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JAMISON PRIVATE WEALTH MANAGEMENT, INC.
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
JAMISON PRIVATE WEALTH MANAGEMENT, INC. runs JAMISON PRIVATE WEALTH MANAGEMENT, INC. and currently holds 224 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $990.37M. Their top holdings are AMAT, AAPL, NVDA, CAT, AMD. The top five represent 18.7% of reported portfolio weight. JAMISON PRIVATE WEALTH MANAGEMENT, INC. ranks #503 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JAMISON PRIVATE WEALTH MANAGEMENT, INC. initiated 1 new position. They added to 83 existing positions. They trimmed 15 positions. Their current best-performing preview position is MU with returns of +241.51%.
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224 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AMAT APPLIED MATLS INC | 4.46% | $141.61 | $492.32 | +247.66% | Trimmed -0.70% |
 AAPL APPLE INC | 4.15% | $198.00 | $309.35 | +56.24% | Added +6.23% |
 NVDA NVIDIA CORPORATION | 3.78% | $48.19 | $214.76 | +345.65% | Added +1.19% |
 CAT CATERPILLAR INC | 3.52% | $279.41 | $827.65 | +196.21% | Trimmed -0.63% |
 AMD ADVANCED MICRO DEVICES INC | 2.76% | $116.56 | $473.25 | +306.01% | Added +0.62% |
 MSFT MICROSOFT CORP | 2.55% | $321.21 | $483.24 | +50.44% | Added +4.94% |
 LLY ELI LILLY & CO | 2.42% | $543.14 | $1,254.77 | +131.02% | Added +0.55% |
 VMC VULCAN MATLS CO | 2.30% | $202.05 | $276.05 | +36.62% | Added +0.03% |
 JNJ JOHNSON & JOHNSON | 2.28% | $167.35 | $270.30 | +61.51% | Added +0.64% |
 GLW CORNING INC | 2.09% | $35.10 | $149.82 | +326.84% | Added +0.02% |
Showing 1-10 of 224