Williams Jones Wealth Management, LLC.: 13F holdings
CIK 17885872026Q2
| Positions | 547 |
|---|
| Reported value | $8.9bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 547 (+33 vs prior quarter) |
|---|
| Reported value | $8.9bn (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 2,289,143 | $662.4m | 7.5% |
| GOOGL ALPHABET INC CAP STK CL A | 1,547,889 | $553.2m | 6.2% |
| NVDA NVIDIA CORP COM | 1,991,485 | $398.5m | 4.5% |
| COST COSTCO WHSL CORP NEW COM | 425,262 | $397.8m | 4.5% |
| MSFT MICROSOFT CORP COM | 983,325 | $366.8m | 4.1% |
| V VISA INC COM CL A | 1,045,853 | $358.8m | 4.0% |
| AMZN AMAZON COM INC COM | 1,116,359 | $266.1m | 3.0% |
| AVGO BROADCOM INC | 691,659 | $261.3m | 2.9% |
| EATON CORP PLC SHS | 530,610 | $226.1m | 2.6% |
| ECL ECOLAB INC COM | 723,394 | $201.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1788587")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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