Williams Jones Wealth Management, LLC
$8.1B Assets Reported
549 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 2,098,040 | $532M | 6.5% |
| GOOGL | ALPHABET INC CAP STK CL A | 1,574,102 | $453M | 5.6% |
| COST | COSTCO WHSL CORP NEW COM | 426,863 | $425M | 5.2% |
| MSFT | MICROSOFT CORP COM | 974,320 | $361M | 4.4% |
| NVDA | NVIDIA CORP COM | 1,941,198 | $339M | 4.2% |
| V | VISA INC COM CL A | 1,076,057 | $325M | 4.0% |
| AMZN | AMAZON COM INC COM | 1,126,687 | $235M | 2.9% |
| ECL | ECOLAB INC COM | 723,014 | $192M | 2.4% |
| TJX | TJX COS INC NEW COM | 1,171,680 | $187M | 2.3% |
| ETN | EATON CORP PLC SHS | 512,646 | $183M | 2.3% |
Track Williams Jones Wealth Management, LLC's 13F portfolio: $8.1B in reported holdings, 549 positions. Top holdings, AUM, and quarterly changes on SentiSense.