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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.9B
$4.61 Billion 0.58% of portfolio
33,237
Q3 2025 Reduced 0.49%
$140B
$4.53 Billion 0.57% of portfolio
81,227
Q3 2025 Added 0.38%
$292B
$4.1 Billion 0.52% of portfolio
59,987
Q3 2025 Reduced 0.1%
$23B
$4.05 Billion 0.51% of portfolio
95,488
Q4 2024 Added 8,580.73%
$260B
$3.93 Billion 0.5% of portfolio
23,481
Q3 2025 Reduced 0.12%
$53.4B
$3.99 Billion 0.5% of portfolio
25,393
Q3 2025 Reduced 0.44%
$336B
$3.81 Billion 0.48% of portfolio
12,650
Q3 2025 Added 6.42%
$202B
$3.74 Billion 0.47% of portfolio
32,633
Q3 2025 Reduced 2.45%
$106B
$3.71 Billion 0.47% of portfolio
1,586
Q3 2025 Added 7.74%
Brookfield Corp
-
$3.64 Billion 0.46% of portfolio
-
Q3 2025 Added 304.26%
$157B
$3.54 Billion 0.45% of portfolio
105,498
Q3 2025 Added 0.66%
$149B
$3.49 Billion 0.44% of portfolio
31,453
Q3 2025 Added 6.62%
$95.1B
$3.33 Billion 0.42% of portfolio
9,773
Q3 2025 Added 7.98%
$168B
$3.06 Billion 0.39% of portfolio
21,141
Q3 2025 Added 6.96%
$68.2B
$2.97 Billion 0.38% of portfolio
12,606
Q3 2025 Added 6.74%
$219B
$2.84 Billion 0.36% of portfolio
33,883
Q3 2025 Added 16.63%
$0
$2.76 Billion 0.35% of portfolio
16,780
Q3 2025 Added 0.28%
$137B
$2.71 Billion 0.34% of portfolio
106,450
Q3 2025 Reduced 9.49%
$116B
$2.68 Billion 0.34% of portfolio
5,460
Q3 2025 Added 10.91%
$174B
$2.62 Billion 0.33% of portfolio
2,850
Q3 2025 Added 9.15%
$117B
$2.52 Billion 0.32% of portfolio
7,667
Q3 2025 Reduced 0.93%
$104B
$2.36 Billion 0.3% of portfolio
35,686
Q3 2025 Added 108.2%
$349B
$2.25 Billion 0.29% of portfolio
12,343
Q3 2025 Added 25.26%
$198B
$2.23 Billion 0.28% of portfolio
4,984
Q3 2025 Added 8.61%
$25.1B
$2.22 Billion 0.28% of portfolio
11,866
Q3 2025 Added 8.62%
$197B
$2.18 Billion 0.28% of portfolio
15,491
Q3 2025 Added 24.63%
$62.4B
$2.2 Billion 0.28% of portfolio
19,593
Q3 2025 Reduced 0.6%
$272B
$2.21 Billion 0.28% of portfolio
17,227
Q3 2025 Reduced 1.94%
$240B
$2.11 Billion 0.27% of portfolio
8,889
Q3 2025 Added 17.22%
$221B
$2.11 Billion 0.27% of portfolio
15,769
Q3 2025 Added 28.8%
$262B
$2.15 Billion 0.27% of portfolio
28,056
Q3 2025 Added 0.0%
$96.6B
$1.98 Billion 0.25% of portfolio
39,223
Q3 2025 Added 23.65%
$94.5B
$1.98 Billion 0.25% of portfolio
7,598
Q3 2025 Added 9.23%
$695M
$1.99 Billion 0.25% of portfolio
81,130
Q3 2025 Reduced 1.0%
$35.1B
$1.86 Billion 0.24% of portfolio
30,565
Q3 2025 Added 14.91%
$16.1B
$1.88 Billion 0.24% of portfolio
57,053
Q3 2025 Reduced 2.67%
$404B
$1.89 Billion 0.24% of portfolio
1,952
Q3 2025 Added 16.75%
$153B
$1.92 Billion 0.24% of portfolio
9,687
Q3 2025 Reduced 0.73%
$78.4B
$1.81 Billion 0.23% of portfolio
28,989
Q3 2025 Added 0.6%
$0
$1.8 Billion 0.23% of portfolio
15,122
Q3 2025 Added 16.31%
$6.02B
$1.83 Billion 0.23% of portfolio
32,122
Q3 2025 Added 10.29%
$99.3B
$1.74 Billion 0.22% of portfolio
38,501
Q3 2025 Reduced 5.44%
$15.6B
$1.73 Billion 0.22% of portfolio
12,278
Q3 2025 Added 9.95%
$1.67T
$1.63 Billion 0.21% of portfolio
6,708
Q3 2025 Added 1.13%
$111B
$1.62 Billion 0.2% of portfolio
17,102
Q3 2025 Reduced 0.37%
$275B
$1.57 Billion 0.2% of portfolio
9,900
Q3 2025 Added 32.41%
$127B
$1.53 Billion 0.19% of portfolio
4,301
Q3 2025 Added 476.54%
$303B
$1.46 Billion 0.19% of portfolio
4,232
Q3 2025 Added 70.23%
$275B
$1.4 Billion 0.18% of portfolio
4,220
Q3 2025 Added 0.74%

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
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