Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $677 Billion
  • Q4 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $677 Billion distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34B, Microsoft Corp with a value of $27.3B, Nvidia Corp with a value of $25.9B, United Parcel Service Inc with a value of $22.8B, and Vulcan Materials CO with a value of $20.9B.

Examining the 13F form we can see an increase of $20.4B in the current position value, from $657B to 677B.

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 $677 Billion
Technology: $149 Billion
Financial Services: $99.5 Billion
Industrials: $90.9 Billion
Healthcare: $75.8 Billion
Consumer Cyclical: $66.1 Billion
Consumer Defensive: $47 Billion
Basic Materials: $33 Billion
Communication Services: $27.5 Billion
Other: $77.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266B
$3.74 Billion 0.55% of portfolio
63,098
Q4 2024 Reduced 0.27%
$44.4B
$3.6 Billion 0.53% of portfolio
75,755
Q4 2024 Added 4.1%
$143B
$3.36 Billion 0.5% of portfolio
126,748
Q4 2024 Reduced 10.7%
Brookfield Corp
-
$3.08 Billion 0.46% of portfolio
-
Q4 2024 Added 0.05%
$69.7B
$3.09 Billion 0.46% of portfolio
10,975
Q4 2024 Added 6.05%
$471B
$3.14 Billion 0.46% of portfolio
3,524
Q4 2024 Added 4.29%
$33.1B
$2.89 Billion 0.43% of portfolio
24,461
Q4 2024 Added 2.72%
$180B
$2.76 Billion 0.41% of portfolio
23,854
Q4 2024 Added 0.11%
$210B
$2.78 Billion 0.41% of portfolio
27,920
Q4 2024 Added 9.35%
$130B
$2.58 Billion 0.38% of portfolio
27,957
Q4 2024 Added 5.75%
$96.9B
$2.57 Billion 0.38% of portfolio
128,095
Q4 2024 Added 1.27%
$327B
$2.59 Billion 0.38% of portfolio
7,741
Q4 2024 Added 12.12%
$15.4B
$2.51 Billion 0.37% of portfolio
95,488
Q4 2024 Added 8,580.73%
$106B
$2.42 Billion 0.36% of portfolio
1,426
Q4 2024 Added 6.74%
$0
$2.44 Billion 0.36% of portfolio
17,479
Q4 2024 Added 1.7%
$199B
$2.46 Billion 0.36% of portfolio
2,319
Q4 2024 Added 6.52%
$144B
$2.42 Billion 0.36% of portfolio
19,998
Q4 2024 Added 2.93%
$210B
$2.37 Billion 0.35% of portfolio
4,539
Q4 2024 Added 16.15%
$60.6B
$2.3 Billion 0.34% of portfolio
13,377
Q4 2024 Added 22.74%
$10.9B
$2.31 Billion 0.34% of portfolio
20,952
Q4 2024 Added 1.58%
$150B
$2.24 Billion 0.33% of portfolio
9,756
Q4 2024 Added 1.66%
$66.4B
$2.22 Billion 0.33% of portfolio
8,416
Q4 2024 Added 7.51%
$785M
$2.16 Billion 0.32% of portfolio
78,555
Q4 2024 Reduced 0.26%
$92B
$2.09 Billion 0.31% of portfolio
7,477
Q4 2024 Added 33.23%
$95.5B
$2.04 Billion 0.3% of portfolio
39,057
Q4 2024 Added 90.42%
$228B
$2.03 Billion 0.3% of portfolio
12,199
Q4 2024 Added 1.16%
$42.6B
$1.96 Billion 0.29% of portfolio
52,095
Q4 2024 Added 4.67%
$15B
$1.89 Billion 0.28% of portfolio
59,591
Q3 2024 Reduced 0.43%
$83.4B
$1.83 Billion 0.27% of portfolio
30,675
Q4 2024 Added 1.8%
$228B
$1.86 Billion 0.27% of portfolio
28,334
Q4 2024 Added 4.2%
$229B
$1.82 Billion 0.27% of portfolio
16,084
Q4 2024 Added 27.01%
$23.1B
$1.79 Billion 0.26% of portfolio
10,154
Q4 2024 Added 9.14%
$104B
$1.75 Billion 0.26% of portfolio
7,816
Q4 2024 Reduced 0.61%
$23.2B
$1.73 Billion 0.26% of portfolio
10,212
Q4 2024 Added 17.04%
$227B
$1.79 Billion 0.26% of portfolio
18,398
Q2 2024 Reduced 1.21%
$20.5B
$1.78 Billion 0.26% of portfolio
12,775
Q4 2024 Reduced 39.81%
$52.3B
$1.79 Billion 0.26% of portfolio
19,445
Q4 2024 Reduced 0.27%
$198B
$1.69 Billion 0.25% of portfolio
11,089
Q4 2024 Added 17.69%
$123B
$1.7 Billion 0.25% of portfolio
17,133
Q4 2024 Added 0.29%
$97B
$1.57 Billion 0.23% of portfolio
4,581
Q4 2024 Added 5.55%
$6.34B
$1.47 Billion 0.22% of portfolio
27,723
Q4 2024 Added 478.04%
$0
$1.51 Billion 0.22% of portfolio
13,087
Q4 2024 Added 5.53%
$33.7B
$1.44 Billion 0.21% of portfolio
26,985
Q4 2024 Added 14.68%
$137B
$1.35 Billion 0.2% of portfolio
27,917
Q4 2024 Reduced 5.06%
$72.8B
$1.39 Billion 0.2% of portfolio
44,231
Q4 2024 Added 0.17%
$172B
$1.33 Billion 0.2% of portfolio
33,174
Q4 2024 Reduced 0.99%
$90.2B
$1.26 Billion 0.19% of portfolio
14,739
Q4 2024 Reduced 1.38%
$1.11T
$1.3 Billion 0.19% of portfolio
6,862
Q4 2024 Reduced 0.25%
$8.78B
$1.21 Billion 0.18% of portfolio
19,488
Q4 2024 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $677 Billion
  • Prior Value $657 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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