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JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13F portfolio summary

JAMISON PRIVATE WEALTH MANAGEMENT, INC. of JAMISON PRIVATE WEALTH MANAGEMENT, INC. has 214 current stock holdings with a reported portfolio value of $822.2M. The portfolio 1 year return is +18.35%. Top holdings include SPY (0.00%), NFLX (0.00%), IBIT (0.00%), BIP (0.00%), UPS (0.00%).

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JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

JAMISON PRIVATE WEALTH MANAGEMENT, INC. runs JAMISON PRIVATE WEALTH MANAGEMENT, INC. and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $822.22M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JAMISON PRIVATE WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s portfolio at JAMISON PRIVATE WEALTH MANAGEMENT, INC. has delivered returns of +18.35%. Their 3-year annualized return is +49.39%. Looking at the 5-year horizon, JAMISON PRIVATE WEALTH MANAGEMENT, INC. has achieved +49.39% annualized returns at JAMISON PRIVATE WEALTH MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.35%
#0/1000
3 Year
+49.39%
#0/1000
5 Year
+49.39%
#0/1000

Portfolio Value

$822.22M

Alpha Score

38.2

#0 of 1000

Holdings

214

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change