JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Q4 2024 13F Holdings

  • Location
    milton, GA
  • Num holdings

    205

  • Value ($000)

    $677,322

  • Date Filed
    01/21/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$34.04M
5 %

135,943

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$27.34M
4 %

64,856

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$25.88M
4 %

192,747

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$22.76M
3 %

180,494

VMC
VMC

VULCAN MATLS CO

COM
929160109
$20.92M
3 %

81,311

LLY
LLY

ELI LILLY & CO

COM
532457108
$16.72M
3 %

21,663

BX
BX

BLACKSTONE INC

COM
09260D107
$16.12M
2 %

93,521

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$13.51M
2 %

66,939

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.43M
2 %

61,196

HD
HD

HOME DEPOT INC

COM
437076102
$13.36M
2 %

34,358

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