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CIK: 0001788587
Total reported value
$8.9B
$8.9B
504 檔
22.0%
The Q4 2024 SEC filing reveals that Williams Jones Wealth Management, LLC. held a total portfolio value of $8.9B, covering 504 public equity positions.
During Q4 2024, Williams Jones Wealth Management, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 504 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.54% | +0.93% | -1.63% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.99% | -0.74% | -3.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -0.29% | -2.26% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.31% | +0.05% | -1.55% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | +0.34% | -4.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | +0.68% | -3.57% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | +0.12% | -1.30% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.51% | -0.22% | -2.38% | |
| 9 | INTU | Intuit Inc | Stock-Tech | 2.42% | -1.20% | -1.98% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 2.07% | -0.09% | -0.10% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.05% | -0.02% | -2.45% | |
| 12 | ZTS | Zoetis Inc | Stock-Healthcare | 1.88% | -0.48% | -2.63% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.79% | -0.30% | -1.70% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.73% | +0.30% | +0.73% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | +0.02% | -0.52% | |
| 16 | ROP | Roper Technologies Inc | Stock-Tech | 1.63% | -0.03% | +0.20% | |
| 17 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.62% | -0.27% | -4.96% | |
| 18 | MTD | Mettler-toledo International | Stock-Healthcare | 1.59% | -0.06% | -5.08% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | +0.76% | -0.80% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.14% | -1.81% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | -0.11% | -1.95% | |
| 22 | APO | Apollo Global Management Inc | Stock-Financials | 1.45% | -0.06% | -2.15% | |
| 23 | STE | STERIS plc | Stock-Healthcare | 1.39% | -0.24% | -4.94% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.34% | -0.15% | -4.53% | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.31% | -0.01% | -5.01% | |
| 26 | ATR | Aptargroup Inc | Stock-Healthcare | 1.29% | -0.10% | -2.26% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.21% | -2.60% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.26% | -0.02% | -0.33% | |
| 29 | DOV | Dover CORP | Stock-Industrials | 1.25% | -0.02% | -0.98% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | -0.09% | -10.28% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.56% | +4.95% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.13% | -0.12% | -0.01% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 1.11% | -0.08% | -4.28% | |
| 34 | ALC | Alcon Inc. | Stock-Healthcare | 1.04% | -0.15% | -6.57% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.95% | -0.03% | +15.53% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.07% | -13.17% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.10% | -13.02% | |
| 38 | CTAS | Cintas CORP | Stock-Industrials | 0.84% | -0.05% | -0.64% | |
| 39 | WSO | Watsco Inc | Stock-Industrials | 0.83% | — | +13.04% | |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.74% | -0.36% | -3.21% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.73% | +0.34% | -2.09% | |
| 42 | EPD | Enterprise Products Partners | Stock-Energy | 0.60% | -0.09% | -3.95% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.54% | — | -1.61% | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.49% | +0.18% | +3.20% | |
| 45 | ONEXF | Onex Corporation | Stock-Other | 0.49% | -0.03% | -4.14% | |
| 46 | SYY | Sysco CORP | Stock-Consumer Staples | 0.48% | +0.03% | -1.63% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.46% | +0.01% | -0.94% | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.44% | +0.11% | +2.29% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.65% | EXIT | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.03% | +3.72% |
According to official SEC Form 13F filings, Williams Jones Wealth Management, LLC. reported a total U.S. public equity portfolio value of $8.9B across 504 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, COST, MSFT) accounted for 22.0% of total reported equity market value during Q4 2024.
During Q4 2024, Williams Jones Wealth Management, LLC.'s top holdings by market value included AAPL (6.5%)、COST (5.0%)、MSFT (4.5%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q4 2024, Williams Jones Wealth Management, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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