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 24 of 26
68272K103
Shares:
249(+0.0%)
Value:
$16.7M(-14.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.1K | QoQ -7.48% (-900)YoY NEW(+11.1K) | All Managers (Combined) | $43.6K | YoY NEW(+$43.6K) | |
141 | All Managers (Combined) | $43.1K | |||
380 | QoQ 0.00% (+0) | All Managers (Combined) | $36.1K | ||
280 | QoQ 0.00% (+0) | All Managers (Combined) | $34.1K | ||
Ecolab Inc.(ECLcusip278865100) | 132 | All Managers (Combined) | $33.5K | ||
62 | All Managers (Combined) | $33.0K | |||
Aptargroup, Inc.(ATRcusip038336103) | 207 | All Managers (Combined) | $30.7K | ||
10.0K | QoQ 0.00% (-0) | All Managers (Combined) | $29.2K | ||
Steris Plc(STEcusipG8473T100) | 125 | All Managers (Combined) | $28.3K | ||
46 | All Managers (Combined) | $27.1K | |||
Accenture Plc(ACNcusipG1151C101) | 82 | All Managers (Combined) | $25.6K | ||
Intuit Inc.(INTUcusip461202103) | 38 | All Managers (Combined) | $23.3K | ||
Zoetis Inc.(ZTScusip98978V103) | 138 | QoQ 0.00% (+0) | All Managers (Combined) | $22.7K | |
330 | All Managers (Combined) | $21.6K | |||
248 | All Managers (Combined) | $20.4K | |||
Microsoft Corp(MSFTcusip594918104) | 50 | All Managers (Combined) | $18.8K | ||
Pepsico Inc(PEPcusip713448108) | 123 | All Managers (Combined) | $18.4K | ||
Watsco Inc(WSOcusip942622200) | 35 | QoQ 0.00% (+0) | All Managers (Combined) | $17.8K | |
(cusip68272K103)✕ | 249 | All Managers (Combined) | $16.7K | ||
10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $16.0K | YoY NEW(+$16.0K) |