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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 9 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSLA TESLA MTRS INC COM Consumer Cyclical 8,749.0 $3.3M 0.04% -1K -12.4% $371.75 +13.6%
162 NEE NEXTERA ENERGY INC COM Utilities 33,638.0 $3.1M 0.04% $92.88 +0.5%
163 MPLX MPLX LP COM UNIT REP LTD Energy 52,581.0 $3.0M 0.04% -450.0 -0.8% $57.07 -4.0%
164 EBC EASTERN BANKSHARES INC COM Financial Services 152,640.0 $3.0M 0.04% -9K -5.6% $19.56 -1.9%
165 MS MORGAN STANLEY COM NEW Financial Services 18,105.0 $3.0M 0.04% +948.0 +5.5% $164.57 +17.0%
166 AB ALLIANCEBERNSTEIN HOLDING LP U Financial Services 78,750.0 $2.9M 0.04% -1K -1.2% $37.44 +2.6%
167 WMT WAL-MART STORES INC COM Consumer Defensive 23,000.0 $2.9M 0.04% +3K +12.5% $124.28 +5.8%
168 LHX L3HARRIS TECHNOLOGY INC Industrials 8,247.0 $2.8M 0.04% $345.15 -12.1%
169 UNH UNITEDHEALTH GROUP INC COM Healthcare 10,511.0 $2.8M 0.04% -334.0 -3.1% $270.59 +45.6%
170 MPC MARATHON PETE CORP COM Energy 10,942.0 $2.7M 0.03% $244.18 +4.4%
171 NKE NIKE INC CL B Consumer Cyclical 50,565.0 $2.7M 0.03% -14K -21.5% $52.82 -20.7%
172 BA BOEING CO COM Industrials 13,188.0 $2.6M 0.03% +4K +43.9% $199.03 +10.8%
173 NXPI NXP SEMICONDUCTORS N V COM Technology 12,961.0 $2.6M 0.03% $196.86 +48.1%
174 TLN TALEN ENERGY CORP COM Utilities 7,952.0 $2.5M 0.03% -1K -14.3% $319.23 +4.7%
175 COP CONOCOPHILLIPS COM Energy 18,605.0 $2.5M 0.03% +186.0 +1.0% $132.00 -7.3%
176 FLO FLOWERS FOODS INC COM Consumer Defensive 301,132.0 $2.5M 0.03% $8.15 -11.9%
177 A AGILENT TECHNOLOGIES INC COM Healthcare 21,297.0 $2.4M 0.03% $113.98 -1.6%
178 CIBR FIRST TRUST NASDAQ CYBERSECURI 38,295.0 $2.4M 0.03% -10K -20.2% $62.68 +29.1%
179 SPGI S&P GLOBAL INC Financial Services 5,632.0 $2.4M 0.03% -288.0 -4.9% $425.34 -5.2%
180 CSX CSX CORP COM Industrials 58,153.0 $2.4M 0.03% $41.05 +11.2%
Page 9 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%