• 13F History

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$656M
Signature - Title
Oscar Spain - Director of Tax and Financial Planning
Location
Milton, GA
Summary
This page shows a list of all the recent 13F filings made by JAMISON PRIVATE WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported 195 stock holdings with total value $656M as of Q1 2025. Top holdings included AAPL, MSFT, NVDA, UPS, and VMC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 195 $656M +$7.25M -$10.3M -$3.04M AAPL, MSFT, NVDA, UPS, VMC 13F-HR 4/21/2025, 06:05 PM
Q4 2024 200 $677M +$48.3M -$20.9M +$27.4M AAPL, MSFT, NVDA, UPS, VMC 13F-HR 1/21/2025, 04:00 PM
Q3 2024 454 $657M +$28.7M -$1.75M +$26.9M MSFT, AAPL, UPS, NVDA, VMC 13F-HR 10/15/2024, 04:10 PM
Q2 2024 424 $602M +$33.8M -$10.4M +$23.3M MSFT, AAPL, UPS, NVDA, VMC 13F-HR 7/11/2024, 04:50 PM
Q1 2024 470 $591M +$18.5M -$6.07M +$12.5M MSFT, UPS, VMC, AAPL, NVDA 13F-HR 4/26/2024, 10:00 AM
Q4 2023 394 $534M +$3.57M -$6.51M -$2.94M UPS, MSFT, AAPL, VMC, LLY 13F-HR 1/17/2024, 11:22 AM
Q3 2023 394 $484M UPS, MSFT, AAPL, VMC, LLY 13F-HR 1/5/2024, 10:50 AM