Williams Jones Wealth Management, Llc. Portfolio Holdings
Williams Jones Wealth Management, Llc.
- $7.94 Billion
- Q2 2024
Williams Jones Wealth Management, Llc. has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $7.94 Billion distributed in 552 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $463M, Costco Wholesale Corp with a value of $400M, Microsoft Corp with a value of $396M, Visa Inc. with a value of $307M, and Nvidia Corp with a value of $261M.
Examining the 13F form we can see an increase of $213M in the current position value, from $7.73B to 7.94B.
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 552
- Current Value $7.94 Billion
- Prior Value $7.73 Billion
- Filing
- Period Q2 2024
- Filing Date August 05, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 20 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 232 stocks