Institutional manager
Williams Jones Wealth Management, LLC.
Holds positions in 262 of the S&P 500, worth $7.29bn as reported for the quarter ended 31-mar-2026.
Positions held262of 488 index companies covered
Reported value$7.29bnS&P 500 positions only
Top ten weight46%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 262 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL2.1m$599mCommunication ServicesApple Inc.AAPL2.1m$532mInformation TechnologyCostcoCOST426,863$425mConsumer StaplesMicrosoftMSFT974,320$361mInformation TechnologyNvidiaNVDA1.9m$339mInformation TechnologyVisa Inc.V1.1m$325mFinancialsAmazonAMZN1.1m$235mConsumer DiscretionaryEcolabECL723,014$192mMaterialsTJX CompaniesTJX1.2m$187mConsumer DiscretionaryEaton CorporationETN512,646$183mIndustrialsBroadcomAVGO575,837$178mInformation TechnologyJPMorgan ChaseJPM580,888$171mFinancialsIdexx LaboratoriesIDXX263,513$148mHealth CareBerkshire HathawayBRK.B259,308$146mFinancialsMettler ToledoMTD107,488$136mHealth CareIntuitINTU282,597$122mInformation TechnologyO'Reilly AutomotiveORLY1.3m$117mConsumer DiscretionaryAutomatic Data ProcessingADP539,625$110mIndustrialsDover CorporationDOV525,891$110mIndustrialsAmphenolAPH818,200$103mInformation TechnologySherwin-WilliamsSHW312,764$100mMaterialsIntuitive SurgicalISRG214,327$99mHealth CareJohnson & JohnsonJNJ380,130$93mHealth CareDanaher CorporationDHR465,440$88mHealth CareSterisSTE378,777$84mHealth CareCienaCIEN214,693$83mInformation TechnologyUberUBER1.2m$83mIndustrialsQuanta ServicesPWR148,289$81mIndustrialsLilly (Eli)LLY85,949$79mHealth CareApollo Global ManagementAPO630,836$70mFinancialsCintasCTAS377,453$64mIndustrialsHome Depot (The)HD183,488$60mConsumer DiscretionaryState Street CorporationSTT348,364$60mFinancialsLam ResearchLRCX274,069$59mInformation TechnologyMeta PlatformsMETA99,809$57mCommunication ServicesBlackstone Inc.BX482,767$56mFinancialsGoldman SachsGS64,118$54mFinancialsIBMIBM222,562$54mInformation TechnologyExxonMobilXOM312,428$53mEnergyZoetisZTS364,658$43mHealth CarePepsiCoPEP269,423$42mConsumer StaplesAmgenAMGN111,037$39mHealth CareAmerican ExpressAXP124,502$38mFinancialsSyscoSYY495,508$35mConsumer StaplesMcCormick & CompanyMKC689,584$35mConsumer StaplesProgressive CorporationPGR164,915$33mFinancialsThermo Fisher ScientificTMO60,073$30mHealth CareWilliams CompaniesWMB389,959$28mEnergyBooking HoldingsBKNG6,679$28mConsumer DiscretionaryLowe'sLOW104,889$25mConsumer DiscretionaryRTX CorporationRTX127,019$25mIndustrialsArcher Daniels MidlandADM313,859$23mConsumer StaplesChevron CorporationCVX106,614$22mEnergyJacobs SolutionsJ163,262$21mIndustrialsStryker CorporationSYK62,820$21mHealth CareRollins, Inc.ROL358,553$19mIndustrialsRockwell AutomationROK51,976$19mIndustrialsAccentureACN93,662$19mInformation TechnologyAbbott LaboratoriesABT177,115$18mHealth CareParker HannifinPH18,795$17mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.