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 351–400 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLM | SLM CORP COM | 18K | $500K+ | SH |
| — | HAYPP GROUP AB ORDF | 32K | $100K–$500K | SH |
| FISV | FISERV INC COM | 7K | $100K–$500K | SH |
| EME | EMCOR GROUP INC COM | 799 | $100K–$500K | SH |
| — | PRICE T ROWE GROWTH STK FD INC | 4K | $100K–$500K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 7K | $100K–$500K | SH |
| — | FIRST EAGLE OVERSEAS - I | 15K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP | 6K | $100K–$500K | SH |
| ULTA | ULTA SALON COSMETCS & FRAG INC | 774 | $100K–$500K | SH |
| CPB | THE CAMPBELL'S COMPANY | 17K | $100K–$500K | SH |
| — | VANGUARD TAX MANAGED INTL FD C | 1K | $100K–$500K | SH |
| NPO | ENPRO INDS INC COM | 2K | $100K–$500K | SH |
| ILMN | ILLUMINA INC COM | 3K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 9K | $100K–$500K | SH |
| SJM | SMUCKER J M CO COM NEW | 5K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC COM | 908 | $100K–$500K | SH |
| IWV | ISHARES TR RUSSELL 3000 | 1K | $100K–$500K | SH |
| — | VANGUARD INDEX FDS SMCP INDEX | 4K | $100K–$500K | SH |
| — | VANGUARD BALANCED INDEX-ADM | 8K | $100K–$500K | SH |
| BEN | FRANKLIN RES INC COM | 18K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME | 37K | $100K–$500K | SH |
| IWF | ISHARES TR RUSSELL 1000 GROWTH | 909 | $100K–$500K | SH |
| RBC | RBC BEARINGS INC COM | 935 | $100K–$500K | SH |
| ABBNY | ABB LTD | 6K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 2K | $100K–$500K | SH |
| L | LOEWS CORP COM | 4K | $100K–$500K | SH |
| RSG | REPUBLIC SERVICES INC CL A | 2K | $100K–$500K | SH |
| MSCI | MSCI INC COM | 688 | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 8K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC CL A | 4K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 2K | $100K–$500K | SH |
| FRFHF | FAIRFAX FINL HLDGS LTD SUB VTG | 200 | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR | 11K | $100K–$500K | SH |
| FDX | FEDEX CORP COM | 1K | $100K–$500K | SH |
| BBH | VANECK VECTORS ETF TR | 2K | $100K–$500K | SH |
| VCSH | VANGUARD S/T CORP BOND ETF | 5K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC. | 7K | $100K–$500K | SH |
| IEMG | ISHARES INC CORE MSCI EMKT | 6K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 2K | $100K–$500K | SH |
| SLB | SLB LIMITED COM STK | 10K | $100K–$500K | SH |
| CDW | CDW CORP COM | 3K | $100K–$500K | SH |
| AVY | AVERY DENNISON CORP | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR CORE DIV GRWTH | 5K | $100K–$500K | SH |
| AGG | ISHARES BARCLAYS AGGREGATE | 4K | $100K–$500K | SH |
| ITT | ITT INC | 2K | $100K–$500K | SH |
| BWA | BORGWARNER INC COM | 8K | $100K–$500K | SH |
| LW | LAMB WESTON HLDGS INC COM | 9K | $100K–$500K | SH |
| — | LEGG MASON GLOBAL ASSET MGMT T | 4K | $100K–$500K | SH |
| FENI | FIDELITY ENHANCED INTERNATIONA | 10K | $100K–$500K | SH |
| FNV | FRANCO NEVADA CORP COM | 2K | $100K–$500K | SH |