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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$957 Million 0.15% of portfolio
9,816
Q3 2024 Added 16.0%
$266B
$891 Million 0.14% of portfolio
1,069
Q3 2024 Added 66.51%
$39.1B
$875 Million 0.13% of portfolio
24,912
Q3 2024 Reduced 0.69%
$33.1B
$876 Million 0.13% of portfolio
8,553
Q3 2024 Added 0.02%
$39.1B
$834 Million 0.13% of portfolio
3,074
Q3 2024 Added 22.13%
$36B
$793 Million 0.12% of portfolio
7,614
Q3 2024 Reduced 0.38%
$136B
$788 Million 0.12% of portfolio
12,582
Q3 2024 Added 24.48%
$67.6B
$811 Million 0.12% of portfolio
5,782
Q3 2024 Reduced 7.25%
$102B
$796 Million 0.12% of portfolio
2,087
Q3 2024 Added 0.14%
$72.1B
$702 Million 0.11% of portfolio
6,282
Q3 2024 Added 0.11%
$115B
$698 Million 0.11% of portfolio
7,756
Q3 2024 Added 1.2%
$569B
$716 Million 0.11% of portfolio
1,225
Q3 2024 Added 16.22%
$8.36B
$711 Million 0.11% of portfolio
15,996
Q3 2024 Added 0.22%
$239B
$751 Million 0.11% of portfolio
1,450
Q3 2024 Added 29.23%
$98.7B
$713 Million 0.11% of portfolio
8,071
Q3 2024 Added 53.88%
$31.9B
$651 Million 0.1% of portfolio
3,101
Q3 2024 Reduced 1.52%
$38.8B
$682 Million 0.1% of portfolio
8,737
Q3 2024 Added 0.08%
$33.7B
$585 Million 0.09% of portfolio
6,713
Q3 2024 Added 15.62%
$29.3B
$602 Million 0.09% of portfolio
3,524
Q3 2024 Reduced 1.29%
$170B
$611 Million 0.09% of portfolio
2,256
Q3 2024 Added 7.22%
$47.9B
$575 Million 0.09% of portfolio
8,050
Q3 2024 Added 0.32%
$204B
$596 Million 0.09% of portfolio
4,907
Q2 2024 Added 19.48%
$63.3B
$619 Million 0.09% of portfolio
2,566
Q3 2024 Reduced 1.31%
$47B
$595 Million 0.09% of portfolio
8,865
Q3 2024 Reduced 1.2%
$47B
$615 Million 0.09% of portfolio
4,325
Q3 2024 Added 28.0%
$42B
$551 Million 0.08% of portfolio
6,180
Q3 2024 Reduced 8.25%
$13.2B
$544 Million 0.08% of portfolio
30,894
Q3 2024 Added 3.6%
$19.3B
$535 Million 0.08% of portfolio
13,660
Q3 2024 Reduced 8.61%
$73.2B
$441 Million 0.07% of portfolio
3,230
Q3 2024 Reduced 3.98%
$5.91B
$452 Million 0.07% of portfolio
10,523
Q3 2023 New
$12.6B
$451 Million 0.07% of portfolio
4,763
Q3 2024 Reduced 3.11%
$61.7B
$378 Million 0.06% of portfolio
1,038
Q3 2024 Added 0.29%
$1.13B
$366 Million 0.06% of portfolio
10,944
Q3 2024 Added 168.37%
$203B
$367 Million 0.06% of portfolio
1,661
Q3 2024 Added 0.42%
$20.8B
$399 Million 0.06% of portfolio
8,166
Q3 2024 Added 0.26%
$20.6B
$376 Million 0.06% of portfolio
2,306
Q3 2024 Reduced 6.45%
$46.9B
$328 Million 0.05% of portfolio
6,367
Q3 2024 Added 108.41%
$493B
$309 Million 0.05% of portfolio
1,812
Q3 2024 Added 19.6%
$52.3B
$320 Million 0.05% of portfolio
988
Q3 2024 Added 152.04%
$25B
$321 Million 0.05% of portfolio
6,718
Q3 2024 Added 33.29%
$4.9B
$298 Million 0.05% of portfolio
1,375
Q3 2024 Added 69.96%
$5.72B
$347 Million 0.05% of portfolio
9,348
Q3 2023 New
$9.76B
$361 Million 0.05% of portfolio
442
Q3 2024 Added 2,500.0%
$28.1B
$296 Million 0.05% of portfolio
3,753
Q3 2023 New
$4.66B
$313 Million 0.05% of portfolio
9,728
Q3 2024 Added 0.08%
$48.2B
$307 Million 0.05% of portfolio
2,538
Q2 2024 Reduced 0.2%
$82.8M
$317 Million 0.05% of portfolio
13,858
Q3 2024 Added 2.21%
$64B
$321 Million 0.05% of portfolio
3,558
Q4 2023 Reduced 3.18%
$222B
$271 Million 0.04% of portfolio
2,601
Q3 2024 Added 131.82%

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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