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Williams Jones Wealth Management, LLC.

· CIK 0001788587
13F Portfolio $8.1B AUM 540 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 112 Added 169 Reduced 43 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD REAL ESTATE ETF 3,140.0 $279K 0.00% NEW $88.70 +5.9%
22 REX REX AMERICAN RESOURCES CORP CO Basic Materials 6,000.0 $273K 0.00% NEW $45.57 +8.1%
23 EEM ISHARES MSCI EMERGING MARKET 4,620.0 $262K 0.00% NEW $56.79 +14.6%
24 EFG ISHARES MSCI GROWTH 2,293.0 $255K 0.00% NEW $111.37 +6.1%
25 NVT NVENT ELECTRIC PLC Industrials 2,049.0 $242K 0.00% NEW $118.28 +47.1%
26 SCZ ISHARES TR MSCI SMALL CAP 2,938.0 $230K 0.00% NEW $78.42 +7.4%
27 DOW DOW INC COM Basic Materials 5,442.0 $227K 0.00% NEW $41.65 -6.9%
28 MRVL MARVELL TECHNOLOGY GROUP LTD O Technology 2,287.0 $227K 0.00% NEW $99.05 +84.3%
29 AGX ARGAN INC. Industrials 410.0 $223K 0.00% NEW $544.65 +32.6%
30 IWN ISHARES RUSSELL 2000 VALUE 1,171.0 $222K 0.00% NEW $189.59 +8.6%
31 KGS KODIAK GAS SERVICES INC Energy 3,797.0 $221K 0.00% NEW $58.32 +27.3%
32 IUSG ISHARES TR CORE S&P US GWT 1,414.0 $219K 0.00% NEW $155.11 +20.4%
33 CNP CENTERPOINT ENERGY INC COM Utilities 4,882.0 $211K 0.00% NEW $43.16 -1.4%
34 KMI KINDER MORGAN INC KANS Energy 6,216.0 $208K 0.00% NEW $33.53 -0.4%
35 BALL BALL CORP Consumer Cyclical 3,506.0 $207K 0.00% NEW $59.11 -6.6%
36 CAC CAMDEN NATL CORP COM Financial Services 4,366.0 $207K 0.00% NEW $47.45 -0.2%
37 DTM DT MIDSTREAM INC COMMON STOCK Energy 1,500.0 $202K 0.00% NEW $134.67 +10.0%
38 IVOO VANGUARD ADMIRAL FDS INC MIDCP 1,751.0 $200K 0.00% NEW $114.32 +6.9%
39 NXP NUVEEN SELECT TAX FREE INCOME Financial Services 10,305.0 $148K 0.00% NEW $14.35 -0.8%
Page 2 of 2  ·  39 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 27.2%
Healthcare 14.0%
Financial Services 12.9%
Industrials 11.8%
Consumer Cyclical 9.4%
Communication Services 9.0%
Consumer Defensive 8.2%
Basic Materials 4.2%
Energy 2.7%
Utilities 0.5%