CIK 1788587
Williams Jones Wealth Management, LLC.
Institutional 13F holdings & portfolio
Holdings
518
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 518
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 2.1M | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 1.6M | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 1.0M | $1M+ | SH |
| V | VISA INC COM CL A | 1.1M | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 430K | $1M+ | SH |
| NVDA | NVIDIA CORP COM | 1.9M | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 1.1M | $1M+ | SH |
| INTU | INTUIT COM | 353K | $1M+ | SH |
| AVGO | BROADCOM INC | 577K | $1M+ | SH |
| ECL | ECOLAB INC COM | 726K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 570K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 1.2M | $1M+ | SH |
| IDXX | IDEXX LABS INC COM | 268K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 528K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 511K | $1M+ | SH |
| MTD | METTLER TOLEDO INTERNATIONAL C | 105K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 549K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL | 264K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC COM CL | 828K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 211K | $1M+ | SH |
| ORLY | O REILLY AUTOMOTIVE INC NEW CO | 1.3M | $1M+ | SH |
| APH | AMPHENOL CORP NEW CL A | 834K | $1M+ | SH |
| DHR | DANAHER CORP DEL COM | 456K | $1M+ | SH |
| SHW | SHERWIN-WILLIAMS CO | 315K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 1.2M | $1M+ | SH |
| STE | STERIS PLC SHS USD | 380K | $1M+ | SH |
| IGSB | ISHARES SHORT-TERM CORP B | 1.7M | $1M+ | SH |
| LLY | LILLY ELI & CO COM | 85K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 240K | $1M+ | SH |
| BX | BLACKSTONE GROUP INC | 528K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 182K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 383K | $1M+ | SH |
| ATR | APTARGROUP INC COM | 604K | $1M+ | SH |
| CTAS | CINTAS CORP COM | 369K | $1M+ | SH |
| ALC | ALCON AG ORD SHS | 823K | $1M+ | SH |
| PWR | QUANTA SVCS INC COM | 150K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | 232K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 11K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 460K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 65K | $1M+ | SH |
| CIEN | CIENA CORP COM NEW | 232K | $1M+ | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 762K | $1M+ | SH |
| IAU | ISHARES COMEX GOLD TR ISHARES | 634K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO-A | 313K | $1M+ | SH |
| META | META PLATFORMS INC | 75K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P | 1.5M | $1M+ | SH |
| LRCX | LAM RESEARCH CORP COM | 281K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 125K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC C | 78K | $1M+ | SH |
| — | ONEX CORP SUB VTG | 495K | $1M+ | SH |