Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $697 Billion
  • Q2 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $697 Billion distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32B, Nvidia Corp with a value of $30.8B, Apple Inc. with a value of $24B, Vulcan Materials CO with a value of $21.1B, and United Parcel Service Inc with a value of $18.7B.

Examining the 13F form we can see an increase of $40.4B in the current position value, from $656B to 697B.

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 $697 Billion
Technology: $159 Billion
Financial Services: $107 Billion
Industrials: $92.8 Billion
Healthcare: $71 Billion
Consumer Cyclical: $63.8 Billion
Consumer Defensive: $44.9 Billion
Basic Materials: $33.7 Billion
Communication Services: $30.9 Billion
Other: $84.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$250B
$1.05 Billion 0.15% of portfolio
7,477
Q2 2025 Added 0.31%
$78.6B
$1.06 Billion 0.15% of portfolio
14,277
Q2 2025 Reduced 0.94%
$0
$1.04 Billion 0.15% of portfolio
13,483
Q2 2025 Reduced 6.45%
Ge Vernova Inc
-
$1.04 Billion 0.15% of portfolio
-
Q2 2025 Reduced 1.06%
$23.7B
$1.01 Billion 0.15% of portfolio
15,016
Q2 2025 Added 0.58%
$157B
$947 Million 0.14% of portfolio
2,447
Q2 2025 Added 27.78%
$118B
$1 Billion 0.14% of portfolio
17,140
Q2 2025 Reduced 51.97%
$39.4B
$959 Million 0.14% of portfolio
3,056
Q2 2025 Reduced 3.14%
$94.4B
$908 Million 0.13% of portfolio
12,777
Q2 2025 Added 43.18%
$0
$884 Million 0.13% of portfolio
2,082
Q2 2025 Added 194.07%
$261B
$894 Million 0.13% of portfolio
4,907
Q2 2025 Reduced 40.22%
$142B
$897 Million 0.13% of portfolio
2,267
Q2 2025 Added 0.09%
$0
$834 Million 0.12% of portfolio
1,350
Q2 2025 Added 17.19%
$185B
$845 Million 0.12% of portfolio
9,921
Q2 2025 Reduced 6.86%
$38.7B
$868 Million 0.12% of portfolio
3,013
Q2 2025 Added 0.27%
$29.2B
$760 Million 0.11% of portfolio
14,660
Q2 2025 Added 0.4%
$245B
$776 Million 0.11% of portfolio
2,486
Q2 2025 Added 84.42%
Brookfield Corp
-
$760 Million 0.11% of portfolio
-
Q2 2025 Reduced 74.91%
Lam Research Corp
-
$758 Million 0.11% of portfolio
-
Q2 2025 Added 21.5%
$33.9B
$698 Million 0.1% of portfolio
9,400
Q2 2025 Reduced 13.02%
$36.8B
$724 Million 0.1% of portfolio
7,215
Q2 2025 Reduced 0.55%
Gsk PLC
-
$663 Million 0.1% of portfolio
-
Q2 2025 Reduced 1.3%
$4.21B
$665 Million 0.1% of portfolio
5,984
Q2 2025 Added 45.0%
$27.8B
$682 Million 0.1% of portfolio
16,229
Q2 2025 Added 100.46%
$53.5B
$679 Million 0.1% of portfolio
10,887
Q4 2024 New
$16.7B
$678 Million 0.1% of portfolio
38,948
Q2 2025 Added 0.27%
$0
$705 Million 0.1% of portfolio
57,590
Q4 2024 New
$92.8B
$668 Million 0.1% of portfolio
1,945
Q2 2025 Reduced 39.24%
$23.2B
$618 Million 0.09% of portfolio
4,010
Q2 2025 Reduced 0.32%
$45.1B
$600 Million 0.09% of portfolio
4,650
Q2 2025 Added 4.17%
$65.4B
$645 Million 0.09% of portfolio
6,119
Q2 2025 Added 0.07%
$0
$635 Million 0.09% of portfolio
3,102
Q2 2025 Added 51.39%
$40.9B
$649 Million 0.09% of portfolio
8,571
Q2 2025 Reduced 2.06%
$14.5B
$609 Million 0.09% of portfolio
5,338
Q2 2025 Added 19.07%
$122B
$580 Million 0.08% of portfolio
6,652
Q2 2025 Reduced 1.09%
$19.3B
$542 Million 0.08% of portfolio
12,632
Q2 2025 Reduced 1.12%
$26B
$558 Million 0.08% of portfolio
4,875
Q2 2025 Added 5.52%
$1.19B
$557 Million 0.08% of portfolio
9,925
Q2 2025 Added 0.44%
$56.3B
$590 Million 0.08% of portfolio
1,801
Q2 2025 Added 64.93%
$0
$562 Million 0.08% of portfolio
5,943
Q2 2025 New
$30.3B
$526 Million 0.08% of portfolio
7,737
Q2 2025 Reduced 2.91%
$0
$515 Million 0.07% of portfolio
17,636
Q2 2025 Added 52.17%
$0
$458 Million 0.07% of portfolio
806
Q2 2025 Reduced 36.73%
$16.4B
$458 Million 0.07% of portfolio
7,921
Q2 2025 New
$11.3B
$464 Million 0.07% of portfolio
30,190
Q2 2025 Added 0.13%
$5.84B
$495 Million 0.07% of portfolio
10,523
Q3 2023 New
$0
$501 Million 0.07% of portfolio
5,449
Q1 2024 New
$4.64B
$483 Million 0.07% of portfolio
15,302
Q2 2025 Reduced 32.44%
$63.5B
$506 Million 0.07% of portfolio
5,018
Q2 2025 Reduced 9.31%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $697 Billion
  • Prior Value $656 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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