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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 23 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 12,585.0 $309K 0.00% $24.55 +3.9%
442 VNQ VANGUARD REAL ESTATE ETF 3,167.0 $305K 0.00% +27.0 +0.9% $96.43 +2.8%
443 XLV SELECT SECTOR SPDR TR SBI HEAL 1,903.0 $302K 0.00% $158.66 +10.1%
444 VCSH VANGUARD S/T CORP BOND ETF 3,798.0 $300K 0.00% $79.03 -0.5%
445 VV VANGUARD INDEX FDS LARGE CAP E 863.0 $297K 0.00% NEW $343.91 +2.3%
446 Q QNITY ELECTRONICS INC COMMON S Technology 1,810.0 $296K 0.00% $163.31 -22.7%
447 WAT WATERS CORP COM Healthcare 788.0 $296K 0.00% -332.0 -29.6% $375.04 +9.5%
448 VANGUARD SPECIALIZED PORTFOLIO 3,413.0 $295K 0.00% $86.49
449 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 7,412.0 $293K 0.00% +215.0 +3.0% $39.55 +4.8%
450 DEO DIAGEO P L C SPON ADR NEW Consumer Defensive 3,624.0 $291K 0.00% +39.0 +1.1% $80.38 +19.5%
451 MUB ISHARES S&P NAT MUNI BOND FD 2,700.0 $291K 0.00% $107.62 -2.1%
452 PERSHING SQUARE USA LTD 7,750.0 $290K 0.00% NEW $37.38
453 EFG ISHARES MSCI GROWTH 2,317.0 $288K 0.00% +24.0 +1.1% $124.42 +0.5%
454 AGG ISHARES BARCLAYS AGGREGATE 2,900.0 $287K 0.00% $98.98 -1.4%
455 KGS KODIAK GAS SERVICES INC Energy 3,797.0 $285K 0.00% $75.13 -21.2%
456 PEG PUBLIC SVC ENTERPRISE GROUP CO Utilities 3,494.0 $284K 0.00% +50.0 +1.4% $81.16 -9.4%
457 OMC OMNICOM GROUP INC COM Communication Services 3,875.0 $282K 0.00% $72.83 +22.1%
458 KLIC KULICKE AND SOFFA INDUSTRIES I Technology 2,109.0 $282K 0.00% NEW $133.76 -37.6%
459 PSI INVESCO EXCHANGE TRADED FD TR 1,500.0 $282K 0.00% NEW $187.82 -28.6%
460 VANGUARD INDEX FDS GRW INDEX A 1,057.0 $282K 0.00% $266.46
Page 23 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%