Williams Jones Wealth Management, LLC.
Top Portfolio Positions
372 positions ·
$7,449,276,772 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,098,040 | $532,461,571 | 7.15% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,574,102 | $452,648,771 | 6.08% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
426,863 | $425,339,098 | 5.71% |
| MSFT |
Microsoft Corp
Technology
|
974,320 | $360,664,033 | 4.84% |
| NVDA |
Nvidia Corp
Technology
|
1,941,198 | $338,544,931 | 4.54% |
| V |
Visa Inc.
Financial Services
|
1,076,057 | $325,227,466 | 4.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,126,687 | $234,655,101 | 3.15% |
| ECL |
Ecolab Inc.
Basic Materials
|
723,014 | $192,336,183 | 2.58% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
1,171,680 | $187,117,296 | 2.51% |
| ETN |
Eaton Corp plc
Industrials
|
512,646 | $183,358,094 | 2.46% |
Holdings in PDX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,828,871 | 853,530 | Shares | Sole | 2026-05-05 | |
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