260.76%+22
SEMPRA ENERGY(SRE)3,9743,907-672852970.22%+12
PROCTER & GAMBLE CO(PG)3,6723,667-55966050.45%+9
ARES MANAGEMENT CORP CL A(ARES)14,58614,485-1011,9401,9311.44%-9
PTC INC(PTC)6,0836,102+191,1491,1090.82%-41
INGERSOLL RAND INC(IR)23,37123,877+5062,2192,1691.61%-50
ITT INC(ITT)10,13810,144+61,3791,3100.97%-69
BELLRING DISTRIBUTION(BRBR)34,97334,587-3862,0641,9761.47%-88
LINDE PLC NEW(LIN)3,5453,472-731,6461,5241.13%-122
WEX INC(WEX)8890-8892110-211
VULCAN MATERIALS COMPANY(VMC)9700-9702650-265
VERTIV HOLDINGS LLC CL A(VRT)34,03928,457-5,5822,7802,4641.83%-316
AT & T INC(T)19,6500-19,6503460-346
UNITED AIRLINES HOLDINGS INC(UAL)7,3700-7,3703530-353
AMERICAN INTL GROUP INC17,95813,794-4,1641,4041,0240.76%-380
WALGREENS BOOTS ALLIANCE INC18,4050-18,4053990-399
SYMBOTIC INC CL A(SYM)9,1940-9,1944140-414
COPA HOLDINGS SA CL A(CPA)4,2630-4,2634440-444
SHELL PLC ADR SPONSORED REPSTG ORD SH(SHEL)11,2923,973-7,3197572870.21%-470
VISTRA CORP(VST)22,08712,239-9,8481,5381,0520.78%-486
SYNOPSYS CORP(SNPS)3,1152,173-9421,7801,2930.96%-487
CARDINAL HEALTH INC(CAH)4,4850-4,4855020-502
BLOCK INC CL A(XYZ)6,3640-6,3645380-538
AMDOCS LTD(DOX)5,9750-5,9755400-540
AXON ENTERPRISE INC(AXON)2,439735-1,7047632160.16%-547
AECOM(ACM)6,1100-6,1105990-599
VONTIER CORP(VNT)19,2285,849-13,3798722230.17%-649
UNITEDHEALTH GROUP INC(UNH)1,3510-1,3516680-668
MEDTRONIC PLC(MDT)8,0720-8,0727030-703
TJX COS INC NEW(TJX)8,5240-8,5248650-865
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