WILLIAMS JONES WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 6K | $2.96M |
 | AZN | 6K | $462.77K |
 | IBKR | 6K | $412.86K |
 | MNST | 6K | $403.86K |
 | PLD | 6K | $654.60K |
 | DHI | 6K | $967.34K |
 | NUE | 6K | $771.95K |
 | STZ | 6K | $760.48K |
 | MATX | 6K | $555.55K |
 | MLI | 6K | $558.53K |
 | MP | 6K | $368.88K |
 | MCO | 5K | $2.61M |
 | PKG | 5K | $1.18M |
 | NSC | 5K | $1.61M |
 | KLAC | 5K | $5.78M |
 | BDX | 5K | $985.82K |
 | WTM | 5K | $8.68M |
 | SCHW | 5K | $494.27K |
 | VLO | 5K | $879.05K |
 | NVO | 5K | $281.44K |
S&P Global Inc.
SPGI
Shares Held
6K
Value
$2.96M
AstraZeneca PLC
AZN
Shares Held
6K
Value
$462.77K
Interactive Brokers Group, Inc.
IBKR
Shares Held
6K
Value
$412.86K
Monster Beverage Corporation
MNST
Shares Held
6K
Value
$403.86K
Prologis, Inc.
PLD
Shares Held
6K
Value
$654.60K
D.R. Horton, Inc.
DHI
Shares Held
6K
Value
$967.34K
Nucor Corporation
NUE
Shares Held
6K
Value
$771.95K
Constellation Brands, Inc.
STZ
Shares Held
6K
Value
$760.48K
Matson, Inc.
MATX
Shares Held
6K
Value
$555.55K
Mueller Industries, Inc.
MLI
Shares Held
6K
Value
$558.53K
MP Materials Corp.
MP
Shares Held
6K
Value
$368.88K
Moody's Corporation
MCO
Shares Held
5K
Value
$2.61M
Packaging Corporation of America
PKG
Shares Held
5K
Value
$1.18M
Norfolk Southern Corporation
NSC
Shares Held
5K
Value
$1.61M
KLA Corporation
KLAC
Shares Held
5K
Value
$5.78M
Becton, Dickinson and Company
BDX
Shares Held
5K
Value
$985.82K
White Mountains Insurance Group, Ltd.
WTM
Shares Held
5K
Value
$8.68M
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$494.27K
Valero Energy Corporation
VLO
Shares Held
5K
Value
$879.05K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$281.44K