0001765380-24-000121.txt : 20240213
0001765380-24-000121.hdr.sgml : 20240213
20240213144651
ACCESSION NUMBER: 0001765380-24-000121
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Williamson Legacy Group, LLC
CENTRAL INDEX KEY: 0002011965
ORGANIZATION NAME:
IRS NUMBER: 271564137
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23770
FILM NUMBER: 24624896
BUSINESS ADDRESS:
STREET 1: 484 EAST CARMEL DRIVE
STREET 2: #388
CITY: CARMEL
STATE: IN
ZIP: 46032
BUSINESS PHONE: 317-477-3212
MAIL ADDRESS:
STREET 1: 484 EAST CARMEL DRIVE
STREET 2: #388
CITY: CARMEL
STATE: IN
ZIP: 46032
13F-HR
1
primary_doc.xml
X0202
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false
true
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0002011965
XXXXXXXX
12-31-2023
12-31-2023
Williamson Legacy Group, LLC
484 EAST CARMEL DRIVE
#388
CARMEL
IN
46032
13F HOLDINGS REPORT
028-23770
000318629
801-123281
N
Kevin Kim
Compliance Consultant
513-977-8615
Kevin Kim
Cincinnati
OH
02-13-2024
0
81
107844609
false
INFORMATION TABLE
2
wlg4q13f2023.xml
WILLIAMSON LEGACY 13F Q4 2023
ABBVIE INC
Stock
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25055558
42983
SH
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0
0
42983
AECOM
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594918104
2912405
7745
SH
SOLE
0
0
7745
AFLAC INC
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02079K305
2886554
20664
SH
SOLE
0
0
20664
AT & T INC
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81762P102
2465650
3490
SH
SOLE
0
0
3490
ABBOTT LABORATORIES
Stock
871607107
2388667
4639
SH
SOLE
0
0
4639
ACCENTURE PLC IRELAND SHARES CLASS A
Stock
90353T100
2161907
35113
SH
SOLE
0
0
35113
ACTINIUM PHARMACEUTICALS INC NEW
Stock
22788C105
1977709
7746
SH
SOLE
0
0
7746
ADOBE SYSTEMS INC
Stock
92826C839
1963955
7544
SH
SOLE
0
0
7544
AERCAP HLDGS NV
Stock
07831C103
1927800
34779
SH
SOLE
0
0
34779
AIR PRODUCTS & CHEMICALS INC
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697435105
1813807
6151
SH
SOLE
0
0
6151
HOWMET AEROSPACE INC
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023135106
1777546
11699
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0
0
11699
ALCON INC ORD SH
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45687V106
1774798
22948
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0
0
22948
ATI INC
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1679293
3391
SH
SOLE
0
0
3391
ALLSTATE CORP
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03990B101
1673096
14069
SH
SOLE
0
0
14069
ALPHA COPPER CORP NEW
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30303M102
1652993
4670
SH
SOLE
0
0
4670
ALPHABET INC VOTING CAP STK CL A
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92537N108
1645172
34253
SH
SOLE
0
0
34253
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57636Q104
1571263
3684
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0
0
3684
ALTRIA GROUP INC
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00724F101
1546984
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0
0
2593
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1525983
3296
SH
SOLE
0
0
3296
AMEREN CORP
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1516476
5763
SH
SOLE
0
0
5763
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1464258
20705
SH
SOLE
0
0
20705
AMERICAN ELECTRIC POWER INC
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G54950103
1449396
3529
SH
SOLE
0
0
3529
AMERICAN INTL GROUP INC
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11135F101
1446660
1296
SH
SOLE
0
0
1296
AMGEN INC
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05605H100
1431705
18659
SH
SOLE
0
0
18659
ANALOG DEVICES INC
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1333240
25788
SH
SOLE
0
0
25788
APPLE INC
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1331851
2443
SH
SOLE
0
0
2443
APPLIED MATERIALS INC
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1281366
5698
SH
SOLE
0
0
5698
APTARGROUP INC
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45073V108
1130199
9472
SH
SOLE
0
0
9472
ARCH CAP GROUP LTD
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026874784
1088348
16064
SH
SOLE
0
0
16064
ARES CAPITAL CORP
Stock
98980G102
1082764
4887
SH
SOLE
0
0
4887
ARES MANAGEMENT CORP CL A
Stock
92532F100
1051404
2584
SH
SOLE
0
0
2584
ARMOUR RESIDENTIAL REIT INC COM PAR $0.001
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00206R102
970281
57824
SH
SOLE
0
0
57824
AUTOMATIC DATA PROCESSING
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69370C100
954582
5456
SH
SOLE
0
0
5456
AXON ENTERPRISE INC
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931427108
950535
36405
SH
SOLE
0
0
36405
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G87110105
936047
46477
SH
SOLE
0
0
46477
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02553E109
903384
42693
SH
SOLE
0
0
42693
BANK OF AMERICA CORP
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G3730V105
894917
19287
SH
SOLE
0
0
19287
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500754106
864962
23390
SH
SOLE
0
0
23390
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92840M102
850014
22067
SH
SOLE
0
0
22067
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038222105
824450
5087
SH
SOLE
0
0
5087
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595112103
817131
9575
SH
SOLE
0
0
9575
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25401T603
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46480
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SOLE
0
0
46480
BLACKROCK INC
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42226A107
814761
12289
SH
SOLE
0
0
12289
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G48833118
804847
8227
SH
SOLE
0
0
8227
BOSTON SCIENTIFIC CORP
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G3421J106
799310
4140
SH
SOLE
0
0
4140
BOYD GAMING CORP
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03769M106
792395
8503
SH
SOLE
0
0
8503
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46982L108
789314
6081
SH
SOLE
0
0
6081
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679295105
745243
8232
SH
SOLE
0
0
8232
CBRE GROUP INC CLASS A
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22160K105
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1126
SH
SOLE
0
0
1126
BUILDERS FIRSTSOURCE INC
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872540109
743069
7921
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0
0
7921
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4475
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0
0
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127387108
729952
2680
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0
0
2680
SERVICENOW INC
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654106103
728722
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SH
SOLE
0
0
6712
CVS HEALTH CORPORATION
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10899
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0
0
10899
CACI INTL INC CLASS A
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21871X109
715885
33051
SH
SOLE
0
0
33051
CADENCE DESIGN SYSTEMS INC
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91324P102
707049
1343
SH
SOLE
0
0
1343
CAESARS ENTMT INC NEW
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254687106
693066
7676
SH
SOLE
0
0
7676
CAMPBELL SOUP COMPANY
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G6700G107
657731
11131
SH
SOLE
0
0
11131
CANADIAN PACIFIC KANSAS CITY LTD
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05464C101
632650
2449
SH
SOLE
0
0
2449
CARDINAL HEALTH INC
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16411R208
617117
3615
SH
SOLE
0
0
3615
CATERPILLAR INC
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34354P105
616569
14958
SH
SOLE
0
0
14958
CENTERPOINT ENERGY INC
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928881101
595055
17223
SH
SOLE
0
0
17223
CATHAYONLINE INC XXX
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358039105
577648
6658
SH
SOLE
0
0
6658
CHEMOURS CO
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62482R107
562376
8636
SH
SOLE
0
0
8636
CHENIERE ENERGY INC NEW
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742718109
538930
3678
SH
SOLE
0
0
3678
CHEVRON CORPORATION
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00766T100
531103
5746
SH
SOLE
0
0
5746
CHICOS FAS INC CHG
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803054204
517877
3350
SH
SOLE
0
0
3350
CHUBB LTD
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243537107
498649
746
SH
SOLE
0
0
746
CISCO SYSTEMS INC
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037833100
478630
2486
SH
SOLE
0
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2486
CITIGROUP INC NEW
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26856L103
473147
3278
SH
SOLE
0
0
3278
CLEAN HARBORS INC
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852234103
442751
5724
SH
SOLE
0
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5724
COSTCO WHSL CORP NEW COM
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SH
SOLE
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COCA-COLA COMPANY
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371177
7749
SH
SOLE
0
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7749
COCA-COLA EUROPACIFIC PARTNERS PLC
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922908736
352227
1133
SH
SOLE
0
0
1133
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931142103
339420
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SH
SOLE
0
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2153
COMCAST CORP NEW CL A
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SH
SOLE
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4181
CONOCOPHILLIPS
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COPA HOLDINGS SA CL A
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SH
SOLE
0
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COREBRIDGE FINANCIAL INC
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CORNING INC
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CORTEVA INC
Stock
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428
SH
SOLE
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428