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 3 of 26
464285204
Shares:
256434(+69.7%)
Value:
$15.1B(+102.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
43.0K | All Managers (Combined) | $22.1M | |||
293.8K | QoQ 0.00% (+0)YoY NEW(+293.8K) | All Managers (Combined) | $21.4M | YoY NEW(+$21.4M) | |
Fortinet, Inc.(FTNTcusip34959E109) | 219.1K | All Managers (Combined) | $21.1M | ||
39.8K | All Managers (Combined) | $20.9M | |||
190.0K | All Managers (Combined) | $19.8M | |||
Chevron Corp(CVXcusip166764100) | 103.5K | All Managers (Combined) | $17.3M | ||
Ciena Corp(CIENcusip171779309) | 269.8K | YoY NEW(+269.8K) | All Managers (Combined) | $16.3M | YoY NEW(+$16.3M) |
251.3K | All Managers (Combined) | $15.9M | |||
142.5K | All Managers (Combined) | $15.6M | |||
317.0K | All Managers (Combined) | $15.2M | |||
(cusip464285204)✕ | 256.4K | All Managers (Combined) | $15.1M | ||
796.1K | All Managers (Combined) | $14.8M | |||
102.7K | All Managers (Combined) | $13.6M | |||
13.6K | QoQ -0.12% (-17)YoY -2.02% (-280) | All Managers (Combined) | $13.4M | ||
23.1K | All Managers (Combined) | $13.3M | |||
74.0K | All Managers (Combined) | $13.3M | |||
48.6K | All Managers (Combined) | $13.0M | |||
Veralto Corp(VLTOcusip92338C103) | 132.9K | All Managers (Combined) | $13.0M | ||
Oracle Corp(ORCLcusip68389X105) | 92.6K | All Managers (Combined) | $12.9M | ||
134.3K | All Managers (Combined) | $12.9M |