Jamison Private Wealth Management, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $697 Billion distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32B, Nvidia Corp with a value of $30.8B, Apple Inc. with a value of $24B, Vulcan Materials CO with a value of $21.1B, and United Parcel Service Inc with a value of $18.7B.
Examining the 13F form we can see an increase of $40.4B in the current position value, from $656B to 697B.
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
$697 Billion
Technology: $159 Billion
Financial Services: $107 Billion
Industrials: $92.8 Billion
Healthcare: $71 Billion
Consumer Cyclical: $63.8 Billion
Consumer Defensive: $44.9 Billion
Basic Materials: $33.7 Billion
Communication Services: $30.9 Billion
Other: $84.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
