Williams Jones Wealth Management, LLC. - Portfolio overview

Williams Jones Wealth Management, LLC. has 504 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 8.38%
2. COST - COSTCO WHSL CORP NEW COM, 6.70%
3. NVDA - NVIDIA CORP COM, 5.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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