Institutional investor · Portfolio as of Q4 2025
Williams Jones Wealth Management, LLC. manages $8.9B across 518 positions as of Q4 2025. Top holdings: AAPL (6.3%), GOOGL (5.6%), MSFT (5.5%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile