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 201–250 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| MPC | MARATHON PETE CORP COM | 11K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 6K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS TOTAL STK M | 5K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 99K | $1M+ | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 8K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 5K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 18K | $1M+ | SH |
| VHC | VIRNETX HOLDING CORP | 100K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR COMMUNIC | 14K | $1M+ | SH |
| EOG | EOG RES INC COM | 16K | $1M+ | SH |
| URI | UNITED RENTALS INC COM | 2K | $1M+ | SH |
| — | SCHWAB CAP TR S&P 500IDX SEL | 91K | $1M+ | SH |
| COO | COOPER COS INC COM NEW | 19K | $1M+ | SH |
| DUK | DUKE ENERGY CORP | 13K | $1M+ | SH |
| VB | VANGUARD INDEX FDS SMALL CP ET | 6K | $1M+ | SH |
| NVS | NOVARTIS A G SPONSORED ADR | 11K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 12K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 4K | $1M+ | SH |
| — | AMERICAN CENTY MUT FDS INC ULT | 16K | $1M+ | SH |
| NSC | NORFOLK SOUTHERN CORP | 5K | $1M+ | SH |
| VEA | VANGUARD MSCI EAFE ETF | 24K | $1M+ | SH |
| SXT | SENSIENT TECHNOLOGIES CORP COM | 16K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 17K | $1M+ | SH |
| KMB | KIMBERLY CLARK CORP COM | 14K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD COM | 54K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 26K | $1M+ | SH |
| — | FIDELITY CONCORD STR TR 500 ID | 6K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A | 9K | $1M+ | SH |
| — | VANGUARD INDEX FDS LCP INDX AD | 9K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS MCAP GR IDX | 5K | $1M+ | SH |
| VCR | VANGUARD WORLD CONSUMER DISC E | 3K | $1M+ | SH |
| TSN | TYSON FOODS INC CL A | 23K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP COM | 28K | $1M+ | SH |
| HSY | HERSHEY CO COM | 7K | $1M+ | SH |
| WTS | WATTS WATER TECHNOLOGIES A | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS GROWTH ETF | 3K | $1M+ | SH |
| RL | RALPH LAUREN CORP CL A | 4K | $1M+ | SH |
| TW | TRADEWEB MKTS INC CL A | 12K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC COM | 10K | $1M+ | SH |
| — | FIDELITY SECS FD BLUE CHIP GWT | 4K | $1M+ | SH |
| T | AT&T INC COM | 48K | $1M+ | SH |
| ADBE | ADOBE SYS INC COM | 3K | $1M+ | SH |
| PPL | PPL CORP COM | 32K | $1M+ | SH |
| INGR | INGREDION INC COM | 10K | $1M+ | SH |
| VIS | VANGUARD WORLD FDS INDUSTRIAL | 4K | $1M+ | SH |
| IJH | ISHARES TR CORE S&P MCP ETF | 16K | $1M+ | SH |
| PSNL | PERSONALIS INC COM | 134K | $1M+ | SH |
| — | CHAPTERS GROUP AG SHS | 21K | $1M+ | SH |