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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$34 Billion 5.03% of portfolio
135,943
Q4 2024 Added 16.36%
$2.8T
$27.3 Billion 4.04% of portfolio
64,856
Q4 2024 Added 0.37%
$270B
$25.9 Billion 3.82% of portfolio
192,747
Q4 2024 Added 0.55%
$80.2B
$22.8 Billion 3.36% of portfolio
180,494
Q4 2024 Added 2.1%
$31B
$20.9 Billion 3.09% of portfolio
81,311
Q4 2024 Reduced 0.48%
$785B
$16.7 Billion 2.47% of portfolio
21,663
Q4 2024 Added 0.74%
$99.1B
$16.1 Billion 2.38% of portfolio
93,521
Q4 2024 Added 1.2%
$95B
$13.5 Billion 1.99% of portfolio
66,939
Q4 2024 Added 0.13%
$1.94T
$13.4 Billion 1.98% of portfolio
61,196
Q4 2024 Added 1.66%
$375B
$13.4 Billion 1.97% of portfolio
34,358
Q4 2024 Added 1.4%
$434B
$13.1 Billion 1.93% of portfolio
90,537
Q4 2024 Added 93.67%
$720B
$13 Billion 1.92% of portfolio
54,381
Q4 2024 Added 2.6%
$174B
$12.1 Billion 1.78% of portfolio
33,273
Q4 2024 Added 0.72%
$573B
$11.6 Billion 1.71% of portfolio
36,651
Q4 2024 Reduced 0.29%
$335B
$11.5 Billion 1.69% of portfolio
261,167
Q4 2024 Added 0.23%
$67.8B
$11.1 Billion 1.63% of portfolio
47,745
Q4 2024 Added 1.61%
$370B
$10.3 Billion 1.53% of portfolio
58,215
Q4 2024 Added 4.84%
$230B
$9.85 Billion 1.45% of portfolio
33,965
Q4 2024 Added 0.57%
$125B
$9.79 Billion 1.44% of portfolio
60,178
Q4 2024 Added 2.13%
$951B
$9.49 Billion 1.4% of portfolio
49,838
Q4 2024 Added 2.44%
$142B
$9.42 Billion 1.39% of portfolio
127,313
Q4 2024 Added 0.71%
$419B
$9.34 Billion 1.38% of portfolio
10,198
Q4 2024 Added 6.58%
$683B
$9.12 Billion 1.35% of portfolio
20,109
Q4 2024 Added 5.1%
$173B
$8.8 Billion 1.3% of portfolio
57,290
Q4 2024 Added 2.33%
$127B
$8.64 Billion 1.28% of portfolio
29,519
Q4 2024 Added 0.54%
$117B
$8.57 Billion 1.26% of portfolio
17,627
Q4 2024 Added 1.43%
$818B
$8.3 Billion 1.23% of portfolio
20,564
Q4 2024 Added 5.04%
$404B
$8.28 Billion 1.22% of portfolio
49,395
Q4 2024 Added 4.13%
$310B
$8.2 Billion 1.21% of portfolio
131,690
Q4 2024 Reduced 7.98%
$1.3T
$8.09 Billion 1.19% of portfolio
13,811
Q4 2024 Added 1.51%
$327B
$7.01 Billion 1.04% of portfolio
48,411
Q4 2024 Added 23.91%
$186B
$6.84 Billion 1.01% of portfolio
11,949
Q4 2024 Added 7.03%
$167B
$6.66 Billion 0.98% of portfolio
25,564
Q4 2024 Added 4.06%
$55.6B
$6.57 Billion 0.97% of portfolio
46,875
Q4 2024 Reduced 0.26%
$238B
$6.36 Billion 0.94% of portfolio
70,442
Q4 2024 Added 1.25%
$54.6B
$6.18 Billion 0.91% of portfolio
142,516
Q4 2024 Added 5.92%
$72.3B
$6.02 Billion 0.89% of portfolio
66,016
Q4 2024 Added 3.48%
$51.1B
$5.77 Billion 0.85% of portfolio
31,696
Q4 2024 Added 100.23%
$496B
$5.56 Billion 0.82% of portfolio
51,644
Q4 2024 Added 2.83%
$93.9B
$5.32 Billion 0.79% of portfolio
49,352
Q4 2024 Added 2.83%
$41.2B
$5.21 Billion 0.77% of portfolio
29,373
Q4 2024 Added 2.67%
$99.4B
$5.11 Billion 0.75% of portfolio
34,516
Q4 2024 Reduced 0.12%
$16.8B
$5.04 Billion 0.74% of portfolio
43,206
Q4 2024 Added 0.02%
$166B
$4.65 Billion 0.69% of portfolio
38,530
Q4 2024 Added 3.81%
$54.8B
$4.31 Billion 0.64% of portfolio
18,381
Q4 2024 Added 1.43%
$180B
$3.96 Billion 0.58% of portfolio
35,577
Q4 2024 Reduced 1.39%
$123B
$3.92 Billion 0.58% of portfolio
80,185
Q4 2024 Added 1.04%
$253B
$3.74 Billion 0.55% of portfolio
63,098
Q4 2024 Reduced 0.27%
$38.7B
$3.6 Billion 0.53% of portfolio
75,755
Q4 2024 Added 4.1%

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