Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $657 Billion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.8B, Apple Inc. with a value of $27.2B, United Parcel Service Inc with a value of $24.1B, Nvidia Corp with a value of $23.3B, and Vulcan Materials CO with a value of $20.5B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $602B to 657B.

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 $657 Billion
Technology: $140 Billion
Industrials: $95.3 Billion
Financial Services: $93.7 Billion
Healthcare: $78 Billion
Consumer Cyclical: $62.1 Billion
Consumer Defensive: $47.3 Billion
Basic Materials: $35.3 Billion
Utilities: $29.7 Billion
Other: $70.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.11T
$27.8 Billion 4.23% of portfolio
64,618
Q3 2024 Added 1.28%
$3.69T
$27.2 Billion 4.14% of portfolio
116,833
Q3 2024 Added 1.26%
$98.4B
$24.1 Billion 3.67% of portfolio
176,773
Q3 2024 Added 1.29%
$354B
$23.3 Billion 3.54% of portfolio
191,693
Q3 2024 Added 0.77%
$37.8B
$20.5 Billion 3.11% of portfolio
81,703
Q3 2024 Reduced 0.06%
$711B
$19.1 Billion 2.9% of portfolio
21,504
Q3 2024 Added 0.13%
$141B
$14.2 Billion 2.15% of portfolio
92,411
Q3 2024 Added 2.24%
$92.1B
$13.9 Billion 2.11% of portfolio
66,855
Q3 2024 Added 0.78%
$430B
$13.7 Billion 2.09% of portfolio
33,885
Q3 2024 Added 2.53%
$210B
$12.9 Billion 1.97% of portfolio
33,036
Q3 2024 Added 2.86%
$150B
$11.9 Billion 1.81% of portfolio
58,922
Q3 2024 Added 2.19%
$95.4B
$11.3 Billion 1.72% of portfolio
125,629
Q3 2024 Added 2.79%
$2.01T
$11.2 Billion 1.71% of portfolio
60,195
Q3 2024 Added 3.9%
$729B
$11.2 Billion 1.7% of portfolio
53,005
Q3 2024 Added 3.37%
$313B
$11 Billion 1.67% of portfolio
55,527
Q3 2024 Added 2.48%
$377B
$10.3 Billion 1.57% of portfolio
260,579
Q3 2024 Added 2.81%
$214B
$10.3 Billion 1.57% of portfolio
33,773
Q3 2024 Added 2.5%
$142B
$10.2 Billion 1.55% of portfolio
17,378
Q3 2024 Added 2.6%
$507B
$10.1 Billion 1.54% of portfolio
36,757
Q3 2024 Added 1.35%
$176B
$9.52 Billion 1.45% of portfolio
55,987
Q3 2024 Added 2.19%
$614B
$8.81 Billion 1.34% of portfolio
19,133
Q3 2024 Added 2.98%
$427B
$8.48 Billion 1.29% of portfolio
9,568
Q3 2024 Added 3.66%
$418B
$8.22 Billion 1.25% of portfolio
47,435
Q3 2024 Added 3.05%
$148B
$8.19 Billion 1.25% of portfolio
126,421
Q3 2024 Added 3.18%
$1.01T
$8.13 Billion 1.24% of portfolio
48,652
Q3 2024 Added 4.39%
$127B
$8.12 Billion 1.24% of portfolio
29,359
Q3 2024 Added 0.6%
$66.5B
$8.11 Billion 1.23% of portfolio
46,989
Q3 2024 Added 933.41%
$158B
$7.92 Billion 1.2% of portfolio
24,567
Q3 2024 Added 4.1%
$1.27T
$7.79 Billion 1.19% of portfolio
13,605
Q3 2024 Added 3.85%
$406B
$7.58 Billion 1.15% of portfolio
46,747
Q3 2024 Added 3.17%
$77.1B
$7.38 Billion 1.12% of portfolio
63,793
Q3 2024 Added 3.25%
$52.1B
$6.31 Billion 0.96% of portfolio
46,998
Q3 2024 Added 0.57%
$223B
$6.09 Billion 0.93% of portfolio
37,116
Q3 2024 Added 5.2%
$17.6B
$6.03 Billion 0.92% of portfolio
43,199
Q3 2024 Added 0.02%
$508B
$5.89 Billion 0.9% of portfolio
50,224
Q3 2024 Added 4.27%
$318B
$5.75 Billion 0.88% of portfolio
39,069
Q3 2024 Added 6.88%
$63.6B
$5.75 Billion 0.88% of portfolio
134,552
Q3 2024 Added 5.0%
$245B
$5.62 Billion 0.86% of portfolio
69,569
Q3 2024 Added 6.58%
$88.3B
$5.53 Billion 0.84% of portfolio
47,993
Q3 2024 Added 2.85%
$206B
$5.53 Billion 0.84% of portfolio
11,164
Q3 2024 Added 6.88%
$115B
$5.41 Billion 0.82% of portfolio
15,830
Q3 2024 Added 2.1%
$156B
$5.19 Billion 0.79% of portfolio
5,461
Q3 2024 Added 4.86%
$1.11T
$5.12 Billion 0.78% of portfolio
19,578
Q3 2024 Added 4.5%
$133B
$4.93 Billion 0.75% of portfolio
79,360
Q3 2024 Added 3.48%
$0
$4.59 Billion 0.7% of portfolio
7,953
Q3 2024 Added 9.33%
$54.6B
$4.63 Billion 0.7% of portfolio
28,608
Q3 2024 Added 6.88%
$136B
$4.51 Billion 0.69% of portfolio
34,556
Q3 2024 Reduced 0.12%
$62.3B
$4.5 Billion 0.69% of portfolio
18,121
Q3 2024 Added 1.68%
$144B
$4.11 Billion 0.63% of portfolio
141,935
Q3 2024 Reduced 3.41%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $657 Billion
  • Prior Value $602 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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