HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
64,557 | +280 | $27,160 |
| MSFT | 64,557 | +280 | $27,160 |
| UNITED PARCEL SERVICE INC |
174,017 | +1,186 | $25,864 |
| UPS | 174,017 | +1,186 | $25,864 |
| VULCAN MATLS CO |
81,753 | +3 | $22,312 |
| VMC | 81,753 | +3 | $22,312 |
| APPLE INC |
116,650 | +679 | $20,003 |
| AAPL | 116,650 | +679 | $20,003 |
| NVIDIA CORPORATION |
19,088 | -334 | $17,247 |
| NVDA | 19,088 | -334 | $17,247 |
| ELI LILLY & CO |
21,903 | -164 | $17,040 |
| LLY | 21,903 | -164 | $17,040 |
| WASTE MGMT INC DEL |
68,214 | -388 | $14,540 |
| WM | 68,214 | -388 | $14,540 |
| HOME DEPOT INC |
32,901 | +628 | $12,621 |
| HD | 32,901 | +628 | $12,621 |
| BLACKSTONE INC |
92,815 | -146 | $12,193 |
| BX | 92,815 | -146 | $12,193 |
| CATERPILLAR INC |
33,076 | -7 | $12,120 |
| CAT | 33,076 | -7 | $12,120 |
| APPLIED MATLS INC |
57,964 | +122 | $11,954 |
| AMAT | 57,964 | +122 | $11,954 |
| AMAZON COM INC |
60,327 | +1,514 | $10,882 |
| AMZN | 60,327 | +1,514 | $10,882 |
| VISA INC |
37,230 | -124 | $10,390 |
| V | 37,230 | -124 | $10,390 |
| JPMORGAN CHASE & CO |
50,265 | +968 | $10,068 |
| JPM | 50,265 | +968 | $10,068 |
| BANK AMERICA CORP |
257,265 | +1,606 | $9,755 |
| BAC | 257,265 | +1,606 | $9,755 |
| ABBVIE INC |
52,226 | +784 | $9,510 |
| ABBV | 52,226 | +784 | $9,510 |
| MCDONALDS CORP |
33,088 | +191 | $9,329 |
| MCD | 33,088 | +191 | $9,329 |
| QUALCOMM INC |
54,657 | +879 | $9,253 |
| QCOM | 54,657 | +879 | $9,253 |
| SCHWAB CHARLES CORP |
122,270 | +1,560 | $8,845 |
| SCHW | 122,270 | +1,560 | $8,845 |
| SOUTHERN CO |
121,931 | +1,674 | $8,747 |
| SO | 121,931 | +1,674 | $8,747 |
| COCA COLA CO |
137,968 | -268 | $8,441 |
| KO | 137,968 | -268 | $8,441 |
| SOUTHERN COPPER CORP |
74,344 | -284 | $7,919 |
| SCCO | 74,344 | -284 | $7,919 |
 BERKSHIRE HATHAWAY INC DEL |
$7,690 | ||
| BRK.B | 18,288 | +637 | $7,690 |
| LOCKHEED MARTIN CORP |
16,785 | +141 | $7,635 |
| LMT | 16,785 | +141 | $7,635 |
| PROCTER AND GAMBLE CO |
46,468 | +69 | $7,539 |
| PG | 46,468 | +69 | $7,539 |
| AUTOMATIC DATA PROCESSING IN |
29,553 | -73 | $7,380 |
| ADP | 29,553 | -73 | $7,380 |
| JOHNSON & JOHNSON |
45,327 | +898 | $7,170 |
| JNJ | 45,327 | +898 | $7,170 |
| ALPHABET INC |
46,908 | +961 | $7,142 |
| GOOG | 46,908 | +961 | $7,142 |
| AMGEN INC |
23,843 | +719 | $6,779 |
| AMGN | 23,843 | +719 | $6,779 |
| COSTCO WHSL CORP NEW |
9,197 | +369 | $6,738 |
| COST | 9,197 | +369 | $6,738 |
| GENUINE PARTS CO |
43,069 | +9,447 | $6,673 |
| GPC | 43,069 | +9,447 | $6,673 |
| META PLATFORMS INC |
13,373 | +207 | $6,493 |
| META | 13,373 | +207 | $6,493 |
| ADVANCED MICRO DEVICES INC |
34,835 | +547 | $6,287 |
| AMD | 34,835 | +547 | $6,287 |
| PAYCHEX INC |
48,256 | +140 | $5,926 |
| PAYX | 48,256 | +140 | $5,926 |
| BROADCOM INC |
4,468 | +15 | $5,921 |
| AVGO | 4,468 | +15 | $5,921 |
| INTEL CORP |
126,348 | +3,983 | $5,581 |
| INTC | 126,348 | +3,983 | $5,581 |
| EXXON MOBIL CORP |
45,387 | +698 | $5,276 |
| XOM | 45,387 | +698 | $5,276 |
| TRUIST FINL CORP |
127,908 | +5,283 | $4,986 |
| TFC | 127,908 | +5,283 | $4,986 |
| CHEVRON CORP NEW |
30,156 | +1,648 | $4,757 |
| CVX | 30,156 | +1,648 | $4,757 |
| NORFOLK SOUTHN CORP |
18,332 | -161 | $4,672 |
| NSC | 18,332 | -161 | $4,672 |
| DUKE ENERGY CORP NEW |
47,266 | -259 | $4,571 |
| DUK | 47,266 | -259 | $4,571 |
| DISNEY WALT CO |
36,437 | -756 | $4,458 |
| DIS | 36,437 | -756 | $4,458 |
| BHP GROUP LTD |
76,963 | +382 | $4,440 |
| BHP | 76,963 | +382 | $4,440 |
| PALO ALTO NETWORKS INC |
15,378 | +62 | $4,369 |
| PANW | 15,378 | +62 | $4,369 |
| GOLDMAN SACHS GROUP INC |
10,405 | +218 | $4,346 |
| GS | 10,405 | +218 | $4,346 |
| BLACKROCK INC |
5,181 | -19 | $4,319 |
| BLK | 5,181 | -19 | $4,319 |
| PFIZER INC |
154,407 | +33 | $4,285 |
| PFE | 154,407 | +33 | $4,285 |
| WALMART INC |
65,748 | +44,024 | $3,956 |
| WMT | 65,748 | +44,024 | $3,956 |
| DIGITAL RLTY TR INC |
26,348 | +702 | $3,795 |
| DLR | 26,348 | +702 | $3,795 |
| CISCO SYS INC |
67,980 | +1,330 | $3,393 |
| CSCO | 67,980 | +1,330 | $3,393 |
See Full List: All Stocks Held By Jamison Private Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jamison Private Wealth Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $593,683 At 12/31/2023: $534,028 Jamison Private Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jamison Private Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
