Williams Jones Wealth Management, LLC. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$8.4B

Holdings

510

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (510 positions)

StockValue
DRIDARDEN RESTAURANTS INC COM
$10.0M
WMWASTE MGMT INC DEL COM
$9.5M
WTMWHITE MTNS INS GROUP LTD COM
$9.3M
TMUST-MOBILE US INC COM
$9.0M
CMGCHIPOTLE MEXICAN GRILL INC CL
$8.9M
GEGENERAL ELECTRIC CO COM
$8.7M
CLCOLGATE PALMOLIVE CO COM
$8.5M
PGPROCTER AND GAMBLE CO COM
$8.5M
AMLPALPS ETF TR ALERIAN MLP
$8.1M
CPCANADIAN PACIFIC KANSAS CITY
$8.0M
DEDEERE & CO COM
$7.9M
GISGENERAL MLS INC COM
$7.7M
KOCOCA COLA CO COM
$7.7M
CMCSACOMCAST CORP NEW CL A
$7.5M
VYMVANGUARD HIGH DIV YLD ETF
$7.5M
DISDISNEY WALT CO COM DISNEY
$7.3M
4I1PHILIP MORRIS INTL INC COM
$7.2M
VGTVANGUARD WORLD FDS INF TECH ET
$7.0M
GEVGE VERNOVA INC COM
$6.6M
UNPUNION PAC CORP COM
$6.6M
WFCWELLS FARGO CO NEW COM
$6.5M
GQ9SPDR GOLD TRUST
$6.5M
CATCATERPILLAR INC DEL COM
$6.2M
NDQINVESCO QQQ TRUST SERIES 1
$6.2M
NFLXNETFLIX INC COM
$6.1M
NKENIKE INC CL B
$6.1M
OKEONEOK INC NEW COM
$5.9M
VICTREX PLC
$5.8M
WEXWEX INC COM
$5.8M
FLOFLOWERS FOODS INC COM
$5.6M
VFIAXVANGUARD 500 INDEX FUND - ADM
$5.4M
IBBISHARES TR NASDAQ BIOTECH INDX
$5.1M
CHDCHURCH & DWIGHT INC COM
$4.9M
APDAIR PRODS & CHEMS INC COM
$4.9M
AMATAPPLIED MATLS INC COM
$4.8M
XLKSELECT SECTOR SPDR TR TECHNOLO
$4.8M
KLACKLA-TENCOR CORP COM
$4.7M
IWMISHARES RUSSELL 2000 ETF
$4.6M
MAMASTERCARD INCORPORATED CL A
$4.6M
MRKMERCK & CO INC NEW COM
$4.5M
QTRXQUANTERIX CORP COM
$4.5M
AZOAUTOZONE INC COM
$4.4M
MDYSPDR S&P MIDCAP 400 INDEX
$4.4M
WMBWILLIAMS COS INC DEL COM
$4.4M
VTSAXVANGUARD INDEX FDS TOT STKIDX
$4.3M
PFEPFIZER INC COM
$4.2M
PNCPNC FINL SVCS GROUP INC
$4.2M
NOWSERVICENOW INC COM
$4.1M
LUVSOUTHWEST AIRLS CO COM
$4.1M
ACIALBERTSONS COS INC CLASS A
$4.0M
HACKAMPLIFY CYBERSECURITY ETF
$3.7M
BACBANK AMER CORP COM
$3.7M
BNBROOKFIELD CORPORATION
$3.7M
EWGISHARES MSCI GERMANY
$3.7M
LNGCHENIERE ENERGY INC COM NEW
$3.7M
UNHUNITEDHEALTH GROUP INC COM
$3.6M
ABALLIANCEBERNSTEIN HOLDING LP U
$3.3M
LMTLOCKHEED MARTIN CORP
$3.3M
SPGIS&P GLOBAL INC
$3.2M
ADBEADOBE SYS INC COM
$3.2M
RSPINVESCO S&P 500 EQUAL WEIGHT E
$3.1M
ICEINTERCONTINENTAL EXCHANGE INC
$3.0M
ADIANALOG DEVICES INC
$3.0M
MCDMCDONALDS CORP COM
$2.9M
MPLXMPLX LP COM UNIT REP LTD
$2.9M
NXPINXP SEMICONDUCTORS N V COM
$2.8M
BINCBLACKROCK ETF TRUST II FLEXIBL
$2.8M
VEEVVEEVA SYS INC CL A COM
$2.7M
MCOMOODYS CORP
$2.7M
FCNTXFIDELITY CONTRAFUND INC COM
$2.6M
TSLATESLA MTRS INC COM
$2.5M
AG8AGILENT TECHNOLOGIES INC COM
$2.5M
USBUS BANCORP DEL COM NEW
$2.5M
CNRCANADIAN NATL RY CO COM
$2.4M
CICIGNA CORPORATION COM
$2.3M
SPEUSPDR PORTFOLIO EUROPE ETF
$2.3M
TLNTALEN ENERGY CORP COM
$2.2M
CIBRFIRST TRUST NASDAQ CYBERSECURI
$2.2M
AWCAMERICAN WTR WKS CO INC NEW CO
$2.2M
SNPSSYNOPSYS INC COM
$2.2M
VIGVANGUARD SPECIALIZED PORTFOLIO
$2.2M
WMTWAL-MART STORES INC COM
$2.2M
LHXL3HARRIS TECHNOLOGY INC
$2.1M
AQLTISHARES TR CORE MSCI EAFE
$2.1M
DWDMORGAN STANLEY COM NEW
$2.1M
NEENEXTERA ENERGY INC COM
$2.1M
LINLINDE PUBLIC LTD
$2.1M
VSTVISTRA ENERGY CORP COM
$2.1M
ENOVENOVIS CORP
$2.1M
7HPHP INC
$2.0M
KMBKIMBERLY CLARK CORP COM
$2.0M
FDGRXFIDELITY GROWTH CO FUND
$2.0M
NYVTXDAVIS NY VENTURE FD INC CL A
$2.0M
EOGEOG RES INC COM
$1.9M
CSXCSX CORP COM
$1.9M
MARMARRIOTT INTL INC NEW CL A
$1.9M
YUMYUM BRANDS INC COM
$1.9M
HPEHEWLETT PACKARD ENTERPRISE CO
$1.9M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$1.8M
MDLZMONDELEZ INTL INC CL A
$1.8M
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