Williams Jones Wealth Management, LLC.
Institutional investor · Portfolio as of Q4 2025
Top Holdings518 positions
Apple Inc. | 2.1M | $561.8M | 6.3% | $58.02 | +367.29% | 26 qtrssince 2019-Q3 | Increased 61 |
Alphabet Inc. | 1.6M | $496.7M | 5.6% | $94.07 | +232.10% | 26 qtrssince 2019-Q3 | Decreased 0 |
Microsoft Corp. | 1M | $485M | 5.5% | $218.00 | +120.45% | 26 qtrssince 2019-Q3 | Increased 65 |
Visa Inc | 1.1M | $381.6M | 4.3% | $168.19 | +107.28% | 26 qtrssince 2019-Q3 | Decreased 0 |
Costco Wholesale Corporation | 429,956 | $370.8M | 4.2% | $273.15 | +214.32% | 26 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA Corp. | 1.9M | $361.2M | 4.1% | $19.64 | +847.20% | 26 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com, Inc. | 1.1M | $261M | 2.9% | $110.14 | +109.58% | 26 qtrssince 2019-Q3 | Increased 53 |
INTUIT | 352,707 | $233.6M | 2.6% | $385.31 | +70.32% | 26 qtrssince 2019-Q3 | Increased 56 |
Broadcom Inc | 577,104 | $199.7M | 2.3% | $97.31 | +253.73% | 26 qtrssince 2019-Q3 | Increased 53 |
Ecolab Inc. | 726,578 | $190.7M | 2.2% | $185.31 | +40.53% | 26 qtrssince 2019-Q3 | Decreased 0 |
JPMorgan Chase & Co. | 569,662 | $183.6M | 2.1% | $102.31 | +210.52% | 26 qtrssince 2019-Q3 | Decreased 0 |
The TJX Companies Inc. | 1.2M | $182.2M | 2.1% | $52.53 | +189.76% | 26 qtrssince 2019-Q3 | Decreased 0 |
IDEXX Laboratories Inc. | 267,765 | $181.2M | 2.0% | $271.96 | +148.76% | 26 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc. | 527,742 | $165.6M | 1.9% | $62.16 | +403.81% | 26 qtrssince 2019-Q3 | Decreased 0 |
Eaton Corporation PLC | 511,327 | $162.9M | 1.8% | $208.03 | +51.84% | 26 qtrssince 2019-Q3 | Decreased 0 |
Mettler-Toledo International Inc | 105,265 | $146.8M | 1.7% | $712.58 | +95.65% | 26 qtrssince 2019-Q3 | Increased 48 |
Automatic Data Processing, Inc. | 548,704 | $141.1M | 1.6% | $139.37 | +80.52% | 26 qtrssince 2019-Q3 | Decreased 0 |
Berkshire Hathaway Inc. | 263,921 | $132.7M | 1.5% | $234.65 | +114.21% | 26 qtrssince 2019-Q3 | Decreased 0 |
APOLLO GLOBAL MGMT INC COM | 828,381 | $119.9M | 1.4% | $91.75 | +56.47% | 17 qtrssince 2021-Q4 | Decreased 0 |
Intuitive Surgical Inc. | 210,838 | $119.4M | 1.3% | $406.96 | +39.17% | 26 qtrssince 2019-Q3 | Increased 49 |
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: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 34 new positions, 26 exits, 149 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $8.9B across 518 positions.
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Portfolio allocation by GICS sector
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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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