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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 $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
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)