Jamison Private Wealth Management, Inc. - Q12026 Holdings

Jamison Private Wealth Management, Inc. holds 214 stocks with a total portfolio value of $ 822.22M as of Q12026. In Q12026, Jamison Private Wealth Management, Inc. added 13 new positions, increased stakes in 127 stocks, reduced 49 holdings, and fully exited 9 positions. The largest holding is Apple Inc (AAPL), representing 4.13% of the total portfolio.