Jamison Private Wealth Management
Latest statistics and disclosures from Jamison Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, LLY, VMC, and represent 17.85% of Jamison Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX, NOW, BN, BA, IBIT, ALB, MCD, SBUX, UPS, IVV.
- Started 4 new stock positions in IBIT, ALB, FTV, RHP.
- Reduced shares in these 10 stocks: Comerica Incorporated, NVDA, DIS, DKNG, HIMS, VMC, RH, PFE, LLY, M.
- Sold out of its positions in DKNG, HIMS, RH.
- Jamison Private Wealth Management was a net buyer of stock by $12M.
- Jamison Private Wealth Management has $823M in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0002006637
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Portfolio Holdings for Jamison Private Wealth Management
Jamison Private Wealth Management holds 210 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $37M | 134k | 271.86 |
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| NVIDIA Corporation (NVDA) | 4.3 | $35M | 188k | 186.50 |
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| Microsoft Corporation (MSFT) | 3.8 | $31M | 64k | 483.62 |
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| Eli Lilly & Co. (LLY) | 2.7 | $22M | 21k | 1074.70 |
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| Vulcan Materials Company (VMC) | 2.7 | $22M | 78k | 285.22 |
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| United Parcel Service Call (Principal) (UPS) | 2.4 | $20M | 199k | 99.19 |
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| Caterpillar (CAT) | 2.4 | $19M | 34k | 572.87 |
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| Johnson & Johnson (JNJ) | 2.2 | $18M | 88k | 206.95 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $18M | 56k | 322.22 |
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| Broadcom (AVGO) | 2.0 | $17M | 49k | 346.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $16M | 52k | 313.80 |
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| Applied Materials (AMAT) | 1.9 | $16M | 62k | 256.99 |
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| Blackstone Group Inc Com Cl A (BX) | 1.8 | $15M | 98k | 154.14 |
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| Amazon (AMZN) | 1.8 | $15M | 64k | 230.82 |
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| Bank of America Corporation (BAC) | 1.8 | $15M | 267k | 55.00 |
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| Waste Management (WM) | 1.8 | $15M | 67k | 219.71 |
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| Abbvie (ABBV) | 1.6 | $14M | 59k | 228.49 |
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| Charles Schwab Corporation (SCHW) | 1.6 | $13M | 130k | 99.91 |
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| Visa Com Cl A (V) | 1.5 | $13M | 36k | 350.71 |
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| Home Depot (HD) | 1.5 | $12M | 36k | 344.10 |
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| Goldman Sachs (GS) | 1.4 | $12M | 13k | 878.98 |
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| Southern Company (SO) | 1.4 | $11M | 130k | 87.20 |
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| McDonald's Corporation (MCD) | 1.3 | $11M | +2% | 35k | 305.63 |
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| Tesla Motors (TSLA) | 1.3 | $11M | 23k | 449.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $10M | 20k | 502.65 |
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| Qualcomm (QCOM) | 1.2 | $10M | 59k | 171.05 |
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| Southern Copper Corporation (SCCO) | 1.2 | $10M | 70k | 143.47 |
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| Advanced Micro Devices (AMD) | 1.2 | $9.9M | 46k | 214.16 |
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| Meta Platforms Cl A (META) | 1.2 | $9.7M | 15k | 660.12 |
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| Coca-Cola Company (KO) | 1.2 | $9.6M | 137k | 69.91 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $9.2M | 19k | 483.68 |
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| Amgen (AMGN) | 1.1 | $9.0M | 28k | 327.31 |
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| Costco Wholesale Corporation (COST) | 1.1 | $9.0M | 10k | 862.36 |
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| Chevron Corporation (CVX) | 1.1 | $8.7M | +3% | 57k | 152.41 |
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| Wal-Mart Stores (WMT) | 1.0 | $8.1M | 73k | 111.41 |
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| Automatic Data Processing (ADP) | 1.0 | $7.9M | +2% | 31k | 257.23 |
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| Procter & Gamble Company (PG) | 0.9 | $7.3M | 51k | 143.31 |
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| Truist Financial Corp equities (TFC) | 0.9 | $7.2M | 147k | 49.21 |
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| Corning Incorporated (GLW) | 0.9 | $7.0M | 80k | 87.56 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $6.6M | +2% | 55k | 120.34 |
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| Blackrock (BLK) | 0.8 | $6.4M | 6.0k | 1070.23 |
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| Palo Alto Networks (PANW) | 0.8 | $6.3M | +2% | 34k | 184.20 |
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| Ishares Silver Tr Ishares (SLV) | 0.7 | $6.2M | 96k | 64.42 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $6.1M | 52k | 117.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.0M | +4% | 8.8k | 684.95 |
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| Norfolk Southern (NSC) | 0.7 | $5.7M | 20k | 288.72 |
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| Paychex (PAYX) | 0.7 | $5.7M | +3% | 51k | 112.18 |
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| Simon Property (SPG) | 0.7 | $5.5M | +2% | 30k | 185.11 |
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| Cardinal Health (CAH) | 0.6 | $5.3M | 26k | 205.50 |
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| Digital Realty Trust (DLR) | 0.6 | $5.0M | 33k | 154.71 |
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| Bhp Group Sponsored Ads (BHP) | 0.6 | $4.9M | 81k | 60.37 |
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| Cisco Systems (CSCO) | 0.6 | $4.6M | 60k | 77.03 |
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| Kkr & Co (KKR) | 0.5 | $4.5M | 36k | 127.48 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $4.3M | 24k | 183.40 |
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| Genuine Parts Company (GPC) | 0.5 | $4.1M | 33k | 122.96 |
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| Netflix (NFLX) | 0.5 | $3.9M | +978% | 42k | 93.76 |
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| Ge Aerospace Com New (GE) | 0.5 | $3.9M | 13k | 308.03 |
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| Gilead Sciences (GILD) | 0.5 | $3.9M | 32k | 122.74 |
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| Intel Corporation (INTC) | 0.5 | $3.9M | 105k | 36.90 |
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| FedEx Corporation (FDX) | 0.5 | $3.7M | +2% | 13k | 288.86 |
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| Merck & Co (MRK) | 0.4 | $3.6M | 35k | 105.26 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $3.6M | +36% | 76k | 47.19 |
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| General Dynamics Corporation (GD) | 0.4 | $3.3M | 9.9k | 336.67 |
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| Walt Disney Company (DIS) | 0.4 | $3.3M | -10% | 29k | 113.77 |
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| TJX Companies (TJX) | 0.4 | $3.3M | 21k | 153.61 |
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| MercadoLibre (MELI) | 0.4 | $3.3M | +2% | 1.6k | 2014.26 |
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| Exelon Corporation (EXC) | 0.4 | $2.9M | +7% | 67k | 43.59 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $2.9M | +2% | 17k | 167.94 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $2.8M | 5.0k | 566.36 |
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| Constellation Energy (CEG) | 0.3 | $2.7M | 7.6k | 353.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.6M | 5.5k | 468.76 |
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| Astrazeneca Sponsored Adr | 0.3 | $2.6M | 28k | 91.93 |
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| salesforce (CRM) | 0.3 | $2.5M | +8% | 9.6k | 264.91 |
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| Pfizer (PFE) | 0.3 | $2.4M | -7% | 98k | 24.90 |
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| Marriott Intl Cl A (MAR) | 0.3 | $2.4M | 7.6k | 310.21 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $2.3M | -2% | 17k | 137.87 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.3M | +3% | 13k | 177.75 |
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| American Electric Power Company (AEP) | 0.3 | $2.3M | 20k | 115.31 |
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| Hershey Company (HSY) | 0.3 | $2.2M | +3% | 12k | 181.98 |
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| Pepsi (PEP) | 0.3 | $2.2M | 16k | 143.52 |
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| Danaher Corporation (DHR) | 0.3 | $2.2M | 9.7k | 228.91 |
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| Servicenow (NOW) | 0.3 | $2.2M | +405% | 14k | 153.19 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.2M | +3% | 2.0k | 1069.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.1M | 6.7k | 313.01 |
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| Altria (MO) | 0.3 | $2.1M | 36k | 57.66 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.0M | -3% | 37k | 53.94 |
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| Abbott Laboratories (ABT) | 0.2 | $2.0M | 16k | 125.29 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $2.0M | 57k | 34.74 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $2.0M | 12k | 156.80 |
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| Enbridge (ENB) | 0.2 | $1.9M | +3% | 41k | 47.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.9M | +4% | 16k | 120.17 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.8M | 10k | 177.53 |
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| Realty Income (O) | 0.2 | $1.7M | 31k | 56.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.7M | 4.3k | 396.31 |
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| Tractor Supply Company (TSCO) | 0.2 | $1.6M | 33k | 50.01 |
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| ConocoPhillips (COP) | 0.2 | $1.6M | 17k | 93.61 |
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| Beazer Homes Usa Com New (BZH) | 0.2 | $1.6M | -2% | 80k | 20.27 |
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| Boeing Company (BA) | 0.2 | $1.6M | +104% | 7.3k | 217.12 |
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| Impinj (PI) | 0.2 | $1.5M | +19% | 8.9k | 174.01 |
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| American Express Company (AXP) | 0.2 | $1.5M | -2% | 4.1k | 369.97 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.5M | -4% | 28k | 53.83 |
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| UnitedHealth (UNH) | 0.2 | $1.5M | +6% | 4.5k | 330.08 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.5M | +4% | 8.6k | 171.19 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.4M | +6% | 17k | 84.64 |
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| Cameco Corporation (CCJ) | 0.2 | $1.4M | +6% | 15k | 91.49 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $1.4M | 58k | 23.65 |
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| Philip Morris International (PM) | 0.2 | $1.3M | 8.3k | 160.40 |
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| Ge Vernova (GEV) | 0.2 | $1.3M | +2% | 2.0k | 653.67 |
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| Citigroup Com New (C) | 0.2 | $1.3M | 11k | 116.69 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.3M | -2% | 26k | 48.46 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | 40k | 32.06 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.2M | +30% | 15k | 84.21 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | +32% | 3.3k | 349.99 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | 27k | 40.73 |
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| Cummins (CMI) | 0.1 | $1.1M | +4% | 2.1k | 510.43 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.2k | 324.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $983k | 2.1k | 473.23 |
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| Toll Brothers (TOL) | 0.1 | $964k | +2% | 7.1k | 135.22 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $936k | -2% | 15k | 63.04 |
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| Diamondback Energy (FANG) | 0.1 | $918k | +21% | 6.1k | 150.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $904k | 1.3k | 681.95 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $889k | 11k | 81.17 |
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| GSK Sponsored Adr (GSK) | 0.1 | $864k | 18k | 49.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $789k | 8.8k | 89.46 |
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| Stryker Corporation (SYK) | 0.1 | $788k | 2.2k | 351.44 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $761k | +32% | 15k | 50.88 |
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| Key (KEY) | 0.1 | $758k | -5% | 37k | 20.64 |
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| Canadian Natural Resources (CNQ) | 0.1 | $752k | +13% | 22k | 33.85 |
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| Paypal Holdings (PYPL) | 0.1 | $747k | -5% | 13k | 58.38 |
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| Atmos Energy Corporation (ATO) | 0.1 | $695k | 4.1k | 167.61 |
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| Dollar General (DG) | 0.1 | $687k | -2% | 5.2k | 132.78 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $684k | 3.1k | 219.76 |
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| Consolidated Edison (ED) | 0.1 | $681k | 6.9k | 99.31 |
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| Zscaler Incorporated (ZS) | 0.1 | $680k | 3.0k | 224.92 |
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| Nike CL B (NKE) | 0.1 | $680k | -4% | 11k | 63.71 |
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| AFLAC Incorporated (AFL) | 0.1 | $676k | 6.1k | 110.28 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $662k | 3.0k | 223.23 |
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| Fastenal Company (FAST) | 0.1 | $646k | 16k | 40.13 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $632k | 5.4k | 117.52 |
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| Medtronic SHS (MDT) | 0.1 | $631k | 6.6k | 96.06 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $629k | 15k | 41.08 |
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| Prologis (PLD) | 0.1 | $618k | +5% | 4.8k | 127.66 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $612k | 6.0k | 102.55 |
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| General Mills (GIS) | 0.1 | $607k | -10% | 13k | 46.50 |
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| SYSCO Corporation (SYY) | 0.1 | $582k | -7% | 7.9k | 73.69 |
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| Becton, Dickinson and (BDX) | 0.1 | $578k | +15% | 3.0k | 194.07 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $573k | 14k | 41.12 |
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| Lowe's Companies (LOW) | 0.1 | $553k | 2.3k | 241.14 |
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| Comerica Incorporated | 0.1 | $539k | -67% | 6.2k | 86.94 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $535k | +6% | 8.1k | 66.00 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $530k | 8.4k | 63.18 |
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| Host Hotels & Resorts (HST) | 0.1 | $527k | 30k | 17.73 |
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| Ishares Bitcoin Trust Etf Call (Principal) (IBIT) | 0.1 | $526k | NEW | 11k | 49.65 |
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| International Business Machines (IBM) | 0.1 | $520k | 1.8k | 296.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $501k | -4% | 5.2k | 96.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $498k | 793.00 | 627.37 |
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| Bank Ozk (OZK) | 0.1 | $484k | 11k | 46.02 |
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| Public Storage (PSA) | 0.1 | $484k | 1.9k | 259.51 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $465k | 11k | 43.30 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $462k | 3.6k | 129.79 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $455k | +7% | 1.5k | 302.18 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $453k | 17k | 26.23 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $440k | +10% | 14k | 32.62 |
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| Oracle Corporation (ORCL) | 0.1 | $439k | +109% | 2.3k | 194.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $437k | 3.1k | 141.14 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $431k | 8.5k | 50.79 |
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| Block Cl A (XYZ) | 0.1 | $424k | -12% | 6.5k | 65.09 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $417k | 11k | 37.00 |
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| Cloudflare Cl A Com (NET) | 0.0 | $397k | +8% | 2.0k | 197.15 |
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| Illinois Tool Works (ITW) | 0.0 | $391k | 1.6k | 246.37 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $388k | -17% | 3.8k | 100.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $385k | 1.8k | 210.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $384k | 509.00 | 754.12 |
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| Uber Technologies (UBER) | 0.0 | $365k | 4.5k | 81.71 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $363k | 5.4k | 67.22 |
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| Auburn National Bancorporation (AUBN) | 0.0 | $337k | 13k | 26.95 |
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| Albemarle Corporation (ALB) | 0.0 | $335k | NEW | 2.4k | 141.41 |
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| Diageo Spon Adr New (DEO) | 0.0 | $326k | -10% | 3.8k | 86.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $325k | 666.00 | 487.78 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $323k | 2.0k | 160.97 |
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| United Bankshares (UBSI) | 0.0 | $307k | -14% | 8.0k | 38.40 |
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| International Paper Company (IP) | 0.0 | $306k | -5% | 7.8k | 39.39 |
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| Colgate-Palmolive Company (CL) | 0.0 | $287k | 3.6k | 79.02 |
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| Southside Bancshares (SBSI) | 0.0 | $286k | 9.4k | 30.39 |
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| Lennox International (LII) | 0.0 | $268k | 553.00 | 485.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $267k | 877.00 | 303.89 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $256k | 9.0k | 28.48 |
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| Shell Spon Ads (SHEL) | 0.0 | $253k | 3.4k | 73.48 |
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| Bk Nova Cad (BNS) | 0.0 | $247k | -10% | 3.4k | 73.69 |
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| PNC Financial Services (PNC) | 0.0 | $240k | 1.2k | 208.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $240k | 974.00 | 246.06 |
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| Entergy Corporation (ETR) | 0.0 | $240k | +2% | 2.6k | 92.43 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $239k | -2% | 8.7k | 27.43 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $237k | 2.4k | 99.78 |
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| Synovus Finl Corp Com New (SNV) | 0.0 | $230k | 4.6k | 50.05 |
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| 3M Company (MMM) | 0.0 | $227k | -4% | 1.4k | 160.12 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $226k | +2% | 7.7k | 29.48 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $225k | 1.3k | 173.49 |
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| Phillips 66 (PSX) | 0.0 | $221k | 1.7k | 129.03 |
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| Ryman Hospitality Pptys (RHP) | 0.0 | $215k | NEW | 2.3k | 94.64 |
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| Snowflake Com Shs (SNOW) | 0.0 | $210k | 958.00 | 219.36 |
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| Kraft Heinz (KHC) | 0.0 | $209k | -32% | 8.6k | 24.25 |
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| Fortive (FTV) | 0.0 | $207k | NEW | 3.8k | 55.21 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $207k | 825.00 | 250.88 |
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| Dupont De Nemours (DD) | 0.0 | $206k | -2% | 5.1k | 40.20 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $206k | -4% | 1.6k | 126.62 |
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| Macy's (M) | 0.0 | $204k | -40% | 9.2k | 22.05 |
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| Ferrari Nv Ord (RACE) | 0.0 | $201k | +10% | 545.00 | 369.56 |
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| Arbor Realty Trust (ABR) | 0.0 | $109k | -7% | 14k | 7.76 |
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| Borr Drilling SHS (BORR) | 0.0 | $47k | 12k | 4.03 |
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Past Filings by Jamison Private Wealth Management
SEC 13F filings are viewable for Jamison Private Wealth Management going back to 2023
- Jamison Private Wealth Management 2025 Q4 filed Jan. 15, 2026
- Jamison Private Wealth Management 2025 Q3 filed Oct. 14, 2025
- Jamison Private Wealth Management 2025 Q2 filed July 22, 2025
- Jamison Private Wealth Management 2025 Q1 filed April 22, 2025
- Jamison Private Wealth Management 2024 Q4 filed Jan. 21, 2025
- Jamison Private Wealth Management 2024 Q3 filed Oct. 15, 2024
- Jamison Private Wealth Management 2024 Q2 filed July 11, 2024
- Jamison Private Wealth Management 2024 Q1 filed April 26, 2024
- Jamison Private Wealth Management 2023 Q4 filed Jan. 17, 2024
- Jamison Private Wealth Management 2023 Q3 filed Jan. 5, 2024