13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001788587
Total reported value
$8.9B
$8.9B
502 檔
20.6%
In Q1 2025, Williams Jones Wealth Management, LLC.'s U.S. equity holdings reached a combined market value of $8.9B, distributed across 502 disclosed stock positions.
In Q1 2025, Williams Jones Wealth Management, LLC. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 502 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.93% | -2.40% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.36% | -0.74% | -1.78% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.01% | +0.05% | -1.19% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.27% | -0.29% | +0.93% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | +0.68% | -0.20% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | +0.12% | -0.22% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.63% | +0.34% | -4.68% | |
| 8 | INTU | Intuit Inc | Stock-Tech | 2.45% | -1.20% | -2.12% | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 2.35% | -0.09% | -0.96% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.28% | -0.22% | -3.45% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.24% | -0.02% | -1.45% | |
| 12 | ROP | Roper Technologies Inc | Stock-Tech | 1.91% | -0.03% | -2.78% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.89% | -0.30% | -1.18% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.02% | +0.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.14% | -1.38% | |
| 16 | ZTS | Zoetis Inc | Stock-Healthcare | 1.78% | -0.48% | -11.83% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.69% | +0.30% | +12.60% | |
| 18 | MTD | Mettler-toledo International | Stock-Healthcare | 1.60% | -0.06% | -1.51% | |
| 19 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.58% | -0.27% | -8.99% | |
| 20 | APO | Apollo Global Management Inc | Stock-Financials | 1.54% | -0.06% | +21.53% | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.46% | -0.12% | +1.21% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.11% | -2.25% | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.33% | -0.02% | -3.28% | |
| 24 | ATR | Aptargroup Inc | Stock-Healthcare | 1.29% | -0.10% | -0.69% | |
| 25 | STE | STERIS plc | Stock-Healthcare | 1.23% | -0.24% | -24.65% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.22% | -0.15% | -3.47% | |
| 27 | DOV | Dover CORP | Stock-Industrials | 1.21% | -0.02% | -2.43% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.76% | +1.24% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.18% | -0.56% | +4.25% | |
| 30 | ALC | Alcon Inc. | Stock-Healthcare | 1.14% | -0.15% | -7.01% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.21% | -1.08% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.04% | -0.03% | +1.28% | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 1.00% | -0.05% | -0.53% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.99% | -0.09% | -17.77% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.62% | +222.42% | |
| 36 | WSO | Watsco Inc | Stock-Industrials | 0.95% | — | +1.36% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.94% | -0.08% | -1.57% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.07% | -16.71% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.83% | -0.36% | -3.15% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.76% | -0.19% | +80.19% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.72% | +0.34% | -1.64% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.10% | -21.08% | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.69% | -0.09% | -0.21% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.67% | — | -0.73% | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.64% | -0.01% | -0.86% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.65% | EXIT | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.49% | +0.03% | -1.79% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | -0.03% | -2.98% | |
| 49 | PWR | Quanta Services Inc | Stock-Industrials | 0.44% | +0.18% | +6.58% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.44% | +0.01% | -1.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | INTU | Intuit Inc | — | NEW | New buy |
| 9 | ECL | Ecolab Inc | — | NEW | New buy |
| 10 | ACN | Accenture plc | — | NEW | New buy |
| 11 | ADP | Automatic Data Processing | — | NEW | New buy |
| 12 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 13 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | ZTS | Zoetis Inc | — | NEW | New buy |
| 17 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 18 | MTD | Mettler-toledo International | — | NEW | New buy |
| 19 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 20 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 21 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 24 | ATR | Aptargroup Inc | — | NEW | New buy |
| 25 | STE | STERIS plc | — | NEW | New buy |
| 26 | DHR | Danaher CORP | — | NEW | New buy |
| 27 | DOV | Dover CORP | — | NEW | New buy |
| 28 | AVGO | Broadcom Inc | — | NEW | New buy |
| 29 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 30 | ALC | Alcon Inc. | — | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 33 | CTAS | Cintas CORP | — | NEW | New buy |
| 34 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 35 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 36 | WSO | Watsco Inc | — | NEW | New buy |
| 37 | BX | Blackstone Inc | — | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 40 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 41 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 44 | PGR | Progressive CORP | — | NEW | New buy |
| 45 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | SYY | Sysco CORP | — | NEW | New buy |
| 48 | AMGN | Amgen Inc | — | NEW | New buy |
| 49 | PWR | Quanta Services Inc | — | NEW | New buy |
| 50 | AXP | American Express Co | — | NEW | New buy |
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 502 disclosed positions in Q1 2025.
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, V) accounted for 20.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $469.6M
During Q1 2025, Williams Jones Wealth Management, LLC.'s top holdings by market value included AAPL (6.0%)、COST (5.4%)、V (5.0%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2025, Williams Jones Wealth Management, LLC. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.