JAMISON PRIVATE WEALTH MANAGEMENT, INC.
13F Portfolio Filings
Most recent 13F Q4 2025Location milton, GACIK 0002006637All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
210 | $823.05M | AAPL, NVDA, MSFT, LLY | 13F-HR | Jan 15, 2026 | 000200663726000001 | ||
209 | $789.5M | NVDA, AAPL, MSFT, VMC | 13F-HR | Oct 14, 2025 | 000200663725000006 | ||
197 | $696.51M | MSFT, NVDA, AAPL, VMC | 13F-HR | Jul 22, 2025 | 000200663725000003 | ||
195 | $656.15M | AAPL, MSFT, NVDA, UPS | 13F-HR | Apr 22, 2025 | 000200663725000002 | ||
205 | $677.32M | AAPL, MSFT, NVDA, UPS | 13F-HR | Jan 21, 2025 | 000200663725000001 | ||
500 | $656.92M | MSFT, AAPL, UPS, NVDA | 13F-HR | Oct 15, 2024 | 000200663724000006 | ||
469 | $601.8M | MSFT, AAPL, UPS, NVDA | 13F-HR | Jul 11, 2024 | 000200663724000004 | ||
520 | $591.51M | MSFT, UPS, VMC, AAPL | 13F-HR | Apr 26, 2024 | 000200663724000003 | ||
397 | $534.04M | UPS, MSFT, AAPL, VMC | 13F-HR | Jan 17, 2024 | 000200663724000002 | ||
395 | $483.64M | UPS, MSFT, AAPL, VMC | 13F-HR | Jan 5, 2024 | 000200663724000001 |