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 Market Cap. of $10 Billions to $200 Billions
