Williams Jones Wealth Management, Llc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.37 Billion distributed in 574 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $513M, Costco Wholesale Corp with a value of $413M, Microsoft Corp with a value of $388M, Visa Inc. with a value of $316M, and Nvidia Corp with a value of $253M.
Examining the 13F form we can see an increase of $424M in the current position value, from $7.94B to 8.37B.
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
$8.37 Billion
Technology: $2.12 Billion
Healthcare: $1.56 Billion
Financial Services: $1.02 Billion
Industrials: $1 Billion
Consumer Defensive: $721 Million
Consumer Cyclical: $686 Million
Communication Services: $389 Million
Basic Materials: $340 Million
Other: $501 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
