$484 Million is the total value of JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s 396 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 1 | Q3 2023 | 5.6% |
| MICROSOFT CORP | 1 | Q3 2023 | 4.2% |
| APPLE INC | 1 | Q3 2023 | 4.2% |
| VULCAN MATLS CO | 1 | Q3 2023 | 3.4% |
| ELI LILLY & CO | 1 | Q3 2023 | 2.5% |
| WASTE MGMT INC DEL | 1 | Q3 2023 | 2.2% |
| BLACKSTONE INC | 1 | Q3 2023 | 2.1% |
| HOME DEPOT INC | 1 | Q3 2023 | 2.0% |
| CATERPILLAR INC | 1 | Q3 2023 | 1.9% |
| MCDONALDS CORP | 1 | Q3 2023 | 1.8% |
View JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2024-01-05 |
View JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.