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Home > Institutional Investor > Jamison Private Wealth Management, Inc. > Profile

Instuitional Investor - Jamison Private Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Jamison Private Wealth Management, Inc.
Portfolio Value $656,145,841
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 135,293 $30,052,642 4.58%
2.
Microsoft Corp
 MSFT 64,233 $24,112,544 3.67%
3.
Nvidia Corp
 NVDA 191,676 $20,773,837 3.17%
4.
United Parcel Service Inc
 UPS 183,668 $20,201,583 3.08%
5.
Vulcan Materials Co
 VMC 80,785 $18,847,251 2.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)