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 151–200 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC COM | 11K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 38K | $1M+ | SH |
| IEFA | ISHARES TR CORE MSCI EAFE | 40K | $1M+ | SH |
| HEWJ | ISHARES CURRENCY HEDGED MSCI J | 67K | $1M+ | SH |
| TLN | TALEN ENERGY CORP COM | 9K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 64K | $1M+ | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURI | 48K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 12K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 45K | $1M+ | SH |
| FLO | FLOWERS FOODS INC COM | 301K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 11K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 49K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | 16K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 6K | $1M+ | SH |
| AB | ALLIANCEBERNSTEIN HOLDING LP U | 80K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 17K | $1M+ | SH |
| EBC | EASTERN BANKSHARES INC COM | 162K | $1M+ | SH |
| — | VICTREX PLC | 331K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC COM | 21K | $1M+ | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 53K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 13K | $1M+ | SH |
| MCO | MOODYS CORP | 5K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 34K | $1M+ | SH |
| — | FIDELITY CONTRAFUND INC COM | 110K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 16K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED PORTFOLIO | 11K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGY INC | 8K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | 12K | $1M+ | SH |
| WMT | WAL-MART STORES INC COM | 20K | $1M+ | SH |
| — | FIDELITY GROWTH CO FUND | 47K | $1M+ | SH |
| CNI | CANADIAN NATL RY CO COM | 22K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO | 91K | $1M+ | SH |
| — | DAVIS NY VENTURE FD INC CL A | 73K | $1M+ | SH |
| CSX | CSX CORP COM | 58K | $1M+ | SH |
| VEEV | VEEVA SYS INC CL A COM | 9K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 39K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II FLEXIBL | 39K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW CO | 16K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 9K | $1M+ | SH |
| LIN | LINDE PUBLIC LTD | 5K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 13K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 6K | $1M+ | SH |
| BA | BOEING CO COM | 9K | $1M+ | SH |
| YUM | YUM BRANDS INC COM | 13K | $1M+ | SH |
| VST | VISTRA ENERGY CORP COM | 12K | $1M+ | SH |
| AVAV | AEROVIRONMENT INC | 8K | $1M+ | SH |
| HPQ | HP INC | 83K | $1M+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 6K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR SBI INT- | 33K | $1M+ | SH |