JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13F Holdings

CIK 0002006637 · MILTON, GA

As of Sep 30, 2025, JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported 209 positions worth $787.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology190,308$35.5M4.51%
APPLE INCAAPLTechnology134,414$34.2M4.34%
MICROSOFT CORPMSFTTechnology64,190$33.2M4.22%
VULCAN MATERIALS COVMCBasic Materials78,564$24.2M3.07%
JPMORGAN CHASE & COJPMFinancial Services55,641 7.6M2.23%
BLACKSTONE INCBXFinancial Services96,682 6.5M2.10%
UNITED PARCEL SERVICE INCUPSIndustrials195,708 6.3M2.08%
JOHNSON & JOHNSONJNJHealthcare87,545 6.2M2.06%
CATERPILLAR INCCATIndustrials33,945 6.2M2.06%
BROADCOM INCAVGOTechnology48,634 6.0M2.04%
ELI LILLY & COLLYHealthcare20,898 5.9M2.02%
WASTE MANAGEMENT INCWMIndustrials66,637 4.7M1.87%
HOME DEPOT INCHDConsumer Cyclical35,207 4.3M1.81%
AMAZON.COM INCAMZNEquity63,371 3.9M1.77%
BANK OF AMERICA CORPBACFinancial Services266,982 3.8M1.75%
ABBVIE INCABBVEquity58,826 3.6M1.73%
APPLIED MATERIALS INCAMATTechnology61,372 2.6M1.60%
ALPHABET INCGOOGEquity51,353 2.5M1.59%
VISA INC-CLASS A SHARESVFinancial Services36,231 2.4M1.57%
SCHWAB CHARLES CORPSCHWEquity129,521 2.4M1.57%
SOUTHERN COSOUtilities129,344 2.3M1.56%
META PLATFORMS INCMETACommunication Services14,565 0.7M1.36%
MCDONALDS CORPMCDConsumer Cyclical34,477 0.5M1.33%
GOLDMAN SACHS GROUP INCGSFinancial Services13,029 0.4M1.32%
TESLA INCTSLAConsumer Cyclical22,811 0.1M1.29%