Williams Jones Wealth Management, Llc. Portfolio Holdings
Williams Jones Wealth Management, Llc.
- $8.14 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 532
- Current Value $8.14 Billion
- Prior Value $8.37 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 240 stocks