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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 13 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VEA VANGUARD MSCI EAFE ETF 19,905.0 $1.4M 0.02% -1K -6.1% $71.25 +3.4%
242 AVAV AEROVIRONMENT INC Industrials 8,501.0 $1.4M 0.02% -330.0 -3.7% $165.07 -10.0%
243 TGT TARGET CORP COM Consumer Defensive 10,519.0 $1.4M 0.02% $130.61 +25.3%
244 CRWD CROWDSTRIKE HOLDINGS INC Technology 1,800.0 $1.4M 0.01% +38.0 +2.2% $190.78 -2.0%
245 FIDELITY SECS FD BLUE CHIP GWT 4,342.0 $1.4M 0.01% -149.0 -3.3% $313.48
246 VCR VANGUARD WORLD CONSUMER DISC E 3,409.0 $1.4M 0.01% $396.61 -0.0%
247 VIS VANGUARD WORLD FDS INDUSTRIAL 3,647.0 $1.3M 0.01% $360.38 -4.9%
248 TSN TYSON FOODS INC CL A Consumer Defensive 22,944.0 $1.3M 0.01% $57.25 +0.0%
249 PPL PPL CORP COM Utilities 36,015.0 $1.3M 0.01% +3K +9.4% $36.35 -3.7%
250 HSY HERSHEY CO COM Consumer Defensive 7,219.0 $1.3M 0.01% $175.45 +6.2%
251 IJH ISHARES TR CORE S&P MCP ETF 16,410.0 $1.3M 0.01% $77.11 -1.2%
252 VIRNETX HOLDING CORP 99,271.0 $1.3M 0.01% -869.0 -0.9% $12.70
253 COOPER COS INC COM NEW 17,364.0 $1.2M 0.01% -1K -5.5% $71.71
254 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 74,532.0 $1.2M 0.01% -13K -14.7% $16.70 -7.5%
255 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 8,019.0 $1.2M 0.01% $148.69 +18.7%
256 AEP AMERICAN ELEC PWR INC Utilities 8,533.0 $1.2M 0.01% +513.0 +6.4% $136.81 -10.7%
257 PANW PALO ALTO NETWORKS INC COM Technology 3,230.0 $1.1M 0.01% +148.0 +4.8% $341.02 +1.0%
258 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 4,598.0 $1.1M 0.01% $238.28 +4.1%
259 IVW ISHARES TR S&P 500 GRWT ETF 7,935.0 $1.1M 0.01% +2K +25.2% $137.53 +0.9%
260 MATX MATSON INC COM Industrials 5,635.0 $1.1M 0.01% $192.23 +15.5%
Page 13 of 28  ·  547 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%