| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 20 | Q2 2024 | 6.4% |
| VISA INC COM CL A | 20 | Q2 2024 | 5.5% |
| COSTCO WHSL CORP NEW COM | 20 | Q2 2024 | 5.0% |
| MICROSOFT CORP COM | 20 | Q2 2024 | 4.9% |
| IDEXX LABS INC COM | 20 | Q2 2024 | 3.9% |
| ACCENTURE PLC IRELAND SHS CLAS | 20 | Q2 2024 | 3.2% |
| ZOETIS INC CL A | 20 | Q2 2024 | 3.0% |
| ECOLAB INC COM | 20 | Q2 2024 | 3.3% |
| METTLER TOLEDO INTERNATIONAL C | 20 | Q2 2024 | 2.9% |
| ALPHABET INC CAP STK CL A | 20 | Q2 2024 | 3.2% |
View Williams Jones Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Williams Jones Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.