Jamison Private Wealth Management, Inc.
Jamison Private Wealth Management, Inc. is a wealth management firm headquartered in Milton, Georgia, United States. Founded in 2000s, the firm provides investment management and financial planning services, primarily serving individuals (including high net worth individuals), charitable organizations, pension and profit-sharing plans, and other businesses. The firm employs 4 people, all in investor-facing or advisory roles.
Investment Strategy
Jamison Private Wealth Management, Inc. offers diversified investment portfolios tailored to client objectives and risk profiles. The firm predominantly serves individuals and families, using a mix of equities, fixed income, and alternative investments. Holdings are diversified across sectors and include large positions in companies like Microsoft, Apple, NVIDIA, and Amazon. The firm emphasizes discretionary management, with most assets managed directly for clients' unique goals.
Top Holdings
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.50% | $35.5M | 190,308 | $46.38 | $186.58 | +$4.7M |
A AAPL | APPLE INC | 4.34% | $34.2M | 134,414 | $192.31 | $254.63 | +$10.2M |
M MSFT | MICROSOFT CORP | 4.21% | $33.2M | 64,190 | $318.33 | $517.95 | +$1.2M |
V VMC | VULCAN MATLS CO | 3.06% | $24.2M | 78,564 | $202.02 | $307.62 | +$3.1M |
J JPM | JPMORGAN CHASE & CO. | 2.22% | $17.6M | 55,641 | $155.73 | $315.43 | +$1.8M |