Williams Jones Wealth Management, Llc.
Investment Portfolio & 13F Holdings Analysis
About
Williams Jones Wealth Management, LLC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 502 holdings worth $4.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified409 identified93 unidentified
Holdings
502 positions
Manager:
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Page 1 of 26
464288646
Shares:
1548693(+1.3%)
Value:
$81.1B(+2.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 2.1M | All Managers (Combined) | $469.6M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 1.4M | All Managers (Combined) | $208.8M | ||
Amazon Com Inc(AMZNcusip023135106) | 1.1M | All Managers (Combined) | $208.0M | ||
Nvidia Corp(NVDAcusip67066G104) | 1.9M | All Managers (Combined) | $205.8M | ||
578.5K | All Managers (Combined) | $141.9M | |||
881.8K | All Managers (Combined) | $120.8M | |||
Home Depot, Inc.(HDcusip437076102) | 307.1K | All Managers (Combined) | $112.5M | ||
297.3K | All Managers (Combined) | $103.8M | |||
467.6K | All Managers (Combined) | $95.9M | |||
Broadcom Inc.(AVGOcusip11135F101) | 563.7K | All Managers (Combined) | $94.4M | ||
186.8K | All Managers (Combined) | $92.5M | |||
Alphabet Inc.(GOOGcusip02079K107) | 543.6K | All Managers (Combined) | $84.9M | ||
Dover Corp(DOVcusip260003108) | 473.4K | All Managers (Combined) | $83.2M | ||
(cusip464288646)✕ | 1.5M | All Managers (Combined) | $81.1M | ||
Cintas Corp(CTAScusip172908105) | 380.4K | All Managers (Combined) | $78.2M | ||
154.9K | All Managers (Combined) | $77.1M | |||
Eli Lilly & Co(LLYcusip532457108) | 92.5K | All Managers (Combined) | $76.4M | ||
Blackstone Inc.(BXcusip09260D107) | 525.1K | All Managers (Combined) | $73.4M | ||
438.8K | All Managers (Combined) | $72.8M | |||
819.0K | YoY NEW(+819.0K) | All Managers (Combined) | $59.7M | YoY NEW(+$59.7M) |