Williams Jones Wealth Management, Llc. Incresed Positions in Q4 2024

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
VRSK
Verisk Analytics, Inc.

Industrials
10.3K
+ 88.85%
$262.86 - $294.75 $2.7M - $3.03M
21.8K $6.01M
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
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
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
VEA
Vanguard Ftse Developed Market

ETFs
7.48K
+ 103.77%
$47.57 - $52.44 $356K - $392K
14.7K $702K
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
ABT
Abbott Laboratories

Healthcare
3.39K
+ 1.95%
$111.93 - $119.39 $380K - $405K
178K $20.1M
WMT
Walmart Inc.

Consumer Defensive
45
+ 0.21%
$79.1 - $95.7 $3.56K - $4.31K
21.2K $1.92M
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
USB
Us Bancorp \De\

Financial Services
978
+ 1.73%
$43.98 - $53.66 $43K - $52.5K
57.4K $2.75M
XLK
Technology Sector Spdr

ETFs
121
+ 0.64%
$220.26 - $241.44 $26.7K - $29.2K
19K $4.41M
AZO
Autozone Inc

Consumer Cyclical
31
+ 3.08%
$2981.19 - $3370.27 $92.4K - $104K
1.04K $3.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
515
+ 29.98%
$172.07 - $207.36 $88.6K - $107K
2.23K $440K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
550
+ 8.68%
$97.09 - $120.01 $53.4K - $66K
6.88K $743K
BXSL
Blackstone Secured Lending Fund

Financial Services
233
+ 0.58%
$29.25 - $33.27 $6.82K - $7.75K
40.1K $1.3M
MO
Altria Group, Inc.

Consumer Defensive
2.02K
+ 11.67%
$49.06 - $57.74 $99K - $117K
19.3K $1.01M
KMI
Kinder Morgan, Inc.

Energy
2.37K
+ 20.26%
$22.59 - $28.54 $53.6K - $67.7K
14.1K $385K
DE
Deere & CO

Industrials
55
+ 0.36%
$389.45 - $466.0 $21.4K - $25.6K
15.5K $6.55M
TW
Tradeweb Markets Inc.

Financial Services
660
+ 14.36%
$124.87 - $136.32 $82.4K - $90K
5.26K $687K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
12.1K
+ 117.61%
$10.55 - $11.6 $127K - $140K
22.4K $237K
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