Williams Jones Wealth Management, Llc.

Filing Details

13F-HR2025-03-31
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
Manager Name
Williams Jones Wealth Management, Llc.
Data Enrichment
81% identified
409 identified93 unidentified

Holdings

502 positions
Manager:
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Page 3 of 26
922908363
Shares:
42980(-0.3%)
Value:
$22.1B(-4.9%)
LAM RESEARCH CORP
Shares:
293770(+0.0%)
Value:
$21.4B(+0.7%)
Fortinet, Inc.
Shares:
219118(-3.0%)
Value:
$21.1B(-1.2%)
UNITEDHEALTH GROUP INC
Shares:
39810(-25.9%)
Value:
$20.9B(-23.3%)
CROWN CASTLE INC.
Shares:
189960(-6.4%)
Value:
$19.8B(+7.5%)
CHEVRON CORP
Shares:
103461(+1.3%)
Value:
$17.3B(+16.9%)
CIENA CORP
Shares:
269753(+2.4%)
Value:
$16.3B(-27.0%)
CARRIER GLOBAL Corp
Shares:
251282(-19.7%)
Value:
$15.9B(-25.4%)
EMERSON ELECTRIC CO
Shares:
142473(-6.8%)
Value:
$15.6B(-17.6%)
Archer-Daniels-Midland Co
Shares:
317002(-0.7%)
Value:
$15.2B(-5.6%)
464285204
Shares:
256434(+69.7%)
Value:
$15.1B(+102.1%)
Energy Transfer LP
Shares:
796131(-1.9%)
Value:
$14.8B(-6.9%)
RTX Corp
Shares:
102669(+4.7%)
Value:
$13.6B(+19.9%)
W.W. GRAINGER, INC.
Shares:
13576(-0.1%)
Value:
$13.4B(-6.4%)
Meta Platforms, Inc.
Shares:
23089(+35.0%)
Value:
$13.3B(+32.9%)
TEXAS INSTRUMENTS INC
Shares:
74005(-2.6%)
Value:
$13.3B(-6.6%)
T-Mobile US, Inc.
Shares:
48595(-13.9%)
Value:
$13.0B(+4.0%)
Veralto Corp
Shares:
132924(+7.6%)
Value:
$13.0B(+3.0%)
ORACLE CORP
Shares:
92583(-1.3%)
Value:
$12.9B(-17.2%)
ARCH CAPITAL GROUP LTD.
Shares:
134334(-0.8%)
Value:
$12.9B(+3.4%)