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 |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP OHIO COM | CS | 51 | $30,211,593 | 189,676 | 0.00 | 0.00 | -1,070 | -0.56 | 12-31-2023 |
| SPDR S&P 500 ETF TR TR UNIT | CS | 52 | $29,757,319 | 62,606 | 0.00 | 0.00 | -2,547 | -3.91 | 12-31-2023 |
| CROWN CASTLE INTL CORP | CS | 53 | $29,421,203 | 255,415 | 0.00 | 0.00 | -548,700 | -68.24 | 12-31-2023 |
| BROADCOM INC | CS | 54 | $29,014,686 | 25,993 | 0.00 | 0.00 | 4,652 | 21.80 | 12-31-2023 |
