Williams Jones Wealth Management, Llc. Purchases in Q4 2024

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
455K
New
$59.93 - $86.34 $27.2M - $39.2M
455K $27.4M
CIEN
Ciena Corp

Technology
83.1K
+ 46.05%
$61.45 - $91.14 $5.1M - $7.57M
263K $22.3M
ISRG
Intuitive Surgical Inc

Healthcare
8.45K
+ 4.95%
$471.27 - $550.62 $3.98M - $4.65M
179K $93.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
206K
+ 15.53%
$51.54 - $52.55 $10.6M - $10.8M
1.53M $79.1M
DELL
Dell Technologies Inc.

Technology
70.8K
+ 75.72%
$111.96 - $144.21 $7.93M - $10.2M
164K $18.9M
CLH
Clean Harbors Inc

Industrials
30.1K
+ 147.98%
$228.61 - $263.39 $6.88M - $7.93M
50.5K $11.6M
WSO
Watsco Inc

Industrials
16.7K
+ 13.04%
$466.57 - $568.78 $7.78M - $9.48M
144K $68.4M
GS
Goldman Sachs Group Inc

Financial Services
2.07K
+ 3.72%
$486.1 - $608.57 $1M - $1.26M
57.6K $33M
PWR
Quanta Services, Inc.

Industrials
3.96K
+ 3.2%
$296.05 - $346.6 $1.17M - $1.37M
128K $40.3M
IAU
Ishares Gold Trust

ETFs
63.8K
+ 73.05%
$48.37 - $52.65 $3.08M - $3.36M
151K $7.48M
HYG
Ishares Tr

ETFs
35.1K
+ 14.32%
$78.09 - $80.04 $2.74M - $2.81M
280K $22.1M
VGT
Vanguard Information Technolog

ETFs
3.32K
+ 43.19%
$571.78 - $647.97 $1.9M - $2.15M
11K $6.84M
META
Meta Platforms, Inc.

Communication Services
3.12K
+ 22.32%
$554.08 - $632.68 $1.73M - $1.97M
17.1K $10.1M
ETN
Eaton Corp PLC

Industrials
3.14K
+ 0.73%
$326.96 - $377.52 $1.03M - $1.18M
432K $143M
XLC
Select Sector Spdr Tr Communic

ETFs
7.34K
+ 108.89%
$89.66 - $102.16 $658K - $750K
14.1K $1.36M
VCR
Vanguard Consumer Discretionar

ETFs
1.82K
+ 114.94%
$328.51 - $401.37 $599K - $732K
3.41K $1.28M
PSNL
Personalis, Inc.

Healthcare
119K
+ 764.98%
$3.38 - $6.26 $401K - $742K
134K $774K
LNG
Cheniere Energy, Inc.

Energy
3.12K
New
$181.07 - $225.92 $565K - $705K
3.12K $670K
CB
Chubb LTD

Financial Services
2.5K
+ 96.6%
$271.57 - $301.89 $679K - $755K
5.09K $1.41M
XLF
Financial Sector Spdr

ETFs
12K
+ 49.76%
$44.89 - $51.34 $538K - $616K
36.1K $1.74M
QTRX
Quanterix Corp

Healthcare
134K
+ 39.9%
$9.99 - $15.39 $1.34M - $2.07M
472K $5.01M
VRT
Vertiv Holdings CO

Industrials
7.12K
+ 2.29%
N/A
318K $27.5M
VO
Vanguard Mid Cap ETF

ETFs
2.33K
+ 60.36%
$261.5 - $284.63 $609K - $662K
6.18K $1.63M
VHT
Vanguard Health Care ETF

ETFs
2.62K
+ 96.53%
$250.81 - $283.3 $656K - $741K
5.33K $1.35M
MPLX
Mplx LP

Energy
7.82K
+ 15.35%
$43.77 - $51.66 $342K - $404K
58.8K $2.81M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7K
+ 4.33%
$46.48 - $51.32 $325K - $359K
168K $8.11M
VIS
Vanguard Industrial ETF

ETFs
2K
+ 121.03%
$254.39 - $279.7 $508K - $559K
3.65K $927K
FANG
Diamondback Energy, Inc.

Energy
3.35K
+ 45.03%
$153.06 - $199.5 $513K - $668K
10.8K $1.77M
VFH
Vanguard Financial ETF

ETFs
3.62K
New
$108.87 - $126.2 $394K - $457K
3.62K $427K
NOW
Service Now, Inc.

Technology
6
+ 0.25%
$867.18 - $1148.42 $5.2K - $6.89K
2.36K $2.51M
TTEK
Tetra Tech Inc

Industrials
73.3K
+ 21.01%
$39.8 - $50.52 $2.92M - $3.7M
422K $16.8M
UAL
United Airlines Holdings, Inc.

Industrials
3.35K
New
$55.62 - $102.44 $186K - $343K
3.35K $325K
VEA
Vanguard Ftse Developed Market

ETFs
7.48K
+ 103.77%
$47.57 - $52.44 $356K - $392K
14.7K $702K
PLTR
Palantir Technologies Inc.

Technology
4.26K
New
$36.46 - $82.38 $155K - $351K
4.26K $322K
ACM
Aecom

Industrials
3K
New
$101.97 - $116.97 $306K - $351K
3K $320K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.09K
+ 12.64%
$174.22 - $187.62 $364K - $392K
18.6K $3.26M
VDC
Vanguard Consumer Staples ETF

ETFs
1.45K
+ 71.04%
$210.96 - $223.62 $305K - $323K
3.48K $735K
VST
Vistra Corp.

Utilities
1.25K
+ 20.79%
$115.74 - $166.61 $145K - $208K
7.26K $1M
XLE
Energy Sector Spdr

ETFs
3.5K
+ 64.68%
$83.32 - $97.27 $292K - $341K
8.91K $763K
CEG
Constellation Energy Corp

Utilities
1.66K
+ 46.18%
$224.28 - $285.52 $371K - $473K
5.24K $1.18M
DMRC
Digimarc Corp

Technology
6.25K
New
$26.18 - $38.77 $164K - $242K
6.25K $234K
COF
Capital One Financial Corp

Financial Services
1.27K
New
$145.19 - $192.01 $185K - $245K
1.27K $227K
ABT
Abbott Laboratories

Healthcare
3.39K
+ 1.95%
$111.93 - $119.39 $380K - $405K
178K $20.1M
SOXX
Ishares Semiconductor ETF

ETFs
1.05K
New
$211.27 - $239.8 $222K - $252K
1.05K $226K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.15K
New
$31.23 - $33.51 $223K - $240K
7.15K $224K
WMT
Walmart Inc.

Consumer Defensive
45
+ 0.21%
$79.1 - $95.7 $3.56K - $4.31K
21.2K $1.92M
DAL
Delta Air Lines, Inc.

Industrials
3.39K
New
$47.46 - $65.77 $161K - $223K
3.39K $205K
IWF
Ishares Russell 1000 Gr ETF

ETFs
455
+ 63.64%
$370.24 - $418.94 $168K - $191K
1.17K $469K
CRM
Salesforce, Inc.

Technology
117
+ 4.9%
$270.87 - $367.87 $31.7K - $43K
2.51K $838K
Activity Summary
Buys All Purchases 144 New Holdings 20 Increased Positions 124 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email