Williams Jones Wealth Management, Llc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
502
Total Value
4257249911
Accession Number
0001104659-25-049421
Form Type
13F-HR
CIK
0001788587
Manager Name
Williams Jones Wealth Management, Llc.
Data Enrichment
81% identified
409 identified93 unidentified

Holdings

502 positions
Manager:
SEC
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Page 1 of 26
Apple Inc.
AAPL|037833100
Shares:
2114083(-2.4%)
Value:
$469.6B(-13.4%)
Alphabet Inc.
GOOGL|02079K305
Shares:
1350507(-0.2%)
Value:
$208.8B(-18.5%)
AMAZON COM INC
AMZN|023135106
Shares:
1093342(-0.2%)
Value:
$208.0B(-13.5%)
NVIDIA CORP
NVDA|67066G104
Shares:
1898607(-4.7%)
Value:
$205.8B(-23.1%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
578537(+0.6%)
Value:
$141.9B(+3.0%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
881779(+21.5%)
Value:
$120.8B(+0.8%)
HOME DEPOT, INC.
HD|437076102
Shares:
307102(-2.3%)
Value:
$112.5B(-7.9%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
297267(-3.3%)
Value:
$103.8B(-0.6%)
DANAHER CORP /DE/
DHR|235851102
Shares:
467599(-3.5%)
Value:
$95.9B(-13.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
563651(+1.2%)
Value:
$94.4B(-26.9%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
186752(+4.2%)
Value:
$92.5B(-1.1%)
Alphabet Inc.
GOOG|02079K107
Shares:
543604(-1.1%)
Value:
$84.9B(-18.8%)
DOVER Corp
DOV|260003108
Shares:
473404(-2.7%)
Value:
$83.2B(-8.9%)
464288646
464288646
Shares:
1548693(+1.3%)
Value:
$81.1B(+2.6%)
CINTAS CORP
CTAS|172908105
Shares:
380415(-0.5%)
Value:
$78.2B(+11.9%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
154939(-17.8%)
Value:
$77.1B(-21.3%)
ELI LILLY & Co
LLY|532457108
Shares:
92511(+222.4%)
Value:
$76.4B(+244.9%)
Blackstone Inc.
BX|09260D107
Shares:
525132(-1.6%)
Value:
$73.4B(-20.2%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
438832(-16.7%)
Value:
$72.8B(-4.5%)
Uber Technologies, Inc
UBER|90353T100
Shares:
818975(+80.2%)
Value:
$59.7B(+117.7%)