Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $697 Billion
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$794M
$1.83 Billion 0.26% of portfolio
81,953
Q2 2025 Reduced 0.88%
$1.45B
$557 Million 0.08% of portfolio
9,925
Q2 2025 Added 0.44%
$995M
$277 Million 0.04% of portfolio
9,395
Q2 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $697 Billion
  • Prior Value $656 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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