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:
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Page 2 of 26
464288513
Shares:
280400(+0.0%)
Value:
$22.1B(+0.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.6M | All Managers (Combined) | $54.0M | |||
185.4K | All Managers (Combined) | $52.5M | |||
Trade Desk, Inc.(TTDcusip88339J105) | 916.3K | All Managers (Combined) | $50.1M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 326.5K | All Managers (Combined) | $38.8M | ||
Sysco Corp(SYYcusip871829107) | 513.4K | All Managers (Combined) | $38.5M | ||
111.0K | All Managers (Combined) | $34.6M | |||
136.0K | All Managers (Combined) | $34.6M | |||
126.9K | All Managers (Combined) | $34.1M | |||
62.0K | All Managers (Combined) | $33.9M | |||
116.8K | All Managers (Combined) | $29.1M | |||
70.6K | All Managers (Combined) | $28.2M | |||
34 | QoQ +13.33% (+4)YoY +13.33% (+4) | All Managers (Combined) | $27.1M | ||
1.0M | All Managers (Combined) | $25.7M | |||
108.5K | All Managers (Combined) | $25.3M | |||
332.1K | All Managers (Combined) | $24.0M | |||
Stryker Corp(SYKcusip863667101) | 61.8K | All Managers (Combined) | $23.0M | ||
172.1K | All Managers (Combined) | $22.8M | |||
188.0K | All Managers (Combined) | $22.7M | |||
40.0K | All Managers (Combined) | $22.4M | |||
(cusip464288513)✕ | 280.4K | QoQ 0.00% (+0) | All Managers (Combined) | $22.1M |