Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIAMS JONES WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 548 | 7,140,870,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REGENERON PHARMACEUTICALS COM | CS | 251 | $1,511,537 | 1,721 | 0.00 | 0.00 | -15 | -0.86 | 12-31-2023 |
| FIDELITY GROWTH CO FUND | MF | 252 | $1,501,794 | 47,049 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GRAYSCALE BITCOIN TRUST BTC | CS | 253 | $1,480,697 | 42,770 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD BD INDEX FD INC INTER | ETF | 254 | $1,473,676 | 19,294 | 0.00 | 19,294 | +Inf | 12-31-2023 |
