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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.59 Billion 0.7% of portfolio
7,953
Q3 2024 Added 9.33%
$0
$2.27 Billion 0.35% of portfolio
17,186
Q3 2024 Added 3.81%
$0
$1.45 Billion 0.22% of portfolio
12,401
Q3 2024 Added 3.8%
$0
$985 Million 0.15% of portfolio
13,558
Q3 2024 Added 9.12%
$0
$636 Million 0.1% of portfolio
1,206
Q3 2024 Added 0.25%
$0
$668 Million 0.1% of portfolio
1,165
Q3 2024 Reduced 0.68%
$0
$480 Million 0.07% of portfolio
5,449
Q1 2024 New
$0
$415 Million 0.06% of portfolio
3,073
Q3 2024 Added 0.13%
$0
$403 Million 0.06% of portfolio
2,034
Q3 2024 Added 0.3%
$0
$398 Million 0.06% of portfolio
5,988
Q3 2024 Added 30.26%
$0
$299 Million 0.05% of portfolio
509
Q2 2024 Added 10,080.0%
$0
$299 Million 0.05% of portfolio
1,573
Q1 2024 New
$0
$349 Million 0.05% of portfolio
1,304
Q3 2024 Added 25.02%
$0
$338 Million 0.05% of portfolio
5,888
Q3 2024 Reduced 0.99%
$0
$306 Million 0.05% of portfolio
3,926
Q1 2024 New
$0
$330 Million 0.05% of portfolio
5,299
Q3 2024 Added 20.65%
$0
$235 Million 0.04% of portfolio
4,567
Q3 2024 Added 0.22%
$0
$255 Million 0.04% of portfolio
665
Q3 2024 Added 27.88%
$86.2B
$175 Million 0.03% of portfolio
721
Q4 2023 Reduced 27.61%
$0
$215 Million 0.03% of portfolio
973
Q2 2024 Reduced 2.11%
$0
$187 Million 0.03% of portfolio
2,217
Q3 2024 Added 44.43%
$0
$228 Million 0.03% of portfolio
2,184
Q3 2024 Added 23.46%
$0
$175 Million 0.03% of portfolio
846
Q3 2024 Added 0.24%
$0
$154 Million 0.02% of portfolio
2,714
Q3 2024 Reduced 5.99%
$0
$153 Million 0.02% of portfolio
2,891
Q3 2024 Added 6.96%
$0
$156 Million 0.02% of portfolio
1,016
Q2 2024 New
$0
$129 Million 0.02% of portfolio
410
Q1 2024 New
$0
$131 Million 0.02% of portfolio
540
Q3 2024 Added 0.37%
$0
$65.1 Million 0.01% of portfolio
765
Q3 2023 New
$0
$43.8 Million 0.01% of portfolio
1,318
Q2 2024 Reduced 65.97%
$0
$80.3 Million 0.01% of portfolio
1,275
Q3 2024 Added 0.39%
$0
$37.5 Million 0.01% of portfolio
598
Q1 2024 New
$0
$81.2 Million 0.01% of portfolio
1,697
Q2 2024 Reduced 4.07%
$0
$47.3 Million 0.01% of portfolio
565
Q2 2024 New
$0
$44.7 Million 0.01% of portfolio
974
Q2 2024 Added 836.54%
$0
$78.7 Million 0.01% of portfolio
815
Q1 2024 New
$0
$31.9 Million 0.0% of portfolio
1,376
Q3 2024 Added 8.26%
$0
$8.53 Million 0.0% of portfolio
63
Q3 2024 New
$0
$15.3 Million 0.0% of portfolio
249
Q2 2024 Reduced 83.48%
$0
$8.17 Million 0.0% of portfolio
173
Q2 2024 Reduced 95.21%
$0
$0 0.0% of portfolio
1,457
Q1 2024 New
$0
$5.15 Million 0.0% of portfolio
62
Q3 2024 New
$0
$14.2 Million 0.0% of portfolio
71
Q3 2024 Added 136.67%
$0
$31.8 Million 0.0% of portfolio
772
Q3 2024 Reduced 7.1%
$0
$25 Million 0.0% of portfolio
300
Q1 2024 New
$0
$7.66 Million 0.0% of portfolio
185
Q1 2024 New
$0
$16.4 Million 0.0% of portfolio
69
Q2 2024 New
$0
$30 Million 0.0% of portfolio
106
Q1 2024 Added 186.49%
$0
$12.2 Million 0.0% of portfolio
171
Q3 2024 New

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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