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
UL
Unilever PLC

Consumer Defensive
500
+ 5.7%
$56.7 - $64.64 $28.4K - $32.3K
9.27K $525K
DUK
Duke Energy Corp

Utilities
301
+ 2.47%
$105.76 - $120.76 $31.8K - $36.3K
12.5K $1.35M
SNPS
Synopsys Inc

Technology
22
+ 0.48%
$485.36 - $588.0 $10.7K - $12.9K
4.65K $2.26M
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 1.28%
$288.47 - $316.54 $42.1K - $46.2K
11.5K $3.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
215
+ 1.33%
$148.29 - $166.93 $31.9K - $35.9K
16.3K $2.44M
AVAV
Aero Vironment Inc

Industrials
45
+ 1.12%
$153.72 - $235.17 $6.92K - $10.6K
4.07K $626K
PSX
Phillips 66

Energy
250
+ 2.11%
$110.35 - $138.93 $27.6K - $34.7K
12.1K $1.38M
ADI
Analog Devices Inc

Technology
28
+ 0.22%
$206.35 - $236.48 $5.78K - $6.62K
12.7K $2.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.72K
+ 62.38%
$26.93 - $84.95 $100K - $316K
9.68K $264K
LHX
L3 Harris Technologies, Inc.

Industrials
50
+ 0.55%
$208.94 - $264.22 $10.4K - $13.2K
9.07K $1.91M
NEE
Nextera Energy Inc

Utilities
904
+ 3.09%
$69.77 - $85.43 $63.1K - $77.2K
30.1K $2.16M
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 1.74%
$114.45 - $127.21 $192K - $214K
98K $11.3M
NXPI
Nxp Semiconductors N.V.

Technology
218
+ 1.57%
$207.27 - $255.58 $45.2K - $55.7K
14.1K $2.93M
LMT
Lockheed Martin Corp

Industrials
268
+ 3.46%
$479.66 - $614.62 $129K - $165K
8.02K $3.89M
GE
General Electric CO

Industrials
299
+ 0.95%
$159.95 - $194.23 $47.8K - $58.1K
31.8K $5.31M
CI
Cigna Corp

Healthcare
12
+ 0.11%
$265.59 - $358.58 $3.19K - $4.3K
10.8K $2.98M
LLY
Eli Lilly & CO

Healthcare
1.61K
+ 5.95%
$727.2 - $932.06 $1.17M - $1.5M
28.7K $22.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
2K
+ 0.63%
$49.38 - $59.52 $98.7K - $119K
319K $16.1M
CARR
Carrier Global Corp

Industrials
10.5K
+ 3.47%
$66.69 - $82.65 $700K - $867K
313K $21.4M
UNH
Unitedhealth Group Inc

Healthcare
1.7K
+ 3.27%
$485.52 - $625.25 $827K - $1.06M
53.7K $27.2M
MCHP
Microchip Technology Inc

Technology
10.9K
+ 4.58%
$55.51 - $79.05 $606K - $863K
249K $14.3M
AMGN
Amgen Inc

Healthcare
5.94K
+ 5.47%
$258.78 - $328.31 $1.54M - $1.95M
114K $29.8M
ROP
Roper Technologies Inc

Industrials
512
+ 0.2%
$519.85 - $575.95 $266K - $295K
260K $135M
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
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