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
$28.2B
$426 Million 0.06% of portfolio
2,599
Q4 2024 New
$77.2B
$400 Million 0.06% of portfolio
1,578
Q4 2024 Added 107.09%
$0
$409 Million 0.06% of portfolio
18,008
Q4 2024 Added 200.73%
$37.7B
$427 Million 0.06% of portfolio
5,599
Q4 2024 Reduced 9.4%
$9.08B
$394 Million 0.06% of portfolio
4,575
Q4 2024 Reduced 3.95%
$0
$400 Million 0.06% of portfolio
1,430
Q4 2024 Added 9.66%
$2.34B
$383 Million 0.06% of portfolio
2,638
Q4 2024 Added 91.85%
$44.7B
$381 Million 0.06% of portfolio
7,714
Q4 2024 Added 21.16%
$19.3B
$408 Million 0.06% of portfolio
7,941
Q4 2024 Added 18.2%
$0
$390 Million 0.06% of portfolio
6,251
Q4 2024 Added 17.97%
$0
$400 Million 0.06% of portfolio
2,043
Q4 2024 Added 0.44%
$0
$404 Million 0.06% of portfolio
3,077
Q4 2024 Added 0.13%
$17.9B
$373 Million 0.06% of portfolio
2,298
Q4 2024 Reduced 0.35%
$12B
$439 Million 0.06% of portfolio
3,482
Q4 2024 Added 122.92%
$4.63B
$351 Million 0.05% of portfolio
9,348
Q3 2023 New
$75.3B
$334 Million 0.05% of portfolio
3,670
Q4 2024 Added 531.67%
$35B
$362 Million 0.05% of portfolio
11,719
Q4 2024 Added 117.02%
$45.4B
$349 Million 0.05% of portfolio
1,002
Q4 2024 Added 1.42%
$0
$317 Million 0.05% of portfolio
509
Q2 2024 Added 10,080.0%
$219B
$367 Million 0.05% of portfolio
1,667
Q4 2024 Added 0.36%
$20.2B
$336 Million 0.05% of portfolio
551
Q4 2024 Added 220.35%
$0
$320 Million 0.05% of portfolio
11,493
Q4 2024 Added 426.24%
$0
$316 Million 0.05% of portfolio
6,056
Q4 2024 Added 2.85%
$150B
$266 Million 0.04% of portfolio
4,417
Q4 2024 Added 94.84%
Veralto Corp
-
$239 Million 0.04% of portfolio
-
Q4 2024 Reduced 0.38%
$26.5B
$281 Million 0.04% of portfolio
3,753
Q3 2023 New
$0
$274 Million 0.04% of portfolio
3,900
Q4 2024 Reduced 0.66%
$0
$284 Million 0.04% of portfolio
708
Q4 2024 Reduced 0.84%
$0
$273 Million 0.04% of portfolio
665
Q3 2024 Added 27.88%
$0
$291 Million 0.04% of portfolio
1,573
Q1 2024 New
$410B
$302 Million 0.04% of portfolio
1,813
Q4 2024 Added 0.06%
$100B
$265 Million 0.04% of portfolio
2,506
Q4 2024 Added 32.17%
$41B
$301 Million 0.04% of portfolio
2,538
Q2 2024 Reduced 0.2%
$83.1B
$272 Million 0.04% of portfolio
2,105
Q4 2024 Reduced 34.83%
$3.59B
$238 Million 0.04% of portfolio
14,044
Q4 2024 Added 0.13%
$940M
$304 Million 0.04% of portfolio
9,571
Q4 2024 Reduced 12.55%
$0
$248 Million 0.04% of portfolio
9,597
Q4 2024 Added 110.14%
$44.4B
$249 Million 0.04% of portfolio
2,477
Q2 2024 Reduced 17.3%
$72.5M
$298 Million 0.04% of portfolio
12,697
Q4 2024 Reduced 8.38%
$7.86B
$245 Million 0.04% of portfolio
1,827
Q4 2024 Added 0.33%
$57.2B
$202 Million 0.03% of portfolio
3,765
Q4 2023 Reduced 3.83%
$0
$215 Million 0.03% of portfolio
973
Q2 2024 Reduced 2.11%
$33.9B
$230 Million 0.03% of portfolio
4,093
Q4 2024 Added 23.02%
$2.09B
$192 Million 0.03% of portfolio
13,846
Q4 2024 Added 1.39%
$124B
$211 Million 0.03% of portfolio
1,980
Q4 2024 Reduced 6.16%
$40.1B
$208 Million 0.03% of portfolio
1,419
Q4 2024 Reduced 8.21%
$253B
$227 Million 0.03% of portfolio
3,620
Q4 2024 Added 0.25%
$18.9B
$214 Million 0.03% of portfolio
2,816
Q4 2024 Added 71.5%
$70.1B
$212 Million 0.03% of portfolio
1,101
Q4 2024 Reduced 0.9%

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
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email