Williams Jones Wealth Management, Llc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.7 Billion distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $470M, Costco Wholesale Corp with a value of $420M, Visa Inc. with a value of $392M, Microsoft Corp with a value of $334M, and Alphabet Inc. with a value of $209M.
Examining the 13F form we can see an decrease of $442M in the current position value, from $8.14B to 7.7B.
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
$7.7 Billion
Technology: $1.82 Billion
Healthcare: $1.24 Billion
Financial Services: $1.14 Billion
Industrials: $988 Million
Consumer Cyclical: $672 Million
Consumer Defensive: $671 Million
Communication Services: $345 Million
Basic Materials: $310 Million
Other: $484 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
