Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $602 Billion
  • Q2 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $602 Billion distributed in 470 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.5B, Apple Inc. with a value of $24.3B, United Parcel Service Inc with a value of $23.9B, Nvidia Corp with a value of $23.5B, and Vulcan Materials CO with a value of $20.3B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $592B to 602B.

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 $602 Billion
Technology: $138 Billion
Industrials: $86.2 Billion
Financial Services: $83.2 Billion
Healthcare: $72.8 Billion
Consumer Cyclical: $53.4 Billion
Consumer Defensive: $41.7 Billion
Basic Materials: $33.5 Billion
Utilities: $24.5 Billion
Other: $64.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.44B
$65.8 Million 0.01% of portfolio
1,050
Q2 2024 Added 4,900.0%
$45.3B
$55.8 Million 0.01% of portfolio
131
Q1 2024 Added 133.93%
$66B
$55 Million 0.01% of portfolio
1,183
Q2 2024 Added 6.77%
$11.6B
$39.9 Million 0.01% of portfolio
407
Q2 2024 Added 0.74%
$80.6B
$56.2 Million 0.01% of portfolio
579
Q2 2024 Reduced 1.19%
$119B
$72.7 Million 0.01% of portfolio
232
Q2 2024 New
$75.6B
$33.1 Million 0.01% of portfolio
81
Q4 2023 New
$38.4B
$32.2 Million 0.01% of portfolio
143
Q3 2023 New
$32.5B
$37.6 Million 0.01% of portfolio
162
Q2 2024 Reduced 55.62%
$74B
$35.6 Million 0.01% of portfolio
1,000
Q2 2024 New
$9.04B
$41.9 Million 0.01% of portfolio
252
Q2 2024 Reduced 17.92%
$22.8B
$48.9 Million 0.01% of portfolio
457
Q2 2024 Added 104.93%
$168B
$76.6 Million 0.01% of portfolio
1,957
Q2 2024 Reduced 0.51%
$33.1B
$54.6 Million 0.01% of portfolio
335
Q2 2024 Added 0.6%
$26.4B
$82 Million 0.01% of portfolio
620
Q2 2024 Added 269.05%
$63.1B
$69.9 Million 0.01% of portfolio
1,439
Q2 2024 Added 0.07%
$5.42B
$41.8 Million 0.01% of portfolio
675
Q2 2024 Reduced 9.52%
$1.47B
$81 Million 0.01% of portfolio
4,299
Q3 2023 New
$57.7B
$68.2 Million 0.01% of portfolio
264
Q2 2024 Added 13.3%
$69.8B
$31.3 Million 0.01% of portfolio
937
Q2 2024 Reduced 2.7%
$207B
$78.3 Million 0.01% of portfolio
258
Q2 2024 Reduced 1.9%
$11.4B
$33.1 Million 0.01% of portfolio
1,480
Q2 2024 Reduced 11.0%
$283M
$0 0.0% of portfolio
1,000
Q1 2024 New
$329M
$0 0.0% of portfolio
2,393
Q1 2024 New
$228M
$8.37 Million 0.0% of portfolio
1,129
Q2 2024 Added 1.71%
$77.9M
$0 0.0% of portfolio
4,000
Q1 2024 New
$25.5B
$2.64 Million 0.0% of portfolio
17
Q3 2023 New
$5.86B
$2.01 Million 0.0% of portfolio
25
Q2 2024 New
$1.09B
$2.43 Million 0.0% of portfolio
1,464
Q1 2024 Added 3,653.85%
$138M
$309,000 0.0% of portfolio
188
Q3 2023 New
$21.7B
$5.94 Million 0.0% of portfolio
317
Q2 2024 Reduced 15.92%
$177B
$7.28 Million 0.0% of portfolio
37
Q2 2024 Added 68.18%
$10.4B
$2.58 Million 0.0% of portfolio
20
Q2 2024 New
-
$889,000 0.0% of portfolio
-
Q3 2023 New
$270B
$8.61 Million 0.0% of portfolio
42
Q1 2024 New
$2.69B
$2.04 Million 0.0% of portfolio
75
Q3 2023 New
$24.4B
$21.7 Million 0.0% of portfolio
209
Q2 2024 Reduced 2.34%
$40.2B
$27.6 Million 0.0% of portfolio
204
Q1 2024 Added 3.03%
$363M
$121,000 0.0% of portfolio
20
Q3 2023 New
$706M
$7.74 Million 0.0% of portfolio
539
Q2 2024 Added 0.56%
$14.3B
$2.79 Million 0.0% of portfolio
98
Q2 2024 New
-
$401,000 0.0% of portfolio
-
Q3 2023 New
$167M
$0 0.0% of portfolio
2,500
Q1 2024 New
$408M
$0 0.0% of portfolio
600
Q1 2024 New
$39.8B
$25.7 Million 0.0% of portfolio
100
Q3 2023 New
$59.4B
$15.3 Million 0.0% of portfolio
109
Q2 2024 Reduced 4.39%
$27.5B
$18.3 Million 0.0% of portfolio
386
Q2 2024 Reduced 1.03%
$5.68B
$3.8 Million 0.0% of portfolio
575
Q4 2023 Added 0.52%
$3.05B
$2.26 Million 0.0% of portfolio
32
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 470
  • Current Value $602 Billion
  • Prior Value $592 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 24 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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