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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 $118,671,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Palantir Technologies Inc.
 PLTR 20,006 $2,727,218 2.3%
2.
Spotify Technology S.a.
 SPOT 3,145 $2,413,284 2.03%
3.
Robinhood Markets Inc.
 HOOD 25,550 $2,392,247 2.02%
4.
Amazon Com Inc
 AMZN 10,820 $2,373,800 2%
5.
Ebay Inc
 EBAY 30,445 $2,266,902 1.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)