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 101–150 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY | 129K | $1M+ | SH |
| GLD | SPDR GOLD TRUST | 23K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC CL A | 40K | $1M+ | SH |
| AMLP | ALPS ETF TR ALERIAN MLP | 181K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC COM | 46K | $1M+ | SH |
| GEV | GE VERNOVA INC COM | 12K | $1M+ | SH |
| VGT | VANGUARD WORLD FDS INF TECH ET | 10K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 83K | $1M+ | SH |
| VYM | VANGUARD HIGH DIV YLD ETF | 54K | $1M+ | SH |
| PAYX | PAYCHEX INC COM | 67K | $1M+ | SH |
| GLW | CORNING INC COM | 86K | $1M+ | SH |
| DE | DEERE & CO COM | 16K | $1M+ | SH |
| KO | COCA COLA CO COM | 103K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 50K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO COM | 87K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES 1 | 11K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 29K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 26K | $1M+ | SH |
| KLAC | KLA-TENCOR CORP COM | 5K | $1M+ | SH |
| GIS | GENERAL MLS INC COM | 139K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 40K | $1M+ | SH |
| DIS | DISNEY WALT CO COM DISNEY | 53K | $1M+ | SH |
| IBB | ISHARES TR NASDAQ BIOTECH INDX | 36K | $1M+ | SH |
| TTEK | TETRA TECH INC NEW COM | 178K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC CL | 159K | $1M+ | SH |
| MRK | MERCK & CO INC NEW COM | 55K | $1M+ | SH |
| TMUS | T-MOBILE US INC COM | 28K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 23K | $1M+ | SH |
| WM | WASTE MGMT INC DEL COM | 26K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 188K | $1M+ | SH |
| — | VANGUARD 500 INDEX FUND - ADM | 9K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR TECHNOLO | 37K | $1M+ | SH |
| LUV | SOUTHWEST AIRLS CO COM | 125K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 23K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 8K | $1M+ | SH |
| — | VANGUARD INDEX FDS TOT STKIDX | 29K | $1M+ | SH |
| MDY | STATE STR SPDR S&P MIDCAP 400 | 8K | $1M+ | SH |
| AZO | AUTOZONE INC COM | 1K | $1M+ | SH |
| TSLA | TESLA MTRS INC COM | 10K | $1M+ | SH |
| COF | CAPITAL ONE FINANCIAL CORP | 18K | $1M+ | SH |
| WEX | WEX INC COM | 29K | $1M+ | SH |
| BAC | BANK AMER CORP COM | 79K | $1M+ | SH |
| NKE | NIKE INC CL B | 64K | $1M+ | SH |
| CHD | CHURCH & DWIGHT INC COM | 49K | $1M+ | SH |
| QTRX | QUANTERIX CORP COM | 639K | $1M+ | SH |
| BN | BROOKFIELD CORPORATION | 88K | $1M+ | SH |
| PFE | PFIZER INC COM | 162K | $1M+ | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 46K | $1M+ | SH |
| JEDI | DEFIANCE DRONE AND MODERN WARF | 153K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC COM | 15K | $1M+ | SH |