Williams Jones Wealth Management, LLC. 13F Holdings

CIK 0001788587

As of Sep 30, 2025, Williams Jones Wealth Management, LLC. reported 538 positions worth $8.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology2,058,413$524.1M6.13%
MICROSOFT CORPMSFTTechnology934,351$483.9M5.66%
COSTCO WHOLESALE CORPCOSTConsumer Defensive434,868$402.5M4.71%
ALPHABET INCGOOGLEquity1,592,422$387.1M4.52%
VISA INC-CLASS A SHARESVFinancial Services1,102,021$376.2M4.40%
NVIDIA CORPNVDATechnology1,943,714$362.7M4.24%
AMAZON.COM INCAMZNEquity1,123,155$246.6M2.88%
INTUIT INCINTUTechnology330,969$226.0M2.64%
ECOLAB INCECLBasic Materials732,835$200.7M2.35%
EATON CORP PLCETNIndustrials515,542 92.9M2.26%
BROADCOM INCAVGOTechnology571,323 88.5M2.20%
JPMORGAN CHASE & COJPMFinancial Services569,786 79.7M2.10%
TJX COMPANIES INCTJXConsumer Cyclical1,208,527 74.7M2.04%
IDEXX LABORATORIES INCIDXXHealthcare272,801 74.3M2.04%
AUTOMATIC DATA PROCESSING INCADPIndustrials565,390 65.9M1.94%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services266,545 34.0M1.57%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical1,228,564 32.5M1.55%
ALPHABET INCGOOGEquity531,501 29.4M1.51%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services965,988 28.7M1.50%
METTLER-TOLEDO INTERNATIONALMTDHealthcare104,367 28.1M1.50%
HOME DEPOT INCHDConsumer Cyclical301,580 22.2M1.43%
ROPER TECHNOLOGIES INCROPTechnology229,640 14.5M1.34%
ZOETIS INCZTSHealthcare769,877 12.6M1.32%
SHERWIN WILLIAMS COSHWBasic Materials310,564 07.5M1.26%
AMPHENOL CORP-CL AAPHTechnology843,210 04.3M1.22%