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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 $7,825,309,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,114,083 $469,601,257 6%
2.
Costco Wholesale Corp W
 COST 443,562 $419,512,068 5.36%
3.
Visa Inc.
 V 1,118,431 $391,965,329 5.01%
4.
Microsoft Corp
 MSFT 889,749 $334,002,878 4.27%
5.
Alphabet Inc.
 GOOGL 1,350,507 $208,842,440 2.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)