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 Market Cap. of $200 Billions or more
