Jamison Private Wealth Management, Inc. Portfolio Holdings
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 2024
Jamison Private Wealth Management, Inc. has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $602 Billion distributed in 470 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.5B, Apple Inc. with a value of $24.3B, United Parcel Service Inc with a value of $23.9B, Nvidia Corp with a value of $23.5B, and Vulcan Materials CO with a value of $20.3B.
Examining the 13F form we can see an increase of $10.3B in the current position value, from $592B to 602B.
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.
Stock Holdings Table
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 470
- Current Value $602 Billion
- Prior Value $592 Billion
- Filing
- Period Q2 2024
- Filing Date July 11, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 24 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks