Williams Jones Wealth Management, LLC.

CIK
1788587
City
New York
State / Country
NY

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
2026-03-31 $18,828,871 853,530