account_balance
Investment manager · 13F filer · SEC CIK 1788587
Williams Jones Wealth Management, LLC.
Reported value$8.94Bas of Sep 30, 2026
Positions524 21 new, 44 sold out
Top 10 weight43.8%AAPL alone is 8%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.2%Trimmed −4%
GOOGLAlphabet Inc.
6.0%
MSFTMicrosoft Corp
5.7%
NVDANVIDIA Corp
5.1%
COSTCostco Wholesale Corp
4.3%
VVisa Inc.
4.2%
AMZNAmazon.com Inc
3.1%
ETNEaton Corp PLC
2.6%
AVGOBroadcom Inc.
2.5%Trimmed −6%
JPMJPMorgan Chase & Co
2.2%+5%
ECLEcolab Inc.
2.2%
LLYELI Lilly & Co
1.9%+27%
AAPLApple Inc.
8.2%Trimmed −4%
GOOGLAlphabet Inc.
6.0%
MSFTMicrosoft Corp
5.7%
NVDANVIDIA Corp
5.1%
COSTCostco Wholesale Corp
4.3%
VVisa Inc.
4.2%
AMZNAmazon.com Inc
3.1%
ETNEaton Corp PLC
2.6%
AVGO2.5%JPM2.2%ECL2.2%LLY1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.2% Trimmed −4%GOOGL Alphabet Inc. 6.0% HeldMSFT Microsoft Corp 5.7% HeldNVDA NVIDIA Corp 5.1% HeldCOST Costco Wholesale Corp 4.3% HeldV Visa Inc. 4.2% HeldAMZN Amazon.com Inc 3.1% HeldETN Eaton Corp PLC 2.6% HeldAVGO Broadcom Inc. 2.5% Trimmed −6%JPM JPMorgan Chase & Co 2.2% Added +5%ECL Ecolab Inc. 2.2% HeldLLY ELI Lilly & Co 1.9% Added +27%
What changed
Biggest moves since Jun 30, 2026
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