Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $677,322,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 135,943 $34,042,795 5.02%
2.
Microsoft Corp
 MSFT 64,856 $27,337,010 4.03%
3.
Nvidia Corp
 NVDA 192,747 $25,883,988 3.82%
4.
United Parcel Service Inc
 UPS 180,494 $22,760,342 3.36%
5.
Vulcan Materials Co
 VMC 81,311 $20,915,598 3.08%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)