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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207B
$4.15 Billion 0.6% of portfolio
33,452
Q2 2025 Reduced 4.44%
$293B
$4.17 Billion 0.6% of portfolio
60,049
Q2 2025 Reduced 1.15%
$55.6B
$4.1 Billion 0.59% of portfolio
77,869
Q2 2025 Added 1.27%
$19B
$4.05 Billion 0.58% of portfolio
33,402
Q2 2025 Reduced 1.1%
$137B
$3.89 Billion 0.56% of portfolio
80,921
Q2 2025 Reduced 0.28%
$118B
$3.85 Billion 0.55% of portfolio
1,472
Q2 2025 Added 0.41%
$229B
$3.43 Billion 0.49% of portfolio
23,509
Q2 2025 Reduced 0.5%
$150B
$3.27 Billion 0.47% of portfolio
29,500
Q2 2025 Added 3.09%
$18B
$3.13 Billion 0.45% of portfolio
95,488
Q4 2024 Added 8,580.73%
$306B
$3.06 Billion 0.44% of portfolio
11,887
Q2 2025 Reduced 2.92%
$138B
$2.85 Billion 0.41% of portfolio
117,612
Q2 2025 Reduced 3.88%
$60B
$2.68 Billion 0.39% of portfolio
11,810
Q2 2025 Added 8.94%
$172B
$2.68 Billion 0.39% of portfolio
2,611
Q2 2025 Added 5.16%
$86.2B
$2.64 Billion 0.38% of portfolio
9,051
Q2 2025 Added 2.96%
$169B
$2.49 Billion 0.36% of portfolio
4,589
Q2 2025 Reduced 1.33%
$93.6B
$2.51 Billion 0.36% of portfolio
4,923
Q2 2025 Reduced 1.81%
$111B
$2.5 Billion 0.36% of portfolio
7,739
Q2 2025 Reduced 1.15%
$155B
$2.44 Billion 0.35% of portfolio
19,766
Q2 2025 Reduced 2.16%
$89.6B
$2.35 Billion 0.34% of portfolio
104,806
Q2 2025 Reduced 13.49%
$44.3B
$2.29 Billion 0.33% of portfolio
52,829
Q2 2025 Reduced 0.62%
$203B
$2.3 Billion 0.33% of portfolio
29,051
Q2 2025 Added 2.25%
$257B
$2.13 Billion 0.31% of portfolio
17,568
Q2 2025 Reduced 0.62%
$232B
$2.07 Billion 0.3% of portfolio
7,583
Q2 2025 Reduced 2.34%
$57.5B
$2.05 Billion 0.29% of portfolio
19,712
Q2 2025 Added 1.46%
$13.9B
$1.96 Billion 0.28% of portfolio
58,619
Q1 2025 Reduced 1.63%
$84.1B
$1.94 Billion 0.28% of portfolio
28,817
Q2 2025 Reduced 5.77%
$150B
$1.93 Billion 0.28% of portfolio
9,758
Q2 2025 Added 0.01%
$233B
$1.96 Billion 0.28% of portfolio
28,055
Q2 2025 Reduced 0.88%
$99B
$1.88 Billion 0.27% of portfolio
40,717
Q2 2025 Reduced 1.45%
$86B
$1.9 Billion 0.27% of portfolio
6,956
Q2 2025 Reduced 5.5%
$16.7B
$1.81 Billion 0.26% of portfolio
11,167
Q2 2025 Added 0.82%
$757M
$1.83 Billion 0.26% of portfolio
81,953
Q2 2025 Reduced 0.88%
$25.9B
$1.81 Billion 0.26% of portfolio
10,924
Q2 2025 Reduced 0.45%
$202B
$1.64 Billion 0.24% of portfolio
12,430
Q2 2025 Added 9.55%
$229B
$1.67 Billion 0.24% of portfolio
12,243
Q2 2025 Reduced 22.54%
$35.6B
$1.53 Billion 0.22% of portfolio
26,600
Q2 2025 Reduced 4.08%
$120B
$1.54 Billion 0.22% of portfolio
17,165
Q2 2025 Added 0.31%
$6.58B
$1.54 Billion 0.22% of portfolio
29,124
Q2 2025 Reduced 0.15%
$95.8B
$1.44 Billion 0.21% of portfolio
31,721
Q2 2025 Added 16.75%
$0
$1.42 Billion 0.2% of portfolio
13,001
Q2 2025 Reduced 0.56%
$227B
$1.34 Billion 0.19% of portfolio
4,189
Q2 2025 Added 0.89%
$295B
$1.34 Billion 0.19% of portfolio
1,672
Q2 2025 Added 4.43%
$367B
$1.34 Billion 0.19% of portfolio
9,854
Q2 2025 Reduced 2.16%
$121B
$1.33 Billion 0.19% of portfolio
27,520
Q2 2025 Reduced 0.82%
$68.2B
$1.22 Billion 0.18% of portfolio
39,308
Q2 2025 Added 0.19%
$182B
$1.16 Billion 0.17% of portfolio
26,903
Q2 2025 Added 0.1%
$8.91B
$1.16 Billion 0.17% of portfolio
19,364
Q2 2025 Added 0.49%
$1.21T
$1.17 Billion 0.17% of portfolio
6,633
Q2 2025 Added 0.44%
$108B
$1.08 Billion 0.16% of portfolio
11,785
Q2 2025 Added 16.05%

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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