Williams Jones Wealth Management, Llc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.19 Billion distributed in 537 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $448M, Costco Wholesale Corp with a value of $432M, Apple Inc. with a value of $425M, Visa Inc. with a value of $392M, and Nvidia Corp with a value of $307M.
Examining the 13F form we can see an increase of $497M in the current position value, from $7.7B to 8.19B.
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
$8.19 Billion
Technology: $2.17 Billion
Healthcare: $1.18 Billion
Financial Services: $1.16 Billion
Industrials: $1.06 Billion
Consumer Cyclical: $721 Million
Consumer Defensive: $662 Million
Communication Services: $376 Million
Basic Materials: $323 Million
Other: $499 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
