Williams Jones Wealth Management, Llc. Sells in Q2 2025

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
-2K
- 14.29%
$11.26 - $11.76 $22.5K - $23.5K
12K $139K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-1K
- 3.85%
$9.72 - $10.39 $9.72K - $10.4K
25K $247K
VTRS
Viatris Inc

Healthcare
-2.69K
- 12.72%
$7.26 - $9.12 $19.5K - $24.5K
18.4K $164K
AME
Ametek Inc

Industrials
-227
- 8.21%
$151.41 - $182.75 $34.4K - $41.5K
2.54K $459K
ACM
Aecom

Industrials
-500
- 20.0%
$87.19 - $113.06 $43.6K - $56.5K
2K $225K
SO
Southern CO

Utilities
-50
- 1.77%
$84.91 - $92.56 $4.25K - $4.63K
2.78K $255K
Vanguard Index Fds Tot Stkidx
-257
- 0.88%
N/A
28.9K $0
Vanguard Mid Cap Index Fund Ad
-49
- 2.85%
N/A
1.67K $0
Vanguard Tax Managed Intl Fd C
-95
- 6.81%
N/A
1.3K $0
Vanguard Specialized Portfolio
-675
- 6.44%
N/A
9.8K $0
Vanguard Index Fds Grw Index A
-69
- 5.88%
N/A
1.1K $0
Fidelity Concord Str Tr 500 Id
-411
- 6.93%
N/A
5.52K $0
Veralto Corp Com Shs
-20.5K
- 15.46%
N/A
112K $0
Fidelity Contrafund Inc Com
-8.41K
- 7.06%
N/A
111K $0
Fidelity Growth CO Fund
-354
- 0.75%
N/A
47K $0
First Eagle Overseas I
-32K
- 61.63%
N/A
19.9K $0
Northern Fds Stk Index Fd
-1.25K
- 9.91%
N/A
11.4K $0
Vanguard 500 Index Fund Adm
-367
- 3.74%
N/A
9.45K $0
Blackrock ETF Trust Ii Flexibl
-26K
- 33.12%
N/A
52.4K $0
Vanguard Index Fds Lcp Indx Ad
-127
- 1.42%
N/A
8.79K $0
Kenvue Inc Com
-1.13K
- 6.49%
N/A
16.2K $0
Linde Public LTD
-75
- 1.67%
N/A
4.4K $0
Brookfield Corporation
-4.7K
- 7.25%
N/A
60.1K $0
Ge Healthcare Technology
-781
- 7.92%
N/A
9.07K $0
Blackrock Inc Com
-11
- 1.32%
N/A
821 $0
Wasatch Fds Tr Cre Gwth Instl
-3.19K
- 26.91%
N/A
8.66K $0
PEG
Public Service Enterprise Group Inc

Utilities
-35
- 1.05%
$77.13 - $84.18 $2.7K - $2.95K
3.3K $277K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-575
- 5.47%
$51.16 - $62.02 $29.4K - $35.7K
9.95K $616K
ENB
Enbridge Inc

Energy
-147
- 1.45%
$41.09 - $47.16 $6.04K - $6.93K
10K $454K
UL
Unilever PLC

Consumer Defensive
-156
- 1.78%
$57.9 - $65.43 $9.03K - $10.2K
8.61K $526K
LUMN
Lumen Technologies, Inc.

Communication Services
-100
- 0.9%
$3.07 - $4.51 $307 - $451
11K $48K
RSG
Republic Services, Inc.

Industrials
-1
- 0.05%
$227.2 - $258.07 $227 - $258
1.88K $462K
DHI
Horton D R Inc

Consumer Cyclical
-17
- 0.3%
$115.1 - $129.63 $1.96K - $2.2K
5.72K $737K
VO
Vanguard Mid Cap ETF

ETFs
-462
- 6.99%
$228.54 - $279.83 $106K - $129K
6.15K $1.72M
MMM
3 M CO

Industrials
-2
- 0.06%
$126.09 - $154.15 $252 - $308
3.18K $483K
FCX
Freeport Mcmoran Inc

Basic Materials
-700
- 7.62%
$29.15 - $44.46 $20.4K - $31.1K
8.49K $367K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-50
- 1.41%
$55.54 - $69.09 $2.78K - $3.45K
3.49K $241K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.71K
- 2.94%
$114.78 - $133.31 $196K - $228K
56.3K $7.5M
MCK
Mckesson Corp

Healthcare
-50
- 4.35%
$652.83 - $732.78 $32.6K - $36.6K
1.1K $806K
USB
Us Bancorp \De\

Financial Services
-3.11K
- 5.36%
$36.4 - $45.76 $113K - $142K
54.9K $2.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.72%
$320.42 - $424.58 $1.6K - $2.12K
685 $290K
SPGI
S&P Global Inc.

Financial Services
-128
- 2.08%
$438.31 - $527.29 $56.1K - $67.5K
6.04K $3.18M
IWM
Ishares Russell 2000 ETF

ETFs
-1.47K
- 6.48%
$174.82 - $215.79 $258K - $318K
21.3K $4.59M
IGV
Ishares Expanded Tech Software

ETFs
-25
- 0.89%
$80.15 - $109.5 $2K - $2.74K
2.77K $303K
ITT
Itt Inc.

Industrials
-1
- 0.05%
$112.67 - $157.95 $113 - $158
2.1K $328K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.01K
- 4.34%
$149.76 - $186.42 $152K - $189K
22.3K $4.16M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-8
- 0.33%
$160.22 - $209.35 $1.28K - $1.67K
2.44K $511K
VB
Vanguard Small Cap ETF

ETFs
-146
- 2.16%
$193.73 - $237.37 $28.3K - $34.7K
6.62K $1.57M
PANW
Palo Alto Networks Inc

Technology
-20
- 0.92%
$152.44 - $204.64 $3.05K - $4.09K
2.16K $442K
Activity Summary
Buys All Purchases 148 New Holdings 32 Increased Positions 116 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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