Williams Jones Wealth Management, LLC.
Holdings in WSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,132,761 | 44,911 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $53,652,226 | 132,704 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $65,970,519 | 149,383 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $74,418,169 | 146,406 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $68,446,302 | 144,435 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $62,847,506 | 127,770 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $26,976,780 | 58,235 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,934,793 | 4,479 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $1,039,039 | 2,425 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $874,799 | 2,316 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $463,867 | 1,216 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $323,250 | 1,016 | Shares | Sole | 2023-05-15 |