JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Q2 2025 13F Holdings

  • Location
    milton, GA
  • Num holdings

    197

  • Value ($000)

    $696,506

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0002006637
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$32.00M
5 %

64,335

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$30.77M
4 %

194,758

AAPL
AAPL

APPLE INC

COM
037833100
$23.99M
3 %

116,947

VMC
VMC

VULCAN MATLS CO

COM
929160109
$21.05M
3 %

80,709

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$18.70M
3 %

185,216

LLY
LLY

ELI LILLY & CO

COM
532457108
$16.28M
2 %

20,884

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$15.80M
2 %

54,502

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$15.17M
2 %

66,314

BX
BX

BLACKSTONE INC

COM
09260D107
$14.29M
2 %

95,520

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.71M
2 %

62,474

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