Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $656 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1B, Microsoft Corp with a value of $24.1B, Nvidia Corp with a value of $20.8B, United Parcel Service Inc with a value of $20.2B, and Vulcan Materials CO with a value of $18.8B.

Examining the 13F form we can see an decrease of $21.2B in the current position value, from $677B to 656B.

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 $656 Billion
Technology: $131 Billion
Financial Services: $96.2 Billion
Industrials: $90.4 Billion
Healthcare: $81.9 Billion
Consumer Cyclical: $59.9 Billion
Consumer Defensive: $49.7 Billion
Basic Materials: $31.4 Billion
Utilities: $27.2 Billion
Other: $78.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.4B
$3.52 Billion 0.54% of portfolio
76,895
Q1 2025 Added 1.5%
$168B
$3.46 Billion 0.53% of portfolio
35,007
Q1 2025 Reduced 1.6%
$39.8B
$3.35 Billion 0.51% of portfolio
24,335
Q1 2025 Reduced 0.52%
$505B
$3.31 Billion 0.5% of portfolio
3,549
Q1 2025 Added 0.71%
$129B
$3.21 Billion 0.49% of portfolio
28,616
Q1 2025 Added 2.36%
$189B
$3.13 Billion 0.48% of portfolio
23,628
Q1 2025 Reduced 0.95%
$134B
$3.1 Billion 0.47% of portfolio
122,357
Q1 2025 Reduced 3.46%
$15.5B
$2.96 Billion 0.45% of portfolio
95,488
Q4 2024 Added 8,580.73%
$113B
$2.86 Billion 0.44% of portfolio
1,466
Q1 2025 Added 2.81%
Brookfield Corp
-
$2.82 Billion 0.43% of portfolio
-
Q1 2025 Added 0.6%
$83.2B
$2.75 Billion 0.42% of portfolio
121,156
Q1 2025 Reduced 5.42%
$56.5B
$2.64 Billion 0.4% of portfolio
10,841
Q1 2025 Reduced 1.22%
$210B
$2.55 Billion 0.39% of portfolio
28,412
Q1 2025 Added 1.76%
$12.1B
$2.48 Billion 0.38% of portfolio
20,946
Q1 2025 Reduced 0.03%
$150B
$2.46 Billion 0.38% of portfolio
20,203
Q1 2025 Added 1.03%
$106B
$2.52 Billion 0.38% of portfolio
41,315
Q1 2025 Reduced 4.97%
$74.7B
$2.4 Billion 0.37% of portfolio
8,791
Q1 2025 Added 4.46%
$228B
$2.45 Billion 0.37% of portfolio
12,245
Q1 2025 Added 0.38%
$52.7B
$2.37 Billion 0.36% of portfolio
14,255
Q1 2025 Added 6.56%
$188B
$2.3 Billion 0.35% of portfolio
4,651
Q1 2025 Added 2.47%
$107B
$2.14 Billion 0.33% of portfolio
35,686
Q1 2025 Reduced 8.63%
$232B
$2.1 Billion 0.32% of portfolio
15,805
Q1 2025 Reduced 1.73%
$223B
$2.08 Billion 0.32% of portfolio
28,303
Q1 2025 Reduced 0.11%
$92.9B
$2.07 Billion 0.32% of portfolio
30,581
Q1 2025 Reduced 0.31%
$273B
$2.08 Billion 0.32% of portfolio
7,765
Q1 2025 Added 0.31%
$0
$2.08 Billion 0.32% of portfolio
16,390
Q1 2025 Reduced 6.23%
$55.2B
$2.12 Billion 0.32% of portfolio
19,428
Q1 2025 Reduced 0.09%
$198B
$1.98 Billion 0.3% of portfolio
2,483
Q1 2025 Added 7.07%
$144B
$2 Billion 0.3% of portfolio
9,757
Q1 2025 Added 0.01%
$243B
$1.97 Billion 0.3% of portfolio
17,678
Q1 2025 Reduced 3.91%
$24.5B
$1.88 Billion 0.29% of portfolio
10,973
Q1 2025 Added 7.45%
$17.5B
$1.83 Billion 0.28% of portfolio
11,076
Q1 2025 Added 9.08%
$80.3B
$1.75 Billion 0.27% of portfolio
7,361
Q1 2025 Reduced 1.55%
$14.1B
$1.75 Billion 0.27% of portfolio
58,619
Q1 2025 Reduced 1.63%
$112B
$1.8 Billion 0.27% of portfolio
17,112
Q1 2025 Reduced 0.12%
$95.3B
$1.77 Billion 0.27% of portfolio
5,014
Q1 2025 Added 9.45%
$182B
$1.7 Billion 0.26% of portfolio
11,346
Q1 2025 Added 2.32%
$663M
$1.69 Billion 0.26% of portfolio
82,680
Q1 2025 Added 5.25%
$35.2B
$1.61 Billion 0.25% of portfolio
27,730
Q1 2025 Added 2.76%
$74B
$1.58 Billion 0.24% of portfolio
7,829
Q1 2025 Added 0.17%
$5.69B
$1.61 Billion 0.24% of portfolio
29,169
Q1 2025 Added 5.22%
$137B
$1.54 Billion 0.23% of portfolio
27,747
Q1 2025 Reduced 0.61%
$0
$1.37 Billion 0.21% of portfolio
13,074
Q1 2025 Reduced 0.1%
$268B
$1.3 Billion 0.2% of portfolio
8,209
Q4 2024 Added 67.29%
$65.3B
$1.34 Billion 0.2% of portfolio
39,233
Q1 2025 Reduced 11.3%
$183B
$1.22 Billion 0.19% of portfolio
26,877
Q1 2025 Reduced 18.98%
$106B
$1.24 Billion 0.19% of portfolio
4,301
Q1 2025 Added 0.58%
$94.3B
$1.2 Billion 0.18% of portfolio
27,171
Q1 2025 Added 15.93%
$7.3B
$1.14 Billion 0.17% of portfolio
19,270
Q1 2025 Reduced 1.12%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $656 Billion
  • Prior Value $677 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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