Jamison Private Wealth Management, Inc. Portfolio Holdings
Jamison Private Wealth Management, Inc.
- $789 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 209
- Current Value $789 Billion
- Prior Value $697 Billion
- Filing
- Period Q3 2025
- Filing Date October 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 14 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks