Jamison Private Wealth Management, Inc. - Q42025 Holdings

Jamison Private Wealth Management, Inc. holds 210 stocks with a total portfolio value of $ 823.05M as of Q42025. In Q42025, Jamison Private Wealth Management, Inc. added 4 new positions, increased stakes in 123 stocks, reduced 61 holdings, and fully exited 3 positions. The largest holding is Apple Inc (AAPL), representing 4.43% of the total portfolio.