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
Prudential Inv Portfolios 14 P
30K
New
N/A
30K $0
Rowe T Price Divid Growth Fd C
245
+ 6.67%
N/A
3.92K $0
Brookfield Corporation
1.01K
+ 1.64%
N/A
62.6K $0
Lam Research Corp Com
264K
+ 899.93%
N/A
294K $0
Net Power Inc Com Cl A
15K
New
N/A
15K $0
Talen Energy Corp Com
1.64K
+ 34.62%
N/A
6.39K $0
ABB
Abb LTD

Industrials
422
+ 5.87%
N/A
7.61K $0
Ge Healthcare Technology
33
+ 0.34%
N/A
9.85K $0
1/100 Berkshire Hathaway Cl A
100
+ 50.0%
N/A
300 $0
XLV
Select Sector Spdr Fund Health

ETFs
252
+ 11.78%
$136.28 - $154.74 $34.3K - $39K
2.39K $328K
TIP
Ishares Tr Tips Bd ETF

ETFs
39
+ 1.29%
$106.33 - $110.69 $4.15K - $4.32K
3.07K $327K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4K
+ 100.0%
$25.74 - $53.78 $103K - $215K
8K $206K
VTV
Vanguard Value ETF

ETFs
53
+ 1.54%
$168.32 - $181.87 $8.92K - $9.64K
3.49K $590K
AEP
American Electric Power CO Inc

Utilities
125
+ 6.09%
$90.91 - $102.21 $11.4K - $12.8K
2.18K $200K
WM
Waste Management Inc

Industrials
987
+ 2.65%
$201.79 - $228.46 $199K - $225K
38.3K $7.72M
KHC
Kraft Heinz CO

Consumer Defensive
127
+ 1.85%
$30.1 - $36.02 $3.82K - $4.57K
6.98K $214K
AVY
Avery Dennison Corp

Industrials
400
+ 13.2%
$186.26 - $220.48 $74.5K - $88.2K
3.43K $642K
SLB
Schlumberger Limited

Energy
479
+ 3.41%
$36.83 - $45.59 $17.6K - $21.8K
14.5K $557K
URI
United Rentals, Inc.

Industrials
187
+ 11.69%
$704.44 - $880.32 $132K - $165K
1.79K $1.26M
UL
Unilever PLC

Consumer Defensive
500
+ 5.7%
$56.7 - $64.64 $28.4K - $32.3K
9.27K $525K
DUK
Duke Energy Corp

Utilities
301
+ 2.47%
$105.76 - $120.76 $31.8K - $36.3K
12.5K $1.35M
SNPS
Synopsys Inc

Technology
22
+ 0.48%
$485.36 - $588.0 $10.7K - $12.9K
4.65K $2.26M
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 1.28%
$288.47 - $316.54 $42.1K - $46.2K
11.5K $3.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
215
+ 1.33%
$148.29 - $166.93 $31.9K - $35.9K
16.3K $2.44M
AVAV
Aero Vironment Inc

Industrials
45
+ 1.12%
$153.72 - $235.17 $6.92K - $10.6K
4.07K $626K
PSX
Phillips 66

Energy
250
+ 2.11%
$110.35 - $138.93 $27.6K - $34.7K
12.1K $1.38M
ADI
Analog Devices Inc

Technology
28
+ 0.22%
$206.35 - $236.48 $5.78K - $6.62K
12.7K $2.71M
LHX
L3 Harris Technologies, Inc.

Industrials
50
+ 0.55%
$208.94 - $264.22 $10.4K - $13.2K
9.07K $1.91M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.72K
+ 62.38%
$26.93 - $84.95 $100K - $316K
9.68K $264K
PG
Procter & Gamble CO

Consumer Defensive
170
+ 0.31%
$161.05 - $179.7 $27.4K - $30.5K
54.3K $9.11M
NEE
Nextera Energy Inc

Utilities
904
+ 3.09%
$69.77 - $85.43 $63.1K - $77.2K
30.1K $2.16M
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 1.74%
$114.45 - $127.21 $192K - $214K
98K $11.3M
NXPI
Nxp Semiconductors N.V.

Technology
218
+ 1.57%
$207.27 - $255.58 $45.2K - $55.7K
14.1K $2.93M
LMT
Lockheed Martin Corp

Industrials
268
+ 3.46%
$479.66 - $614.62 $129K - $165K
8.02K $3.89M
GE
General Electric CO

Industrials
299
+ 0.95%
$159.95 - $194.23 $47.8K - $58.1K
31.8K $5.31M
CI
Cigna Corp

Healthcare
12
+ 0.11%
$265.59 - $358.58 $3.19K - $4.3K
10.8K $2.98M
LLY
Eli Lilly & CO

Healthcare
1.61K
+ 5.95%
$727.2 - $932.06 $1.17M - $1.5M
28.7K $22.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
2K
+ 0.63%
$49.38 - $59.52 $98.7K - $119K
319K $16.1M
CARR
Carrier Global Corp

Industrials
10.5K
+ 3.47%
$66.69 - $82.65 $700K - $867K
313K $21.4M
UNH
Unitedhealth Group Inc

Healthcare
1.7K
+ 3.27%
$485.52 - $625.25 $827K - $1.06M
53.7K $27.2M
MCHP
Microchip Technology Inc

Technology
10.9K
+ 4.58%
$55.51 - $79.05 $606K - $863K
249K $14.3M
AMGN
Amgen Inc

Healthcare
5.94K
+ 5.47%
$258.78 - $328.31 $1.54M - $1.95M
114K $29.8M
ROP
Roper Technologies Inc

Industrials
512
+ 0.2%
$519.85 - $575.95 $266K - $295K
260K $135M
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