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 301–350 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 9K | $500K+ | SH |
| WRB | BERKLEY W R CORP COM | 10K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR SBI INT- | 16K | $500K+ | SH |
| MATX | MATSON INC COM | 6K | $500K+ | SH |
| RMD | RESMED INC COM | 3K | $500K+ | SH |
| — | COLUMBIA FUNDS SER TR II MA PO | 70K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGY | 8K | $500K+ | SH |
| MET | METLIFE INC COM | 8K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 2K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC COM NE | 8K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 2K | $500K+ | SH |
| MLI | MUELLER INDS INC COM | 6K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 819 | $500K+ | SH |
| SOLS | SOLSTICE ADVANCED MATERIALS IN | 13K | $500K+ | SH |
| LVMUY | LVMH MOET HENNESSY LOU VUITTON | 4K | $500K+ | SH |
| VDC | VANGUARD WORLD FDS CONSUM STP | 3K | $500K+ | SH |
| DTE | DTE ENERGY CO COM | 5K | $500K+ | SH |
| ALSN | ALLISON TRANSMISSION HLDGS INC | 6K | $500K+ | SH |
| — | T ROWE PR BLUE CHIP GROW | 3K | $500K+ | SH |
| NFG | NATIONAL FUEL GAS CO N J COM | 8K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | 22K | $500K+ | SH |
| GL | GLOBE LIFE INC | 4K | $500K+ | SH |
| — | VANGUARD MID CAP INDEX FUND AD | 2K | $500K+ | SH |
| MRSH | MARSH COM | 3K | $500K+ | SH |
| — | WASATCH FUNDS TR MICRO CAP VAL | 143K | $500K+ | SH |
| NUE | NUCOR CORP COM | 4K | $500K+ | SH |
| EOSE | EOS ENERGY ENTERPRISES INC COM | 50K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC COM | 3K | $500K+ | SH |
| CTRA | COTERRA ENERGY INC | 22K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 7K | $500K+ | SH |
| MELI | MERCADOLIBRE INC COM | 279 | $500K+ | SH |
| BIV | VANGUARD BD INDEX FD INC INTER | 7K | $500K+ | SH |
| IJR | ISHARES TR S&P SMALL CAP 600 | 5K | $500K+ | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 6K | $500K+ | SH |
| SHEL | SHELL PLC SPON ADS | 7K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| TOTL | SPDR DOUBLELINE TOTAL RETURN T | 13K | $500K+ | SH |
| ITOT | ISHARES TR CORE S&P TTL STK | 4K | $500K+ | SH |
| — | WASATCH FDS TR CRE GWTH INSTL | 7K | $500K+ | SH |
| — | JPMORGAN TR II LARGE CAP GR S | 6K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF SH | 8K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 1K | $500K+ | SH |
| AME | AMETEK INC NEW COM | 3K | $500K+ | SH |
| MMM | 3M CO COM | 3K | $500K+ | SH |
| WAB | WABTEC CORP COM | 2K | $500K+ | SH |
| VFH | VANGUARD WORLD FDS FINANCIALS | 4K | $500K+ | SH |
| SRE | SEMPRA ENERGY | 6K | $500K+ | SH |
| — | JPMORGAN TR II EQTY INCOME SL | 20K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP NEW COM | 5K | $500K+ | SH |