Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $657 Billion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.8B, Apple Inc. with a value of $27.2B, United Parcel Service Inc with a value of $24.1B, Nvidia Corp with a value of $23.3B, and Vulcan Materials CO with a value of $20.5B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $602B to 657B.

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 $657 Billion
Technology: $140 Billion
Industrials: $95.3 Billion
Financial Services: $93.7 Billion
Healthcare: $78 Billion
Consumer Cyclical: $62.1 Billion
Consumer Defensive: $47.3 Billion
Basic Materials: $35.3 Billion
Utilities: $29.7 Billion
Other: $70.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97B
$268 Million 0.04% of portfolio
5,698
Q3 2024 Reduced 0.8%
$18.7B
$241 Million 0.04% of portfolio
1,562
Q3 2024 Added 23.38%
$231B
$238 Million 0.04% of portfolio
3,611
Q3 2024 Added 11.35%
$86.9B
$249 Million 0.04% of portfolio
6,131
Q3 2024 Added 513.1%
$109B
$239 Million 0.04% of portfolio
1,896
Q3 2024 Added 42.02%
$134B
$169 Million 0.03% of portfolio
2,110
Q4 2023 Reduced 28.23%
$142B
$170 Million 0.03% of portfolio
2,267
Q3 2024 Reduced 8.44%
$11.6B
$180 Million 0.03% of portfolio
1,349
Q3 2024 Added 6.64%
$67.6B
$205 Million 0.03% of portfolio
3,765
Q4 2023 Reduced 3.83%
$2.52B
$212 Million 0.03% of portfolio
13,656
Q3 2024 Added 1.51%
$45.3B
$222 Million 0.03% of portfolio
1,546
Q3 2024 Added 0.06%
$38.7B
$179 Million 0.03% of portfolio
5,400
Q3 2024 New
$84.8B
$200 Million 0.03% of portfolio
762
Q3 2024 Added 11.08%
$29.9B
$192 Million 0.03% of portfolio
3,218
Q3 2024 Added 35.78%
$4.33B
$220 Million 0.03% of portfolio
14,026
Q3 2024 Added 12.69%
$9.13B
$204 Million 0.03% of portfolio
1,821
Q3 2024 Reduced 2.31%
$30.5B
$215 Million 0.03% of portfolio
2,963
Q1 2024 Reduced 2.63%
$55.2B
$169 Million 0.03% of portfolio
1,330
Q3 2024 Reduced 3.76%
$64.1B
$166 Million 0.03% of portfolio
1,263
Q3 2024 Added 0.08%
$50.3B
$226 Million 0.03% of portfolio
2,477
Q2 2024 Reduced 17.3%
$27.9B
$203 Million 0.03% of portfolio
3,327
Q3 2024 Added 80.91%
$508B
$110 Million 0.02% of portfolio
222
Q3 2024 Added 28.32%
$62.5B
$137 Million 0.02% of portfolio
2,736
Q3 2024 Added 90.13%
$4.16B
$115 Million 0.02% of portfolio
1,882
Q3 2024 Added 0.64%
$29B
$133 Million 0.02% of portfolio
1,006
Q2 2024 Reduced 24.81%
$23.4B
$104 Million 0.02% of portfolio
172
Q3 2024 Added 0.58%
$80.9B
$142 Million 0.02% of portfolio
135
Q4 2023 Reduced 18.67%
$25.5B
$122 Million 0.02% of portfolio
5,250
Q3 2024 Added 0.27%
$940B
$146 Million 0.02% of portfolio
841
Q3 2024 Added 44.25%
$16.9B
$116 Million 0.02% of portfolio
863
Q3 2024 Added 0.12%
$59.9B
$108 Million 0.02% of portfolio
690
Q3 2024 Reduced 6.88%
$50.8B
$112 Million 0.02% of portfolio
2,529
Q1 2024 Added 302.07%
$17.2B
$139 Million 0.02% of portfolio
1,642
Q3 2024 Added 164.84%
$141B
$129 Million 0.02% of portfolio
309
Q3 2024 Reduced 1.28%
$1.95B
$100 Million 0.02% of portfolio
4,299
Q3 2023 New
$50.9B
$107 Million 0.02% of portfolio
438
Q2 2024 Added 1.39%
$49.7B
$132 Million 0.02% of portfolio
2,287
Q3 2024 Added 0.44%
$240B
$134 Million 0.02% of portfolio
1,122
Q2 2024 Added 94.45%
$103B
$143 Million 0.02% of portfolio
414
Q3 2024 Added 0.24%
$9.52B
$153 Million 0.02% of portfolio
3,764
Q3 2024 Reduced 1.83%
$177B
$74.9 Million 0.01% of portfolio
363
Q3 2024 Added 881.08%
$56.9B
$87.3 Million 0.01% of portfolio
796
Q1 2024 Reduced 11.06%
$15.9B
$64 Million 0.01% of portfolio
2,758
Q3 2024 Added 0.22%
$1.72B
$60.5 Million 0.01% of portfolio
1,050
Q2 2024 Added 4,900.0%
$76.9B
$43.3 Million 0.01% of portfolio
1,253
Q3 2024 Added 33.72%
$46.9B
$77.2 Million 0.01% of portfolio
325
Q3 2024 Added 0.62%
$61.6B
$36.7 Million 0.01% of portfolio
207
Q4 2023 Reduced 52.41%
$61B
$61.4 Million 0.01% of portfolio
131
Q1 2024 Added 133.93%
$130B
$50.2 Million 0.01% of portfolio
1,350
Q2 2024 Added 8.0%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $657 Billion
  • Prior Value $602 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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