BLALOCK WILLIAMS, LLC
RIA/Wealth
BLALOCK WILLIAMS, LLC is a RIA/Wealth based in Alexander City, AL led by John Butler Blalock, reporting $176.2M in AUM as of Q3 2025 with 37% ETF concentration.
CEOJohn Butler Blalock
- Portfolio Value
- $112.8M
- Positions
- 132
- Top Holding
- LLY at 6.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BLALOCK WILLIAMS, LLC's portfolio (34.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $7.7M | 6.81% | +$2.3K Bought | 0.00% 10.1K shares | |
ETF ETF | $4.8M | 4.27% | -$177.4K Sold | — 7.2K shares | |
ETF ETF | $4.0M | 3.52% | +$729.4K Bought | — 67.0K shares | |
ETF ETF | $3.5M | 3.10% | -$46.8K Sold | — 29.0K shares | |
ETF ETF | $3.4M | 3.02% | -$293.5K Sold | — 17.5K shares | |
Software - Infrastructure Technology | $3.3M | 2.93% | +$268.8K Bought | 0.00% 6.4K shares | |
Semiconductors Technology | $3.1M | 2.72% | +$207.3K Bought | 0.00% 16.4K shares | |
ETF ETF | $3.0M | 2.67% | -$436.6K Sold | — 44.4K shares | |
Internet Content & Information Communication Services | $3.0M | 2.66% | -$10.3K Sold | 0.00% 4.1K shares | |
ETF ETF | $3.0M | 2.62% | +$326.9K Bought | — 14.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BLALOCK WILLIAMS, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BLALOCK WILLIAMS, LLC
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