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 251–300 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMTM | AMENTUM HOLDINGS INC | 35K | $1M+ | SH |
| TGT | TARGET CORP COM | 11K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 21K | $1M+ | SH |
| KR | KROGER CO COM | 16K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGEMENT - | 19K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SP | 3K | $500K+ | SH |
| CB | CHUBB LIMITED COM | 3K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR SBI CONS | 8K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR INC | 8K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO COM | 5K | $500K+ | SH |
| PKG | PACKAGING CORP OF AMERICA | 5K | $500K+ | SH |
| SNPS | SYNOPSYS INC COM | 2K | $500K+ | SH |
| PDFS | PDF SOLUTIONS INC COM | 32K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 5K | $500K+ | SH |
| — | PUTNAM EQUITY INCOME FD NEW CL | 23K | $500K+ | SH |
| CBOE | CBOE GLOBAL MARKETS INC COM | 4K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 22K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 4K | $500K+ | SH |
| BLK | BLACKROCK INC COM | 835 | $500K+ | SH |
| SBUX | STARBUCKS CORP COM | 11K | $500K+ | SH |
| — | NESTLE S A SPONSORED ADR | 9K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 5K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 3K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 1K | $500K+ | SH |
| BF.A | BROWN FORMAN CORP | 32K | $500K+ | SH |
| NU | NU HLDGS LTD ORD SHS CL A | 51K | $500K+ | SH |
| HRL | HORMEL FOODS CORP | 36K | $500K+ | SH |
| VLO | VALERO ENERGY CORP NEW COM | 5K | $500K+ | SH |
| SII | SPROTT INC COM NEW | 9K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 5K | $500K+ | SH |
| PLD | PROLOGIS INC COM | 6K | $500K+ | SH |
| MCK | MCKESSON CORP COM | 1K | $500K+ | SH |
| CRWD | CROWDSTRIKE HOLDINGS INC | 2K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 2K | $500K+ | SH |
| DHI | D R HORTON INC | 6K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | 30K | $500K+ | SH |
| BF.B | BROWN-FORMAN CORP - CLASS B | 31K | $500K+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY | 753 | $500K+ | SH |
| SONY | SONY GROUP CORP SP ADR | 31K | $500K+ | SH |
| MO | ALTRIA GROUP INC COM | 14K | $500K+ | SH |
| NRC | NATIONAL RESH CORP COM NEW | 42K | $500K+ | SH |
| IVW | ISHARES TR S&P 500 GRWT ETF | 6K | $500K+ | SH |
| CME | CME GROUP INC COM | 3K | $500K+ | SH |
| — | NORTHERN FDS STK INDEX FD | 11K | $500K+ | SH |
| ALL | ALLSTATE CORP | 4K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 5K | $500K+ | SH |
| NBR | NABORS INDUSTRIES LTD SHS | 14K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 2K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 6K | $500K+ | SH |
| CTVA | CORTEVA INC COM | 11K | $500K+ | SH |