Williamson Legacy Group LLC Portfolio
Invests via Williamson Legacy Group, LLC | Managed by Andrew (Andy) Warning, Joseph Richard Williamson
Invests via Williamson Legacy Group, LLC
Managed by Andrew (Andy) Warning, Joseph Richard Williamson
Automatically Tracked
Company Profile
Privately held investment and advisory firm focused on real estate and family office wealth preservation, Williamson Legacy Group, LLC manages capital deployment across income-producing and opportunistic property investments while providing legacy planning and tax-aware structuring for high-net-worth clients. The firm positions itself as a bridge between advisory services and active asset management, emphasizing long-term cash flow, capital preservation, and concentrated regional real estate allocations to generate risk-adjusted returns.
Privately held investment and advisory firm focused on real estate and family office wealth preservation, Williamson Legacy Group, LLC manages capital deployment across income-producing and opportunistic property investments while providing legacy planning and tax-aware structuring for high-net-worth clients. The firm positions itself as a bridge between advisory services and active asset management, emphasizing long-term cash flow, capital preservation, and concentrated regional real estate allocations to generate risk-adjusted returns.
Investment Philosophy & Strategy
Focuses on capital preservation and steady income through disciplined regional real estate investments and complementary advisory mandates. Prioritizes income-producing assets with opportunistic selectivity, blending long-term hold strategies and targeted value-add plays to enhance cash flow and total returns. Applies tax-aware structuring and legacy planning to align asset allocation with multi-generational objectives, favoring concentrated, market-savvy positions, active asset management, conservative leverage, and waterfall-driven distributions to optimize risk-adjusted outcomes.
Focuses on capital preservation and steady income through disciplined regional real estate investments and complementary advisory mandates. Prioritizes income-producing assets with opportunistic selectivity, blending long-term hold strategies and targeted value-add plays to enhance cash flow and total returns. Applies tax-aware structuring and legacy planning to align asset allocation with multi-generational objectives, favoring concentrated, market-savvy positions, active asset management, conservative leverage, and waterfall-driven distributions to optimize risk-adjusted outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.92%
Gain
Monthly
1.53%
Yearly
20.01%
Drawdown
46.6%
$157.91M
Equity
Holdings
$157.91M
Investment
$99.63M
$117.73M
Profit -$9.19M
Realized
$59.45M
Unrealized
$58.28M
Dividends
$2.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$9.19M
Win %
82%
This Week
Compared To Last Week
Gain
-10.04%
Profit
-$17.63M
Win %
82%
This Month
Compared to last month
Gain
-16.46%
Profit
-$31.12M
Win %
82%
This Year
Compared to last year
Gain
18.39%
Profit
$24.53M
Win %
82%
FIVE Five Below, Inc.
+3.75%
+$108,377.7 
ROST Ross Stores, Inc.
+3.04%
+$26,886.56 
RL Ralph Lauren Corporation
+2.5%
+$34,828.86 
WMT Walmart Inc.
+2.49%
+$20,890.8 
CASY Casey's General Stores Inc.
+2.41%
+$47,784.44 
TJX The TJX Companies, Inc.
+2.38%
+$12,389.09 
TPR Tapestry Inc.
+2.02%
+$56,374.2 
PG Procter & Gamble Co
+1.82%
+$8,780.19 
MSFT Microsoft Corp.
+1.78%
+$5,483.4 
LLY Eli Lilly and Company
+1.73%
+$42,972.3 
ELAN Elanco Animal Health Incorporated
+1.47%
+$24,104.25 
JNJ Johnson & Johnson
+1.34%
+$17,410.8 
AAPL Apple Inc.
+1.25%
+$3,378.42 
DTM Dt Midstream Inc.
+1.09%
+$11,093.18 
ATO Atmos Energy Corporation
+1.05%
+$2,315.77 
BG Bunge Global S.A.
+1%
+$12,031.52 
SRE Sempra
+0.09%
+$289.94 
BE Bloom Energy Corporation
-14.15%
-$640,840.2 
SNDK SanDisk Corporation
-12.27%
-$1.86M 
WDC Western Digital Corporation
-11.52%
-$1.18M 
GLW Corning Incorporated
-11.13%
-$319,003.35 
STX Seagate Technology Holdings plc
-10.34%
-$1.01M 
COHR Coherent Corp.
-7.87%
-$171,137.92 
LITE Lumentum Holdings Inc.
-7.4%
-$628,235.95 
CIEN Ciena Corporation
-7.15%
-$506,535.32 
SEDG SolarEdge Technologies Inc.
-6.79%
-$157,879.36 
AMD Advanced Micro Devices, Inc.
-6.78%
-$164,519.76 
FTAI FTAI Aviation Ltd.
-6.66%
-$96,063.04 
MU Micron Technology, Inc.
-6.55%
-$395,205.14 
TER Teradyne, Inc.
-6.4%
-$139,982.93 
GE General Electric Company
-6.35%
-$48,229.23 
IAG Iamgold Corporation
-5.83%
-$85,226.75 
LRCX Lam Research Corporation
-5.78%
-$171,787 
MTZ MasTec, Inc. Common Stock
-5.76%
-$208,123.72 
ALB Albemarle Corporation
-5.56%
-$65,828.07 
VRT Vertiv Holdings Co
-5.44%
-$91,284.13 
KTOS Kratos Defense & Security Solutions, Inc.
-5.33%
-$24,403.97 
FN Fabrinet
-5.3%
-$40,067.38 
LBRT Liberty Energy Inc.
-5.17%
-$45,939.4 
GS The Goldman Sachs Group, Inc.
-5.09%
-$73,735.62 
WPM Wheaton Precious Metals Corp.
-4.9%
-$27,961.92 
CCJ Cameco Corporation
-4.51%
-$27,877.06 
CAT Caterpillar Inc.
-4.47%
-$78,684.37 
NEM Newmont Corporation
-4.39%
-$60,580.74 
NVT nVent Electric plc
-4.33%
-$83,103.6 
ORA Ormat Technologies Inc.
-4.16%
-$47,870.88 
HWM Howmet Aerospace Inc.
-3.8%
-$135,181.8 
CMI Cummins Inc.
-3.62%
-$49,129.71 
GEV GE Vernova Inc.
-3.56%
-$145,815.24 
AEM Agnico Eagle Mines Limited
-3.52%
-$39,480 
PWR Quanta Services Inc.
-3.49%
-$35,558.64 
B BARRICK MINING CORP Common Stock (ABR0)
-3.38%
-$45,481.1 
DY Dycom Industries Inc.
-3.37%
-$25,666.5 
NXT Nextracker Inc.
-3.1%
-$85,987.2 
WCC Wesco International Inc.
-3%
-$37,781.07 
AGI Alamos Gold Inc.
-2.95%
-$32,298.48 
WWD Woodward Inc.
-2.92%
-$41,549.3 
LMND Lemonade Inc.
-2.82%
-$18,077.34 
NVDA NVIDIA Corporation
-2.73%
-$69,266.82 
DAN Dana Inc.
-2.6%
-$31,279.68 
C Citigroup Inc.
-2.53%
-$34,594.35 
APH Amphenol Corporation
-2.38%
-$38,645.42 
BNY BlackRock New York Municipal Income Trust
-2.37%
-$47,646.72 
BWXT Bwx Technologies Inc.
-2.25%
-$44,336.88 
BAP Credicorp Ltd.
-2.19%
-$33,033.9 
HII Huntington Ingalls Industries Inc.
-2.14%
-$18,511.26 
RYT Invesco S&P 500 Equal Weight ETF
-2.07%
-$6,947.64 
RBC RBC Bearings Incorporated
-1.61%
-$21,309.32 
AMG Affiliated Managers Group Inc.
-1.6%
-$30,930.24 
CMC Commercial Metals Company
-1.44%
-$4,081.76 
RTX RTX Corporation
-1.4%
-$26,405.6 
AER AerCap Holdings N.V.
-1.25%
-$8,211.92 
TD The Toronto-Dominion Bank
-1.22%
-$12,527.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$2,993.82 
VUG Vanguard Growth ETF
-1.03%
-$3,196.8 
FCFS FirstCash Holdings, Inc.
-0.98%
-$9,701.5 
FSLY Fastly, Inc.
-0.82%
-$9,670.98 
HXL Hexcel Corporation
-0.82%
-$12,548.25 
FTI TechnipFMC plc
-0.51%
-$13,587.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,191.3 
CM Canadian Imperial Bank of Commerce
-0.39%
-$3,889.3 Events
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Dividends
Dividend Analysis
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| Trades 937 | Longs Won 569/937 60% | Profit Factor 16.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $626,056.11 |
| Average Win $220,357.13 | Best Trade (Jul 13) $15.08M | Sharpe Ratio -9.03 |
| Average Loss -$20,788.83 | Worst Trade (Mar 31) -$693,630.44 | Z-Score -9.14 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $125,648.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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