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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
59.0K | All Managers (Combined) | $12.8M | |||
51.8K | All Managers (Combined) | $12.8M | |||
Abbvie Inc.(ABBVcusip00287Y109) | 61.2K | All Managers (Combined) | $12.8M | ||
49.1K | All Managers (Combined) | $12.7M | |||
57.0K | All Managers (Combined) | $12.1M | |||
19.7K | QoQ -0.90% (-180)YoY +2.44% (+471) | All Managers (Combined) | $12.0M | ||
Tetra Tech Inc(TTEKcusip88162G103) | 404.2K | YoY NEW(+404.2K) | All Managers (Combined) | $11.8M | YoY NEW(+$11.8M) |
Paychex Inc(PAYXcusip704326107) | 73.6K | All Managers (Combined) | $11.4M | ||
179.2K | All Managers (Combined) | $11.1M | |||
55.5K | YoY NEW(+55.5K) | All Managers (Combined) | $10.9M | YoY NEW(+$10.9M) | |
Walt Disney Co(DIScusip254687106) | 106.9K | All Managers (Combined) | $10.6M | ||
5.2K | All Managers (Combined) | $10.0M | |||
17.3K | QoQ +0.16% (-29) | All Managers (Combined) | $9.7M | ||
61.4K | All Managers (Combined) | $9.6M | |||
20.1K | All Managers (Combined) | $9.6M | |||
45.7K | All Managers (Combined) | $9.5M | |||
53.4K | All Managers (Combined) | $9.1M | |||
95.3K | All Managers (Combined) | $8.9M | |||
149.2K | QoQ +0.05% (-78)YoY -0.47% (-712) | All Managers (Combined) | $8.9M | ||
183.8K | All Managers (Combined) | $8.9M |