Williams Jones Wealth Management, Llc. Sells in Q4 2024

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTD
Mettler Toledo International Inc

Healthcare
-5.76K
- 5.08%
$1160.67 - $1498.12 $6.68M - $8.63M
108K $132M
IDXX
Idexx Laboratories Inc

Healthcare
-16.9K
- 4.96%
$406.92 - $495.42 $6.89M - $8.39M
325K $134M
ZTS
Zoetis Inc.

Healthcare
-25.9K
- 2.63%
$162.24 - $194.42 $4.2M - $5.03M
959K $156M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-21.6K
- 10.28%
$501.29 - $612.85 $10.8M - $13.2M
188K $98M
DHR
Danaher Corp

Healthcare
-23K
- 4.53%
$226.16 - $274.52 $5.2M - $6.31M
484K $111M
STE
Steris PLC

Healthcare
-29.2K
- 4.94%
$204.34 - $235.7 $5.97M - $6.88M
562K $115M
AMAT
Applied Materials Inc

Technology
-109K
- 66.01%
$161.44 - $213.89 $17.7M - $23.4M
56.4K $9.17M
ALC
Alcon Inc

Healthcare
-71.2K
- 6.57%
$83.87 - $99.15 $5.97M - $7.06M
1.01M $85.9M
JNJ
Johnson & Johnson

Healthcare
-79.9K
- 13.17%
$143.34 - $165.86 $11.5M - $13.3M
527K $76.2M
FTV
Fortive Corp

Technology
-256K
- 80.75%
$71.16 - $79.68 $18.2M - $20.4M
61K $4.58M
MSFT
Microsoft Corp

Technology
-20.4K
- 2.26%
$406.35 - $454.46 $8.28M - $9.26M
882K $372M
ADBE
Adobe Inc.

Technology
-26.8K
- 47.14%
$437.39 - $552.96 $11.7M - $14.8M
30.1K $13.4M
ECL
Ecolab Inc.

Basic Materials
-766
- 0.1%
$234.32 - $261.43 $179K - $200K
734K $172M
MSCI
Msci Inc.

Financial Services
-24.1K
- 86.03%
$569.09 - $635.99 $13.7M - $15.3M
3.91K $2.34M
SHW
Sherwin Williams CO

Basic Materials
-1.02K
- 0.33%
$338.75 - $399.71 $347K - $409K
307K $104M
SPY
Spdr S&P 500 ETF Trust

ETFs
-19.6K
- 31.22%
$567.81 - $607.81 $11.1M - $11.9M
43.1K $25.3M
NKE
Nike, Inc.

Consumer Cyclical
-90.6K
- 42.61%
$73.36 - $89.13 $6.65M - $8.07M
122K $9.23M
CTAS
Cintas Corp

Industrials
-2.47K
- 0.64%
$182.7 - $226.47 $452K - $560K
382K $69.9M
VEEV
Veeva Systems Inc

Healthcare
-41.7K
- 79.34%
$201.81 - $250.45 $8.42M - $10.4M
10.9K $2.28M
CCI
Crown Castle International Corp

Real Estate
-21.7K
- 9.68%
$89.78 - $119.11 $1.95M - $2.59M
203K $18.4M
HD
Home Depot, Inc.

Consumer Cyclical
-6.25K
- 1.95%
$385.02 - $431.37 $2.41M - $2.7M
314K $122M
MKC
Mccormick & CO Inc

Consumer Defensive
-26.9K
- 3.21%
$73.97 - $84.09 $1.99M - $2.26M
810K $61.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14.5K
- 55.55%
$481.22 - $538.17 $6.96M - $7.79M
11.6K $5.92M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-59K
- 42.01%
$89.81 - $104.0 $5.3M - $6.14M
81.5K $7.34M
ACN
Accenture PLC

Technology
-14.5K
- 2.38%
$343.9 - $376.86 $4.98M - $5.45M
593K $208M
WEX
Wex Inc.

Technology
-5.14K
- 4.74%
$167.45 - $216.67 $861K - $1.11M
103K $18.1M
ATR
Aptargroup, Inc.

Healthcare
-15.8K
- 2.26%
$156.73 - $176.15 $2.48M - $2.79M
683K $107M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.98K
- 1.81%
$442.29 - $483.08 $2.2M - $2.41M
270K $122M
AMD
Advanced Micro Devices Inc

Technology
-20.6K
- 59.78%
$118.88 - $172.8 $2.45M - $3.57M
13.9K $1.68M
MRK
Merck & Co., Inc.

Healthcare
-20.7K
- 17.56%
$96.31 - $114.76 $2M - $2.38M
97.4K $9.69M
ROL
Rollins Inc

Consumer Cyclical
-37.6K
- 9.4%
$46.35 - $51.59 $1.74M - $1.94M
362K $16.8M
PGR
Progressive Corp

Financial Services
-3.06K
- 1.61%
$239.6 - $268.88 $734K - $823K
187K $44.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.32K
- 14.51%
$521.84 - $558.82 $3.82M - $4.09M
43.1K $23.2M
DOV
Dover Corp

Industrials
-5.5K
- 0.98%
$184.72 - $206.51 $1.02M - $1.13M
554K $104M
XOM
Exxon Mobil Corp

Energy
-1.45K
- 0.44%
$105.51 - $125.37 $153K - $182K
329K $35.4M
AMT
American Tower Corp

Real Estate
-1.65K
- 2.68%
$179.4 - $232.01 $296K - $383K
59.9K $11M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.19K
- 1.91%
$244.52 - $284.07 $536K - $623K
113K $27.8M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.9K
- 2.8%
$88.71 - $114.86 $346K - $447K
135K $12.5M
MLM
Martin Marietta Materials Inc

Basic Materials
-3.59K
- 9.36%
$516.5 - $619.58 $1.85M - $2.22M
34.7K $17.9M
CMCSA
Comcast Corp

Communication Services
-34.9K
- 12.36%
$37.39 - $45.14 $1.3M - $1.57M
247K $9.28M
CVX
Chevron Corp

Energy
-11.8K
- 10.36%
$141.15 - $162.53 $1.67M - $1.92M
102K $14.8M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-9.42K
- 40.01%
$120.52 - $149.33 $1.14M - $1.41M
14.1K $1.85M
IBB
Ishares Biotechnology ETF

ETFs
-7.42K
- 13.54%
$131.21 - $148.85 $974K - $1.11M
47.4K $6.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.84K
- 24.79%
$563.99 - $620.12 $1.6M - $1.76M
8.61K $4.91M
INTU
Intuit Inc

Technology
-6.45K
- 1.98%
$602.01 - $706.25 $3.88M - $4.55M
319K $200M
CL
Colgate Palmolive CO

Consumer Defensive
-2.76K
- 2.65%
$90.22 - $102.31 $249K - $283K
101K $9.23M
SYY
Sysco Corp

Consumer Defensive
-8.68K
- 1.63%
$73.63 - $81.77 $639K - $710K
523K $40M
GIS
General Mills Inc

Consumer Defensive
-3
- -0.0%
$62.78 - $74.62 $188 - $224
149K $9.51M
ABBV
Abb Vie Inc.

Healthcare
-975
- 1.54%
$164.99 - $203.87 $161K - $199K
62.4K $11.1M
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
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email