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Home > Institutional Investor > Williams Jones Wealth Management, Llc. > Profile

Instuitional Investor - Williams Jones Wealth Management, Llc.

Fund Profile
Filing Period:
Fund Name: Williams Jones Wealth Management, Llc.
Portfolio Value $8,739,358,568
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,058,413 $524,133,785 6%
2.
Microsoft Corp
 MSFT 934,401 $483,973,106 5.54%
3.
Costco Wholesale Corp W
 COST 434,958 $402,610,255 4.61%
4.
Alphabet Inc.
 GOOGL 1,592,497 $387,136,080 4.43%
5.
Visa Inc.
 V 1,102,270 $376,292,982 4.31%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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