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
$469B
$35.5 Billion 4.5% of portfolio
190,308
Q3 2025 Reduced 2.28%
$4.31T
$34.2 Billion 4.34% of portfolio
134,414
Q3 2025 Added 14.94%
$3.7T
$33.2 Billion 4.21% of portfolio
64,190
Q3 2025 Reduced 0.23%
$38.2B
$24.2 Billion 3.06% of portfolio
78,564
Q3 2025 Reduced 2.66%
$922B
$17.6 Billion 2.22% of portfolio
55,641
Q3 2025 Added 2.09%
$103B
$16.5 Billion 2.09% of portfolio
96,682
Q3 2025 Added 1.22%
$70B
$16.3 Billion 2.07% of portfolio
195,708
Q3 2025 Added 5.66%
$488B
$16.2 Billion 2.06% of portfolio
87,545
Q3 2025 Added 82.1%
$297B
$16.2 Billion 2.05% of portfolio
33,945
Q3 2025 Added 0.29%
$142B
$16 Billion 2.03% of portfolio
48,634
Q3 2025 Added 0.49%
$878B
$15.9 Billion 2.02% of portfolio
20,898
Q3 2025 Added 0.07%
$82.9B
$14.7 Billion 1.86% of portfolio
66,637
Q3 2025 Added 0.49%
$380B
$14.3 Billion 1.81% of portfolio
35,207
Q3 2025 Added 2.49%
$2.49T
$13.9 Billion 1.76% of portfolio
63,371
Q3 2025 Added 1.44%
$427B
$13.8 Billion 1.74% of portfolio
266,982
Q3 2025 Added 0.33%
$387B
$13.6 Billion 1.73% of portfolio
58,826
Q3 2025 Added 5.16%
$1.7T
$12.5 Billion 1.58% of portfolio
51,353
Q3 2025 Added 2.28%
$549B
$12.4 Billion 1.57% of portfolio
36,231
Q3 2025 Reduced 1.02%
$173B
$12.4 Billion 1.57% of portfolio
129,521
Q3 2025 Added 1.46%
$99.5B
$12.3 Billion 1.55% of portfolio
129,344
Q3 2025 Added 1.82%
$1.4T
$10.7 Billion 1.35% of portfolio
14,565
Q3 2025 Added 2.27%
$220B
$10.5 Billion 1.33% of portfolio
34,477
Q3 2025 Added 1.16%
$268B
$10.4 Billion 1.31% of portfolio
13,029
Q3 2025 Added 3.48%
$1.36T
$10.1 Billion 1.28% of portfolio
22,811
Q3 2025 Added 4.49%
$649B
$9.98 Billion 1.26% of portfolio
19,859
Q3 2025 Added 0.66%
$192B
$9.74 Billion 1.23% of portfolio
58,543
Q3 2025 Added 0.72%
$408B
$9.51 Billion 1.2% of portfolio
10,270
Q3 2025 Added 1.05%
$120B
$9.41 Billion 1.19% of portfolio
18,844
Q3 2025 Added 4.14%
$305B
$8.93 Billion 1.13% of portfolio
134,686
Q3 2025 Added 2.29%
$106B
$8.86 Billion 1.12% of portfolio
30,183
Q3 2025 Added 3.31%
$303B
$8.63 Billion 1.09% of portfolio
55,550
Q3 2025 Added 6.83%
$106B
$8.43 Billion 1.07% of portfolio
69,477
Q3 2025 Added 1.85%
$348B
$7.73 Billion 0.98% of portfolio
50,325
Q3 2025 Added 4.19%
$171B
$7.71 Billion 0.98% of portfolio
27,305
Q3 2025 Added 4.09%
$278B
$7.48 Billion 0.95% of portfolio
72,617
Q3 2025 Added 3.38%
$377B
$7.44 Billion 0.94% of portfolio
45,993
Q3 2025 Added 4.39%
Blackrock Inc
-
$6.9 Billion 0.87% of portfolio
-
Q3 2025 Added 3.77%
$63.5B
$6.85 Billion 0.87% of portfolio
33,647
Q3 2025 Added 1.92%
$59.4B
$6.75 Billion 0.85% of portfolio
147,582
Q3 2025 Added 4.93%
$72.3B
$6.53 Billion 0.83% of portfolio
79,554
Q3 2025 Added 2.16%
$95.2B
$6.37 Billion 0.81% of portfolio
51,440
Q3 2025 Added 4.32%
$40.4B
$6.25 Billion 0.79% of portfolio
49,333
Q3 2025 Added 0.18%
$489B
$6.05 Billion 0.77% of portfolio
53,667
Q3 2025 Added 2.58%
$65.8B
$6 Billion 0.76% of portfolio
19,971
Q3 2025 Reduced 0.22%
$48.8B
$5.57 Billion 0.71% of portfolio
32,229
Q3 2025 Added 4.76%
$0
$5.63 Billion 0.71% of portfolio
8,413
Q3 2025 Added 3.95%
$60.1B
$5.45 Billion 0.69% of portfolio
29,061
Q3 2025 Added 6.7%
$491B
$4.65 Billion 0.59% of portfolio
3,877
Q3 2025 Added 3.33%
$104B
$4.66 Billion 0.59% of portfolio
35,892
Q3 2025 Added 3.34%

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
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