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 8 of 26
316071109
Shares:
119191(+0.0%)
Value:
$2.4B(-4.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
12.6K | QoQ -1.17% (-150)YoY +1.20% (+150) | All Managers (Combined) | $2.5M | ||
21.3K | QoQ +0.05% (-11)YoY -2.76% (-606) | All Managers (Combined) | $2.5M | ||
Us Bancorp \De\(USBcusip902973304) | 58.0K | All Managers (Combined) | $2.5M | ||
(cusip316071109)✕ | 119.2K | All Managers (Combined) | $2.4M | ||
18.5K | All Managers (Combined) | $2.4M | |||
16.0K | All Managers (Combined) | $2.4M | |||
Moodys Corp /De/(MCOcusip615369105) | 5.0K | All Managers (Combined) | $2.3M | ||
83.3K | QoQ 0.00% (-0) | All Managers (Combined) | $2.3M | ||
Tesla, Inc.(TSLAcusip88160R101) | 8.8K | All Managers (Combined) | $2.3M | ||
23.4K | QoQ 0.00% (-0) | All Managers (Combined) | $2.3M | ||
8.2K | QoQ -0.12% (-10) | All Managers (Combined) | $2.2M | ||
9.6K | All Managers (Combined) | $2.2M | |||
15.5K | All Managers (Combined) | $2.2M | |||
11.0K | All Managers (Combined) | $2.1M | |||
30.0K | QoQ -0.33% (-100)YoY +2.26% (+665) | All Managers (Combined) | $2.1M | ||
4.5K | All Managers (Combined) | $2.1M | |||
Conocophillips(COPcusip20825C104) | 19.7K | QoQ 0.00% (+0) | All Managers (Combined) | $2.1M | |
Yum Brands Inc(YUMcusip988498101) | 12.7K | QoQ +0.20% (+26)YoY -6.50% (-881) | All Managers (Combined) | $2.0M | |
Walmart Inc.(WMTcusip931142103) | 21.7K | All Managers (Combined) | $1.9M | ||
Servicenow, Inc.(NOWcusip81762P102) | 2.4K | QoQ +0.12% (-3)YoY -0.04% (-1) | All Managers (Combined) | $1.9M |