Williams Jones Wealth Management, LLC. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$6.4B

Holdings

578

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (578 positions)

StockValue
IVWISHARES TR S&P 500 GRWT ETF
$410K
THSTREEHOUSE FOODS INC COM
$403K
ZSZSCALER INC COM
$401K
PEGPUBLIC SVC ENTERPRISE GROUP CO
$401K
CACCAMDEN NATL CORP COM
$400K
AIGAMERICAN INTL GROUP INC COM NE
$396K
VCRVANGUARD WORLD CONSUMER DISC E
$396K
ATLANTIC LITHIUM LIMITED SHS
$394K
BWABORGWARNER INC COM
$394K
EAGLE BULK SHIPPING INC
$390K
TCEHYTENCENT HLDGS LTD ADR
$389K
BIIBBIOGEN INC COM
$384K
T7DTRANSDIGM GROUP INC COM
$382K
ILMNILLUMINA INC COM
$381K
NLYANNALY CAP MGMT INC COM
$381K
TRVTRAVELERS COMPANIES INC COM
$381K
VIRNETX HLDG CORP COM
$376K
RHHBYROCHE HLDG LTD SPONSORED ADR
$370K
VMCVULCAN MATLS CO
$368K
IXUSISHARES TR CORE MSCI TOTAL
$365K
LLOEWS CORP COM
$363K
MATXMATSON INC COM
$361K
XLCSELECT SECTOR SPDR TR COMMUNIC
$355K
FIVEFIVE BELOW, INC
$352K
KHCKRAFT HEINZ CO COM
$345K
NAVINAVIENT CORPORATION COM
$339K
XELXCEL ENERGY INC
$338K
EFXEQUIFAX INC COM
$335K
VUGVANGUARD INDEX FDS GROWTH ETF
$332K
WECWEC ENERGY GROUP INC COM
$332K
VRTXVERTEX PHARMACEUTICALS INC COM
$328K
MNSTMONSTER BEVERAGE CORP
$324K
WSOWATSCO INC COM
$323K
VTVVANGUARD VALUE ETF
$322K
BWXTBWX TECHNOLOGIES INC COM
$319K
BALLBALL CORP
$319K
FMAGXFIDELITY MAGELLAN FD COM
$318K
JJSFJ & J SNACK FOODS CORP COM
$316K
SOSOUTHERN CO COM
$311K
SEEGXJPMORGAN TR II LARGE CAP GR S
$310K
WLKPWESTLAKE CHEM PARTNERS LP COM
$308K
ESEVERSOURCE ENERGY
$305K
TRTOOTSIE ROLL INDS INC COM
$305K
SCHXSCHWAB STRATEGIC TR US LRG CAP
$301K
VTCLXVANGUARD TAX MANAGED INTL FD C
$296K
ABJAABB LTD SPONSORED ADR
$294K
WABWABTEC CORP COM
$294K
SRESEMPRA ENERGY
$291K
AQLTISHARES TR CORE MSCI EAFE
$290K
HXLHEXCEL CORP NEW COM
$288K
TDWTIDEWATER INC COM
$288K
ALSNALLISON TRANSMISSION HLDGS INC
$287K
FDSFACTSET RESH SYS INC COM
$286K
IPINTL PAPER CO COM
$283K
YPFYPF SOCIEDAD ANONIMA SPON ADR
$282K
SCHDSCHWAB STRATEGIC TR US DIVIDEN
$280K
ETHEGRAYSCALE ETHEREUM TR ETH SHS
$279K
IVEISHARES TR S&P 500 VALUE
$278K
HSICSCHEIN HENRY INC COM
$277K
AMCFXAMCAP FD INC SHS CL F-2
$276K
EFRENERGY FUELS, INC
$276K
CLXCLOROX CO DEL COM
$271K
DELLDELL INC COM
$269K
TDYTELEDYNE TECHNOLOGIES INC COM
$268K
WBAWALGREENS BOOTS ALLIANCE INC
$257K
ABCAM PLC ADS
$256K
PRILXPARNASSUS FD EQTY INCM INSTL
$255K
BCUCYBRUNELLO CUCINELLI S P A UNSPO
$255K
FT 10003 EQUITY INC SELEC-UI
$254K
FFORD MTR CO DEL COM PAR $0.01
$249K
VWUAXVANGUARD US GROWTH FUND - ADM
$249K
ESABESAB CORPORATION COM
$248K
DFISXDFA INTERNATIONAL SMALL CAP EQ
$248K
MEGMONTROSE ENVIRONMENTAL GROUP I
$246K
VBRVANGUARD INDEX FDS SM CP VAL E
$245K
1939900DBROOKFIELD INFRASTRUCTURE CORP
$243K
EPAMEPAM SYS INC COM
$239K
SPARK NEW ZEALAND LTD SHS
$238K
ICLRICON PLC SHS
$237K
MATVSCHWEITZER-MAUDUIT INTL INC CO
$237K
PRDGXROWE T PRICE DIVID GROWTH FD C
$236K
GPNGLOBAL PMTS INC COM
$235K
DXCDXC TECHNOLOGY CO COM
$233K
VGHAXVANGUARD SPECIALIZED PORTFOLIO
$233K
GABAXGABELLI ASSET FD SH BEN INT
$231K
ELVELEVANCE HEALTH INC
$230K
SLMSLM CORP COM
$229K
AESAES CORP COM
$228K
VTRSVIATRIS INC
$228K
EMNEASTMAN CHEM CO COM
$226K
LYBLYONDELLBASELL INDUSTRIES N V
$226K
EBAEBAY INC COM
$225K
AZOAUTOZONE INC COM
$224K
AEPAMERICAN ELEC PWR INC
$223K
NPOENPRO INDS INC COM
$222K
ENRENERGIZER HLDGS INC NEW COM
$221K
GMGENERAL MTRS CORP COM
$220K
HEPUSDHOLLY ENERGY PARTNERS LP
$220K
NVONOVO-NORDISK A S ADR
$219K
JBLUJETBLUE AIRWAYS CORP
$218K
PreviousPage 5 of 6Next