Williams Jones Wealth Management, Llc. Incresed Positions in Q1 2025

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
63.8K
+ 222.42%
$725.72 - $929.72 $46.3M - $59.3M
92.5K $76.4M
UBER
Uber Technologies, Inc

Technology
364K
+ 80.19%
$63.17 - $81.49 $23M - $29.7M
819K $59.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
956
+ 1.21%
$1187.71 - $1432.58 $1.14M - $1.37M
79.7K $114M
IAU
Ishares Gold Trust

ETFs
105K
+ 69.73%
$49.74 - $58.96 $5.24M - $6.21M
256K $15.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 13.33%
$663000.0 - $801950.0 $2.65M - $3.21M
34 $27.1M
WSO
Watsco Inc

Industrials
1.97K
+ 1.36%
$463.86 - $530.75 $914K - $1.05M
146K $74.4M
JPM
Jpmorgan Chase & CO

Financial Services
3.71K
+ 0.65%
$225.19 - $279.95 $836K - $1.04M
579K $142M
META
Meta Platforms, Inc.

Communication Services
5.99K
+ 35.0%
$576.36 - $736.67 $3.45M - $4.41M
23.1K $13.3M
CVX
Chevron Corp

Energy
1.29K
+ 1.26%
$146.71 - $167.97 $189K - $216K
103K $17.3M
LNG
Cheniere Energy, Inc.

Energy
10.6K
+ 339.05%
$209.32 - $253.66 $2.21M - $2.68M
13.7K $3.17M
WMB
Williams Companies, Inc.

Energy
34.6K
+ 108.11%
$54.02 - $61.09 $1.87M - $2.12M
66.7K $3.98M
VRSK
Verisk Analytics, Inc.

Industrials
5.51K
+ 25.25%
$268.63 - $301.33 $1.48M - $1.66M
27.3K $8.13M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.6K
+ 1.28%
$51.52 - $52.37 $1.01M - $1.03M
1.55M $81.1M
GLD
Spdr Gold Trust

ETFs
2K
+ 10.12%
$243.19 - $288.14 $486K - $576K
21.8K $6.27M
CSCO
Cisco Systems, Inc.

Technology
16.7K
+ 10.3%
$58.74 - $64.87 $983K - $1.09M
179K $11.1M
VRT
Vertiv Holdings CO

Industrials
14.4K
+ 4.54%
N/A
332K $28.8M
PAYX
Paychex Inc

Industrials
650
+ 0.89%
$136.06 - $154.52 $88.4K - $100K
73.6K $11.4M
GE
General Electric CO

Industrials
9
+ 0.03%
$168.59 - $212.13 $1.52K - $1.91K
31.9K $6.38M
GS
Goldman Sachs Group Inc

Financial Services
4.47K
+ 7.77%
$524.81 - $672.19 $2.35M - $3.01M
62K $33.9M
APO
Apollo Global Management, Inc.

Financial Services
156K
+ 21.53%
$126.01 - $172.06 $19.7M - $26.9M
882K $121M
AZO
Autozone Inc

Consumer Cyclical
57
+ 5.49%
$3193.96 - $3828.11 $182K - $218K
1.1K $4.17M
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
+ 71.22%
$4295.4 - $5141.88 $425K - $509K
238 $1.1M
T
At&T Inc.

Communication Services
6.42K
+ 28.71%
$21.56 - $28.28 $138K - $182K
28.8K $813K
YUM
Yum Brands Inc

Consumer Cyclical
26
+ 0.21%
$123.25 - $162.53 $3.2K - $4.23K
12.7K $1.99M
MA
Mastercard Inc

Financial Services
158
+ 2.05%
$504.67 - $576.31 $79.7K - $91.1K
7.87K $4.31M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.87K
+ 24.26%
$62.72 - $71.92 $243K - $278K
19.8K $1.25M
VEA
Vanguard Ftse Developed Market

ETFs
3.38K
+ 22.99%
$47.4 - $52.99 $160K - $179K
18.1K $918K
TW
Tradeweb Markets Inc.

Financial Services
562
+ 10.69%
$123.42 - $148.46 $69.4K - $83.4K
5.82K $863K
VUG
Vanguard Growth ETF

ETFs
585
+ 47.72%
$369.1 - $427.61 $216K - $250K
1.81K $671K
GILD
Gilead Sciences, Inc.

Healthcare
478
+ 8.44%
$89.14 - $117.41 $42.6K - $56.1K
6.14K $687K
VTV
Vanguard Value ETF

ETFs
849
+ 24.33%
$167.73 - $179.21 $142K - $152K
4.34K $749K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.3K
+ 54.79%
$27.01 - $28.54 $143K - $151K
15K $418K
HES
Hess Corp

Energy
182
+ 4.55%
$135.42 - $160.52 $24.6K - $29.2K
4.19K $668K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.52K
+ 25.87%
$71.17 - $73.66 $108K - $112K
7.39K $542K
FNV
Franco Nevada Corp

Basic Materials
100
+ 4.7%
$120.72 - $157.56 $12.1K - $15.8K
2.23K $350K
SHEL
Shell PLC

Energy
162
+ 2.0%
$62.84 - $73.29 $10.2K - $11.9K
8.25K $604K
VO
Vanguard Mid Cap ETF

ETFs
428
+ 6.92%
$251.87 - $277.95 $108K - $119K
6.61K $1.71M
VST
Vistra Corp.

Utilities
1.91K
+ 26.31%
$108.49 - $191.89 $207K - $367K
9.17K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.44K
+ 18.85%
$21.75 - $24.28 $96.5K - $108K
28K $617K
SPGI
S&P Global Inc.

Financial Services
9
+ 0.15%
$478.26 - $543.77 $4.3K - $4.89K
6.16K $3.13M
AME
Ametek Inc

Industrials
475
+ 20.75%
$170.39 - $190.43 $80.9K - $90.5K
2.76K $475K
AZN
Astrazeneca PLC

Healthcare
85
+ 1.43%
$65.37 - $77.96 $5.56K - $6.63K
6.01K $441K
XEL
Xcel Energy Inc

Utilities
328
+ 8.77%
$63.37 - $72.1 $20.8K - $23.6K
4.07K $287K
PLD
Prologis, Inc.

Real Estate
8
+ 0.14%
$103.59 - $124.04 $829 - $992
5.63K $629K
BXSL
Blackstone Secured Lending Fund

Financial Services
634
+ 1.58%
$31.3 - $34.5 $19.8K - $21.9K
40.8K $1.32M
EOSE
Eos Energy Enterprises, Inc.

Industrials
16.5K
+ 50.77%
$3.78 - $6.08 $62.4K - $100K
49K $185K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.5K
+ 18.17%
$62.43 - $84.12 $93.6K - $126K
9.76K $635K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
160
+ 4.4%
$77.7 - $78.94 $12.4K - $12.6K
3.8K $299K
JCI
Johnson Controls International PLC

Industrials
98
+ 3.55%
$76.12 - $90.6 $7.46K - $8.88K
2.86K $228K
Activity Summary
Buys All Purchases 117 New Holdings 22 Increased Positions 95 Sells All Sells 217 Reductions 217 Sold out 0 Options Calls 0 Puts 0
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