Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $8,863,733,941
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,289,143 $662,386,363 7.47%
2.
Alphabet Inc.
 GOOGL 1,547,889 $553,169,115 6.24%
3.
Nvidia Corp
 NVDA 1,991,485 $398,476,199 4.5%
4.
Costco Wholesale Corp W
 COST 425,262 $397,820,210 4.49%
5.
Microsoft Corp
 MSFT 983,325 $366,800,022 4.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.