Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $656 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1B, Microsoft Corp with a value of $24.1B, Nvidia Corp with a value of $20.8B, United Parcel Service Inc with a value of $20.2B, and Vulcan Materials CO with a value of $18.8B.

Examining the 13F form we can see an decrease of $21.2B in the current position value, from $677B to 656B.

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 $656 Billion
Technology: $131 Billion
Financial Services: $96.2 Billion
Industrials: $90.4 Billion
Healthcare: $81.9 Billion
Consumer Cyclical: $59.9 Billion
Consumer Defensive: $49.7 Billion
Basic Materials: $31.4 Billion
Utilities: $27.2 Billion
Other: $78.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293B
$850 Million 0.13% of portfolio
10,072
Q1 2025 Added 11.95%
$30.3B
$873 Million 0.13% of portfolio
14,602
Q1 2025 Added 0.45%
$28B
$844 Million 0.13% of portfolio
2,981
Q1 2025 Reduced 3.62%
$148B
$843 Million 0.13% of portfolio
2,265
Q1 2025 Reduced 15.01%
$244B
$870 Million 0.13% of portfolio
7,454
Q1 2025 Added 13.58%
$35.8B
$802 Million 0.12% of portfolio
7,255
Q1 2025 Reduced 0.85%
$169B
$756 Million 0.12% of portfolio
10,652
Q1 2025 Reduced 21.58%
$171B
$734 Million 0.11% of portfolio
1,915
Q1 2025 Added 12.12%
$281B
$706 Million 0.11% of portfolio
1,348
Q1 2025 Reduced 1.68%
$39.7B
$696 Million 0.11% of portfolio
3,005
Q1 2025 Reduced 3.1%
$41.6B
$626 Million 0.1% of portfolio
3,155
Q1 2025 Reduced 5.6%
$0
$668 Million 0.1% of portfolio
57,590
Q4 2024 New
$39.4B
$657 Million 0.1% of portfolio
8,751
Q1 2025 Added 0.07%
$43B
$635 Million 0.1% of portfolio
4,464
Q1 2025 Added 3.19%
$64.9B
$680 Million 0.1% of portfolio
6,115
Q1 2025 Reduced 2.77%
$25.8B
$628 Million 0.1% of portfolio
8,096
Q1 2025 Added 0.31%
$58B
$580 Million 0.09% of portfolio
5,533
Q1 2025 Reduced 2.4%
$50.5B
$589 Million 0.09% of portfolio
2,569
Q1 2025 Reduced 0.08%
$17.1B
$621 Million 0.09% of portfolio
38,844
Q1 2025 Reduced 0.8%
$21.7B
$622 Million 0.09% of portfolio
4,023
Q1 2025 Reduced 68.51%
$119B
$604 Million 0.09% of portfolio
6,725
Q1 2025 Reduced 9.24%
$91B
$566 Million 0.09% of portfolio
8,924
Q1 2025 Added 5.3%
$25.2B
$524 Million 0.08% of portfolio
3,280
Q1 2025 Added 26.2%
$1.52B
$496 Million 0.08% of portfolio
9,882
Q4 2024 Added 841.14%
$138B
$547 Million 0.08% of portfolio
2,346
Q1 2025 Added 2.76%
$11.8B
$428 Million 0.07% of portfolio
30,150
Q1 2025 Reduced 3.22%
$18.5B
$438 Million 0.07% of portfolio
8,204
Q1 2025 Added 0.24%
$30.3B
$433 Million 0.07% of portfolio
7,969
Q1 2025 Reduced 5.22%
$254B
$432 Million 0.07% of portfolio
1,739
Q1 2025 Added 4.32%
$34.1B
$443 Million 0.07% of portfolio
14,562
Q1 2025 Added 0.26%
$13.5B
$473 Million 0.07% of portfolio
4,483
Q1 2025 Added 28.75%
$6.22B
$457 Million 0.07% of portfolio
10,523
Q3 2023 New
$32.5B
$445 Million 0.07% of portfolio
10,807
Q1 2025 Added 36.09%
$42B
$457 Million 0.07% of portfolio
9,255
Q1 2025 Added 19.98%
$36.7B
$469 Million 0.07% of portfolio
15,228
Q1 2025 Added 29.94%
$19.6B
$424 Million 0.06% of portfolio
12,775
Q1 2025 Reduced 1.56%
$37.5B
$419 Million 0.06% of portfolio
5,605
Q1 2025 Added 0.11%
$2.92B
$374 Million 0.06% of portfolio
4,127
Q1 2025 Added 56.44%
$79.1B
$392 Million 0.06% of portfolio
1,582
Q1 2025 Added 0.25%
$25.8B
$406 Million 0.06% of portfolio
4,620
Q1 2025 Added 64.06%
$41.3B
$375 Million 0.06% of portfolio
4,825
Q1 2025 Added 17.88%
$15.7B
$333 Million 0.05% of portfolio
2,263
Q1 2025 Reduced 1.52%
$5.11B
$324 Million 0.05% of portfolio
9,348
Q3 2023 New
$74.1B
$344 Million 0.05% of portfolio
3,674
Q1 2025 Added 0.11%
$76.6B
$340 Million 0.05% of portfolio
3,558
Q4 2023 Reduced 3.18%
$87.3B
$301 Million 0.05% of portfolio
2,047
Q1 2025 Reduced 2.76%
$101B
$330 Million 0.05% of portfolio
2,954
Q1 2025 Added 17.88%
$48B
$342 Million 0.05% of portfolio
1,092
Q1 2025 Added 8.98%
$21.8B
$309 Million 0.05% of portfolio
551
Q4 2024 Added 220.35%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $656 Billion
  • Prior Value $677 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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