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
$202B
$1.23 Billion 0.18% of portfolio
4,146
Q4 2024 Reduced 0.46%
$39.5B
$1.18 Billion 0.17% of portfolio
3,093
Q4 2024 Added 0.62%
$86.7B
$1.12 Billion 0.17% of portfolio
3,307
Q4 2024 Added 58.46%
$26.4B
$1.11 Billion 0.16% of portfolio
15,534
Q4 2024 Added 0.1%
$284B
$1.01 Billion 0.15% of portfolio
1,459
Q4 2024 Added 36.48%
$235B
$988 Million 0.15% of portfolio
8,209
Q4 2024 Added 67.29%
$0
$983 Million 0.15% of portfolio
14,856
Q4 2024 Added 9.57%
$88.8B
$994 Million 0.15% of portfolio
23,438
Q4 2024 Added 282.29%
$96.1B
$1.04 Billion 0.15% of portfolio
4,276
Q4 2024 Added 493.07%
$139B
$956 Million 0.14% of portfolio
13,584
Q4 2024 Added 7.96%
$140B
$960 Million 0.14% of portfolio
2,665
Q4 2024 Reduced 2.52%
$111B
$940 Million 0.14% of portfolio
10,301
Q4 2024 Added 4.94%
$34.8B
$927 Million 0.14% of portfolio
14,536
Q4 2024 Reduced 0.03%
$204B
$825 Million 0.12% of portfolio
6,563
Q4 2024 Added 152.33%
$30.3B
$715 Million 0.11% of portfolio
8,408
Q4 2024 Reduced 5.16%
$180B
$760 Million 0.11% of portfolio
1,708
Q4 2024 Added 17.79%
$0
$675 Million 0.1% of portfolio
1,151
Q4 2024 Reduced 1.2%
Ge Vernova Inc
-
$697 Million 0.1% of portfolio
-
Q4 2024 Reduced 6.49%
$68.4B
$651 Million 0.1% of portfolio
6,289
Q4 2024 Added 0.11%
$15.1B
$671 Million 0.1% of portfolio
39,158
Q4 2024 Reduced 1.49%
$33.3B
$652 Million 0.1% of portfolio
3,101
Q3 2024 Reduced 1.52%
$36B
$669 Million 0.1% of portfolio
8,745
Q4 2024 Added 0.09%
$483B
$693 Million 0.1% of portfolio
1,371
Q4 2024 Added 11.92%
$179B
$680 Million 0.1% of portfolio
8,997
Q4 2024 Added 566.44%
$0
$685 Million 0.1% of portfolio
1,271
Q4 2024 Added 5.39%
$38.2B
$653 Million 0.1% of portfolio
7,317
Q4 2024 Reduced 3.9%
$85.6B
$641 Million 0.09% of portfolio
8,475
Q4 2024 Added 5.01%
$51.1B
$578 Million 0.09% of portfolio
1,930
Q4 2024 Added 85.93%
$42.8B
$580 Million 0.09% of portfolio
8,071
Q4 2024 Added 0.26%
$65.7B
$583 Million 0.09% of portfolio
2,571
Q4 2024 Added 0.19%
$1.35B
$596 Million 0.09% of portfolio
9,882
Q4 2024 Added 841.14%
$26.9B
$602 Million 0.09% of portfolio
5,371
Q4 2024 Reduced 37.2%
Gsk PLC
-
$576 Million 0.09% of portfolio
-
Q4 2024 Reduced 4.54%
$120B
$592 Million 0.09% of portfolio
7,410
Q4 2024 Reduced 4.46%
$29.4B
$603 Million 0.09% of portfolio
3,342
Q4 2024 Reduced 5.16%
$10.5B
$546 Million 0.08% of portfolio
31,152
Q4 2024 Added 0.84%
$22.2B
$550 Million 0.08% of portfolio
6,887
Q4 2024 Added 2.59%
$48.3B
$539 Million 0.08% of portfolio
10,887
Q4 2024 New
$6.9B
$524 Million 0.08% of portfolio
10,235
Q4 2024 Reduced 36.02%
$4.18B
$568 Million 0.08% of portfolio
22,670
Q4 2024 New
$46.8B
$567 Million 0.08% of portfolio
4,326
Q4 2024 Added 0.02%
$0
$556 Million 0.08% of portfolio
57,590
Q4 2024 New
$141B
$563 Million 0.08% of portfolio
2,283
Q4 2024 Added 1.2%
$17.7B
$483 Million 0.07% of portfolio
12,977
Q4 2024 Reduced 5.0%
$36.2B
$446 Million 0.07% of portfolio
14,524
Q4 2024 Reduced 41.7%
$18.3B
$440 Million 0.07% of portfolio
8,184
Q4 2024 Added 0.22%
$0
$482 Million 0.07% of portfolio
5,449
Q1 2024 New
$5.24B
$469 Million 0.07% of portfolio
10,523
Q3 2023 New
Lam Research Corp
-
$406 Million 0.06% of portfolio
-
Q4 2024 New

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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