Long-term investor
Williams Jones Wealth Management, Llc. @williamsjoneswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001788587).
Record
- Tracked since 2025-06-30 (434 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +2.5% · 1 year +6.7% · all +6.7%
- Max drawdown -6.2% · Sharpe 0.12 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.5% · long · since 2025-06-30
- GOOGL · 6.2% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- COST · 4.5% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- V · 4.0% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- AVGO · 2.9% · long · since 2025-06-30
- G29183103 · 2.6% · long · since 2025-06-30
- ECL · 2.3% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- TJX · 2.0% · long · since 2025-06-30