Williams Jones Wealth Management, Llc. Incresed Positions in Q2 2025

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
9.96K
+ 1.12%
$354.56 - $497.45 $3.53M - $4.95M
900K $448M
NVDA
Nvidia Corp

Technology
41.6K
+ 2.19%
$94.31 - $157.99 $3.92M - $6.57M
1.94M $307M
AVGO
Broadcom Inc.

Technology
7.63K
+ 1.35%
$146.29 - $275.65 $1.12M - $2.1M
571K $157M
INTU
Intuit Inc

Technology
2.81K
+ 0.9%
$544.07 - $787.63 $1.53M - $2.22M
315K $248M
ETN
Eaton Corp PLC

Industrials
12.3K
+ 2.53%
$246.52 - $356.99 $3.03M - $4.39M
499K $178M
AMZN
Amazon Com Inc

Consumer Cyclical
11.5K
+ 1.06%
$167.32 - $223.3 $1.93M - $2.58M
1.1M $242M
TTD
Trade Desk, Inc.

Technology
202K
+ 22.08%
$45.27 - $79.4 $9.16M - $16.1M
1.12M $80.5M
PWR
Quanta Services, Inc.

Industrials
13.8K
+ 10.16%
$239.47 - $381.26 $3.31M - $5.27M
150K $56.6M
UBER
Uber Technologies, Inc

Technology
45K
+ 5.5%
$64.62 - $93.3 $2.91M - $4.2M
864K $80.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.8K
+ 1176.89%
$4164.15 - $5789.24 $11.7M - $16.2M
3.04K $17.6M
ECL
Ecolab Inc.

Basic Materials
655
+ 0.09%
$225.65 - $270.95 $148K - $177K
727K $196M
VRSK
Verisk Analytics, Inc.

Industrials
33.8K
+ 123.79%
$277.03 - $321.33 $9.37M - $10.9M
61.2K $19.1M
GS
Goldman Sachs Group Inc

Financial Services
513
+ 0.83%
$462.22 - $707.75 $237K - $363K
62.5K $44.3M
IAU
Ishares Gold Trust

ETFs
136K
+ 53.11%
$56.1 - $64.74 $7.64M - $8.82M
393K $24.5M
AXP
American Express CO

Financial Services
525
+ 0.41%
$231.39 - $318.98 $121K - $167K
127K $40.7M
APO
Apollo Global Management, Inc.

Financial Services
14.7K
+ 1.67%
$108.68 - $145.07 $1.6M - $2.14M
897K $127M
MCHP
Microchip Technology Inc

Technology
20.6K
+ 11.22%
$35.34 - $71.6 $729K - $1.48M
204K $14.4M
WFC
Wells Fargo & Company

Financial Services
31.8K
+ 63.7%
$60.98 - $80.12 $1.94M - $2.55M
81.7K $6.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
371
+ 0.86%
$456.74 - $568.03 $169K - $211K
43.4K $24.6M
GE
General Electric CO

Industrials
2.09K
+ 6.56%
$166.81 - $257.39 $349K - $538K
33.9K $8.74M
NOW
Service Now, Inc.

Technology
1.58K
+ 66.84%
$721.65 - $1040.18 $1.14M - $1.65M
3.95K $4.06M
NFLX
Netflix Inc

Communication Services
25
+ 0.55%
$855.86 - $1339.13 $21.4K - $33.5K
4.57K $6.12M
PH
Parker Hannifin Corp

Industrials
86
+ 0.44%
$517.23 - $700.54 $44.5K - $60.2K
19.8K $13.8M
IEFA
Ishares Tr

ETFs
21.7K
+ 547.92%
$67.83 - $84.09 $1.47M - $1.82M
25.7K $2.14M
MLM
Martin Marietta Materials Inc

Basic Materials
462
+ 2.3%
$452.51 - $568.19 $209K - $263K
20.6K $11.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20K
+ 1.29%
$51.68 - $52.76 $1.03M - $1.06M
1.57M $82.8M
SYK
Stryker Corp

Healthcare
475
+ 0.77%
$337.37 - $395.63 $160K - $188K
62.3K $24.7M
RTX
Raytheon Technologies Corp

Industrials
1.17K
+ 1.14%
$113.75 - $148.48 $133K - $174K
104K $15.2M
QTRX
Quanterix Corp

Healthcare
163K
+ 31.65%
$4.28 - $6.72 $696K - $1.09M
676K $4.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.85K
+ 49.71%
$57.46 - $75.58 $566K - $745K
29.7K $2.24M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.18K
+ 148.6%
$216.28 - $284.39 $688K - $904K
5.32K $1.51M
HYG
Ishares Tr

ETFs
6.1K
+ 2.18%
$75.75 - $80.65 $462K - $492K
287K $23.1M
VST
Vistra Corp.

Utilities
1.44K
+ 15.74%
$98.07 - $195.04 $142K - $282K
10.6K $2.06M
ROL
Rollins Inc

Consumer Cyclical
932
+ 0.27%
$50.65 - $58.58 $47.2K - $54.6K
343K $19.4M
ABT
Abbott Laboratories

Healthcare
1.75K
+ 1.02%
$123.95 - $138.08 $217K - $242K
174K $23.6M
WM
Waste Management Inc

Industrials
3.69K
+ 9.7%
$216.47 - $242.1 $798K - $893K
41.7K $9.54M
COF
Capital One Financial Corp

Financial Services
2.8K
+ 219.78%
$150.57 - $212.76 $422K - $596K
4.07K $866K
TW
Tradeweb Markets Inc.

Financial Services
3.97K
+ 68.16%
$125.37 - $149.02 $497K - $591K
9.78K $1.43M
LNG
Cheniere Energy, Inc.

Energy
1.52K
+ 11.1%
$197.25 - $244.33 $300K - $371K
15.2K $3.7M
VEA
Vanguard Ftse Developed Market

ETFs
6.55K
+ 36.24%
$45.65 - $57.01 $299K - $373K
24.6K $1.4M
GD
General Dynamics Corp

Industrials
1.48K
+ 66.34%
$247.68 - $291.66 $367K - $432K
3.72K $1.08M
T
At&T Inc.

Communication Services
15.3K
+ 53.22%
$26.33 - $28.94 $403K - $443K
44.1K $1.28M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.52K
+ 10.1%
$151.62 - $183.47 $231K - $280K
16.6K $3.05M
WMB
Williams Companies, Inc.

Energy
2.96K
+ 4.44%
$54.33 - $62.87 $161K - $186K
69.6K $4.37M
MCO
Moodys Corp

Financial Services
322
+ 6.41%
$396.7 - $501.59 $128K - $162K
5.35K $2.68M
WMT
Walmart Inc.

Consumer Defensive
688
+ 3.17%
$81.79 - $99.98 $56.3K - $68.8K
22.4K $2.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 75.81%
$24.32 - $27.87 $276K - $317K
26.3K $697K
SHW
Sherwin Williams CO

Basic Materials
5.86K
+ 1.97%
$313.51 - $363.51 $1.84M - $2.13M
303K $104M
BA
Boeing CO

Industrials
9
+ 0.13%
$136.59 - $217.51 $1.23K - $1.96K
6.98K $1.46M
Activity Summary
Buys All Purchases 148 New Holdings 32 Increased Positions 116 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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