JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JP JAMISON PRIVATE WEALTH MANAGEMENT, INC. | Institutional Filer | ▼ 0.10% | $822.2M | 214 |
Current Portfolio Holdings
Showing all 214 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 134K | $34.0M | 4.13% |
| 2 | NVDA | NVIDIA Corporation | Technology | 185K | $32.2M | 3.92% |
| 3 | MSFT | Microsoft Corporation | Technology | 64K | $23.9M | 2.90% |
| 4 | CAT | Caterpillar Inc. | Industrials | 33K | $23.4M | 2.84% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 88K | $21.6M | 2.62% |
| 6 | AMAT | Applied Materials, Inc. | Technology | 62K | $21.0M | 2.56% |
| 7 | VMC | Vulcan Materials Company | Basic Materials | 77K | $21.0M | 2.55% |
| 8 | UPS | United Parcel Service, Inc. | Industrials | 200K | $19.7M | 2.39% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 20K | $18.3M | 2.23% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 56K | $16.6M | 2.01% |
| 11 | WM | Waste Management, Inc. | Industrials | 67K | $15.3M | 1.86% |
| 12 | AVGO | Broadcom Inc. | Technology | 49K | $15.3M | 1.86% |
| 13 | GOOG | Alphabet Inc. | Technology | 52K | $14.8M | 1.80% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 66K | $13.8M | 1.68% |
| 15 | BAC | Bank of America Corporation | Financial Services | 268K | $13.1M | 1.59% |
Showing 1 to 15 of 214 holdings