JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Q1 2025 13F Holdings
- Locationmilton, GA
- Num holdings
195
- Value ($000)
$656,146
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002006637
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $30.05M | 5 % | 135,293 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $24.11M | 4 % | 64,233 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $20.77M | 3 % | 191,676 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $20.20M | 3 % | 183,668 | ||
VMC VULCAN MATLS CO | COM | 929160109 | $18.85M | 3 % | 80,785 | ||
LLY ELI LILLY & CO | COM | 532457108 | $17.24M | 3 % | 20,879 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $15.53M | 2 % | 67,075 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $14.49M | 2 % | 87,350 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $13.29M | 2 % | 54,188 | ||
BX BLACKSTONE INC | COM | 09260D107 | $13.17M | 2 % | 94,250 |
Rows Per Page
10
- 10
- 50
- 100