CIK 1788587
Williams Jones Wealth Management, LLC.
Institutional 13F holdings & portfolio
Holdings
518
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC COM | 272K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 318K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS C | 128K | $1M+ | SH |
| PGR | PROGRESSIVE CORP OHIO COM | 166K | $1M+ | SH |
| SYY | SYSCO CORP COM | 496K | $1M+ | SH |
| AMGN | AMGEN INC COM | 112K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | 54K | $1M+ | SH |
| HYG | ISHARES TR HIGH YLD CORP | 322K | $1M+ | SH |
| LOW | LOWES COS INC COM | 105K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 188K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 36K | $1M+ | SH |
| RTX | RAYTHEON TECHNOLOGIES CORP | 126K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL | 30 | $1M+ | SH |
| ABT | ABBOTT LABS COM | 177K | $1M+ | SH |
| SYK | STRYKER CORP COM | 63K | $1M+ | SH |
| ROL | ROLLINS INC COM | 347K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 314K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 45K | $1M+ | SH |
| XBI | SPDR S&P BIOTECHNOLOGY ETF | 143K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 89K | $1M+ | SH |
| PH | PARKER HANNIFIN CORP | 19K | $1M+ | SH |
| DELL | DELL INC COM | 133K | $1M+ | SH |
| PDX | PIMCO DYNM INC STRGY-USD INC | 864K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 106K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 118K | $1M+ | SH |
| NRG | NRG ENERGY INC COM NEW | 96K | $1M+ | SH |
| WSO | WATSCO INC COM | 45K | $1M+ | SH |
| TTD | THE TRADE DESK INC COM CL A | 392K | $1M+ | SH |
| FTNT | FORTINET INC COM | 182K | $1M+ | SH |
| CCI | CROWN CASTLE INTL CORP | 160K | $1M+ | SH |
| GWW | GRAINGER W W INC COM | 13K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATERIALS | 21K | $1M+ | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 19K | $1M+ | SH |
| ET | ENERGY TRANSFER LP | 770K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 51K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 55K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 70K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 156K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 124K | $1M+ | SH |
| WMB | WILLIAMS COS INC DEL COM | 191K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC COM | 111K | $1M+ | SH |
| WTM | WHITE MTNS INS GROUP LTD COM | 5K | $1M+ | SH |
| CAT | CATERPILLAR INC DEL COM | 19K | $1M+ | SH |
| DOV | DOVER CORP COM | 54K | $1M+ | SH |
| AON | AON PLC CLASS-A ORDINARY SHARE | 30K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 53K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC | 161K | $1M+ | SH |
| VLTO | VERALTO CORP COM SHS | 99K | $1M+ | SH |
| GE | GENERAL ELECTRIC CO COM | 32K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 56K | $1M+ | SH |