JP

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 %
Countries:
Top Holdings: AAPL(4.58%)MSFT(3.67%)NVDA(3.17%)UPS(3.08%)VMC(2.87%)
Summary Stock Picks Current Portfolio
JAMISON PRIVATE WEALTH MANAGEM... Top Holdings of 2025-03-31 View Full List
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
+15.85%
-15.96%
3,135,776.7
Hardware
MSFT
Microsoft Corp
64,233
24,112.5
-0.96%
3.670
-0.04%
0.000
+39.34%
+18.54%
3,699,325.7
Software
NVDA
NVIDIA Corp
191,676
20,773.8
-0.56%
3.170
-0.02%
0.000
+62.08%
+17.85%
3,859,087.0
Semiconductors
UPS
United Parcel Service Inc
183,668
20,201.6
+1.76%
3.080
+0.05%
0.020
+7.27%
-17.54%
85,399.6
Transportation
VMC
Vulcan Materials Co
80,785
18,847.3
-0.65%
2.870
-0.02%
0.060
+17.04%
+4.22%
35,271.6
Building Materials
LLY
Eli Lilly and Co
20,879
17,244.3
-3.62%
2.630
-0.09%
0.000
+7.01%
+0.49%
693,833.0
Drug Manufacturers
WM
Waste Management Inc
67,075
15,528.6
+0.20%
2.370
0%
0.020
+3.24%
+13.26%
91,314.4
Waste Management
JNJ
Johnson & Johnson
87,350
14,486.1
-3.52%
2.210
-0.07%
0.000
+3.97%
+9.15%
373,591.0
Drug Manufacturers
JPM
JPMorgan Chase & Co
54,188
13,292.3
-0.35%
2.030
-0.01%
0.000
+36.81%
+23.78%
811,412.2
Banks
BX
Blackstone Inc
94,250
13,174.2
+0.78%
2.010
+0.02%
0.010
+23.60%
-9.88%
117,000.2
Asset Management

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Top Stock Picks View Full List
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
$152.79
4.74%
Reduce -68.51%
4,023
-8,752
GPC
Genuine Parts Co
2025-03-31
Reduce
Reduce
-0.16%
●
115.91 ($120.31) 129.02
$125.53
4.34%
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
$772.87
-7.12%
Reduce -3.62%
20,879
-784
CVX
Chevron Corp
2025-03-31
Add
Add
+0.08%
●
146.71 ($156.54) 167.97
$147.40
-5.84%
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
$50.51
-12.11%
Sold Out
0
-6,887
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.07%
●
142.06 ($156.47) 167.7
$155.27
-0.77%
Reduce -3.52%
87,350
-3,187
GPN
Global Payments Inc
2025-03-31
Reduce
Reduce
-0.05%
●
92.18 ($104.64) 113.03
$80.08
-23.47%
Reduce -59.24%
2,189
-3,182
SNV
Synovus Financial Corp
2025-03-31
Reduce
Reduce
-0.05%
●
43.7 ($51.62) 56.87
$54.59
5.75%
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
$100.85
-15.66%
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
$134.80
21.23%
Add 6.71%
41,117
2,587

JAMISON PRIVATE WEALTH MANAGEMENT, INC. Total Holding History ($B)

To

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Asset Allocation

To

JAMISON PRIVATE WEALTH MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart

JAMISON PRIVATE WEALTH MANAGEMENT, INC. News

  • 1

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