Williams Jones Wealth Management, Llc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.14 Billion distributed in 532 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $542M, Costco Wholesale Corp with a value of $414M, Microsoft Corp with a value of $372M, Visa Inc. with a value of $358M, and Nvidia Corp with a value of $267M.
Examining the 13F form we can see an decrease of $228M in the current position value, from $8.37B to 8.14B.
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
$8.14 Billion
Technology: $2.14 Billion
Healthcare: $1.28 Billion
Financial Services: $1.1 Billion
Industrials: $999 Million
Consumer Cyclical: $699 Million
Consumer Defensive: $681 Million
Communication Services: $423 Million
Basic Materials: $306 Million
Other: $469 Million
Stock Holdings Table Market Cap. of $200 Billions or more
