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Size ($ in 1000's)
At 03/31/2025: $656,401
At 12/31/2024: $677,574Jamison Private Wealth Management Inc. AUM history
Jamison Private Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jamison Private Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2025, below is a summary of the Jamison Private Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Jamison Private Wealth Management Inc..
In the Jamison Private Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Jamison Private Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Jamison Private Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
135,293 |
-650 |
$30,053 | | AAPL | 135,293 | -650 | $30,053 | | MICROSOFT CORP |
64,233 |
-623 |
$24,113 | | MSFT | 64,233 | -623 | $24,113 | | NVIDIA CORPORATION |
191,676 |
-1,071 |
$20,774 | | NVDA | 191,676 | -1,071 | $20,774 | | UNITED PARCEL SERVICE INC |
183,668 |
+3,174 |
$20,202 | | UPS | 183,668 | +3,174 | $20,202 | | VULCAN MATLS CO |
80,785 |
-526 |
$18,847 | | VMC | 80,785 | -526 | $18,847 | | ELI LILLY & CO |
20,879 |
-784 |
$17,244 | | LLY | 20,879 | -784 | $17,244 | | WASTE MGMT INC DEL |
67,075 |
+136 |
$15,529 | | WM | 67,075 | +136 | $15,529 | | JOHNSON & JOHNSON |
87,350 |
-3,187 |
$14,486 | | JNJ | 87,350 | -3,187 | $14,486 | | JPMORGAN CHASE & CO. |
54,188 |
-193 |
$13,292 | | JPM | 54,188 | -193 | $13,292 | | BLACKSTONE INC |
94,250 |
+729 |
$13,174 | | BX | 94,250 | +729 | $13,174 | | VISA INC |
36,525 |
-126 |
$12,801 | | V | 36,525 | -126 | $12,801 | | HOME DEPOT INC |
34,395 |
+37 |
$12,605 | | HD | 34,395 | +37 | $12,605 | | ABBVIE INC |
57,355 |
-860 |
$12,017 | | ABBV | 57,355 | -860 | $12,017 | | SOUTHERN CO |
127,852 |
+464 |
$11,756 | | SO | 127,852 | +464 | $11,756 | | AMAZON COM INC |
61,570 |
+374 |
$11,714 | | AMZN | 61,570 | +374 | $11,714 | | BANK AMERICA CORP |
263,314 |
+2,147 |
$10,988 | | BAC | 263,314 | +2,147 | $10,988 | | CATERPILLAR INC |
33,258 |
-15 |
$10,968 | | CAT | 33,258 | -15 | $10,968 | | MCDONALDS CORP |
34,010 |
+45 |
$10,624 | | MCD | 34,010 | +45 | $10,624 |  BERKSHIRE HATHAWAY INC DEL |
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$10,464 | | BRK.B | 19,648 | -461 | $10,464 | | SCHWAB CHARLES CORP |
127,353 |
+40 |
$9,969 | | SCHW | 127,353 | +40 | $9,969 | | COSTCO WHSL CORP NEW |
10,164 |
-34 |
$9,613 | | COST | 10,164 | -34 | $9,613 | | COCA COLA CO |
133,487 |
+1,797 |
$9,560 | | KO | 133,487 | +1,797 | $9,560 | | AUTOMATIC DATA PROCESSING IN |
29,419 |
-100 |
$8,989 | | ADP | 29,419 | -100 | $8,989 | | APPLIED MATLS INC |
60,472 |
+294 |
$8,776 | | AMAT | 60,472 | +294 | $8,776 | | QUALCOMM INC |
56,865 |
-425 |
$8,735 | | QCOM | 56,865 | -425 | $8,735 | | CHEVRON CORP NEW |
51,396 |
+2,985 |
$8,598 | | CVX | 51,396 | +2,985 | $8,598 | | PROCTER AND GAMBLE CO |
50,085 |
+690 |
$8,535 | | PG | 50,085 | +690 | $8,535 | | META PLATFORMS INC |
14,065 |
+254 |
$8,106 | | META | 14,065 | +254 | $8,106 | | LOCKHEED MARTIN CORP |
17,917 |
+290 |
$8,004 | | LMT | 17,917 | +290 | $8,004 | | AMGEN INC |
25,612 |
+48 |
$7,979 | | AMGN | 25,612 | +48 | $7,979 | | BROADCOM INC |
47,379 |
-366 |
$7,933 | | AVGO | 47,379 | -366 | $7,933 | | ALPHABET INC |
49,868 |
+30 |
$7,791 | | GOOG | 49,868 | +30 | $7,791 | | PAYCHEX INC |
48,319 |
+1,444 |
$7,455 | | PAYX | 48,319 | +1,444 | $7,455 | | GOLDMAN SACHS GROUP INC |
12,281 |
+332 |
$6,709 | | GS | 12,281 | +332 | $6,709 | | EXXON MOBIL CORP |
52,700 |
+1,056 |
$6,268 | | XOM | 52,700 | +1,056 | $6,268 | | SOUTHERN COPPER CORP |
66,704 |
+688 |
$6,234 | | SCCO | 66,704 | +688 | $6,234 | | WALMART INC |
69,946 |
-496 |
$6,141 | | WMT | 69,946 | -496 | $6,141 | | DUKE ENERGY CORP NEW |
49,941 |
+589 |
$6,091 | | DUK | 49,941 | +589 | $6,091 | | TRUIST FINL CORP |
142,920 |
+404 |
$5,881 | | TFC | 142,920 | +404 | $5,881 | | PALO ALTO NETWORKS INC |
32,859 |
+1,163 |
$5,607 | | PANW | 32,859 | +1,163 | $5,607 | | TESLA INC |
21,373 |
+809 |
$5,539 | | TSLA | 21,373 | +809 | $5,539 | | BLACKROCK INC |
5,612 |
+52 |
$5,311 | | BLK | 5,612 | +52 | $5,311 | | ISHARES TR (IVV) |
8,249 |
-79 |
$4,635 | | IVV | 8,249 | -79 | $4,635 | | NORFOLK SOUTHN CORP |
19,283 |
+902 |
$4,567 | | NSC | 19,283 | +902 | $4,567 | | DIGITAL RLTY TR INC |
30,252 |
+879 |
$4,335 | | DLR | 30,252 | +879 | $4,335 | | ADVANCED MICRO DEVICES INC |
41,117 |
+2,587 |
$4,224 | | AMD | 41,117 | +2,587 | $4,224 | | KKR & CO INC |
34,844 |
+328 |
$4,028 | | KKR | 34,844 | +328 | $4,028 | | GENUINE PARTS CO |
33,773 |
-9,433 |
$4,024 | | GPC | 33,773 | -9,433 | $4,024 | | BHP GROUP LTD |
81,148 |
+963 |
$3,939 | | BHP | 81,148 | +963 | $3,939 | | CISCO SYS INC |
60,745 |
-2,353 |
$3,749 | | CSCO | 60,745 | -2,353 | $3,749 |
See Full List: All Stocks Held By Jamison Private Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jamison Private Wealth Management Inc.
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