Williams Jones Wealth Management, Llc.
CIK Number: 0001788587
7.83B
Market Value
438
# of Holdings
15 months
Avg. Holding Period
38.51%
Win Rate
4.88%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 202.99 | -0.14% | 2.17M | -1.63% | 542.45M | 59.55 | 6.54% |
| 2 | COST | Costco Wholesal... | 1051.75 | -0.36% | 451.6K | -3% | 413.79M | 299.3 | 4.99% |
| 3 | MSFT | Microsoft Corpo... | 464.20 | +0.27% | 881.51K | -2.26% | 371.56M | 190.3 | 4.48% |
| 4 | V | Visa Inc. | 368.35 | +0.68% | 1.13M | -1.55% | 357.71M | 176.42 | 4.31% |
| 5 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 1.99M | -4.49% | 267.48M | 16.42 | 3.23% |
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