Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2025) About Jamison Private Wealth Management, Inc.Investment ActivityJamison Private Wealth Management, Inc. has $656.15 million in total holdings as of March 31, 2025.Jamison Private Wealth Management, Inc. owns shares of 195 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Jamison Private Wealth Management, Inc. has purchased 205 new stocks and bought additional shares in 97 stocks.Jamison Private Wealth Management, Inc. sold shares of 77 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $30,052,642Microsoft $24,112,544NVIDIA $20,773,837United Parcel Service $20,201,583Vulcan Materials $18,847,251 Largest New Holdings this Quarter 882508104 - Texas Instruments $209,444 Holding35671D857 - Freeport-McMoRan $207,452 Holding Largest Purchases this Quarter Chevron 2,985 shares (about $499.36K)United Parcel Service 3,174 shares (about $349.11K)Advanced Micro Devices 2,587 shares (about $265.79K)Paychex 1,444 shares (about $222.78K)Norfolk Southern 902 shares (about $213.64K) Largest Sales this Quarter Atmos Energy 8,752 shares (about $1.35M)Genuine Parts 9,433 shares (about $1.12M)Eli Lilly and Company 784 shares (about $647.52K)Johnson & Johnson 3,187 shares (about $528.53K)Global Payments 3,182 shares (about $311.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJamison Private Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$30,052,642$144,385 ▼-0.5%135,2934.6%Computer and TechnologyMSFTMicrosoft$24,112,544$233,869 ▼-1.0%64,2333.7%Computer and TechnologyNVDANVIDIA$20,773,837$116,075 ▼-0.6%191,6763.2%Computer and TechnologyUPSUnited Parcel Service$20,201,583$349,107 ▲1.8%183,6683.1%TransportationVMCVulcan Materials$18,847,251$122,717 ▼-0.6%80,7852.9%ConstructionLLYEli Lilly and Company$17,244,350$647,520 ▼-3.6%20,8792.6%MedicalWMWaste Management$15,528,615$31,486 ▲0.2%67,0752.4%Business ServicesJNJJohnson & Johnson$14,486,136$528,533 ▼-3.5%87,3502.2%MedicalJPMJPMorgan Chase & Co.$13,292,313$47,343 ▼-0.4%54,1882.0%FinanceBXBlackstone$13,174,224$101,899 ▲0.8%94,2502.0%FinanceVVisa$12,800,695$44,158 ▼-0.3%36,5252.0%Business ServicesHDHome Depot$12,605,399$13,560 ▲0.1%34,3951.9%Retail/WholesaleABBVAbbVie$12,017,026$180,187 ▼-1.5%57,3551.8%MedicalSOSouthern$11,756,042$42,665 ▲0.4%127,8521.8%UtilitiesAMZNAmazon.com$11,714,309$71,157 ▲0.6%61,5701.8%Retail/WholesaleBACBank of America$10,988,096$89,594 ▲0.8%263,3141.7%FinanceCATCaterpillar$10,968,204$4,947 ▼0.0%33,2581.7%IndustrialsMCDMcDonald's$10,623,676$14,057 ▲0.1%34,0101.6%Retail/WholesaleBRK.BBerkshire Hathaway$10,464,133$245,519 ▼-2.3%19,6481.6%FinanceSCHWCharles Schwab$9,969,165$3,131 ▲0.0%127,3531.5%FinanceCOSTCostco Wholesale$9,613,196$32,157 ▼-0.3%10,1641.5%Retail/WholesaleKOCoca-Cola$9,560,310$128,701 ▲1.4%133,4871.5%Consumer StaplesADPAutomatic Data Processing$8,988,529$30,553 ▼-0.3%29,4191.4%Business ServicesAMATApplied Materials$8,775,702$42,665 ▲0.5%60,4721.3%Computer and TechnologyQCOMQUALCOMM$8,735,033$65,284 ▼-0.7%56,8651.3%Computer and TechnologyCVXChevron$8,598,044$499,361 ▲6.2%51,3961.3%EnergyPGProcter & Gamble$8,535,454$117,589 ▲1.4%50,0851.3%Consumer StaplesMETAMeta Platforms$8,106,411$146,394 ▲1.8%14,0651.2%Computer and TechnologyLMTLockheed Martin$8,003,670$129,545 ▲1.6%17,9171.2%AerospaceAMGNAmgen$7,979,331$14,954 ▲0.2%25,6121.2%MedicalAVGOBroadcom$7,932,744$61,280 ▼-0.8%47,3791.2%Computer and TechnologyGOOGAlphabet$7,790,854$4,687 ▲0.1%49,8681.2%Computer and TechnologyPAYXPaychex$7,454,721$222,782 ▲3.1%48,3191.1%Business ServicesGSThe Goldman Sachs Group$6,708,891$181,366 ▲2.8%12,2811.0%FinanceXOMExxon Mobil$6,267,644$125,591 ▲2.0%52,7001.0%EnergySCCOSouthern Copper$6,234,163$64,301 ▲1.0%66,7041.0%Basic MaterialsWMTWalmart$6,140,564$43,544 ▼-0.7%69,9460.9%Retail/WholesaleDUKDuke Energy$6,091,318$71,840 ▲1.2%49,9410.9%UtilitiesTFCTruist Financial$5,881,148$16,625 ▲0.3%142,9200.9%FinancePANWPalo Alto Networks$5,607,060$198,454 ▲3.7%32,8590.9%Computer and TechnologyTSLATesla$5,539,028$209,660 ▲3.9%21,3730.8%Auto/Tires/TrucksBLACKROCK INC$5,310,980$49,211 ▲0.9%5,6120.8%COMIVViShares Core S&P 500 ETF$4,635,206$44,391 ▼-0.9%8,2490.7%ETFNSCNorfolk Southern$4,567,215$213,640 ▲4.9%19,2830.7%TransportationDLRDigital Realty Trust$4,334,835$125,953 ▲3.0%30,2520.7%FinanceAMDAdvanced Micro Devices$4,224,361$265,788 ▲6.7%41,1170.6%Computer and TechnologyKKRKKR & Co. Inc.$4,028,319$37,920 ▲1.0%34,8440.6%FinanceGPCGenuine Parts$4,023,759$1,123,860 ▼-21.8%33,7730.6%Retail/WholesaleBHPBHP Group$3,938,942$46,744 ▲1.2%81,1480.6%Basic MaterialsCSCOCisco Systems$3,748,573$145,204 ▼-3.7%60,7450.6%Computer and TechnologyGLWCorning$3,520,260$52,189 ▲1.5%76,8950.5%Computer and TechnologyDISWalt Disney$3,455,161$56,259 ▼-1.6%35,0070.5%Consumer DiscretionaryCAHCardinal Health$3,352,678$17,359 ▼-0.5%24,3350.5%MedicalNFLXNetflix$3,309,550$23,313 ▲0.7%3,5490.5%Consumer DiscretionaryGILDGilead Sciences$3,206,496$73,843 ▲2.4%28,6160.5%MedicalRTXRTX$3,129,810$29,936 ▼-0.9%23,6280.5%AerospacePFEPfizer$3,100,536$111,268 ▼-3.5%122,3570.5%MedicalSLViShares Silver Trust$2,959,1740.0%95,4880.5%ETFMELIMercadoLibre$2,859,976$78,035 ▲2.8%1,4660.4%Retail/WholesaleBNBrookfield$2,816,023$16,657 ▲0.6%54,7740.4%FinanceINTCIntel$2,751,459$157,585 ▼-5.4%121,1560.4%Computer and TechnologyFDXFedEx$2,642,733$32,665 ▼-1.2%10,8410.4%TransportationMRKMerck & Co., Inc.$2,550,242$44,162 ▲1.8%28,4120.4%MedicalBMYBristol-Myers Squibb$2,519,802$131,677 ▼-5.0%41,3150.4%MedicalSJMJ. M. Smucker$2,480,204$710 ▼0.0%20,9460.4%Consumer StaplesTJXTJX Companies$2,460,757$24,969 ▲1.0%20,2030.4%Retail/WholesaleGEGE Aerospace$2,450,967$9,207 ▲0.4%12,2450.4%IndustrialsEXCExelon$2,449,428$48,891 ▲2.0%53,1560.4%UtilitiesGDGeneral Dynamics$2,396,261$102,218 ▲4.5%8,7910.4%AerospaceSPGSimon Property Group$2,367,397$145,814 ▲6.6%14,2550.4%FinanceISRGIntuitive Surgical$2,303,502$55,470 ▲2.5%4,6510.4%MedicalMOAltria Group$2,141,843$202,325 ▼-8.6%35,6860.3%Consumer StaplesAEPAmerican Electric Power$2,122,926$1,858 ▼-0.1%19,4280.3%UtilitiesABTAbbott Laboratories$2,096,484$37,008 ▼-1.7%15,8050.3%MedicalCRMSalesforce$2,083,854$6,441 ▲0.3%7,7650.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$2,082,880$138,393 ▼-6.2%16,3900.3%ManufacturingAZNAstraZeneca$2,080,239$2,278 ▼-0.1%28,3030.3%MedicalMDLZMondelez International$2,074,872$6,378 ▼-0.3%30,5810.3%Consumer StaplesDHRDanaher$2,000,108$205 ▲0.0%9,7570.3%MedicalNOWServiceNow$1,976,816$130,567 ▲7.1%2,4830.3%Computer and TechnologyNVSNovartis$1,970,744$80,266 ▼-3.9%17,6780.3%MedicalHSYHershey$1,876,791$130,159 ▲7.5%10,9730.3%Consumer StaplesODFLOld Dominion Freight Line$1,832,468$152,540 ▲9.1%11,0760.3%TransportationCOPConocoPhillips$1,797,061$2,205 ▼-0.1%17,1120.3%EnergyCRWDCrowdStrike$1,767,837$152,667 ▲9.5%5,0140.3%Computer and TechnologyMARMarriott International$1,753,488$27,633 ▼-1.6%7,3610.3%Consumer DiscretionaryBIPBrookfield Infrastructure Partners$1,746,247$28,956 ▼-1.6%58,6190.3%FinancePEPPepsiCo$1,701,288$38,536 ▲2.3%11,3460.3%Consumer StaplesBZHBeazer Homes USA$1,685,846$84,109 ▲5.3%82,6800.3%ConstructionORealty Income$1,608,607$43,217 ▲2.8%27,7300.2%FinanceTSCOTractor Supply$1,607,162$79,672 ▲5.2%29,1690.2%Retail/WholesaleCEGConstellation Energy$1,578,514$2,621 ▲0.2%7,8290.2%EnergySNYSanofi$1,538,850$9,428 ▼-0.6%27,7470.2%MedicalIJRiShares Core S&P Small-Cap ETF$1,367,180$1,359 ▼-0.1%13,0740.2%ETFEPDEnterprise Products Partners$1,339,403$170,630 ▼-11.3%39,2330.2%EnergyPMPhilip Morris International$1,303,0470.0%8,2090.2%Consumer StaplesGLDSPDR Gold Shares$1,239,291$7,204 ▲0.6%4,3010.2%FinanceVZVerizon Communications$1,219,130$285,629 ▼-19.0%26,8770.2%Computer and TechnologyENBEnbridge$1,203,948$165,409 ▲15.9%27,1710.2%EnergyCMAComerica$1,138,059$12,875 ▼-1.1%19,2700.2%FinanceShowing largest 100 holdings. 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