Williams Jones Wealth Management, LLC.
Institutional investor · Portfolio as of Q1 2025
Top Holdings502 positions
APPLE INC | 2.1M | $469.6M | 6.0% | $57.18 | +286.10% | 23 qtrssince 2019-Q3 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 443,562 | $419.5M | 5.4% | $273.15 | +243.32% | 23 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 1.1M | $392M | 5.0% | $168.19 | +106.02% | 23 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 889,749 | $334M | 4.3% | $183.20 | +102.53% | 23 qtrssince 2019-Q3 | Increased 57 |
ALPHABET INC | 1.4M | $208.8M | 2.7% | $65.50 | +134.99% | 23 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.1M | $208M | 2.7% | $106.30 | +78.98% | 23 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 1.9M | $205.8M | 2.6% | $16.31 | +562.69% | 23 qtrssince 2019-Q3 | Decreased 0 |
INTUIT | 311,945 | $191.5M | 2.4% | $347.81 | +74.03% | 23 qtrssince 2019-Q3 | Decreased 0 |
ECOLAB INC | 726,497 | $184.2M | 2.4% | $184.56 | +35.23% | 23 qtrssince 2019-Q3 | Decreased 0 |
ACCENTURE PLC IRELAND | 572,105 | $178.5M | 2.3% | $198.06 | +51.63% | 23 qtrssince 2019-Q3 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 572,665 | $175M | 2.2% | $139.37 | +110.88% | 23 qtrssince 2019-Q3 | Decreased 0 |
ROPER TECHNOLOGIES INC | 253,220 | $149.3M | 1.9% | $393.10 | +47.87% | 23 qtrssince 2019-Q3 | Decreased 0 |
TJX COS INC NEW | 1.2M | $147.7M | 1.9% | $52.51 | +127.70% | 23 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 578,537 | $141.9M | 1.8% | $102.31 | +132.69% | 23 qtrssince 2019-Q3 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 266,343 | $141.8M | 1.8% | $233.97 | +127.62% | 23 qtrssince 2019-Q3 | Decreased 0 |
ZOETIS INC | 845,480 | $139.2M | 1.8% | $122.10 | +31.42% | 23 qtrssince 2019-Q3 | Decreased 0 |
EATON CORP PLC | 486,859 | $132.3M | 1.7% | $198.92 | +34.29% | 23 qtrssince 2019-Q3 | Increased 54 |
METTLER TOLEDO INTERNATIONAL | 105,885 | $125M | 1.6% | $707.00 | +67.03% | 23 qtrssince 2019-Q3 | Decreased 0 |
IDEXX LABS INC | 295,338 | $124M | 1.6% | $271.96 | +54.41% | 23 qtrssince 2019-Q3 | Decreased 0 |
APOLLO GLOBAL MGMT INC | 881,779 | $120.8M | 1.5% | $87.81 | +52.95% | 14 qtrssince 2021-Q4 | Increased 57 |
Williams Jones Wealth Management, LLC. manages $7.8B across 502 positions as of Q1 2025. Top holdings: AAPL (6.0%), COST (5.4%), V (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 22 new positions, 24 exits, 95 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $7.8B across 502 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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