BLALOCK WILLIAMS, LLC - Portfolio overview

BLALOCK WILLIAMS, LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. LLY - ELI LILLY & CO, 6.77%
2. IVV - ISHARES TR, 4.48%
3. IVE - ISHARES TR, 3.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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