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Portfolio (Quarterly) Guide ↗

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 12 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DELL DELL INC COM Technology 8,692.0 $1.4M 0.02% -124K -93.5% $164.13 +42.9%
222 SLB SLB LIMITED COM STK Energy 27,710.0 $1.4M 0.02% +18K +183.9% $51.39 +10.7%
223 VIRNETX HOLDING CORP 100,140.0 $1.4M 0.02% $14.11
224 KMB KIMBERLY CLARK CORP COM Consumer Defensive 14,475.0 $1.4M 0.02% $96.47 -0.8%
225 EW EDWARDS LIFESCIENCES CORP COM Healthcare 17,258.0 $1.4M 0.02% $80.08 +1.7%
226 WTS WATTS WATER TECHNOLOGIES A Industrials 4,700.0 $1.4M 0.02% $290.29 +1.9%
227 VEA VANGUARD MSCI EAFE ETF 21,205.0 $1.4M 0.02% -2K -10.2% $64.08 +7.6%
228 AMERICAN CENTY MUT FDS INC ULT 15,820.0 $1.4M 0.02% $85.84
229 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 15,682.0 $1.4M 0.02% $86.44 +30.0%
230 FIDELITY CONCORD STR TR 500 ID 5,900.0 $1.3M 0.02% $227.41
231 COOPER COS INC COM NEW 18,364.0 $1.3M 0.02% -1K -5.2% $71.50
232 FITB FIFTH THIRD BANCORP COM Financial Services 28,022.0 $1.3M 0.02% $46.46 +1.7%
233 VANGUARD INDEX FDS LCP INDX AD 8,614.0 $1.3M 0.02% $150.93
234 T AT&T INC COM Communication Services 44,777.0 $1.3M 0.02% -3K -6.6% $28.99 -15.0%
235 QCOM QUALCOMM INC COM Technology 10,008.0 $1.3M 0.02% -293.0 -2.8% $128.78 +53.5%
236 BXSL BLACKSTONE SECD LENDING FD COM Financial Services 54,167.0 $1.3M 0.02% $23.69 -0.9%
237 TGT TARGET CORP COM Consumer Defensive 10,478.0 $1.3M 0.02% $121.20 +0.1%
238 PPL PPL CORP COM Utilities 32,934.0 $1.3M 0.01% +519.0 +1.6% $38.20 -8.2%
239 RL RALPH LAUREN CORP CL A Consumer Cyclical 3,586.0 $1.2M 0.01% $343.99 -6.1%
240 VCR VANGUARD WORLD CONSUMER DISC E 3,409.0 $1.2M 0.01% $359.03 +5.5%
Page 12 of 26  ·  514 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%