Williams Jones Wealth Management, Llc. Portfolio Holdings
Williams Jones Wealth Management, Llc.
- $7.7 Billion
- Q1 2025
Williams Jones Wealth Management, Llc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.7 Billion distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $470M, Costco Wholesale Corp with a value of $420M, Visa Inc. with a value of $392M, Microsoft Corp with a value of $334M, and Alphabet Inc. with a value of $209M.
Examining the 13F form we can see an decrease of $442M in the current position value, from $8.14B to 7.7B.
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
Summary
- Portfolio
- No. of Stocks 530
- Current Value $7.7 Billion
- Prior Value $8.14 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 22 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 217 stocks