Top 50 Williams Jones Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.54% | 2.10M | $532.5M | +1.53%(+31.52K) | $59.62(+401.31%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 5.56% | 1.57M | $452.6M | -0.81%(-12.91K) | $86.18(+367.19%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW COM | 5.23% | 426.9K | $425.3M | -0.72%(-3.09K) | $203.32(+408.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 4.43% | 974.3K | $360.7M | -2.84%(-28.52K) | $222.01(+82.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORP COM | 4.16% | 1.94M | $338.5M | +0.24%(+4.58K) | $18.68(+1108.77%) | 2026-03-31 | |
| V | VISA INC COM CL A | 4% | 1.08M | $325.2M | -1.11%(-12.09K) | $117.75(+172.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.88% | 1.13M | $234.7M | -0.37%(-4.17K) | $110.14(+145.26%) | 2026-03-31 | |
| ECL | ECOLAB INC COM | 2.36% | 723.0K | $192.3M | -0.49%(-3.56K) | $198.59(+25.70%) | 2026-03-31 | |
| TJX | TJX COS INC NEW COM | 2.3% | 1.17M | $187.1M | -1.21%(-14.40K) | $41.69(+252.68%) | 2026-03-31 | |
| ETN | EATON CORP PLC SHS | 2.25% | 512.6K | $183.4M | +0.26%(+1.32K) | $212.34(+91.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.08% | +33.38% |
| Top 20 Holdings Unweighted | +8.95% | +29.32% |
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