You're signed outSign in or to get full access.
Williams Jones Wealth Management, LLC.
Williams Jones Wealth Management, LLC is a New York-based registered investment adviser, founded in 2006 and acquired by Focus Financial Partners. The firm serves high net worth individuals, families, pooled investment vehicles, corporations, charitable organizations, and pension/profit-sharing plans. As of 2025, it has over $11.6 billion in assets under management and a professional staff led by William P. Jones, Jr. and a team of experienced principals. Williams Jones employs approximately 60 professionals and is recognized for its customized wealth management solutions.
Investment Strategy
Williams Jones Wealth Management provides portfolio management services on a fee-only basis, primarily for high net worth individuals and families, pooled investment vehicles, and institutional clients. The firm designs and manages customized investment portfolios, focusing on long-term growth and capital preservation. Strategies incorporate diversified equity and fixed income securities and may include alternative investments to meet client-specific objectives. Williams Jones does not receive compensation from third-party investment managers, maintaining independence and aligning its interests with clients.
Latest 13F Filing Activity
Williams Jones Wealth Management, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 463 equity positions with a total 13F market value of $8B. The fund increased holdings in Microsoft Corp. Com, Nvidia Corp. Com, Broadcom Inc. among other positions. Williams Jones Wealth Management, LLC. reduced exposure to Apple Inc. Com, Accenture PLC Ireland SHS Clas, Thermo Fisher Scientific Inc. C among others.
Top Holdings
Equity Positions (463)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.35% | $447.5M | 899,706 | $195.39 | $497.41 | +$113.5M |
C COST | COSTCO WHSL CORP NEW COM | 5.17% | $432.3M | 436,677 | $299.30 | $989.94 | +$12.8M |
A AAPL | APPLE INC COM | 5.08% | $425.0M | 2,071,258 | $59.55 | $205.17 | -$44.6M |
V V | VISA INC COM CL A | 4.69% | $392.2M | 1,104,508 | $176.42 | $355.05 | +$190.2K |
N NVDA | NVIDIA CORP COM | 3.67% | $306.5M | 1,940,216 | $19.45 | $157.99 | +$100.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more