Williams Jones Wealth Management, Llc. Incresed Positions in Q3 2024

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.18K
+ 0.1%
$207.23 - $234.82 $451K - $511K
2.2M $513M
WSO
Watsco Inc

Industrials
69.5K
+ 119.4%
$448.73 - $519.89 $31.2M - $36.2M
128K $62.8M
SHW
Sherwin Williams CO

Basic Materials
2.22K
+ 0.72%
$294.65 - $384.0 $654K - $852K
308K $118M
BX
Blackstone Inc.

Financial Services
5.82K
+ 1.05%
$120.77 - $159.66 $702K - $928K
557K $85.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
925
+ 0.34%
$405.19 - $478.57 $375K - $443K
275K $127M
DHR
Danaher Corp

Healthcare
641
+ 0.13%
$239.25 - $280.76 $153K - $180K
507K $141M
TMO
Thermo Fisher Scientific Inc.

Healthcare
53
+ 0.03%
$531.86 - $624.21 $28.2K - $33.1K
210K $130M
ISRG
Intuitive Surgical Inc

Healthcare
12.1K
+ 7.62%
$416.14 - $494.01 $5.03M - $5.97M
171K $83.9M
ECL
Ecolab Inc.

Basic Materials
2.7K
+ 0.37%
$228.86 - $255.76 $618K - $691K
734K $187M
CTAS
Cintas Corp

Industrials
288K
+ 295.65%
$201.38 - $819.83 $57.9M - $236M
385K $79.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
156K
+ 13.39%
$51.02 - $52.74 $7.97M - $8.24M
1.32M $69.7M
TTEK
Tetra Tech Inc

Industrials
316K
+ 952.14%
$45.59 - $237.74 $14.4M - $75.1M
349K $16.4M
TJX
Tjx Companies Inc

Consumer Cyclical
1.57K
+ 0.13%
$107.93 - $120.23 $169K - $189K
1.25M $147M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.36K
+ 1.76%
$1015.62 - $1159.62 $1.38M - $1.58M
78.7K $90.6M
AVGO
Broadcom Inc.

Technology
506K
+ 911.79%
$136.27 - $1745.86 $68.9M - $883M
561K $96.8M
CARR
Carrier Global Corp

Industrials
32.5K
+ 12.04%
$61.9 - $80.88 $2.01M - $2.63M
302K $24.3M
APO
Apollo Global Management, Inc.

Financial Services
16.6K
+ 2.29%
$99.16 - $125.81 $1.65M - $2.09M
741K $92.6M
AMGN
Amgen Inc

Healthcare
15.2K
+ 16.33%
$309.38 - $337.38 $4.71M - $5.14M
108K $34.9M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.01%
$213.3 - $270.78 $2.56K - $3.25K
115K $31.1M
PWR
Quanta Services, Inc.

Industrials
604
+ 0.49%
$239.58 - $298.23 $145K - $180K
124K $36.8M
VRT
Vertiv Holdings CO

Industrials
59.8K
+ 23.82%
$86.66 - $86.66 $5.18M - $5.18M
311K $26.9M
GS
Goldman Sachs Group Inc

Financial Services
4.18K
+ 8.14%
$459.02 - $510.25 $1.92M - $2.13M
55.5K $27.5M
META
Meta Platforms, Inc.

Communication Services
6.37K
+ 83.56%
$453.41 - $572.44 $2.89M - $3.64M
14K $8M
PH
Parker Hannifin Corp

Industrials
25
+ 0.12%
$501.01 - $635.92 $12.5K - $15.9K
20.2K $12.8M
AMT
American Tower Corp

Real Estate
382
+ 0.62%
$192.27 - $242.73 $73.4K - $92.7K
61.6K $14.3M
LLY
Eli Lilly & CO

Healthcare
3.24K
+ 13.58%
$772.14 - $960.02 $2.5M - $3.11M
27.1K $24M
AMAT
Applied Materials Inc

Technology
33.5K
+ 25.31%
$174.88 - $254.97 $5.86M - $8.54M
166K $33.5M
VRSK
Verisk Analytics, Inc.

Industrials
8.45K
+ 272.71%
$260.31 - $285.99 $2.2M - $2.42M
11.6K $3.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
14.2K
+ 11.27%
$90.87 - $102.43 $1.29M - $1.46M
140K $13.9M
HYG
Ishares Tr

ETFs
16K
+ 6.98%
$76.72 - $80.36 $1.23M - $1.29M
245K $19.7M
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.03%
$896.19 - $1044.18 $3.58K - $4.18K
13.8K $14.3M
ONEXF
Onex Corp (Sub Vtg)
6.18K
+ 1.16%
$63.44 - $72.69 $392K - $450K
538K $37.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
740
+ 1.49%
$475.2 - $527.7 $352K - $390K
50.4K $26.6M
GIS
General Mills Inc

Consumer Defensive
3
+ 0.0%
$62.5 - $75.15 $188 - $225
149K $11M
QTRX
Quanterix Corp

Healthcare
115K
+ 51.72%
$10.92 - $16.36 $1.25M - $1.88M
337K $4.36M
WM
Waste Management Inc

Industrials
7.62K
+ 25.68%
$196.96 - $223.45 $1.5M - $1.7M
37.3K $7.74M
ROP
Roper Technologies Inc

Industrials
5.5K
+ 2.16%
$515.25 - $576.55 $2.83M - $3.17M
260K $145M
GE
General Electric CO

Industrials
230
+ 0.73%
$156.66 - $189.66 $36K - $43.6K
31.5K $5.95M
OKE
Oneok Inc

Energy
2.93K
+ 4.16%
$78.62 - $95.27 $231K - $280K
73.4K $6.69M
LMT
Lockheed Martin Corp

Industrials
25
+ 0.32%
$460.3 - $584.56 $11.5K - $14.6K
7.75K $4.53M
VTI
Vanguard Total Stock Market Et

ETFs
2.7K
+ 37.23%
$255.18 - $283.2 $689K - $765K
9.95K $2.82M
GLD
Spdr Gold Trust

ETFs
797
+ 4.23%
$215.56 - $246.98 $172K - $197K
19.7K $4.78M
APD
Air Products & Chemicals, Inc.

Basic Materials
40
+ 0.23%
$247.34 - $300.11 $9.89K - $12K
17.8K $5.3M
HDSN
Hudson Technologies Inc

Basic Materials
86.3K
+ 575.29%
$7.47 - $9.14 $645K - $789K
101K $844K
AB
Alliancebernstein Holding L.P.

Financial Services
17.5K
+ 26.28%
$31.87 - $35.39 $558K - $619K
84.1K $2.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
377
+ 0.59%
$117.9 - $128.2 $44.4K - $48.3K
64.4K $8.26M
TSLA
Tesla, Inc.

Consumer Cyclical
290
+ 3.42%
$191.76 - $263.26 $55.6K - $76.3K
8.76K $2.29M
SPGI
S&P Global Inc.

Financial Services
114
+ 1.51%
$446.32 - $527.38 $50.9K - $60.1K
7.68K $3.97M
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.0%
$138.06 - $172.74 $138 - $173
45.7K $7.5M
Activity Summary
Buys All Purchases 200 New Holdings 44 Increased Positions 156 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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