Williams Jones Wealth Management, Llc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.55 Billion distributed in 538 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $524M, Microsoft Corp with a value of $484M, Costco Wholesale Corp with a value of $403M, Alphabet Inc. with a value of $387M, and Visa Inc. with a value of $376M.
Examining the 13F form we can see an increase of $354M in the current position value, from $8.19B to 8.55B.
Williams Jones Wealth Management, Llc. is based out at New York, NY
Below you can find more details about Williams Jones Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$8.55 Billion
Technology: $2.32 Billion
Financial Services: $1.17 Billion
Healthcare: $1.13 Billion
Industrials: $1.03 Billion
Consumer Cyclical: $792 Million
Consumer Defensive: $617 Million
Communication Services: $565 Million
Basic Materials: $333 Million
Other: $538 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
