Williams Jones Wealth Management, Llc. Reduced Holdings in Q1 2025

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-1.12K
- 1.8%
$169.2 - $216.66 $190K - $243K
61.2K $12.8M
AMT
American Tower Corp

Real Estate
-895
- 1.49%
$173.46 - $217.6 $155K - $195K
59K $12.8M
IBM
International Business Machines Corp

Technology
-6.09K
- 4.96%
$217.4 - $264.74 $1.32M - $1.61M
117K $29.1M
ABT
Abbott Laboratories

Healthcare
-5.59K
- 3.15%
$111.1 - $140.22 $621K - $784K
172K $22.8M
MKC
Mccormick & CO Inc

Consumer Defensive
-25.5K
- 3.15%
$71.24 - $84.73 $1.82M - $2.16M
785K $64.6M
ALC
Alcon Inc

Healthcare
-71K
- 7.01%
$82.73 - $96.8 $5.87M - $6.87M
941K $89.3M
XOM
Exxon Mobil Corp

Energy
-2.38K
- 0.72%
$105.44 - $118.93 $251K - $283K
327K $38.8M
EPD
Enterprise Products Partners L.P.

Energy
-3.29K
- 0.21%
$31.75 - $34.14 $104K - $112K
1.58M $54M
AMGN
Amgen Inc

Healthcare
-3.41K
- 2.98%
$258.59 - $327.36 $883K - $1.12M
111K $34.6M
ADP
Automatic Data Processing Inc

Industrials
-8.44K
- 1.45%
$286.85 - $318.64 $2.42M - $2.69M
573K $175M
PGR
Progressive Corp

Financial Services
-1.36K
- 0.73%
$235.61 - $291.22 $321K - $397K
185K $52.5M
CTAS
Cintas Corp

Industrials
-2.02K
- 0.53%
$182.09 - $208.14 $367K - $420K
380K $78.2M
ECL
Ecolab Inc.

Basic Materials
-7.06K
- 0.96%
$229.72 - $269.82 $1.62M - $1.9M
726K $184M
ROP
Roper Technologies Inc

Industrials
-7.23K
- 2.78%
$502.71 - $593.81 $3.63M - $4.29M
253K $149M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.71K
- 1.38%
$442.66 - $534.52 $1.64M - $1.99M
266K $142M
V
Visa Inc.

Financial Services
-13.4K
- 1.19%
$306.92 - $362.71 $4.12M - $4.87M
1.12M $392M
Activity Summary
Buys All Purchases 117 New Holdings 22 Increased Positions 95 Sells All Sells 217 Reductions 217 Sold out 0 Options Calls 0 Puts 0
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