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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 7 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWM ISHARES RUSSELL 2000 ETF 24,196.0 $7.3M 0.08% +222.0 +0.9% $300.45 -0.8%
122 UNP UNION PAC CORP COM Industrials 26,310.0 $7.2M 0.08% -2K -8.2% $272.00 +13.9%
123 XLK SELECT SECTOR SPDR TR TECHNOLO 36,948.0 $7.0M 0.08% $190.52 -5.5%
124 WFC WELLS FARGO CO NEW COM Financial Services 81,581.0 $6.7M 0.08% $82.64 +2.5%
125 PG PROCTER AND GAMBLE CO COM Consumer Defensive 45,548.0 $6.7M 0.07% -4K -7.3% $146.64 -0.0%
126 PNC PNC FINL SVCS GROUP INC Financial Services 26,634.0 $6.6M 0.07% +1K +5.2% $246.22 -1.0%
127 PERSHING SQUARE INC COMMON STO 198,998.0 $6.5M 0.07% NEW $32.86
128 IBB ISHARES TR NASDAQ BIOTECH INDX 33,917.0 $6.5M 0.07% -1K -3.7% $190.19 +11.7%
129 LUV SOUTHWEST AIRLS CO COM Industrials 125,122.0 $6.4M 0.07% $51.42 -20.8%
130 WM WASTE MGMT INC DEL COM Industrials 28,126.0 $6.3M 0.07% +1K +3.8% $222.88 +1.6%
131 VANGUARD 500 INDEX FUND - ADM 8,496.0 $5.9M 0.07% -64.0 -0.8% $692.00
132 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 116,554.0 $5.9M 0.07% -573K -83.1% $50.42 +11.5%
133 VANGUARD INDEX FDS TOT STKIDX 31,916.0 $5.8M 0.07% $180.18
134 UNH UNITEDHEALTH GROUP INC COM Healthcare 13,606.0 $5.7M 0.06% +3K +29.4% $415.63 -4.1%
135 AON AON PLC CLASS-A ORDINARY SHARE Financial Services 16,502.0 $5.5M 0.06% -213.0 -1.3% $331.69 +8.3%
136 MDY SPDR S&P MIDCAP 400 INDEX Financial Services 7,629.0 $5.4M 0.06% -124.0 -1.6% $703.34 -1.3%
137 CMG CHIPOTLE MEXICAN GRILL INC CL Consumer Cyclical 155,120.0 $5.3M 0.06% -3K -2.2% $34.00 +11.8%
138 ADI ANALOG DEVICES INC Technology 12,923.0 $5.1M 0.06% +483.0 +3.9% $397.17 -6.5%
139 HACK AMPLIFY CYBERSECURITY ETF 47,577.0 $5.0M 0.06% +1K +3.2% $104.93 +4.4%
140 GIS GENERAL MLS INC COM Consumer Defensive 138,906.0 $4.8M 0.06% $34.80 +17.6%
Page 7 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%