Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $592 Billion
  • Q1 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $592 Billion distributed in 521 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.2B, United Parcel Service Inc with a value of $25.9B, Vulcan Materials CO with a value of $22.3B, Apple Inc. with a value of $20B, and Nvidia Corp with a value of $17.2B.

Examining the 13F form we can see an increase of $57.5B in the current position value, from $534B to 592B.

Jamison Private Wealth Management, Inc. is based out at Milton, GA

Below you can find more details about Jamison Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $592 Billion
Technology: $122 Billion
Industrials: $91.9 Billion
Financial Services: $81.4 Billion
Healthcare: $72.3 Billion
Consumer Cyclical: $56.1 Billion
Consumer Defensive: $39.9 Billion
Basic Materials: $37.1 Billion
Utilities: $24 Billion
Other: $63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49T
$27.2 Billion 4.59% of portfolio
64,557
Q1 2024 Added 0.44%
$99.5B
$25.9 Billion 4.37% of portfolio
174,017
Q1 2024 Added 0.69%
$32.5B
$22.3 Billion 3.77% of portfolio
81,753
Q1 2024 Added 0.0%
$3.64T
$20 Billion 3.38% of portfolio
116,650
Q1 2024 Added 0.59%
$314B
$17.2 Billion 2.92% of portfolio
19,088
Q1 2024 Reduced 1.72%
$869B
$17 Billion 2.88% of portfolio
21,903
Q1 2024 Reduced 0.74%
$86.3B
$14.5 Billion 2.46% of portfolio
68,214
Q1 2024 Reduced 0.57%
$343B
$12.6 Billion 2.13% of portfolio
32,901
Q1 2024 Added 1.95%
$87B
$12.2 Billion 2.06% of portfolio
92,815
Q1 2024 Reduced 0.16%
$173B
$12.1 Billion 2.05% of portfolio
33,076
Q1 2024 Reduced 0.02%
$209B
$12 Billion 2.02% of portfolio
57,964
Q1 2024 Added 0.21%
$2.04T
$10.9 Billion 1.84% of portfolio
60,327
Q1 2024 Added 2.57%
$442B
$10.4 Billion 1.76% of portfolio
37,230
Q1 2024 Reduced 0.33%
$601B
$10.1 Billion 1.7% of portfolio
50,265
Q1 2024 Added 1.96%
$324B
$9.76 Billion 1.65% of portfolio
257,265
Q1 2024 Added 0.63%
$296B
$9.51 Billion 1.61% of portfolio
52,226
Q1 2024 Added 1.52%
$231B
$9.25 Billion 1.56% of portfolio
54,657
Q1 2024 Added 1.63%
$133B
$8.85 Billion 1.5% of portfolio
122,270
Q1 2024 Added 1.29%
$85B
$8.75 Billion 1.48% of portfolio
121,931
Q1 2024 Added 1.39%
$276B
$8.44 Billion 1.43% of portfolio
137,968
Q1 2024 Reduced 0.19%
$90.3B
$7.92 Billion 1.34% of portfolio
74,344
Q1 2024 Reduced 0.38%
$535B
$7.69 Billion 1.3% of portfolio
18,288
Q1 2024 Added 3.61%
$121B
$7.63 Billion 1.29% of portfolio
16,785
Q1 2024 Added 0.85%
$391B
$7.54 Billion 1.27% of portfolio
46,468
Q1 2024 Added 0.15%
$97.8B
$7.38 Billion 1.25% of portfolio
29,553
Q1 2024 Reduced 0.25%
$1.17T
$7.14 Billion 1.21% of portfolio
46,908
Q1 2024 Added 2.09%
$383B
$7.17 Billion 1.21% of portfolio
45,327
Q1 2024 Added 2.02%
$166B
$6.78 Billion 1.15% of portfolio
23,843
Q1 2024 Added 3.11%
$392B
$6.74 Billion 1.14% of portfolio
9,197
Q1 2024 Added 4.18%
$18.7B
$6.67 Billion 1.13% of portfolio
43,069
Q1 2024 Added 28.1%
$1.21T
$6.49 Billion 1.1% of portfolio
13,373
Q1 2024 Added 1.57%
$278B
$6.29 Billion 1.06% of portfolio
34,835
Q1 2024 Added 1.6%
$690B
$5.92 Billion 1.0% of portfolio
4,468
Q1 2024 Added 0.34%
$42.4B
$5.93 Billion 1.0% of portfolio
48,256
Q1 2024 Added 0.29%
$131B
$5.58 Billion 0.94% of portfolio
126,348
Q1 2024 Added 3.26%
$472B
$5.28 Billion 0.89% of portfolio
45,387
Q1 2024 Added 1.56%
$50.7B
$4.99 Billion 0.84% of portfolio
127,908
Q1 2024 Added 4.31%
$302B
$4.76 Billion 0.8% of portfolio
30,156
Q1 2024 Added 5.78%
$50B
$4.67 Billion 0.79% of portfolio
18,332
Q1 2024 Reduced 0.87%
$77.4B
$4.57 Billion 0.77% of portfolio
47,266
Q1 2024 Reduced 0.54%
$179B
$4.46 Billion 0.75% of portfolio
36,437
Q1 2024 Reduced 2.03%
$151B
$4.44 Billion 0.75% of portfolio
76,963
Q1 2024 Added 0.5%
$102B
$4.37 Billion 0.74% of portfolio
15,378
Q1 2024 Added 0.4%
$159B
$4.35 Billion 0.73% of portfolio
10,405
Q1 2024 Added 2.14%
$119B
$4.32 Billion 0.73% of portfolio
5,181
Q1 2024 Reduced 0.37%
$157B
$4.28 Billion 0.72% of portfolio
154,407
Q1 2024 Added 0.02%
$190B
$3.96 Billion 0.67% of portfolio
65,748
Q1 2024 Added 202.65%
$43.5B
$3.8 Billion 0.64% of portfolio
26,348
Q1 2024 Added 2.74%
$192B
$3.39 Billion 0.57% of portfolio
67,980
Q1 2024 Added 2.0%

Summary

  • Portfolio
  • No. of Stocks 521
  • Current Value $592 Billion
  • Prior Value $534 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 139 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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