Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $656 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1B, Microsoft Corp with a value of $24.1B, Nvidia Corp with a value of $20.8B, United Parcel Service Inc with a value of $20.2B, and Vulcan Materials CO with a value of $18.8B.

Examining the 13F form we can see an decrease of $21.2B in the current position value, from $677B to 656B.

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 $656 Billion
Technology: $131 Billion
Financial Services: $96.2 Billion
Industrials: $90.4 Billion
Healthcare: $81.9 Billion
Consumer Cyclical: $59.9 Billion
Consumer Defensive: $49.7 Billion
Basic Materials: $31.4 Billion
Utilities: $27.2 Billion
Other: $78.1 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$725M
$1.69 Billion 0.26% of portfolio
82,680
Q1 2025 Added 5.25%
$1.52B
$496 Million 0.08% of portfolio
9,882
Q4 2024 Added 841.14%
$996M
$272 Million 0.04% of portfolio
9,376
Q1 2025 Reduced 2.04%
$1.87B
$162 Million 0.02% of portfolio
13,821
Q1 2025 Reduced 0.18%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $656 Billion
  • Prior Value $677 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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