Williams Jones Wealth Management, LLC.
Institutional investor · Portfolio as of Q4 2025
Top Holdings518 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.1M | $561.8M | 6.3% | $100.34 | +170.20% | 26 qtrssince 2019-Q3 | Increased 61 |
ALPHABET INC-CL A | 1.6M | $496.7M | 5.6% | $120.02 | +161.49% | 26 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 1M | $485M | 5.5% | $218.62 | +122.98% | 26 qtrssince 2019-Q3 | Increased 65 |
VISA INC-CLASS A SHARES | 1.1M | $381.6M | 4.3% | $168.19 | +107.28% | 26 qtrssince 2019-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 429,956 | $370.8M | 4.2% | $273.15 | +214.32% | 26 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORP | 1.9M | $361.2M | 4.1% | $114.61 | +63.63% | 26 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 1.1M | $261M | 2.9% | $122.76 | +89.42% | 26 qtrssince 2019-Q3 | Increased 53 |
INTUIT INC | 352,707 | $233.6M | 2.6% | $386.02 | +73.21% | 26 qtrssince 2019-Q3 | Increased 56 |
BROADCOM INC | 577,104 | $199.7M | 2.3% | $165.41 | +108.47% | 26 qtrssince 2019-Q3 | Increased 53 |
ECOLAB INC | 726,578 | $190.7M | 2.2% | $186.45 | +41.85% | 26 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 569,662 | $183.6M | 2.1% | $103.16 | +212.10% | 26 qtrssince 2019-Q3 | Decreased 0 |
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% | $272.52 | +150.38% | 26 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL C | 527,742 | $165.6M | 1.9% | $96.36 | +226.44% | 26 qtrssince 2019-Q3 | Decreased 0 |
EATON CORP PLC | 511,327 | $162.9M | 1.8% | $208.03 | +51.84% | 26 qtrssince 2019-Q3 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 105,265 | $146.8M | 1.7% | $707.68 | +99.85% | 26 qtrssince 2019-Q3 | Increased 48 |
AUTOMATIC DATA PROCESSING | 548,704 | $141.1M | 1.6% | $140.26 | +80.52% | 26 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 263,921 | $132.7M | 1.5% | $234.45 | +114.84% | 26 qtrssince 2019-Q3 | Decreased 0 |
APOLLO GLOBAL MANAGEMENT INC | 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% | $409.07 | +39.98% | 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 Rating: 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.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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