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 9 of 26
316200104
Shares:
47403(+0.0%)
Value:
$1.7B(-12.6%)
81369Y605
Shares:
33442(-7.3%)
Value:
$1.7B(-4.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
27.3K | All Managers (Combined) | $1.8M | |||
Synopsys Inc(SNPScusip871607107) | 4.3K | QoQ -7.41% (-345)YoY NEW(+4.3K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
8.8K | QoQ -2.92% (-265)YoY -4.22% (-389) | All Managers (Combined) | $1.8M | ||
Morgan Stanley(MScusip617446448) | 15.4K | All Managers (Combined) | $1.8M | ||
87.6K | All Managers (Combined) | $1.7M | |||
Fiserv Inc(FIcusip337738108) | 7.8K | QoQ -2.85% (-230)YoY -2.85% (-230) | All Managers (Combined) | $1.7M | |
58.4K | All Managers (Combined) | $1.7M | |||
6.6K | All Managers (Combined) | $1.7M | |||
3.9K | QoQ 0.00% (-0)YoY -2.03% (-81) | All Managers (Combined) | $1.7M | ||
(cusip316200104)✕ | 47.4K | QoQ 0.00% (-0)YoY +0.75% (-354) | All Managers (Combined) | $1.7M | |
(cusip81369Y605)✕ | 33.4K | All Managers (Combined) | $1.7M | ||
6.9K | QoQ -1.28% (-90)YoY -3.72% (-268) | All Managers (Combined) | $1.6M | ||
11.0K | All Managers (Combined) | $1.6M | |||
6.9K | All Managers (Combined) | $1.6M | |||
8.0K | All Managers (Combined) | $1.5M | |||
6.8K | All Managers (Combined) | $1.5M | |||
Duke Energy Corp(DUKcusip26441C204) | 12.3K | All Managers (Combined) | $1.5M | ||
Phillips 66(PSXcusip718546104) | 11.9K | QoQ -2.06% (-250)YoY -2.60% (-317) | All Managers (Combined) | $1.5M | |
22.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | ||
9.1K | All Managers (Combined) | $1.5M |