SEC Form 13F

Williams Jones Wealth Management, LLC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$8,863,733,941
Positions547

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCS$662,386,3632,289,143
ALPHABET INC CAP STK CL AGOOGLCS$553,169,1151,547,889
NVIDIA CORP COMNVDACS$398,476,1991,991,485
COSTCO WHSL CORP NEW COMCOSTCS$397,820,210425,262
MICROSOFT CORP COMMSFTCS$366,800,022983,325
VISA INC COM CL AVCS$358,821,7131,045,853
AMAZON COM INC COMAMZNCS$266,073,0051,116,359
BROADCOM INCAVGOCS$261,274,193691,659
EATON CORP PLC SHSETNCS$226,103,569530,610
ECOLAB INC COMECLCS$201,544,825723,394

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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