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
$3.91T
$32 Billion 4.59% of portfolio
64,335
Q2 2025 Added 0.16%
$447B
$30.8 Billion 4.42% of portfolio
194,758
Q2 2025 Added 1.61%
$3.43T
$24 Billion 3.44% of portfolio
116,947
Q2 2025 Reduced 13.56%
$37.4B
$21.1 Billion 3.02% of portfolio
80,709
Q2 2025 Reduced 0.09%
$62.9B
$18.7 Billion 2.68% of portfolio
185,216
Q2 2025 Added 0.84%
$709B
$16.3 Billion 2.34% of portfolio
20,884
Q2 2025 Added 0.02%
$855B
$15.8 Billion 2.27% of portfolio
54,502
Q2 2025 Added 0.58%
$95.1B
$15.2 Billion 2.18% of portfolio
66,314
Q2 2025 Reduced 1.13%
$120B
$14.3 Billion 2.05% of portfolio
95,520
Q2 2025 Added 1.35%
$2.26T
$13.7 Billion 1.97% of portfolio
62,474
Q2 2025 Added 1.47%
$122B
$13.3 Billion 1.92% of portfolio
48,398
Q2 2025 Added 2.15%
$226B
$13.1 Billion 1.89% of portfolio
33,847
Q2 2025 Added 1.77%
$555B
$13 Billion 1.87% of portfolio
36,606
Q2 2025 Added 0.22%
$364B
$12.6 Billion 1.81% of portfolio
266,117
Q2 2025 Added 1.06%
$396B
$12.6 Billion 1.81% of portfolio
34,353
Q2 2025 Reduced 0.12%
$103B
$11.7 Billion 1.67% of portfolio
127,036
Q2 2025 Reduced 0.64%
$153B
$11.2 Billion 1.6% of portfolio
60,942
Q2 2025 Added 0.78%
$1.72T
$10.5 Billion 1.51% of portfolio
14,242
Q2 2025 Added 1.26%
$347B
$10.4 Billion 1.49% of portfolio
55,942
Q2 2025 Reduced 2.46%
$429B
$10.1 Billion 1.44% of portfolio
10,163
Q2 2025 Reduced 0.01%
$226B
$9.96 Billion 1.43% of portfolio
34,082
Q2 2025 Added 0.21%
$611B
$9.58 Billion 1.38% of portfolio
19,729
Q2 2025 Added 0.41%
$301B
$9.32 Billion 1.34% of portfolio
131,670
Q2 2025 Reduced 1.36%
$164B
$9.26 Billion 1.33% of portfolio
58,123
Q2 2025 Added 2.21%
$125B
$9.01 Billion 1.29% of portfolio
29,217
Q2 2025 Reduced 0.69%
$1.2T
$8.91 Billion 1.28% of portfolio
50,208
Q2 2025 Added 0.68%
$247B
$8.91 Billion 1.28% of portfolio
12,591
Q2 2025 Added 2.52%
$114B
$8.38 Billion 1.2% of portfolio
18,095
Q2 2025 Added 0.99%
$362B
$7.7 Billion 1.1% of portfolio
48,300
Q2 2025 Reduced 3.56%
$299B
$7.45 Billion 1.07% of portfolio
51,998
Q2 2025 Added 1.17%
$152B
$7.32 Billion 1.05% of portfolio
26,233
Q2 2025 Added 2.42%
$446B
$7.34 Billion 1.05% of portfolio
48,074
Q2 2025 Reduced 44.96%
$50.1B
$7.16 Billion 1.03% of portfolio
49,245
Q2 2025 Added 1.92%
$1.01T
$6.93 Billion 1.0% of portfolio
21,831
Q2 2025 Added 2.14%
$281B
$6.87 Billion 0.99% of portfolio
70,240
Q2 2025 Added 0.42%
$73.5B
$6.9 Billion 0.99% of portfolio
68,216
Q2 2025 Added 2.27%
$51.7B
$6.76 Billion 0.97% of portfolio
33,012
Q2 2025 Added 0.47%
$263B
$6.25 Billion 0.9% of portfolio
44,057
Q2 2025 Added 7.15%
$57.1B
$6.05 Billion 0.87% of portfolio
140,647
Q2 2025 Reduced 1.59%
Blackrock Inc
-
$5.98 Billion 0.86% of portfolio
-
Q2 2025 Added 1.55%
$96.4B
$5.82 Billion 0.84% of portfolio
49,310
Q2 2025 Reduced 1.26%
$444B
$5.64 Billion 0.81% of portfolio
52,319
Q2 2025 Reduced 0.72%
$48.7B
$5.36 Billion 0.77% of portfolio
30,766
Q2 2025 Added 1.7%
$65.5B
$5.12 Billion 0.74% of portfolio
20,015
Q2 2025 Added 3.8%
$0
$5.03 Billion 0.72% of portfolio
8,093
Q2 2025 Reduced 1.89%
$524B
$5.02 Billion 0.72% of portfolio
3,752
Q2 2025 Added 5.72%
$124B
$4.62 Billion 0.66% of portfolio
34,731
Q2 2025 Reduced 0.32%
$54.8B
$4.38 Billion 0.63% of portfolio
27,236
Q2 2025 Added 91.06%
$41.5B
$4.28 Billion 0.62% of portfolio
25,504
Q2 2025 Added 4.8%

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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