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CIK: 0002006637
Total reported value
$990.4M
$990.4M
205 檔
13.2%
According to the latest 13F quarterly dataset, Jamison Private Wealth Management, Inc. managed an equity portfolio of $990.4M at the end of Q4 2024, spanning 205 distinct U.S. exchange-listed positions.
During Q4 2024, Jamison Private Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.02% | +16.36% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.35% | +0.37% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | -0.14% | +0.55% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.36% | -0.18% | +2.10% | |
| 5 | VMC | Vulcan Materials Co | Stock-Materials | 3.09% | -0.25% | -0.48% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.47% | +0.19% | +0.74% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 2.38% | -0.19% | +1.20% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 1.99% | -0.35% | +0.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.04% | +1.66% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.97% | -0.10% | +1.40% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.93% | -0.34% | +93.67% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | -0.12% | +2.60% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.78% | +0.68% | +0.72% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | -0.08% | -0.29% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.69% | -0.04% | +0.23% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +0.04% | +1.61% | |
| 17 | SO | Southern Co/the | Stock-Utilities | 1.55% | -0.26% | +1.40% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.53% | -0.03% | +4.84% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.45% | -0.37% | +0.57% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.44% | +1.90% | +2.13% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.06% | +2.44% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.39% | -0.27% | +0.71% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.27% | +6.58% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.07% | +5.10% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.30% | +0.21% | +2.33% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.28% | -0.08% | +0.55% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.26% | -0.42% | +1.43% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.23% | -0.02% | +5.04% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | -0.14% | +4.13% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.21% | -0.14% | -7.98% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.17% | +1.51% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.40% | +23.91% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.01% | +0.01% | +7.03% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.15% | +4.06% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.97% | -0.08% | -0.26% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.22% | +1.25% | |
| 37 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | -0.07% | +5.92% | |
| 38 | SCCO | Southern Copper CORP | Stock-Materials | 0.89% | -0.15% | +3.48% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.85% | +0.58% | +100.23% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.84% | -0.11% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.36% | +2.83% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.79% | -0.15% | +2.83% | |
| 43 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.77% | -0.11% | +2.67% | |
| 44 | KKR | Kkr & Co Inc | Stock-Financials | 0.75% | -0.06% | -0.12% | |
| 45 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.74% | -0.07% | +0.02% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.03% | +4.72% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +1.60% | +3.81% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.64% | -0.08% | +1.43% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.10% | -1.39% | |
| 50 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.58% | -0.03% | +1.04% |
According to official SEC Form 13F filings, Jamison Private Wealth Management, Inc. reported a total U.S. public equity portfolio value of $990.4M across 205 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 13.2% of total reported equity market value during Q4 2024.
During Q4 2024, Jamison Private Wealth Management, Inc.'s top holdings by market value included AAPL (5.0%)、MSFT (4.0%)、NVDA (3.8%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q4 2024, Jamison Private Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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