Jamison Private Wealth Management, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $789 Billion distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $35.5B, Apple Inc. with a value of $34.2B, Microsoft Corp with a value of $33.2B, Vulcan Materials CO with a value of $24.2B, and Jpmorgan Chase & CO with a value of $17.6B.
Examining the 13F form we can see an increase of $93B in the current position value, from $697B to 789B.
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
$789 Billion
Technology: $188 Billion
Financial Services: $116 Billion
Industrials: $96.9 Billion
Healthcare: $85.1 Billion
Consumer Cyclical: $71.4 Billion
Consumer Defensive: $47.4 Billion
Basic Materials: $40.1 Billion
Communication Services: $34.4 Billion
Other: $96.7 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
