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Portfolio (Quarterly) Guide ↗

Williams Jones Wealth Management, LLC.

· CIK 0001788587
13F Portfolio $8.9B AUM 587 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 145 Added 172 Reduced 22 Exited
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFG ISHARES MSCI GROWTH 2,317.0 $288K 0.00% +24.0 +1.1% $124.42 +0.6%
142 PEG PUBLIC SVC ENTERPRISE GROUP CO Utilities 3,494.0 $284K 0.00% +50.0 +1.4% $81.16 -9.7%
143 SO SOUTHERN CO COM Utilities 2,596.0 $248K 0.00% +259.0 +11.1% $95.71 -5.9%
144 NRK NUVEEN NEW YORK ATM-FREE MUNI Financial Services 21,500.0 $230K 0.00% +2K +10.3% $10.72 -5.5%
145 BALL BALL CORP Consumer Cyclical 3,607.0 $225K 0.00% +101.0 +2.9% $62.40 +3.0%
Page 8 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Healthcare 12.9%
Industrials 12.8%
Financial Services 12.7%
Consumer Cyclical 9.0%
Communication Services 8.0%
Consumer Defensive 7.2%
Basic Materials 4.3%
Energy 1.1%
Utilities 0.4%