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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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