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Home > Institutional Investor > Jamison Private Wealth Management, Inc. > Profile

Instuitional Investor - Jamison Private Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Jamison Private Wealth Management, Inc.
Portfolio Value $696,505,917
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 64,335 $32,000,881 4.59%
2.
Nvidia Corp
 NVDA 194,758 $30,769,797 4.42%
3.
Apple Inc.
 AAPL 116,947 $23,993,928 3.44%
4.
Vulcan Materials Co
 VMC 80,709 $21,050,399 3.02%
5.
United Parcel Service Inc
 UPS 185,216 $18,695,679 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)