Williams Jones Wealth Management, LLC.
•CIK: 1788587•Filing: Q4 2025
Williams Jones Wealth Management, LLC., managed by the renowned duo of John Williams and Robert Jones, currently oversees $8.9 billion in assets with a focus on technology and consumer staples, as evidenced by top holdings in AAPL, GOOGL, and MSFT. Recently, the fund has made notable shifts by adding positions in JEDI, HEWJ, and SII, while significantly increasing exposure to biotech through a 1478% addition in XBI and cutting LNG by 90%, reflecting a strategic pivot towards growth sectors.
Total AUM
$8.9B
QoQ Performance
+1.3%
Positions
514
Top 10 Concentration
40.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
MSFT
AAPL6.3%
GOOGL5.6%
MSFT5.5%
V4.3%
COST4.2%
NVDA4.1%
AMZN2.9%
INTU2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.6%
Technology31.7%
Consumer10.6%
Financial9.9%
Healthcare4.7%
Materials3.4%
Industrial0.8%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+306 more exited positions
Changes from Q3 2025
NEW2 new positions
↑70 increased
↓112 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023