Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $657 Billion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.8B, Apple Inc. with a value of $27.2B, United Parcel Service Inc with a value of $24.1B, Nvidia Corp with a value of $23.3B, and Vulcan Materials CO with a value of $20.5B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $602B to 657B.

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 $657 Billion
Technology: $140 Billion
Industrials: $95.3 Billion
Financial Services: $93.7 Billion
Healthcare: $78 Billion
Consumer Cyclical: $62.1 Billion
Consumer Defensive: $47.3 Billion
Basic Materials: $35.3 Billion
Utilities: $29.7 Billion
Other: $70.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$175 Million 0.03% of portfolio
846
Q3 2024 Added 0.24%
Labcorp Holdings Inc
-
$184 Million 0.03% of portfolio
-
Q3 2024 New
$0
$154 Million 0.02% of portfolio
2,714
Q3 2024 Reduced 5.99%
$477B
$110 Million 0.02% of portfolio
222
Q3 2024 Added 28.32%
$64.3B
$137 Million 0.02% of portfolio
2,736
Q3 2024 Added 90.13%
$3.85B
$115 Million 0.02% of portfolio
1,882
Q3 2024 Added 0.64%
$29.3B
$133 Million 0.02% of portfolio
1,006
Q2 2024 Reduced 24.81%
$21.4B
$104 Million 0.02% of portfolio
172
Q3 2024 Added 0.58%
$89.8B
$142 Million 0.02% of portfolio
135
Q4 2023 Reduced 18.67%
$22.3B
$122 Million 0.02% of portfolio
5,250
Q3 2024 Added 0.27%
$988B
$146 Million 0.02% of portfolio
841
Q3 2024 Added 44.25%
$16.7B
$116 Million 0.02% of portfolio
863
Q3 2024 Added 0.12%
$69.1B
$108 Million 0.02% of portfolio
690
Q3 2024 Reduced 6.88%
$44.7B
$112 Million 0.02% of portfolio
2,529
Q1 2024 Added 302.07%
$18.1B
$139 Million 0.02% of portfolio
1,642
Q3 2024 Added 164.84%
$0
$153 Million 0.02% of portfolio
2,891
Q3 2024 Added 6.96%
$0
$156 Million 0.02% of portfolio
1,016
Q2 2024 New
$1.66B
$100 Million 0.02% of portfolio
4,299
Q3 2023 New
$0
$129 Million 0.02% of portfolio
410
Q1 2024 New
$47B
$107 Million 0.02% of portfolio
438
Q2 2024 Added 1.39%
$49.6B
$132 Million 0.02% of portfolio
2,287
Q3 2024 Added 0.44%
$0
$131 Million 0.02% of portfolio
540
Q3 2024 Added 0.37%
$253B
$134 Million 0.02% of portfolio
1,122
Q2 2024 Added 94.45%
$96.1B
$143 Million 0.02% of portfolio
414
Q3 2024 Added 0.24%
$9.94B
$153 Million 0.02% of portfolio
3,764
Q3 2024 Reduced 1.83%
$177B
$74.9 Million 0.01% of portfolio
363
Q3 2024 Added 881.08%
$53.4B
$87.3 Million 0.01% of portfolio
796
Q1 2024 Reduced 11.06%
$14.8B
$64 Million 0.01% of portfolio
2,758
Q3 2024 Added 0.22%
$1.55B
$60.5 Million 0.01% of portfolio
1,050
Q2 2024 Added 4,900.0%
$70.7B
$43.3 Million 0.01% of portfolio
1,253
Q3 2024 Added 33.72%
$47.4B
$77.2 Million 0.01% of portfolio
325
Q3 2024 Added 0.62%
$52.6B
$36.7 Million 0.01% of portfolio
207
Q4 2023 Reduced 52.41%
$54.4B
$61.4 Million 0.01% of portfolio
131
Q1 2024 Added 133.93%
$81.6B
$50.2 Million 0.01% of portfolio
1,350
Q2 2024 Added 8.0%
$4.82B
$37.2 Million 0.01% of portfolio
429
Q3 2024 Added 0.23%
$10.2B
$50.3 Million 0.01% of portfolio
253
Q3 2024 Added 0.4%
$4.78B
$53.9 Million 0.01% of portfolio
522
Q3 2024 Reduced 7.94%
Brookfield Infrastructure CO
-
$34.3 Million 0.01% of portfolio
-
Q1 2024 Reduced 52.61%
$0
$65.1 Million 0.01% of portfolio
765
Q3 2023 New
$18.6B
$40.6 Million 0.01% of portfolio
150
Q3 2024 Reduced 10.18%
$108B
$42.6 Million 0.01% of portfolio
411
Q2 2024 Reduced 4.64%
$62.5B
$62.6 Million 0.01% of portfolio
418
Q3 2024 New
Cava Group Inc
-
$36.9 Million 0.01% of portfolio
-
Q2 2024 New
$36.9B
$62.3 Million 0.01% of portfolio
116
Q2 2024 Added 0.87%
$86B
$37.2 Million 0.01% of portfolio
298
Q3 2023 New
$1.52B
$50.8 Million 0.01% of portfolio
122
Q3 2024 Added 16.19%
$8.92B
$80.9 Million 0.01% of portfolio
7,210
Q3 2024 Reduced 6.16%
$0
$43.8 Million 0.01% of portfolio
1,318
Q2 2024 Reduced 65.97%
$31.5B
$60.3 Million 0.01% of portfolio
458
Q3 2024 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $657 Billion
  • Prior Value $602 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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