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  Name: Williamson Legacy Group LLC
  City: CARMEL
  State: IN
  Zip: 46032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $129,111,000
  Total Value Change : $21,267,000
  Securities Held Change : -2
   
All Securities Held : 79
  New Positions : 8
  Closed Positions : 9
  Increased Positions : 54
  Unchanged Positions : 0
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AEO)1 Year Chart         AEO American Eagle Outfitters Inc 35 New $20.70 $1,104,000 42,814 0.86% 1,104,000 42,814 0.022    Apparel Stores
   (MDT)1 Year Chart         MDT Medtronic Plc 60 New $80.41 $703,000 8,072 0.54% 703,000 8,072 0.001    Medical Appliances & ...
   (AIT)1 Year Chart         AIT Applied Industrial Technolo... 63 New $191.56 $644,000 3,259 0.5% 644,000 3,259 0.008    Industrial Equipment ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 64 New $198.07 $616,000 3,074 0.48% 616,000 3,074 0    Domestic Money Center...
   (DOX)1 Year Chart         DOX Amdocs Limited 67 New $78.29 $540,000 5,975 0.42% 540,000 5,975 0.004    Business Software & S...
   (CPA)1 Year Chart         CPA Copa Holdings SA 70 New $93.38 $444,000 4,263 0.34% 444,000 4,263 0.013    Regional Airlines
   (UAL)1 Year Chart         UAL United Continental Holding 75 New $50.67 $353,000 7,370 0.27% 353,000 7,370 0.003    Major Airlines
   (WEX)1 Year Chart         WEX Wex Inc 79 New $174.96 $211,000 889 0.16% 211,000 889 0.002    Information & Deliver...

      8 Records Found
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