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JAMISON PRIVATE WEALTH MANAGEMENT, INC.13F | |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | |
| Last update 2025-04-22 | 195 Stocks (2 new) |
| Value $656.00 Mil | Turnover 1 % |
JAMISON PRIVATE WEALTH MANAGEM... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 135,293 | 30,052.6 | -0.48% | 4.580 | -0.02% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 64,233 | 24,112.5 | -0.96% | 3.670 | -0.04% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
NVDA | NVIDIA Corp | 191,676 | 20,773.8 | -0.56% | 3.170 | -0.02% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
UPS | United Parcel Service Inc | 183,668 | 20,201.6 | +1.76% | 3.080 | +0.05% | 0.020 | +6.03% | -17.20% | 85,755.2 | Transportation | |
VMC | Vulcan Materials Co | 80,785 | 18,847.3 | -0.65% | 2.870 | -0.02% | 0.060 | +11.22% | +5.00% | 35,535.8 | Building Materials | |
LLY | Eli Lilly and Co | 20,879 | 17,244.3 | -3.62% | 2.630 | -0.09% | 0.000 | +8.50% | +3.11% | 711,913.3 | Drug Manufacturers | |
WM | Waste Management Inc | 67,075 | 15,528.6 | +0.20% | 2.370 | 0% | 0.020 | -1.13% | +12.81% | 90,948.2 | Waste Management | |
JNJ | Johnson & Johnson | 87,350 | 14,486.1 | -3.52% | 2.210 | -0.07% | 0.000 | +4.29% | +10.30% | 377,512.9 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 54,188 | 13,292.3 | -0.35% | 2.030 | -0.01% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
BX | Blackstone Inc | 94,250 | 13,174.2 | +0.78% | 2.010 | +0.02% | 0.010 | +28.28% | -4.57% | 123,890.7 | Asset Management |
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ATO | Atmos Energy Corp | 2025-03-31 | Reduce Reduce | -0.18% | 136.51 ($145.88) 154.58 | $154.19 | 5.70% | Reduce -68.51% | 4,023 | -8,752 | |
GPC | Genuine Parts Co | 2025-03-31 | Reduce Reduce | -0.16% | 115.91 ($120.31) 129.02 | $124.54 | 3.52% | Reduce -21.83% | 33,773 | -9,433 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.09% | 725.72 ($832.09) 929.72 | $793.01 | -4.70% | Reduce -3.62% | 20,879 | -784 | |
CVX | Chevron Corp | 2025-03-31 | Add Add | +0.08% | 146.71 ($156.54) 167.97 | $155.31 | -0.79% | Add 6.17% | 51,396 | 2,985 | |
EIX | Edison International | 2025-03-31 | Sold Out Sold Out | -0.08% | 50.06 ($57.47) 80.01 | $51.06 | -11.15% | Sold Out | 0 | -6,887 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.07% | 142.06 ($156.47) 167.7 | $156.90 | 0.27% | Reduce -3.52% | 87,350 | -3,187 | |
GPN | Global Payments Inc | 2025-03-31 | Reduce Reduce | -0.05% | 92.18 ($104.64) 113.03 | $78.80 | -24.69% | Reduce -59.24% | 2,189 | -3,182 | |
SNV | Synovus Financial Corp | 2025-03-31 | Reduce Reduce | -0.05% | 43.7 ($51.62) 56.87 | $54.54 | 5.66% | Reduce -56.34% | 4,469 | -5,766 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.05% | 109.66 ($119.57) 136.26 | $101.27 | -15.30% | Add 1.76% | 183,668 | 3,174 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Add Add | +0.04% | 96.63 ($111.19) 129.55 | $146.42 | 31.68% | Add 6.71% | 41,117 | 2,587 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. Total Holding History ($B)
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Asset Allocation
JAMISON PRIVATE WEALTH MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holdings Heat Map
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JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart
JAMISON PRIVATE WEALTH MANAGEMENT, INC. News
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