$5.97 Billion is the total value of Williams Jones Wealth Management, LLC.'s 575 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ROP | Buy | ROPER TECHNOLOGIES INC COMcs | $111,637,388 | +20.2% | 258,366 | +0.1% | 1.87% | +15.7% |
| HD | Buy | HOME DEPOT INC COMcs | $98,229,217 | +16.3% | 310,990 | +1.6% | 1.64% | +11.9% |
| HON | Buy | HONEYWELL INTL INCcs | $38,127,228 | +32.1% | 177,915 | +2.9% | 0.64% | +27.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMcs | $36,597,934 | +5.8% | 69,029 | +0.8% | 0.61% | +1.8% |
| AON | Buy | AON PLC CLASS-A ORDINARY SHAREcs | $33,343,357 | +12.9% | 111,093 | +0.7% | 0.56% | +8.6% |
| CVX | Buy | CHEVRON CORP NEW COMcs | $30,101,550 | +29.5% | 167,706 | +3.7% | 0.50% | +24.4% |
| ETN | Buy | EATON CORP PLC SHScs | $28,005,844 | +22.9% | 178,438 | +4.4% | 0.47% | +18.1% |
| LOW | Buy | LOWES COS INC COMcs | $25,837,443 | +6.1% | 129,680 | +0.0% | 0.43% | +2.1% |
| MRK | Buy | MERCK & CO INC NEW COMcs | $25,727,745 | +29.7% | 231,886 | +0.7% | 0.43% | +24.9% |
| Buy | APOLLO GLOBAL MGMT INC COM CLcs | $20,874,071 | +42.6% | 327,231 | +3.9% | 0.35% | +37.3% | |
| AMGN | Buy | AMGEN INC COMcs | $16,104,275 | +16.7% | 61,317 | +0.2% | 0.27% | +12.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORPcs | $14,420,773 | +41.9% | 142,893 | +15.1% | 0.24% | +36.2% |
| GIS | Buy | GENERAL MLS INC COMcs | $13,098,376 | +9.5% | 156,212 | +0.1% | 0.22% | +5.3% |
| EOG | Buy | EOG RES INC COMcs | $12,782,588 | +16.1% | 98,692 | +0.2% | 0.21% | +11.5% |
| LVMUY | Buy | LVMH MOET HENNESSY LOU VUITTONcs | $12,798,685 | +29.4% | 88,346 | +4.9% | 0.21% | +24.4% |
| LRCX | Buy | LAM RESEARCH CORP COMcs | $12,350,095 | +14.9% | 29,384 | +0.0% | 0.21% | +10.7% |
| SHW | Buy | SHERWIN-WILLIAMS COcs | $11,651,479 | +24.7% | 49,094 | +7.6% | 0.20% | +19.6% |
| APH | Buy | AMPHENOL CORP NEW CL Acs | $9,275,146 | +37.8% | 121,817 | +21.2% | 0.16% | +32.5% |
| PAYX | Buy | PAYCHEX INC COMcs | $8,318,818 | +9.2% | 71,987 | +6.1% | 0.14% | +4.5% |
| ET | Buy | ENERGY TRANSFER LPcs | $7,818,793 | +26.6% | 658,702 | +17.6% | 0.13% | +22.4% |
| IVV | Buy | ISHARES TR CORE S&P500 ETFcs | $7,758,737 | +7.5% | 20,194 | +0.4% | 0.13% | +3.2% |
| GWW | Buy | GRAINGER W W INC COMcs | $7,738,550 | +13.7% | 13,912 | +0.0% | 0.13% | +10.2% |
| DE | Buy | DEERE & CO COMcs | $7,480,147 | +28.9% | 17,446 | +0.4% | 0.12% | +23.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS Ccs | $7,417,154 | +20.0% | 52,645 | +1.2% | 0.12% | +14.8% |
| GMAB | Buy | GENMAB A S SPONSORED ADRcs | $7,328,477 | +32.9% | 172,923 | +0.7% | 0.12% | +28.1% |
| LLY | Buy | LILLY ELI & CO COMcs | $6,602,680 | +24.8% | 18,048 | +10.3% | 0.11% | +20.7% |
| DRI | Buy | DARDEN RESTAURANTS INC COMcs | $6,321,958 | +9.5% | 45,702 | +0.0% | 0.11% | +6.0% |
| LMT | Buy | LOCKHEED MARTIN CORPcs | $6,231,937 | +33.2% | 12,810 | +5.8% | 0.10% | +28.4% |
| New | BROOKFIELD CORPORATIONcs | $5,325,769 | – | 169,287 | +100.0% | 0.09% | – | |
| PKI | Buy | PERKINELMER INC COMcs | $4,558,132 | +1252.6% | 32,507 | +1061.0% | 0.08% | +1166.7% |
| VLO | Buy | VALERO ENERGY CORP NEW COMcs | $4,560,363 | +27.7% | 35,948 | +7.5% | 0.08% | +22.6% |
| Buy | ENOVIS CORPcs | $4,483,531 | +47.7% | 83,773 | +27.2% | 0.08% | +41.5% | |
| LUV | Buy | SOUTHWEST AIRLS CO COMcs | $4,450,804 | +9.6% | 132,189 | +0.4% | 0.08% | +5.6% |
| CAT | Buy | CATERPILLAR INC DEL COMcs | $4,090,008 | +46.4% | 17,073 | +0.2% | 0.07% | +38.8% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRcs | $3,999,650 | +30.2% | 56,175 | +0.7% | 0.07% | +26.4% |
| MS | Buy | MORGAN STANLEY COM NEWcs | $3,238,242 | +8.4% | 38,088 | +0.8% | 0.05% | +3.8% |
| FANG | Buy | DIAMONDBACK ENERGY INC COMcs | $3,228,643 | +35.8% | 23,605 | +19.6% | 0.05% | +31.7% |
| NSRGY | Buy | NESTLE S A SPONSORED ADRcs | $2,791,459 | +7.5% | 24,202 | +0.3% | 0.05% | +4.4% |
| HPQ | Buy | HP INCcs | $2,774,166 | +8.0% | 103,244 | +0.2% | 0.05% | +2.2% |
| WFC | Buy | WELLS FARGO CO NEW COMcs | $2,710,069 | +4.1% | 65,635 | +1.4% | 0.04% | 0.0% |
| SLB | Buy | SCHLUMBERGER LTD COMcs | $2,644,345 | +138.9% | 49,464 | +60.4% | 0.04% | +131.6% |
| XLK | Buy | SELECT SECTOR SPDR TR TECHNOLOcs | $2,407,416 | +10.6% | 19,346 | +5.6% | 0.04% | +5.3% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW COcs | $2,417,302 | +24.4% | 2,864 | +3.7% | 0.04% | +17.6% |
| Buy | VANGUARD INDEX FDS TOT STKIDXmf | $2,256,449 | +6.7% | 24,237 | +0.0% | 0.04% | +2.7% | |
| AMP | Buy | AMERIPRISE FINL INC COMcs | $2,163,399 | +23.9% | 6,948 | +0.2% | 0.04% | +20.0% |
| CSX | Buy | CSX CORP COMcs | $2,167,330 | +16.6% | 69,959 | +0.3% | 0.04% | +12.5% |
| KLAC | Buy | KLA-TENCOR CORP COMcs | $1,983,178 | +24.6% | 5,260 | +0.1% | 0.03% | +17.9% |
| FCX | Buy | FREEPORT-MCMORAN INC.cs | $1,906,498 | +41.5% | 50,171 | +1.8% | 0.03% | +39.1% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMcs | $1,886,560 | +8.8% | 11,028 | +0.1% | 0.03% | +6.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INCcs | $1,760,957 | +14.6% | 17,165 | +0.9% | 0.03% | +7.4% |
| Buy | FIDELITY CONCORD STR TR 500 IDmf | $1,658,803 | +13.7% | 12,461 | +6.7% | 0.03% | +12.0% | |
| SBUX | Buy | STARBUCKS CORP COMcs | $1,650,160 | +51.5% | 16,635 | +28.7% | 0.03% | +47.4% |
| HSY | Buy | HERSHEY CO COMcs | $1,664,062 | +5.1% | 7,186 | +0.1% | 0.03% | 0.0% |
| VGT | Buy | VANGUARD WORLD FDS INF TECH ETcs | $1,602,799 | +17.9% | 5,018 | +13.5% | 0.03% | +12.5% |
| Buy | FIDELITY CONTRAFUND INC COMmf | $1,488,737 | -4.4% | 123,138 | +1.1% | 0.02% | -7.4% | |
| BA | Buy | BOEING CO COMcs | $1,453,820 | +57.7% | 7,632 | +0.2% | 0.02% | +50.0% |
| WM | Buy | WASTE MGMT INC DEL COMcs | $1,302,418 | +5.5% | 8,302 | +7.8% | 0.02% | +4.8% |
| UPS | Buy | UNITED PARCEL SVC INC CL Bcs | $1,289,371 | +8.1% | 7,417 | +0.4% | 0.02% | +4.8% |
| PSX | Buy | PHILLIPS 66 COMcs | $1,233,972 | +35.0% | 11,856 | +4.7% | 0.02% | +31.2% |
| New | BROOKFIELD ASSET MANAGEMENT -cs | $1,227,821 | – | 42,826 | +100.0% | 0.02% | – | |
| DOW | Buy | DOW INC COMcs | $1,169,854 | +17.0% | 23,216 | +2.0% | 0.02% | +17.6% |
| MLM | Buy | MARTIN MARIETTA MATERIALScs | $1,182,895 | +8.6% | 3,500 | +3.6% | 0.02% | +5.3% |
| MAR | Buy | MARRIOTT INTL INC NEW CL Acs | $1,062,926 | +6.3% | 7,139 | +0.1% | 0.02% | +5.9% |
| PLL | Buy | PIEDMONT LITHIUM INCcs | $1,019,723 | -12.2% | 23,165 | +6.7% | 0.02% | -15.0% |
| CPB | Buy | CAMPBELL SOUP CO COMcs | $1,040,625 | +23.2% | 18,337 | +2.2% | 0.02% | +13.3% |
| WMT | Buy | WAL-MART STORES INC COMcs | $1,020,528 | +14.0% | 7,197 | +4.3% | 0.02% | +6.2% |
| VO | Buy | VANGUARD MID-CAP ETFcs | $1,021,062 | +10.6% | 5,010 | +2.1% | 0.02% | +6.2% |
| XLF | Buy | SELECT SECTOR SPDR TR SBI INT-cs | $1,011,841 | +14.7% | 29,586 | +1.8% | 0.02% | +13.3% |
| VNOM | Buy | VIPER ENERGY PARTNERS LPcs | $876,609 | +14.3% | 27,575 | +3.1% | 0.02% | +15.4% |
| MRNA | New | MODERNA INC COMcs | $924,145 | – | 5,145 | +100.0% | 0.02% | – |
| DEO | Buy | DIAGEO P L C SPON ADR NEWcs | $875,091 | +5.4% | 4,911 | +0.5% | 0.02% | +7.1% |
| Buy | PERMIAN RESOURCES CORPcs | $913,266 | +44.7% | 97,156 | +4.6% | 0.02% | +36.4% | |
| FITB | Buy | FIFTH THIRD BANCORP COMcs | $920,550 | +2.7% | 28,057 | +0.1% | 0.02% | -6.2% |
| STAA | Buy | STAAR SURGICAL CO COM PAR $0.0cs | $917,940 | -31.1% | 18,911 | +0.1% | 0.02% | -34.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS COMcs | $884,698 | +15.2% | 3,757 | +0.2% | 0.02% | +15.4% |
| IJR | Buy | ISHARES TR S&P SMALL CAP 600cs | $843,621 | +18.7% | 8,914 | +9.4% | 0.01% | +16.7% |
| WTS | Buy | WATTS WATER TECHNOLOGIES Acs | $834,535 | +16.4% | 5,707 | +0.1% | 0.01% | +16.7% |
| VOT | Buy | VANGUARD INDEX FDS MCAP GR IDXcs | $790,542 | +13.1% | 4,398 | +7.3% | 0.01% | +8.3% |
| XLV | Buy | SELECT SECTOR SPDR TR SBI HEALcs | $797,847 | +18.7% | 5,873 | +5.8% | 0.01% | +8.3% |
| ULTA | Buy | ULTA SALON COSMETCS & FRAG INCcs | $767,399 | +21.8% | 1,636 | +4.1% | 0.01% | +18.2% |
| KR | Buy | KROGER CO COMcs | $726,119 | +2.0% | 16,288 | +0.1% | 0.01% | 0.0% |
| WRB | Buy | BERKLEY W R CORP COMcs | $707,590 | +12.5% | 9,750 | +0.1% | 0.01% | +9.1% |
| XLY | New | SELECT SECTOR SPDR TR SBI CONScs | $631,592 | – | 4,890 | +100.0% | 0.01% | – |
| CB | Buy | CHUBB LIMITED COMcs | $635,549 | +22.2% | 2,881 | +0.8% | 0.01% | +22.2% |
| GD | Buy | GENERAL DYNAMICS CORP COMcs | $568,668 | +18.7% | 2,292 | +1.5% | 0.01% | +25.0% |
| MCK | Buy | MCKESSON CORP COMcs | $620,448 | +11.0% | 1,654 | +0.6% | 0.01% | 0.0% |
| Buy | SHELL PLC SPON ADScs | $533,450 | +16.7% | 9,367 | +2.0% | 0.01% | +12.5% | |
| New | JPMORGAN TR I US LARGE CL Amf | $508,188 | – | 35,563 | +100.0% | 0.01% | – | |
| SCHF | Buy | SCHWAB STRATEGIC TR INTL EQTYcs | $515,489 | +19.6% | 16,004 | +4.4% | 0.01% | +12.5% |
| EOSE | Buy | EOS ENERGY ENTERPRISES INC COMcs | $523,180 | +17.0% | 353,500 | +32.1% | 0.01% | +12.5% |
| SONY | Buy | SONY GROUP CORP SP ADRcs | $479,801 | +19.4% | 6,290 | +0.3% | 0.01% | +14.3% |
| VICI | Buy | VICI PPTYS INC COMcs | $463,320 | +10.1% | 14,300 | +1.4% | 0.01% | +14.3% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHScs | $489,478 | +16.3% | 2,912 | +0.1% | 0.01% | +14.3% |
| BHP | Buy | BHP BILLITON LTD SPONSORED ADRcs | $493,519 | +44.7% | 7,954 | +16.7% | 0.01% | +33.3% |
| Buy | VANGUARD WINDSOR II FD ADMIRALmf | $449,716 | +5.1% | 6,798 | +1.0% | 0.01% | +14.3% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWcs | $504,123 | +18.3% | 10,012 | +3.1% | 0.01% | +14.3% |
| Buy | PRICE T ROWE GROWTH STK FD INCmf | $402,981 | -4.5% | 6,541 | +1.0% | 0.01% | 0.0% | |
| Buy | ANNALY CAP MGMT INC COMcs | $415,276 | +24.3% | 19,700 | +1.2% | 0.01% | +16.7% | |
| NKLA | New | NIKOLA CORPcs | $402,840 | – | 186,500 | +100.0% | 0.01% | – |
| XLC | Buy | SELECT SECTOR SPDR TR COMMUNICcs | $406,523 | +6.7% | 8,471 | +6.4% | 0.01% | 0.0% |
| RHHBY | Buy | ROCHE HLDG LTD SPONSORED ADRcs | $402,619 | -1.8% | 10,284 | +1.8% | 0.01% | 0.0% |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC COMcs | $412,335 | +23.1% | 3,234 | +0.8% | 0.01% | +16.7% |
| CBOE | Buy | CBOE GLOBAL MARKETS INC COMcs | $423,963 | +7.1% | 3,379 | +0.1% | 0.01% | 0.0% |
| Buy | VANGUARD INDEX FDS SMCP INDEXmf | $432,205 | +7.5% | 4,915 | +0.0% | 0.01% | 0.0% | |
| VIS | Buy | VANGUARD WORLD FDS INDUSTRIALcs | $350,486 | +41.3% | 1,919 | +22.0% | 0.01% | +50.0% |
| NTR | Buy | NUTRIEN LTD COMcs | $375,666 | +15.9% | 5,144 | +32.3% | 0.01% | 0.0% |
| MATX | Buy | MATSON INC COMcs | $378,936 | +1.9% | 6,062 | +0.1% | 0.01% | 0.0% |
| IXUS | New | ISHARES TR CORE MSCI TOTALcs | $341,203 | – | 5,895 | +100.0% | 0.01% | – |
| CATC | New | CAMBRIDGE BANCORP COMcs | $338,636 | – | 4,077 | +100.0% | 0.01% | – |
| VMC | Buy | VULCAN MATLS COcs | $378,062 | +11.5% | 2,159 | +0.6% | 0.01% | 0.0% |
| SO | Buy | SOUTHERN CO COMcs | $352,408 | +5.2% | 4,935 | +0.3% | 0.01% | 0.0% |
| Buy | T ROWE PR BLUE CHIP GROWmf | $376,191 | -2.0% | 3,634 | +5.4% | 0.01% | -14.3% | |
| EGLE | Buy | EAGLE BULK SHIPPING INCcs | $368,158 | +27.4% | 7,372 | +10.2% | 0.01% | +20.0% |
| Buy | FIDELITY MAGELLAN FD COMmf | $350,089 | +161.3% | 32,749 | +152.8% | 0.01% | +200.0% | |
| WEC | Buy | WEC ENERGY GROUP INC COMcs | $332,098 | +6.1% | 3,542 | +1.2% | 0.01% | +20.0% |
| TDW | New | TIDEWATER INC COMcs | $323,580 | – | 8,781 | +100.0% | 0.01% | – |
| AES | Buy | AES CORP COMcs | $273,393 | +27.8% | 9,506 | +0.4% | 0.01% | +25.0% |
| AEP | Buy | AMERICAN ELEC PWR INCcs | $271,557 | +10.4% | 2,860 | +0.4% | 0.01% | +25.0% |
| FDS | Buy | FACTSET RESH SYS INC COMcs | $278,039 | +0.7% | 693 | +0.4% | 0.01% | 0.0% |
| New | FIDELITY ADVISOR SER VII ADV Hmf | $323,971 | – | 5,042 | +100.0% | 0.01% | – | |
| New | FIDELITY SECS FD GRWTH & INCMmf | $280,480 | – | 5,894 | +100.0% | 0.01% | – | |
| Buy | GRAYSCALE BITCOIN TRUST BTCcs | $288,451 | -4.8% | 34,795 | +31.1% | 0.01% | 0.0% | |
| OKE | New | ONEOK INC NEW COMcs | $295,650 | – | 4,500 | +100.0% | 0.01% | – |
| SLM | Buy | SLM CORP COMcs | $318,753 | +23.1% | 19,202 | +3.9% | 0.01% | 0.0% |
| ABB | Buy | ABB LTD SPONSORED ADRcs | $278,465 | +27.2% | 9,142 | +7.1% | 0.01% | +25.0% |
| TDG | Buy | TRANSDIGM GROUP INC COMcs | $326,159 | +21.7% | 518 | +1.4% | 0.01% | 0.0% |
| Buy | VANGUARD US GROWTH FUND - ADMmf | $322,308 | +24.9% | 3,181 | +26.1% | 0.01% | +25.0% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COMcs | $300,909 | -0.0% | 1,042 | +0.2% | 0.01% | 0.0% |
| ENR | New | ENERGIZER HLDGS INC NEW COMcs | $213,915 | – | 6,376 | +100.0% | 0.00% | – |
| Buy | DFA INTERNATIONAL SMALL CAP EQmf | $233,152 | +17.8% | 13,384 | +2.1% | 0.00% | +33.3% | |
| HXL | Buy | HEXCEL CORP NEW COMcs | $248,641 | +14.1% | 4,225 | +0.1% | 0.00% | 0.0% |
| DVN | Buy | DEVON ENERGY CORPcs | $250,748 | +6.7% | 4,077 | +4.5% | 0.00% | 0.0% |
| EMN | New | EASTMAN CHEM CO COMcs | $218,178 | – | 2,679 | +100.0% | 0.00% | – |
| GPN | Buy | GLOBAL PMTS INC COMcs | $220,987 | -7.5% | 2,225 | +0.5% | 0.00% | 0.0% |
| NPO | New | ENPRO INDS INC COMcs | $231,836 | – | 2,133 | +100.0% | 0.00% | – |
| Buy | FT UT10035DIGR22RMcs | $213,331 | +12.9% | 22,558 | +0.6% | 0.00% | +33.3% | |
| Buy | PARNASSUS FD EQTY INCM INSTLmf | $237,443 | +9.4% | 5,049 | +9.7% | 0.00% | 0.0% | |
| Buy | VANGUARD SPECIALIZED PORTFOLIOmf | $237,693 | +11.1% | 2,646 | +1.1% | 0.00% | 0.0% | |
| Buy | AMERICAN BEACON FDS CL Ymf | $215,051 | +6.5% | 10,485 | +0.2% | 0.00% | 0.0% | |
| ABCM | New | ABCAM PLC ADScs | $264,520 | – | 17,000 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC COMcs | $214,558 | – | 87 | +100.0% | 0.00% | – |
| CG | New | THE CARLYLE GROUP INCcs | $218,071 | – | 7,308 | +100.0% | 0.00% | – |
| CNP | Buy | CENTERPOINT ENERGY INC COMcs | $221,356 | +6.9% | 7,381 | +0.4% | 0.00% | 0.0% |
| IEFA | New | ISHARES TR CORE MSCI EAFEcs | $219,747 | – | 3,565 | +100.0% | 0.00% | – |
| IWV | New | ISHARES TR RUSSELL 3000cs | $200,819 | – | 910 | +100.0% | 0.00% | – |
| NRZ | Buy | RITHM CAPITAL CORPcs | $206,122 | +12.0% | 25,229 | +0.1% | 0.00% | 0.0% |
| Buy | GRAYSCALE ETHEREUM TR ETH SHScs | $154,790 | -24.1% | 32,519 | +45.7% | 0.00% | -25.0% | |
| Buy | PIMCO FDS PAC INVT MGMT SER STmf | $124,568 | +5.6% | 13,266 | +7.2% | 0.00% | 0.0% | |
| Buy | UIT FT INNOVATIVE TECHNOLOGY Pcs | $83,022 | +1.2% | 11,534 | +5.0% | 0.00% | 0.0% | |
| AMRS | Buy | AMYRIS INC COM NEWcs | $37,103 | -21.1% | 24,250 | +49.2% | 0.00% | 0.0% |
| NWBO | Buy | NORTHWEST BIOTHERAPEUTICS INCcs | $34,518 | +23.3% | 44,000 | +12.8% | 0.00% | – |
| New | ROYCE FD TOTAL RETURNmf | $66,663 | – | 10,162 | +100.0% | 0.00% | – | |
| Buy | PIMCO COMMODITY RR STRAT - INSmf | $70,257 | +3.3% | 14,367 | +9.3% | 0.00% | 0.0% | |
| New | STRONGHOLD DIGITAL MINING INCcs | $7,565 | – | 15,789 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 17 | Q3 2023 | 6.4% |
| VISA INC COM CL A | 17 | Q3 2023 | 5.5% |
| COSTCO WHSL CORP NEW COM | 17 | Q3 2023 | 4.2% |
| MICROSOFT CORP COM | 17 | Q3 2023 | 3.7% |
| IDEXX LABS INC COM | 17 | Q3 2023 | 3.9% |
| ZOETIS INC CL A | 17 | Q3 2023 | 3.0% |
| ECOLAB INC COM | 17 | Q3 2023 | 3.3% |
| METTLER TOLEDO INTERNATIONAL C | 17 | Q3 2023 | 2.9% |
| ACCENTURE PLC IRELAND SHS CLAS | 17 | Q3 2023 | 3.1% |
| ALPHABET INC CAP STK CL A | 17 | Q3 2023 | 2.9% |
View Williams Jones Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Williams Jones Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.