Williams Jones Wealth Management, Llc. Incresed Positions in Q3 2025

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
257K
+ 19.25%
$174.36 - $254.72 $44.8M - $65.5M
1.59M $387M
NVDA
Nvidia Corp

Technology
3.5K
+ 0.18%
$153.3 - $186.58 $536K - $653K
1.94M $363M
MSFT
Microsoft Corp

Technology
34.7K
+ 3.86%
$491.09 - $535.64 $17M - $18.6M
934K $484M
AVGO
Broadcom Inc.

Technology
44
+ 0.01%
$264.74 - $369.57 $11.6K - $16.3K
571K $188M
TJX
Tjx Companies Inc

Consumer Cyclical
213
+ 0.02%
$121.35 - $144.54 $25.8K - $30.8K
1.21M $175M
UBER
Uber Technologies, Inc

Technology
196K
+ 22.71%
$86.91 - $99.57 $17M - $19.5M
1.06M $104M
IAU
Ishares Gold Trust

ETFs
212K
+ 54.01%
$61.62 - $72.77 $13.1M - $15.4M
605K $44M
DELL
Dell Technologies Inc.

Technology
121K
+ 145.11%
$120.96 - $141.77 $14.6M - $17.1M
204K $28.9M
CIEN
Ciena Corp

Technology
6.01K
+ 2.26%
$77.75 - $145.67 $467K - $875K
271K $39.5M
ETN
Eaton Corp PLC

Industrials
16.4K
+ 3.29%
$342.99 - $392.76 $5.63M - $6.45M
516K $193M
META
Meta Platforms, Inc.

Communication Services
10.8K
+ 64.17%
$695.21 - $791.73 $7.51M - $8.55M
27.6K $20.3M
GS
Goldman Sachs Group Inc

Financial Services
2.6K
+ 4.16%
$696.56 - $806.32 $1.81M - $2.1M
65.1K $51.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.68K
+ 20.02%
$567.77 - $614.76 $4.93M - $5.34M
52K $31.9M
WMB
Williams Companies, Inc.

Energy
113K
+ 161.67%
$56.52 - $64.01 $6.36M - $7.2M
182K $11.5M
PWR
Quanta Services, Inc.

Industrials
2.27K
+ 1.52%
$372.29 - $421.68 $845K - $958K
152K $63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
669
+ 0.25%
$459.11 - $506.91 $307K - $339K
267K $134M
ECL
Ecolab Inc.

Basic Materials
5.82K
+ 0.8%
$259.39 - $285.47 $1.51M - $1.66M
733K $201M
AMZN
Amazon Com Inc

Consumer Cyclical
18.3K
+ 1.65%
$211.65 - $238.24 $3.87M - $4.35M
1.12M $247M
SHW
Sherwin Williams CO

Basic Materials
7.44K
+ 2.45%
$330.88 - $375.23 $2.46M - $2.79M
311K $108M
RTX
Raytheon Technologies Corp

Industrials
2.29K
+ 2.2%
$144.19 - $167.33 $330K - $383K
106K $17.8M
VRSK
Verisk Analytics, Inc.

Industrials
24.2K
+ 39.59%
$242.3 - $312.95 $5.87M - $7.58M
85.4K $21.5M
CAT
Caterpillar Inc

Industrials
1.87K
+ 11.65%
$390.92 - $477.15 $733K - $894K
18K $8.57M
CVX
Chevron Corp

Energy
4.8K
+ 4.75%
$145.57 - $161.83 $699K - $777K
106K $16.4M
MLM
Martin Marietta Materials Inc

Basic Materials
463
+ 2.25%
$546.36 - $631.12 $253K - $292K
21K $13.3M
XOM
Exxon Mobil Corp

Energy
410
+ 0.13%
$105.83 - $117.22 $43.4K - $48.1K
320K $36M
APO
Apollo Global Management, Inc.

Financial Services
69.5K
+ 7.75%
$131.55 - $156.05 $9.14M - $10.8M
966K $129M
AVAV
Aero Vironment Inc

Industrials
4.62K
+ 149.84%
$226.08 - $314.89 $1.04M - $1.45M
7.7K $2.42M
GLD
Spdr Gold Trust

ETFs
738
+ 3.44%
$300.96 - $355.47 $222K - $262K
22.2K $7.89M
AZO
Autozone Inc

Consumer Cyclical
121
+ 10.13%
$3649.42 - $4354.54 $442K - $527K
1.32K $5.64M
IEFA
Ishares Tr

ETFs
12.5K
+ 48.61%
$81.7 - $87.53 $1.02M - $1.09M
38.1K $3.33M
ROL
Rollins Inc

Consumer Cyclical
5.58K
+ 1.62%
$55.05 - $58.74 $307K - $328K
349K $20.5M
KLAC
Kla Corp

Technology
109
+ 2.08%
$843.9 - $1078.6 $92K - $118K
5.36K $5.78M
IWM
Ishares Russell 2000 ETF

ETFs
2.12K
+ 9.95%
$214.92 - $244.84 $455K - $518K
23.4K $5.66M
SNPS
Synopsys Inc

Technology
2.24K
+ 52.01%
$387.78 - $645.35 $868K - $1.44M
6.54K $3.23M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
12.7K
+ 42.74%
$70.85 - $76.96 $899K - $976K
42.4K $3.22M
HYG
Ishares Tr

ETFs
7.2K
+ 2.51%
$79.85 - $81.32 $575K - $586K
294K $23.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.37K
+ 0.21%
$52.39 - $53.11 $176K - $179K
1.57M $83.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 0.27%
$546.99 - $602.2 $16.4K - $18.1K
11.3K $6.76M
EOSE
Eos Energy Enterprises, Inc.

Industrials
6K
+ 7.84%
$4.63 - $11.17 $27.8K - $67K
82.5K $909K
IBM
International Business Machines Corp

Technology
6.78K
+ 6.08%
$234.77 - $292.47 $1.59M - $1.98M
118K $33.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.5K
+ 10.55%
$46.51 - $50.07 $813K - $875K
183K $8.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
860
+ 3.85%
$185.88 - $207.44 $160K - $178K
23.2K $4.66M
VLO
Valero Energy Corp

Energy
2.23K
+ 75.73%
$131.77 - $175.63 $293K - $391K
5.16K $879K
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.01%
$252.18 - $305.41 $252 - $305
8.55K $2.61M
PDI
Pimco Dynamic Income Fund

Financial Services
18.5K
+ 21.36%
$18.85 - $20.07 $349K - $371K
105K $2.08M
MPC
Marathon Petroleum Corp

Energy
650
+ 6.29%
$158.59 - $198.69 $103K - $129K
11K $2.12M
NU
Nu Holdings Ltd.

Financial Services
20.1K
+ 67.51%
$11.92 - $16.3 $239K - $327K
49.8K $796K
USB
Us Bancorp \De\

Financial Services
4.01K
+ 7.3%
$43.94 - $50.41 $176K - $202K
58.9K $2.85M
WM
Waste Management Inc

Industrials
2.98K
+ 7.15%
$213.88 - $237.1 $637K - $706K
44.7K $9.86M
Activity Summary
Buys All Purchases 133 New Holdings 27 Increased Positions 106 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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