Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $789 Billion distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $35.5B, Apple Inc. with a value of $34.2B, Microsoft Corp with a value of $33.2B, Vulcan Materials CO with a value of $24.2B, and Jpmorgan Chase & CO with a value of $17.6B.

Examining the 13F form we can see an increase of $93B in the current position value, from $697B to 789B.

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 $789 Billion
Technology: $188 Billion
Financial Services: $116 Billion
Industrials: $96.9 Billion
Healthcare: $85.1 Billion
Consumer Cyclical: $71.4 Billion
Consumer Defensive: $47.4 Billion
Basic Materials: $40.1 Billion
Communication Services: $34.4 Billion
Other: $96.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.16B
$1.34 Billion 0.17% of portfolio
7,415
Q3 2025 Added 23.91%
$240B
$1.33 Billion 0.17% of portfolio
8,209
Q3 2025 Added 67.29%
$10.4B
$1.31 Billion 0.17% of portfolio
19,129
Q3 2025 Reduced 1.21%
$0
$1.33 Billion 0.17% of portfolio
16,098
Q3 2025 Added 19.39%
$127B
$1.27 Billion 0.16% of portfolio
26,975
Q3 2025 Reduced 1.98%
$68.1B
$1.23 Billion 0.16% of portfolio
39,386
Q3 2025 Added 0.2%
$167B
$1.21 Billion 0.15% of portfolio
27,492
Q3 2025 Added 2.19%
Ge Vernova Inc
-
$1.19 Billion 0.15% of portfolio
-
Q3 2025 Reduced 1.38%
$40.8B
$1.19 Billion 0.15% of portfolio
14,150
Q3 2025 Added 50.53%
$88.8B
$1.11 Billion 0.14% of portfolio
3,207
Q3 2025 Added 64.88%
Lam Research Corp
-
$1.1 Billion 0.14% of portfolio
-
Q3 2025 Added 5.5%
$197B
$1.11 Billion 0.14% of portfolio
10,972
Q3 2025 Added 10.59%
$76.6B
$912 Million 0.12% of portfolio
13,595
Q3 2025 Reduced 4.78%
$0
$963 Million 0.12% of portfolio
2,055
Q3 2025 Reduced 1.3%
$22.5B
$982 Million 0.12% of portfolio
15,176
Q3 2025 Added 1.07%
$98.2B
$959 Million 0.12% of portfolio
11,338
Q3 2025 Reduced 3.79%
$68.3B
$846 Million 0.11% of portfolio
2,002
Q3 2025 Added 11.16%
$153B
$883 Million 0.11% of portfolio
2,504
Q3 2025 Added 2.33%
$134B
$839 Million 0.11% of portfolio
2,269
Q3 2025 Added 0.09%
$0
$904 Million 0.11% of portfolio
57,590
Q4 2024 New
$0
$899 Million 0.11% of portfolio
1,350
Q2 2025 Added 17.19%
$47B
$906 Million 0.11% of portfolio
3,022
Q3 2025 Reduced 1.11%
$41.6B
$884 Million 0.11% of portfolio
2,966
Q3 2025 Reduced 1.56%
$65.7B
$792 Million 0.1% of portfolio
10,887
Q4 2024 New
$0
$770 Million 0.1% of portfolio
8,814
Q2 2025 Added 126.0%
$23.7B
$788 Million 0.1% of portfolio
16,061
Q3 2025 Reduced 1.04%
$76.6B
$782 Million 0.1% of portfolio
11,218
Q3 2025 Reduced 12.2%
$116B
$765 Million 0.1% of portfolio
3,545
Q3 2025 Added 219.66%
Gsk PLC
-
$773 Million 0.1% of portfolio
-
Q3 2025 Added 3.74%
$27.4B
$739 Million 0.09% of portfolio
14,653
Q3 2025 Reduced 0.05%
$34.8B
$695 Million 0.09% of portfolio
6,910
Q3 2025 Reduced 4.23%
$25.7B
$719 Million 0.09% of portfolio
5,024
Q3 2025 Added 63.38%
$16.9B
$729 Million 0.09% of portfolio
39,012
Q3 2025 Added 0.16%
$24.9B
$706 Million 0.09% of portfolio
4,135
Q3 2025 Added 3.12%
$71.8B
$684 Million 0.09% of portfolio
6,122
Q3 2025 Added 0.05%
$37.8B
$706 Million 0.09% of portfolio
8,575
Q3 2025 Added 0.05%
$0
$670 Million 0.08% of portfolio
3,103
Q3 2025 Added 0.03%
$36.9B
$627 Million 0.08% of portfolio
19,619
Q3 2025 Added 31.2%
$0
$597 Million 0.08% of portfolio
5,971
Q3 2025 Added 0.47%
$104B
$624 Million 0.08% of portfolio
11,248
Q3 2025 New
$38.9B
$647 Million 0.08% of portfolio
13,685
Q3 2025 Added 14.07%
$123B
$620 Million 0.08% of portfolio
6,512
Q3 2025 Reduced 2.1%
$115B
$525 Million 0.07% of portfolio
4,583
Q3 2025 Added 86.3%
$46.2B
$591 Million 0.07% of portfolio
5,283
Q3 2025 Added 35.95%
$34.8B
$578 Million 0.07% of portfolio
4,651
Q3 2025 Added 0.02%
$47.9B
$538 Million 0.07% of portfolio
1,862
Q3 2025 Added 83.09%
$30.3B
$537 Million 0.07% of portfolio
7,425
Q3 2025 Reduced 4.03%
$0
$526 Million 0.07% of portfolio
5,449
Q1 2024 New
$5.28B
$536 Million 0.07% of portfolio
10,523
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $789 Billion
  • Prior Value $697 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email