Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Jamison Private Wealth Management, Inc.

Investment Activity

Jamison Private Wealth Management, Inc. has $789.50 million in total holdings as of September 30, 2025.
Jamison Private Wealth Management, Inc. owns shares of 209 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 5.41% of the portfolio was purchased this quarter.
About 0.48% of the portfolio was sold this quarter.
This quarter, Jamison Private Wealth Management, Inc. has purchased 197 new stocks and bought additional shares in 129 stocks.
Jamison Private Wealth Management, Inc. sold shares of 48 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA: $35,507,735
Apple: $34,225,665
Microsoft: $33,247,475
Vulcan Materials: $24,167,707
JPMorgan Chase & Co.: $17,550,779

Largest New Holdings this Quarter

670100205 - Novo Nordisk A/S: $624,152 Holding
18915M107 - Cloudflare: $397,207 Holding
35671D857 - Freeport-McMoRan: $330,036 Holding
194162103 - Colgate-Palmolive: $294,272 Holding
874039100 - Taiwan Semiconductor Manufacturing: $244,938 Holding

Largest Purchases this Quarter

Johnson & Johnson: 39,471 shares (about $7.32M)
Apple: 17,467 shares (about $4.45M)
Brookfield: 41,817 shares (about $2.74M)
SPDR Gold Shares: 3,555 shares (about $1.26M)
Altria Group: 18,546 shares (about $1.23M)

Largest Sales this Quarter

NVIDIA: 4,450 shares (about $830.28K)
Vulcan Materials: 2,145 shares (about $659.84K)
Pfizer: 11,162 shares (about $284.41K)
Schwab U.S. Large-Cap Growth ETF: 5,410 shares (about $172.64K)
DraftKings: 3,548 shares (about $132.70K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$35,507,735	$830,283 ▼	-2.3%	190,308	4.5%	Computer and Technology
AAPL Apple	$34,225,665	$4,447,600 ▲	14.9%	134,414	4.3%	Computer and Technology
MSFT Microsoft	$33,247,475	$75,103 ▼	-0.2%	64,190	4.2%	Computer and Technology
VMC Vulcan Materials	$24,167,707	$659,841 ▼	-2.7%	78,564	3.1%	Construction
JPM JPMorgan Chase & Co.	$17,550,779	$359,274 ▲	2.1%	55,641	2.2%	Finance
BX Blackstone	$16,518,161	$198,528 ▲	1.2%	96,682	2.1%	Finance
UPS United Parcel Service	$16,347,483	$876,396 ▲	5.7%	195,708	2.1%	Transportation
JNJ Johnson & Johnson	$16,232,745	$7,318,781 ▲	82.1%	87,545	2.1%	Medical
CAT Caterpillar	$16,196,953	$46,761 ▲	0.3%	33,945	2.1%	Industrials
AVGO Broadcom	$16,044,807	$77,859 ▲	0.5%	48,634	2.0%	Computer and Technology
LLY Eli Lilly and Company	$15,945,412	$10,682 ▲	0.1%	20,898	2.0%	Medical
WM Waste Management	$14,715,338	$71,328 ▲	0.5%	66,637	1.9%	Business Services
HD Home Depot	$14,265,853	$346,040 ▲	2.5%	35,207	1.8%	Retail/Wholesale
AMZN Amazon.com	$13,914,371	$196,954 ▲	1.4%	63,371	1.8%	Retail/Wholesale
BAC Bank of America	$13,773,594	$44,625 ▲	0.3%	266,982	1.7%	Finance
ABBV AbbVie	$13,620,676	$667,766 ▲	5.2%	58,826	1.7%	Medical
AMAT Applied Materials	$12,565,320	$88,038 ▲	0.7%	61,372	1.6%	Computer and Technology
GOOG Alphabet	$12,506,821	$278,860 ▲	2.3%	51,353	1.6%	Computer and Technology
V Visa	$12,368,678	$128,019 ▼	-1.0%	36,231	1.6%	Business Services
SCHW Charles Schwab	$12,365,434	$178,339 ▲	1.5%	129,521	1.6%	Finance
SO Southern	$12,257,897	$218,729 ▲	1.8%	129,344	1.6%	Utilities
META Meta Platforms	$10,696,365	$237,207 ▲	2.3%	14,565	1.4%	Computer and Technology
MCD McDonald's	$10,477,265	$120,037 ▲	1.2%	34,477	1.3%	Retail/Wholesale
GS The Goldman Sachs Group	$10,375,498	$348,796 ▲	3.5%	13,029	1.3%	Finance
TSLA Tesla	$10,144,509	$435,826 ▲	4.5%	22,811	1.3%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$9,983,915	$65,356 ▲	0.7%	19,859	1.3%	Finance
QCOM QUALCOMM	$9,739,269	$69,872 ▲	0.7%	58,543	1.2%	Computer and Technology
COST Costco Wholesale	$9,506,526	$99,046 ▲	1.1%	10,270	1.2%	Retail/Wholesale
LMT Lockheed Martin	$9,407,469	$373,922 ▲	4.1%	18,844	1.2%	Aerospace
KO CocaCola	$8,932,419	$200,022 ▲	2.3%	134,686	1.1%	Consumer Staples
ADP Automatic Data Processing	$8,858,837	$283,525 ▲	3.3%	30,183	1.1%	Computer and Technology
CVX Chevron	$8,626,430	$551,595 ▲	6.8%	55,550	1.1%	Energy
SCCO Southern Copper	$8,431,672	$153,034 ▲	1.8%	69,477	1.1%	Basic Materials
PG Procter & Gamble	$7,732,484	$311,143 ▲	4.2%	50,325	1.0%	Consumer Staples
AMGN Amgen	$7,705,672	$302,526 ▲	4.1%	27,305	1.0%	Medical
WMT Walmart	$7,483,939	$244,975 ▲	3.4%	72,617	0.9%	Retail/Wholesale
AMD Advanced Micro Devices	$7,441,208	$313,225 ▲	4.4%	45,993	0.9%	Computer and Technology
BLACKROCK INC	$6,895,713	$250,690 ▲	3.8%	5,914	0.9%	COM
PANW Palo Alto Networks	$6,851,203	$129,299 ▲	1.9%	33,647	0.9%	Computer and Technology
TFC Truist Financial	$6,747,456	$317,069 ▲	4.9%	147,582	0.9%	Finance
GLW Corning	$6,525,815	$138,221 ▲	2.2%	79,554	0.8%	Computer and Technology
DUK Duke Energy	$6,365,732	$263,589 ▲	4.3%	51,440	0.8%	Utilities
PAYX Paychex	$6,253,496	$11,155 ▲	0.2%	49,333	0.8%	Computer and Technology
XOM Exxon Mobil	$6,050,999	$151,988 ▲	2.6%	53,667	0.8%	Energy
NSC Norfolk Southern	$5,999,459	$13,218 ▼	-0.2%	19,971	0.8%	Transportation
IVV iShares Core S&P 500 ETF	$5,630,541	$214,165 ▲	4.0%	8,413	0.7%	ETF
DLR Digital Realty Trust	$5,571,643	$252,919 ▲	4.8%	32,229	0.7%	Finance
SPG Simon Property Group	$5,453,906	$342,500 ▲	6.7%	29,061	0.7%	Finance
KKR KKR & Co. Inc.	$4,664,240	$150,874 ▲	3.3%	35,892	0.6%	Finance
NFLX Netflix	$4,648,213	$149,865 ▲	3.3%	3,877	0.6%	Consumer Discretionary
GPC Genuine Parts	$4,606,661	$22,869 ▼	-0.5%	33,237	0.6%	Retail/Wholesale
BHP BHP Group	$4,528,431	$17,060 ▲	0.4%	81,227	0.6%	Basic Materials
CSCO Cisco Systems	$4,104,306	$4,242 ▼	-0.1%	59,987	0.5%	Computer and Technology
SLV iShares Silver Trust	$4,045,827		0.0%	95,488	0.5%	ETF
CAH Cardinal Health	$3,985,751	$17,423 ▼	-0.4%	25,393	0.5%	Medical
RTX RTX	$3,929,032	$4,685 ▼	-0.1%	23,481	0.5%	Aerospace
GE GE Aerospace	$3,805,317	$229,522 ▲	6.4%	12,650	0.5%	Aerospace
DIS Walt Disney	$3,736,508	$93,776 ▼	-2.4%	32,633	0.5%	Consumer Discretionary
MELI MercadoLibre	$3,706,387	$266,411 ▲	7.7%	1,586	0.5%	Retail/Wholesale
BN Brookfield	$3,637,730	$2,737,873 ▲	304.3%	55,561	0.5%	Finance
INTC Intel	$3,539,458	$23,217 ▲	0.7%	105,498	0.4%	Computer and Technology
GILD Gilead Sciences	$3,491,276	$216,783 ▲	6.6%	31,453	0.4%	Medical
GD General Dynamics	$3,332,530	$246,197 ▲	8.0%	9,773	0.4%	Aerospace
TJX TJX Companies	$3,055,772	$198,746 ▲	7.0%	21,141	0.4%	Retail/Wholesale
FDX FedEx	$2,972,797	$187,716 ▲	6.7%	12,606	0.4%	Transportation
MRK Merck & Co., Inc.	$2,843,768	$405,545 ▲	16.6%	33,883	0.4%	Medical
EXC Exelon	$2,779,328	$401,490 ▲	16.9%	61,749	0.4%	Utilities
IUSG iShares Core S&P U.S. Growth ETF	$2,760,998	$7,733 ▲	0.3%	16,780	0.3%	Manufacturing
PFE Pfizer	$2,712,357	$284,409 ▼	-9.5%	106,450	0.3%	Medical
CRWD CrowdStrike	$2,677,475	$263,334 ▲	10.9%	5,460	0.3%	Computer and Technology
NOW ServiceNow	$2,622,799	$219,947 ▲	9.2%	2,850	0.3%	Computer and Technology
CEG Constellation Energy	$2,522,950	$23,693 ▼	-0.9%	7,667	0.3%	Energy
MO Altria Group	$2,357,383	$1,225,131 ▲	108.2%	35,686	0.3%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$2,251,611	$454,044 ▲	25.3%	12,343	0.3%	CL A
ISRG Intuitive Surgical	$2,228,995	$176,656 ▲	8.6%	4,984	0.3%	Medical
HSY Hershey	$2,219,540	$176,201 ▲	8.6%	11,866	0.3%	Consumer Staples
NVS Novartis	$2,209,191	$43,730 ▼	-1.9%	17,227	0.3%	Medical
AEP American Electric Power	$2,204,171	$13,387 ▼	-0.6%	19,593	0.3%	Utilities
PEP PepsiCo	$2,175,506	$429,877 ▲	24.6%	15,491	0.3%	Consumer Staples
AZN AstraZeneca	$2,152,463	$77 ▲	0.0%	28,056	0.3%	Medical
ABT Abbott Laboratories	$2,112,064	$472,264 ▲	28.8%	15,769	0.3%	Medical
CRM Salesforce	$2,106,779	$309,535 ▲	17.2%	8,889	0.3%	Computer and Technology
BZH Beazer Homes USA	$1,991,742	$20,205 ▼	-1.0%	81,130	0.3%	Construction
ENB Enbridge	$1,979,194	$378,551 ▲	23.6%	39,223	0.3%	Energy
MAR Marriott International	$1,978,875	$167,207 ▲	9.2%	7,598	0.3%	Consumer Discretionary
DHR Danaher	$1,920,620	$14,077 ▼	-0.7%	9,687	0.2%	Medical
ASML ASML	$1,889,713	$271,065 ▲	16.7%	1,952	0.2%	Computer and Technology
BIP Brookfield Infrastructure Partners	$1,876,490	$51,506 ▼	-2.7%	57,053	0.2%	Finance
O Realty Income	$1,858,058	$241,034 ▲	14.9%	30,565	0.2%	Finance
TSCO Tractor Supply	$1,826,808	$170,499 ▲	10.3%	32,122	0.2%	Retail/Wholesale
MDLZ Mondelez International	$1,810,904	$10,745 ▲	0.6%	28,989	0.2%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$1,796,947	$252,038 ▲	16.3%	15,122	0.2%	ETF
BMY Bristol Myers Squibb	$1,736,416	$99,943 ▼	-5.4%	38,501	0.2%	Medical
ODFL Old Dominion Freight Line	$1,728,536	$156,410 ▲	9.9%	12,278	0.2%	Transportation
GOOGL Alphabet	$1,630,751	$18,233 ▲	1.1%	6,708	0.2%	Computer and Technology
COP ConocoPhillips	$1,617,716	$5,959 ▼	-0.4%	17,102	0.2%	Energy
MS Morgan Stanley	$1,573,719	$385,164 ▲	32.4%	9,900	0.2%	Finance
GLD SPDR Gold Shares	$1,528,877	$1,263,696 ▲	476.5%	4,301	0.2%	Finance
UNH UnitedHealth Group	$1,461,407	$602,934 ▲	70.2%	4,232	0.2%	Medical
AXP American Express	$1,401,754	$10,297 ▲	0.7%	4,220	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Jamison Private Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Jamison Private Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJamison Private Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools