Williams Jones Wealth Management, Llc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 502
- Total Value
- 4257249911
- Accession Number
- 0001104659-25-049421
- Form Type
- 13F-HR
- CIK
- 0001788587
- Manager Name
- Williams Jones Wealth Management, Llc.
Data Enrichment
81% identified409 identified93 unidentified
Holdings
502 positions
Manager:
Search and click to pin securities to the top
Page 14 of 26
389637109
Shares:
9755(+18.2%)
Value:
$635.7M(+4.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Nucor Corp(NUEcusip670346105) | 5.7K | QoQ 0.00% (+0) | All Managers (Combined) | $685.9K | |
Campbell'S Co(CPBcusip134429109) | 17.2K | QoQ 0.00% (-0)YoY -1.43% (-250) | All Managers (Combined) | $685.1K | |
Salesforce, Inc.(CRMcusip79466L302) | 2.5K | All Managers (Combined) | $682.7K | ||
1.1K | QoQ -2.27% (-25) | All Managers (Combined) | $680.5K | ||
8.5K | All Managers (Combined) | $679.8K | |||
1.8K | All Managers (Combined) | $671.6K | |||
4.2K | QoQ +4.54% (+182)YoY -7.06% (-318) | All Managers (Combined) | $668.5K | ||
8.7K | QoQ 0.00% (-0)YoY -1.90% (-170) | All Managers (Combined) | $667.9K | ||
Dte Energy Co(DTEcusip233331107) | 4.8K | QoQ 0.00% (+0)YoY -2.02% (-99) | All Managers (Combined) | $661.9K | |
6.9K | QoQ 0.00% (-0)YoY +8.68% (+550) | All Managers (Combined) | $658.6K | ||
Metlife Inc(METcusip59156R108) | 8.2K | QoQ -2.96% (-250)YoY -3.49% (-297) | All Managers (Combined) | $657.8K | |
7.4K | QoQ 0.00% (+0)YoY -0.52% (-39) | All Managers (Combined) | $646.5K | ||
Resmed Inc(RMDcusip761152107) | 2.9K | QoQ 0.00% (-0)YoY -0.86% (-25) | All Managers (Combined) | $643.8K | |
(cusip389637109)✕ | 9.8K | All Managers (Combined) | $635.7K | ||
21.9K | QoQ 0.00% (+0) | All Managers (Combined) | $633.1K | ||
Prologis, Inc.(PLDcusip74340W103) | 5.6K | All Managers (Combined) | $629.6K | ||
6.0K | All Managers (Combined) | $624.9K | |||
84.2K | QoQ 0.00% (-0) | All Managers (Combined) | $622.0K | ||
Fastenal Co(FASTcusip311900104) | 8.0K | QoQ 0.00% (+0) | All Managers (Combined) | $620.7K | |
28.0K | All Managers (Combined) | $617.5K |