Williams Jones Wealth Management, Llc. Reduced Holdings in Q4 2024

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AL
Air Lease Corp

Industrials
-2.13K
- 2.55%
$42.79 - $52.16 $91.2K - $111K
81.4K $3.92M
BA
Boeing CO

Industrials
-199
- 2.78%
$138.14 - $180.72 $27.5K - $36K
6.97K $1.23M
AB
Alliancebernstein Holding L.P.

Financial Services
-200
- 0.24%
$34.59 - $38.68 $6.92K - $7.74K
83.9K $3.11M
TROW
Price T Rowe Group Inc

Financial Services
-6.19K
- 2.85%
$106.48 - $124.69 $659K - $772K
211K $23.9M
MS
Morgan Stanley

Financial Services
-1.02K
- 6.24%
$104.42 - $134.99 $107K - $138K
15.3K $1.93M
MGNI
Magnite, Inc.

Communication Services
-72.3K
- 10.72%
$11.91 - $18.0 $861K - $1.3M
602K $9.59M
WMB
Williams Companies, Inc.

Energy
-149
- 0.46%
$46.37 - $59.74 $6.91K - $8.9K
32K $1.73M
PAYX
Paychex Inc

Industrials
-1.2K
- 1.61%
$135.86 - $148.73 $162K - $178K
72.9K $10.2M
TMUS
T Mobile Us, Inc.

Communication Services
-2.51K
- 4.25%
$206.1 - $246.94 $516K - $619K
56.4K $12.5M
ROK
Rockwell Automation, Inc

Industrials
-2.02K
- 3.49%
$264.65 - $302.92 $533K - $610K
55.8K $15.9M
AON
Aon PLC

Financial Services
-1.65K
- 2.13%
$344.14 - $393.31 $569K - $650K
75.8K $27.2M
WFC
Wells Fargo & Company

Financial Services
-3.62K
- 6.63%
$54.98 - $77.35 $199K - $280K
51K $3.58M
NFLX
Netflix Inc

Communication Services
-281
- 5.7%
$687.65 - $936.56 $193K - $263K
4.65K $4.15M
OKE
Oneok Inc

Energy
-57
- 0.08%
$92.28 - $117.05 $5.26K - $6.67K
73.4K $7.37M
CSCO
Cisco Systems, Inc.

Technology
-3.7K
- 2.23%
$52.45 - $60.02 $194K - $222K
162K $9.62M
TSLA
Tesla, Inc.

Consumer Cyclical
-962
- 10.98%
$213.65 - $479.86 $206K - $462K
7.8K $3.15M
HON
Honeywell International Inc

Industrials
-916
- 1.46%
$202.84 - $236.0 $186K - $216K
61.7K $13.9M
COST
Costco Wholesale Corp

Consumer Defensive
-14K
- 3.0%
$873.59 - $994.69 $12.2M - $13.9M
452K $414M
TJX
Tjx Companies Inc

Consumer Cyclical
-21.2K
- 1.7%
$112.15 - $127.2 $2.38M - $2.7M
1.23M $148M
EPD
Enterprise Products Partners L.P.

Energy
-65.2K
- 3.95%
$28.66 - $34.43 $1.87M - $2.25M
1.59M $49.7M
EMR
Emerson Electric CO

Industrials
-4K
- 2.55%
$108.13 - $134.33 $433K - $537K
153K $18.9M
TTD
Trade Desk, Inc.

Technology
-48.7K
- 5.01%
$108.7 - $139.51 $5.3M - $6.8M
924K $109M
ET
Energy Transfer LP

Energy
-26.8K
- 3.2%
$16.05 - $19.86 $431K - $533K
811K $15.9M
APH
Amphenol Corp

Technology
-18.5K
- 2.09%
$62.07 - $75.35 $1.15M - $1.4M
868K $60.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-8
- 0.01%
$1146.59 - $1270.6 $9.17K - $10.2K
78.7K $93.3M
FTNT
Fortinet, Inc.

Technology
-14.8K
- 6.15%
$76.49 - $99.21 $1.13M - $1.47M
226K $21.4M
ONEXF
Onex Corp (Sub Vtg)
-22.3K
- 4.14%
$62.56 - $84.73 $1.39M - $1.89M
516K $40.6M
AXP
American Express CO

Financial Services
-1.22K
- 0.94%
$267.35 - $305.57 $326K - $372K
129K $38.2M
ADP
Automatic Data Processing Inc

Industrials
-14.6K
- 2.45%
$280.08 - $307.97 $4.09M - $4.5M
581K $170M
BX
Blackstone Inc.

Financial Services
-23.8K
- 4.28%
$148.45 - $199.05 $3.54M - $4.74M
534K $92M
GOOG
Alphabet Inc.

Communication Services
-14.6K
- 2.6%
$163.08 - $198.16 $2.39M - $2.9M
550K $105M
NVDA
Nvidia Corp

Technology
-93.6K
- 4.49%
$117.0 - $148.88 $11M - $13.9M
1.99M $267M
JPM
Jpmorgan Chase & CO

Financial Services
-3.02K
- 0.52%
$205.18 - $250.29 $619K - $755K
575K $138M
GOOGL
Alphabet Inc.

Communication Services
-50.1K
- 3.57%
$161.86 - $196.66 $8.11M - $9.85M
1.35M $256M
APO
Apollo Global Management, Inc.

Financial Services
-15.9K
- 2.15%
$131.36 - $178.61 $2.09M - $2.85M
726K $120M
AAPL
Apple Inc.

Technology
-35.9K
- 1.63%
$221.69 - $259.02 $7.96M - $9.29M
2.17M $542M
AVGO
Broadcom Inc.

Technology
-4.47K
- 0.8%
$159.67 - $250.0 $714K - $1.12M
557K $129M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.4K
- 1.3%
$180.88 - $232.93 $2.61M - $3.36M
1.1M $240M
V
Visa Inc.

Financial Services
-17.8K
- 1.55%
$273.87 - $320.91 $4.87M - $5.7M
1.13M $358M
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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