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
$3.98 Million 0.0% of portfolio
28
Q1 2024 New
$0
$0 0.0% of portfolio
1,128
Q1 2024 New
$0
$9.34 Million 0.0% of portfolio
122
Q3 2023 New
$0
$27.3 Million 0.0% of portfolio
364
Q3 2024 Added 9.97%
$0
$630,000 0.0% of portfolio
8
Q3 2024 Added 14.29%
$0
$14.1 Million 0.0% of portfolio
323
Q3 2024 Added 0.62%
$0
$8.24 Million 0.0% of portfolio
31
Q2 2024 New
$0
$5.86 Million 0.0% of portfolio
70
Q2 2024 Reduced 94.9%
$0
$9.56 Million 0.0% of portfolio
92
Q3 2024 New
$0
$15.3 Million 0.0% of portfolio
1,240
Q1 2024 Reduced 92.41%
$0
$2.39 Million 0.0% of portfolio
48
Q3 2024 Added 2.13%
$0
$8.31 Million 0.0% of portfolio
200
Q1 2024 New
$0
$14.9 Million 0.0% of portfolio
54
Q1 2024 New
$0
$2.15 Million 0.0% of portfolio
87
Q3 2024 New
$0
$18.9 Million 0.0% of portfolio
229
Q3 2024 New
$0
$9.72 Million 0.0% of portfolio
240
Q3 2024 New
$0
$9.28 Million 0.0% of portfolio
131
Q2 2024 Reduced 95.31%
$15.3B
$31.3 Million 0.0% of portfolio
1,100
Q3 2024 New
$0
$1.72 Million 0.0% of portfolio
24
Q3 2024 New
$0
$3.16 Million 0.0% of portfolio
73
Q3 2024 New
$0
$7.63 Million 0.0% of portfolio
146
Q3 2024 New
$0
$4.65 Million 0.0% of portfolio
107
Q3 2024 New
$0
$25.8 Million 0.0% of portfolio
252
Q3 2023 New
$0
$0 0.0% of portfolio
2,962
Q1 2024 New
$0
$0 0.0% of portfolio
111
Q1 2024 New
$0
$0 0.0% of portfolio
2,969
Q1 2024 New
$0
$2.55 Million 0.0% of portfolio
43
Q3 2024 New
$0
$23 Million 0.0% of portfolio
982
Q2 2024 Reduced 95.18%
$0
$4.24 Million 0.0% of portfolio
33
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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