Williams Jones Wealth Management, Llc. Incresed Positions in Q4 2024

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
820
+ 5.42%
$58.39 - $67.04 $47.9K - $55K
16K $1.01M
XLY
Select Sector Spdr Consumer Di

ETFs
35
+ 0.88%
$194.8 - $239.43 $6.82K - $8.38K
4.04K $905K
ENB
Enbridge Inc

Energy
1.73K
+ 19.31%
$40.4 - $43.92 $69.9K - $76K
10.7K $453K
ALL
Allstate Corp

Financial Services
374
+ 10.85%
$181.25 - $208.2 $67.8K - $77.9K
3.82K $736K
HPE
Hewlett Packard Enterprise CO

Technology
4
+ 0.0%
$19.31 - $23.95 $77.2 - $95.8
91K $1.94M
ORCL
Oracle Corp

Technology
2.5K
+ 2.74%
$165.41 - $192.43 $414K - $481K
93.8K $15.6M
PPL
Ppl Corp

Utilities
2.8K
+ 11.33%
$31.47 - $35.0 $88.1K - $98K
27.5K $892K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 121.52%
$181.96 - $405.9 $218K - $486K
2.18K $397K
SONY
Sony Group Corp

Technology
24.9K
+ 397.61%
$17.53 - $96.8 $437K - $2.41M
31.2K $660K
MSI
Motorola Solutions, Inc.

Technology
8
+ 0.21%
$449.08 - $504.6 $3.59K - $4.04K
3.9K $1.8M
SCHW
Schwab Charles Corp

Financial Services
81
+ 2.4%
$63.31 - $82.85 $5.13K - $6.71K
3.45K $255K
VBR
Vanguard Small Cap Value ETF

ETFs
193
+ 9.38%
$197.36 - $217.3 $38.1K - $41.9K
2.25K $446K
CHTR
Charter Communications, Inc.

Communication Services
22
+ 1.69%
$315.38 - $408.02 $6.94K - $8.98K
1.32K $453K
SO
Southern CO

Utilities
625
+ 22.1%
$81.5 - $94.15 $50.9K - $58.8K
3.45K $284K
VTRS
Viatris Inc

Healthcare
570
+ 2.71%
$11.32 - $13.37 $6.45K - $7.62K
21.6K $269K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.4K
+ 11.08%
$14.28 - $14.81 $20K - $20.8K
14.1K $202K
MET
Metlife Inc

Financial Services
250
+ 3.05%
$78.15 - $88.25 $19.5K - $22.1K
8.44K $691K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 198.25%
$22.4 - $68.28 $350K - $1.07M
23.5K $545K
GLD
Spdr Gold Trust

ETFs
108
+ 0.55%
$236.59 - $257.5 $25.6K - $27.8K
19.8K $4.78M
Northern Fds Stk Index Fd
21
+ 0.17%
N/A
12.7K $0
Veralto Corp Com Shs
30.5K
+ 32.79%
N/A
124K $0
Vanguard Index Fds Smcp Index
77
+ 1.87%
N/A
4.19K $0
Vanguard 500 Index Fund Adm
1.02K
+ 12.13%
N/A
9.39K $0
Royce Fd Penn Mut Inv
1.18K
+ 8.85%
N/A
14.5K $0
Rowe T Price Divid Growth Fd C
245
+ 6.67%
N/A
3.92K $0
Jpmorgan Tr Ii Eqty Income Sl
21
+ 0.1%
N/A
20.4K $0
Fidelity Growth CO Fund
354
+ 0.75%
N/A
47.4K $0
Fidelity Contrafund Inc Com
25.3K
+ 26.94%
N/A
119K $0
Dodge & Cox Stk Fd Com
135
+ 15.34%
N/A
1.02K $0
Blackrock ETF Trust Ii Flexibl
6.1K
+ 10.55%
N/A
64K $0
Vanguard Specialized Portfolio
843
+ 16.61%
N/A
5.92K $0
Vanguard Index Fds Tot Stkidx
1.42K
+ 5.07%
N/A
29.4K $0
Talen Energy Corp Com
1.64K
+ 34.62%
N/A
6.39K $0
Ge Healthcare Technology
33
+ 0.34%
N/A
9.85K $0
Lam Research Corp Com
264K
+ 899.93%
N/A
294K $0
1/100 Berkshire Hathaway Cl A
100
+ 50.0%
N/A
300 $0
Brookfield Corporation
1.01K
+ 1.64%
N/A
62.6K $0
ABB
Abb LTD

Industrials
422
+ 5.87%
N/A
7.61K $0
XLV
Select Sector Spdr Fund Health

ETFs
252
+ 11.78%
$136.28 - $154.74 $34.3K - $39K
2.39K $328K
FNDX
Schwab Fundamental U S Large C

ETFs
7.23K
+ 200.0%
$23.49 - $71.77 $170K - $519K
10.9K $256K
TIP
Ishares Tr Tips Bd ETF

ETFs
39
+ 1.29%
$106.33 - $110.69 $4.15K - $4.32K
3.07K $327K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4K
+ 100.0%
$25.74 - $53.78 $103K - $215K
8K $206K
VTV
Vanguard Value ETF

ETFs
53
+ 1.54%
$168.32 - $181.87 $8.92K - $9.64K
3.49K $590K
AEP
American Electric Power CO Inc

Utilities
125
+ 6.09%
$90.91 - $102.21 $11.4K - $12.8K
2.18K $200K
WM
Waste Management Inc

Industrials
987
+ 2.65%
$201.79 - $228.46 $199K - $225K
38.3K $7.72M
KHC
Kraft Heinz CO

Consumer Defensive
127
+ 1.85%
$30.1 - $36.02 $3.82K - $4.57K
6.98K $214K
AVY
Avery Dennison Corp

Industrials
400
+ 13.2%
$186.26 - $220.48 $74.5K - $88.2K
3.43K $642K
SLB
Schlumberger Limited

Energy
479
+ 3.41%
$36.83 - $45.59 $17.6K - $21.8K
14.5K $557K
URI
United Rentals, Inc.

Industrials
187
+ 11.69%
$704.44 - $880.32 $132K - $165K
1.79K $1.26M
Activity Summary
Buys All Purchases 144 New Holdings 20 Increased Positions 124 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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