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
XLF
Financial Sector Spdr

ETFs
-85
- 0.25%
$43.92 - $52.37 $3.73K - $4.45K
33.4K $1.75M
CYRX
Cryoport, Inc.

Industrials
-50
- 0.08%
$4.95 - $7.46 $248 - $373
60.5K $451K
CNI
Canadian National Railway CO

Industrials
-500
- 2.13%
$92.66 - $108.13 $46.3K - $54.1K
22.9K $2.39M
AMT
American Tower Corp

Real Estate
-441
- 0.75%
$203.96 - $228.19 $89.9K - $101K
58.6K $13M
LMT
Lockheed Martin Corp

Industrials
-22
- 0.31%
$430.82 - $486.45 $9.48K - $10.7K
7.15K $3.31M
WTS
Watts Water Technologies Inc

Industrials
-500
- 8.77%
$180.4 - $247.22 $90.2K - $124K
5.2K $1.28M
NSC
Norfolk Southern Corp

Industrials
-1
- 0.01%
$206.34 - $257.46 $206 - $257
6.94K $1.78M
AB
Alliancebernstein Holding L.P.

Financial Services
-1.7K
- 2.04%
$33.0 - $41.77 $56.1K - $71K
81.6K $3.33M
GLW
Corning Inc

Technology
-125
- 0.56%
$39.07 - $52.59 $4.88K - $6.57K
22.2K $1.17M
HWM
Howmet Aerospace Inc.

Industrials
-3
- 0.11%
$112.33 - $186.13 $337 - $558
2.79K $519K
V
Visa Inc.

Financial Services
-13.9K
- 1.24%
$308.27 - $373.31 $4.29M - $5.2M
1.1M $392M
NXPI
Nxp Semiconductors N.V.

Technology
-845
- 6.09%
$153.5 - $218.72 $130K - $185K
13K $2.85M
RL
Ralph Lauren Corp

Consumer Cyclical
-25
- 0.6%
$182.34 - $286.22 $4.56K - $7.16K
4.16K $1.14M
TT
Trane Technologies PLC

Industrials
-10
- 0.44%
$315.21 - $437.41 $3.15K - $4.37K
2.26K $988K
TSLA
Tesla, Inc.

Consumer Cyclical
-836
- 9.47%
$221.86 - $362.89 $185K - $303K
7.99K $2.54M
GLD
Spdr Gold Trust

ETFs
-310
- 1.42%
$273.71 - $316.29 $84.9K - $98K
21.5K $6.54M
LHX
L3 Harris Technologies, Inc.

Industrials
-263
- 2.99%
$200.21 - $256.99 $52.7K - $67.6K
8.55K $2.14M
MS
Morgan Stanley

Financial Services
-409
- 2.65%
$99.83 - $140.86 $40.8K - $57.6K
15K $2.12M
CRWD
Crowd Strike Holdings, Inc.

Technology
-25
- 1.15%
$321.63 - $509.31 $8.04K - $12.7K
2.15K $1.09M
AMD
Advanced Micro Devices Inc

Technology
-354
- 3.53%
$78.21 - $143.81 $27.7K - $50.9K
9.68K $1.37M
BAC
Bank Of America Corp

Financial Services
-1.85K
- 2.29%
$34.39 - $47.46 $63.5K - $87.7K
79K $3.74M
AVAV
Aero Vironment Inc

Industrials
-988
- 24.29%
$111.65 - $284.95 $110K - $282K
3.08K $877K
CLH
Clean Harbors Inc

Industrials
-6.47K
- 11.64%
$182.1 - $233.5 $1.18M - $1.51M
49.1K $11.3M
ADI
Analog Devices Inc

Technology
-80
- 0.64%
$164.6 - $238.02 $13.2K - $19K
12.5K $2.98M
VEEV
Veeva Systems Inc

Healthcare
-201
- 2.1%
$209.39 - $289.94 $42.1K - $58.3K
9.38K $2.7M
EMR
Emerson Electric CO

Industrials
-21.7K
- 15.2%
$94.15 - $133.33 $2.04M - $2.89M
121K $16.1M
CEG
Constellation Energy Corp

Utilities
-267
- 5.36%
$170.96 - $322.76 $45.6K - $86.2K
4.71K $1.52M
NKE
Nike, Inc.

Consumer Cyclical
-1.03K
- 1.18%
$53.27 - $72.04 $54.9K - $74.2K
86K $6.11M
DE
Deere & CO

Industrials
-1
- 0.01%
$412.99 - $531.48 $413 - $531
15.5K $7.86M
GWW
W.W. Grainger, Inc.

Industrials
-83
- 0.61%
$919.93 - $1101.66 $76.4K - $91.4K
13.5K $14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-498
- 4.24%
$416.06 - $551.64 $207K - $275K
11.2K $6.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-290
- 1.68%
$498.8 - $620.9 $145K - $180K
17K $10.6M
CAT
Caterpillar Inc

Industrials
-224
- 1.37%
$273.94 - $388.21 $61.4K - $87K
16.1K $6.25M
PM
Philip Morris International Inc.

Consumer Defensive
-343
- 0.86%
$149.23 - $184.95 $51.2K - $63.4K
39.6K $7.21M
ADP
Automatic Data Processing Inc

Industrials
-2.18K
- 0.38%
$276.76 - $326.81 $604K - $713K
570K $176M
HON
Honeywell International Inc

Industrials
-686
- 1.2%
$182.86 - $232.88 $125K - $160K
56.4K $13.1M
KLAC
Kla Corp

Technology
-10
- 0.19%
$576.53 - $902.94 $5.77K - $9.03K
5.25K $4.7M
VGT
Vanguard Information Technolog

ETFs
-40
- 0.38%
$470.37 - $663.28 $18.8K - $26.5K
10.5K $6.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.64K
- 4.09%
$496.48 - $617.85 $812K - $1.01M
38.3K $23.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.63K
- 0.51%
$41.79 - $54.16 $68K - $88.1K
315K $16.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.92K
- 0.32%
$119.13 - $135.03 $467K - $530K
1.21M $149M
FTNT
Fortinet, Inc.

Technology
-1.57K
- 0.72%
$84.71 - $108.69 $133K - $171K
218K $23M
ROK
Rockwell Automation, Inc

Industrials
-4.12K
- 8.39%
$218.97 - $332.17 $902K - $1.37M
45K $14.9M
DELL
Dell Technologies Inc.

Technology
-3.05K
- 3.54%
$71.63 - $125.98 $218K - $384K
83.1K $10.2M
STE
Steris PLC

Healthcare
-12.9K
- 3.04%
$208.55 - $252.55 $2.68M - $3.25M
410K $98.6M
IBM
International Business Machines Corp

Technology
-5.38K
- 4.61%
$221.03 - $294.78 $1.19M - $1.59M
111K $32.9M
DOV
Dover Corp

Industrials
-576
- 0.11%
$151.14 - $186.7 $87.1K - $108K
540K $98.9M
BX
Blackstone Inc.

Financial Services
-3.88K
- 0.74%
$120.07 - $151.11 $466K - $586K
521K $78M
ATR
Aptargroup, Inc.

Healthcare
-4.29K
- 0.63%
$133.66 - $158.53 $574K - $681K
674K $105M
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
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