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
VICI
Vici Properties Inc.

Real Estate
2
+ 0.02%
$27.64 - $34.08 $55.3 - $68.2
11.1K $369K
VHT
Vanguard Health Care ETF

ETFs
16
+ 0.59%
$261.88 - $288.1 $4.19K - $4.61K
2.71K $765K
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$159.75 - $174.57 $160 - $175
3.44K $599K
FNV
Franco Nevada Corp

Basic Materials
300
+ 15.18%
$116.95 - $131.12 $35.1K - $39.3K
2.28K $282K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.01K
+ 9.18%
$13.15 - $14.12 $26.4K - $28.4K
23.9K $337K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.05%
$210.25 - $231.86 $421 - $464
3.73K $831K
VEA
Vanguard Ftse Developed Market

ETFs
438
+ 6.47%
$47.6 - $53.31 $20.8K - $23.3K
7.21K $380K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.02%
$221.47 - $242.41 $221 - $242
6.25K $1.51M
ITT
Itt Inc.

Industrials
1
+ 0.05%
$125.05 - $150.55 $125 - $151
2.1K $313K
SCHX
Schwab Strategic Tr Us Large C

ETFs
199
+ 2.59%
$61.11 - $67.85 $12.2K - $13.5K
7.89K $535K
EMN
Eastman Chemical CO

Basic Materials
1
+ 0.04%
$93.82 - $113.74 $93.8 - $114
2.64K $295K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 0.08%
$290.56 - $383.07 $291 - $383
1.3K $421K
SRE
Sempra Energy

Utilities
2
+ 0.05%
$74.97 - $84.04 $150 - $168
4.33K $361K
GD
General Dynamics Corp

Industrials
10
+ 0.44%
$279.51 - $308.09 $2.8K - $3.08K
2.26K $683K
DOW
Dow Inc.

Basic Materials
174
+ 1.75%
$50.15 - $55.41 $8.73K - $9.64K
10.1K $551K
ANSS
Ansys Inc

Technology
90
+ 4.92%
$296.54 - $331.25 $26.7K - $29.8K
1.92K $610K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
116
+ 7.24%
$147.95 - $191.05 $17.2K - $22.2K
1.72K $298K
WRB
Berkley W R Corp

Financial Services
3.63K
+ 42.43%
$51.54 - $79.62 $187K - $289K
12.2K $690K
MNST
Monster Beverage Corp

Consumer Defensive
77
+ 1.28%
$45.01 - $52.47 $3.47K - $4.04K
6.08K $317K
AME
Ametek Inc

Industrials
2
+ 0.07%
$152.74 - $176.01 $305 - $352
2.89K $496K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
253
+ 2.3%
$9.89 - $11.43 $2.5K - $2.89K
11.3K $123K
NRZ
New Residential Investment Corp.

Real Estate
951
+ 4.06%
N/A
24.4K $176K
PINS
Pinterest, Inc.

Communication Services
3.13K
+ 37.56%
$28.66 - $43.51 $89.6K - $136K
11.4K $370K
CYDY
Cyto Dyn Inc.

Healthcare
20K
+ 80.0%
$0.12 - $0.17 $2.4K - $3.4K
45K $7K
XYL
Xylem Inc.

Industrials
25
+ 1.58%
$126.14 - $141.53 $3.15K - $3.54K
1.61K $216K
FISV
Fiserv Inc

Technology
4
+ 0.05%
N/A
8.07K $1.01M
Pimco Fds Pac Invt Mgmt Ser St
174
+ 0.73%
N/A
24.1K $0
Blackrock ETF Trust Ii Flexibl
18.8K
+ 48.02%
N/A
57.9K $0
Veralto Corp Com Shs
40.6K
+ 77.41%
N/A
93K $0
Linde Public LTD
23
+ 0.43%
N/A
5.31K $0
Virnetx Holding Corp
25.3K
+ 42.86%
N/A
84.2K $0
Brookfield Asset Management
1.13K
+ 6.87%
N/A
17.6K $0
Ishares Bitcoin Trust ETF
530
+ 3.64%
N/A
15.1K $0
Cooper Cos Inc Com New
1
+ 0.01%
N/A
12K $0
Fidelity Concord Str Tr 500 Id
104
+ 2.0%
N/A
5.31K $0
Jpmorgan Tr Ii Eqty Income Sl
1
+ 0.0%
N/A
20.3K $0
Northern Fds Stk Index Fd
4
+ 0.03%
N/A
12.6K $0
Haypp Group Ab Ordf
8K
+ 34.04%
N/A
31.5K $0
Ge Healthcare Technology
78
+ 0.8%
N/A
9.82K $0
Ge Vernova Inc Com
761
+ 6.95%
N/A
11.7K $0
Canadian Pacific Kansas City
938
+ 0.68%
N/A
138K $0
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.03%
$106.39 - $125.13 $106 - $125
4K $490K
AIG
American International Group, Inc.

Financial Services
39
+ 0.52%
$70.16 - $79.23 $2.74K - $3.09K
7.51K $550K
NVO
Novo Nordisk A S

Healthcare
938
+ 16.39%
$119.07 - $145.42 $112K - $136K
6.66K $793K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1K
+ 2.84%
$42.59 - $60.56 $42.7K - $60.7K
36.3K $1.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.45K
+ 0.91%
$44.66 - $49.15 $64.8K - $71.3K
161K $7.61M
FANG
Diamondback Energy, Inc.

Energy
535
+ 7.75%
$168.46 - $210.94 $90.1K - $113K
7.44K $1.28M
SNPS
Synopsys Inc

Technology
420
+ 9.98%
$463.97 - $621.3 $195K - $261K
4.63K $2.34M
ASML
Asml Holding Nv

Technology
45
+ 2.46%
$749.82 - $1098.95 $33.7K - $49.5K
1.87K $1.56M
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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