Williams Jones Wealth Management, LLC.
Annual return '25
+38.3%
SPY '25
+17.7%
Alpha
+20.5ptsvs SPY
Invested
$8.1B
Holdings
509
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 83%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Q1 2026: Sold 99.9% (2.07M → 2.3k shares)
6.5%
02
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Exited (was 150 shares)
5.6%
03
$COST
COSTCO WHSL CORP NEW COM
Q1 2026: Increased +115.6% (180 → 388 shares)
5.2%
04
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +708.7% (150 → 1.2k shares)
4.4%
05
$NVDA
NVIDIA CORP COM
Q1 2026: Sold 99.9% (1.94M → 2.2k shares)
4.2%
06
$V
VISA INC COM CL A
Q1 2026: Exited (was 498 shares)
4.0%
07
$AMZN
AMAZON COM INC COM
Q1 2026: Sold 99.8% (1.13M → 1.7k shares)
2.9%
08
$ECL
ECOLAB INC COM
Q1 2026: Exited (was 264 shares)
2.4%
09
$TJX
TJX COS INC NEW COM
Q1 2026: Exited (was 560 shares)
2.3%
10
$ETN
EATON CORP PLC SHS
Q1 2026: Exited (was 90 shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.