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
$175B
$3.47 Billion 0.53% of portfolio
36,079
Q3 2024 Reduced 0.06%
$225B
$3.37 Billion 0.51% of portfolio
63,267
Q3 2024 Reduced 6.31%
$40.3B
$3.29 Billion 0.5% of portfolio
72,772
Q3 2024 Added 6.31%
$88.4B
$2.97 Billion 0.45% of portfolio
126,494
Q3 2024 Added 3.74%
$19.4B
$2.94 Billion 0.45% of portfolio
21,224
Q3 2024 Added 3.62%
$178B
$2.89 Billion 0.44% of portfolio
23,828
Q3 2024 Added 1.35%
$259B
$2.9 Billion 0.44% of portfolio
25,533
Q3 2024 Added 8.97%
Brookfield Corp
-
$2.81 Billion 0.43% of portfolio
-
Q3 2024 Reduced 0.18%
$71.3B
$2.83 Billion 0.43% of portfolio
10,349
Q3 2024 Added 7.41%
$103B
$2.74 Billion 0.42% of portfolio
1,336
Q3 2024 Added 10.78%
$179B
$2.67 Billion 0.41% of portfolio
9,597
Q3 2024 Added 0.11%
$962M
$2.69 Billion 0.41% of portfolio
78,763
Q4 2023 Reduced 0.68%
$28.4B
$2.63 Billion 0.4% of portfolio
23,813
Q3 2024 Added 4.0%
$12.1B
$2.5 Billion 0.38% of portfolio
20,626
Q3 2024 Added 0.08%
$80.1B
$2.37 Billion 0.36% of portfolio
7,828
Q3 2024 Added 11.88%
$336B
$2.4 Billion 0.36% of portfolio
3,379
Q3 2024 Added 2.05%
$119B
$2.31 Billion 0.35% of portfolio
44,740
Q3 2024 Reduced 7.14%
$188B
$2.27 Billion 0.35% of portfolio
12,059
Q3 2024 Added 5.43%
$131B
$2.28 Billion 0.35% of portfolio
19,428
Q3 2024 Added 6.74%
$93.8B
$2.22 Billion 0.34% of portfolio
30,134
Q3 2024 Added 0.11%
$111B
$2.22 Billion 0.34% of portfolio
26,436
Q3 2024 Added 3.19%
$15.7B
$2.09 Billion 0.32% of portfolio
59,591
Q3 2024 Reduced 0.43%
$233B
$2.12 Billion 0.32% of portfolio
18,398
Q2 2024 Reduced 1.21%
$220B
$2.12 Billion 0.32% of portfolio
27,193
Q3 2024 Added 0.64%
$39B
$2.02 Billion 0.31% of portfolio
49,771
Q3 2024 Added 3.86%
$85.6B
$2.04 Billion 0.31% of portfolio
7,864
Q3 2024 Added 0.05%
$188B
$1.95 Billion 0.3% of portfolio
2,177
Q3 2024 Added 13.15%
$50.7B
$2 Billion 0.3% of portfolio
19,497
Q3 2024 Added 0.17%
$178B
$1.92 Billion 0.29% of portfolio
3,908
Q3 2024 Added 6.31%
$291B
$1.89 Billion 0.29% of portfolio
6,904
Q3 2024 Added 7.91%
$22.5B
$1.85 Billion 0.28% of portfolio
9,304
Q3 2024 Added 7.23%
$55.4B
$1.84 Billion 0.28% of portfolio
10,899
Q3 2024 Added 28.94%
$139B
$1.8 Billion 0.27% of portfolio
17,084
Q3 2024 Added 0.74%
$74.1B
$1.77 Billion 0.27% of portfolio
28,172
Q3 2024 Reduced 6.64%
$133B
$1.69 Billion 0.26% of portfolio
29,405
Q3 2024 Reduced 0.69%
$26.1B
$1.67 Billion 0.25% of portfolio
8,725
Q3 2024 Added 23.25%
$229B
$1.6 Billion 0.24% of portfolio
9,422
Q3 2024 Added 21.75%
$177B
$1.5 Billion 0.23% of portfolio
33,506
Q3 2024 Added 0.59%
$36.7B
$1.49 Billion 0.23% of portfolio
23,530
Q3 2024 Added 18.37%
$0
$1.45 Billion 0.22% of portfolio
12,401
Q3 2024 Added 3.8%
$199B
$1.44 Billion 0.22% of portfolio
12,664
Q3 2024 Added 0.79%
$84.4B
$1.4 Billion 0.21% of portfolio
5,612
Q3 2024 Added 10.21%
$29.5B
$1.4 Billion 0.21% of portfolio
4,796
Q3 2024 Added 16.95%
$62.4B
$1.29 Billion 0.2% of portfolio
44,157
Q3 2024 Added 0.17%
$63.8B
$1.22 Billion 0.19% of portfolio
4,340
Q3 2024 Added 54.83%
$91.7B
$1.17 Billion 0.18% of portfolio
14,946
Q3 2024 Reduced 0.78%
$26.6B
$1.16 Billion 0.18% of portfolio
15,519
Q3 2024 Reduced 0.05%
$8.34B
$1.16 Billion 0.18% of portfolio
19,375
Q3 2024 Added 0.79%
$202B
$1.13 Billion 0.17% of portfolio
4,165
Q3 2024 Added 0.02%

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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