Holdings

Jamison Private Wealth Management, Inc.

As of Sep 30, 2026, Jamison Private Wealth Management, Inc. reported 188 positions worth US$926M. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc142KUS$47.4M+119Sep 30, 2026
Nvidia Corporation185KUS$42.2M−2,242Sep 30, 2026
Microsoft Corp.68,288US$35M+627Sep 30, 2026
Applied Materials, Inc.60,903US$31.1M−229Sep 30, 2026
Advanced Micro Devices Inc46,770US$28.6M−208Sep 30, 2026
Caterpillar, Inc.32,797US$26.6M+32Sep 30, 2026
Johnson & Johnson89,551US$23.7M+721Sep 30, 2026
Eli Lilly And Company19,984US$23.1M−30Sep 30, 2026
Alphabet Inc (google) Class C63,343US$21.6M+1,101Sep 30, 2026
United Parcel Service, Inc.205KUS$19.2MnewSep 30, 2026