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13F-HR filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-14, with 209 holding rows worth $789,495,570.

Accession
0002006637-25-000006
Filed
2025-10-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 209 entries on the cover page, a total value of $789,495,570 stated on the cover page (in dollars after the unit check, H1), rows summing to $789,495,570 with VALUE read as dollars as filed, 13F file number 028-23486. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM190,308$35,507,735dollars as filed
Apple Inc037833100COM134,414$34,225,665dollars as filed
Microsoft Corp594918104COM64,190$33,247,475dollars as filed
VULCAN MATLS CO COM929160109Stock78,564$24,167,707dollars as filed
JPMorgan Chase & Co46625H100COM55,641$17,550,779dollars as filed
BLACKSTONE INC09260D107COM96,682$16,518,161dollars as filed
United Parcel Service,Inc. Class B911312106COM195,708$16,347,483dollars as filedprincipal
Johnson & Johnson478160104COM87,545$16,232,745dollars as filed
Caterpillar Inc.149123101COM33,945$16,196,953dollars as filed
Broadcom Inc.11135F101COM48,634$16,044,807dollars as filed
Eli Lilly and Company532457108COM20,898$15,945,412dollars as filed
Waste Management, Inc.94106L109COM66,637$14,715,338dollars as filed
Home Depot, Inc437076102COM35,207$14,265,853dollars as filed
Amazon.com, Inc023135106COM63,371$13,914,371dollars as filed
Bank of America Corp060505104COM266,982$13,773,594dollars as filed
AbbVie,Inc.00287Y109COM58,826$13,620,676dollars as filed
Applied Materials,Inc.038222105COM61,372$12,565,320dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM51,353$12,506,821dollars as filed
Visa Inc92826C839COM36,231$12,368,678dollars as filed
Charles Schwab Corp808513105COM129,521$12,365,434dollars as filed
Southern Company842587107COM129,344$12,257,897dollars as filed
META PLATFORMS INC CL A30303M102COM14,565$10,696,365dollars as filed
McDonalds Corporation580135101COM34,477$10,477,265dollars as filed
Goldman Sachs Group,Inc.38141G104COM13,029$10,375,498dollars as filed
Tesla Motors, Inc88160R101COM22,811$10,144,509dollars as filed
Berkshire Hathaway Inc084670702COM19,859$9,983,915dollars as filed
Qualcomm Incorporated747525103COM58,543$9,739,269dollars as filed
Costco Wholesale Corporation22160K105COM10,270$9,506,526dollars as filed
Lockheed Martin Corporation539830109COM18,844$9,407,469dollars as filed
Coca-Cola Company191216100COM134,686$8,932,419dollars as filed
Automatic Data Processing,Inc.053015103COM30,183$8,858,837dollars as filed
Chevron Corporation166764100COM55,550$8,626,430dollars as filed
SOUTHERN COPPER CORP84265V105COM69,477$8,431,672dollars as filed
Procter & Gamble Co742718109COM50,325$7,732,484dollars as filed
Amgen Inc.031162100COM27,305$7,705,672dollars as filed
Walmart Inc.931142103COM72,617$7,483,939dollars as filed
Advanced Micro Devices,Inc.007903107COM45,993$7,441,208dollars as filed
BlackRock,Inc.09290D101COM5,914$6,895,713dollars as filed
PALO ALTO NETWORKS INC697435105COM33,647$6,851,203dollars as filed
TRUIST FINL CORP COM89832Q109Stock147,582$6,747,456dollars as filed
CORNING INC219350105COM79,554$6,525,815dollars as filed
Duke Energy Corporation26441C204COM51,440$6,365,732dollars as filed
PAYCHEX INC704326107COM49,333$6,253,496dollars as filed
EXXON MOBIL CORP30231G102COM53,667$6,050,999dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock19,971$5,999,459dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS8,413$5,630,541dollars as filed
DIGITAL RLTY TR INC COM253868103REIT32,229$5,571,643dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT29,061$5,453,906dollars as filed
KKR & CO INC48251W104COM35,892$4,664,240dollars as filed
Netflix, Inc64110L106COM3,877$4,648,213dollars as filed
GENUINE PARTS CO COM372460105Stock33,237$4,606,661dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR81,227$4,528,431dollars as filed
Cisco Systems,Inc.17275R102COM59,987$4,104,306dollars as filed
iShares Silver Trust46428Q109COM95,488$4,045,827dollars as filed
CARDINAL HEALTH INC14149Y108COM25,393$3,985,751dollars as filed
Raytheon Technologies Corporation75513E101COM23,481$3,929,032dollars as filed
General Electric Company369604301COM12,650$3,805,317dollars as filed
Walt Disney Co254687106COM32,633$3,736,508dollars as filed
MERCADOLIBREINC58733R102STOK1,586$3,706,387dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock55,561$3,637,730dollars as filed
Intel Corp458140100COM105,498$3,539,458dollars as filed
Gilead Sciences,Inc.375558103COM31,453$3,491,276dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock9,773$3,332,530dollars as filed
TJX Companies Inc872540109COM21,141$3,055,772dollars as filed
FEDEX CORP COM31428X106Stock12,606$2,972,797dollars as filed
Merck & Co.,Inc.58933Y105COM33,883$2,843,768dollars as filed
EXELON CORP COM30161N101Stock61,749$2,779,328dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF16,780$2,760,998dollars as filed
Pfizer Inc.717081103COM106,450$2,712,357dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM5,460$2,677,475dollars as filed
ServiceNow,Inc.81762P102COM2,850$2,622,799dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock7,667$2,522,950dollars as filed
Altria Group Inc02209S103COM35,686$2,357,383dollars as filed
Palantir Technologies Inc. Class A69608A108COM12,343$2,251,611dollars as filed
Intuitive Surgical,Inc.46120E602COM4,984$2,228,995dollars as filed
HERSHEY CO COM427866108Stock11,866$2,219,540dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR17,227$2,209,191dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock19,593$2,204,171dollars as filed
PepsiCo,Inc.713448108COM15,491$2,175,506dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR28,056$2,152,463dollars as filed
Abbott Laboratories002824100COM15,769$2,112,064dollars as filed
Salesforce.com, Inc79466L302COM8,889$2,106,779dollars as filed
BEAZER HOMES USA INC07556Q881COMMON STOCK81,130$1,991,742dollars as filed
ENBRIDGE INC COM29250N105Stock39,223$1,979,194dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock7,598$1,978,875dollars as filed
Danaher Corporation235851102COM9,687$1,920,620dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,952$1,889,713dollars as filed
BROOKFIELD INFRASTRUCTURE PAG16252101LP INT UNIT57,053$1,876,490dollars as filed
REALTY INCOME CORP COM756109104REIT30,565$1,858,058dollars as filed
TRACTOR SUPPLY CO COM892356106Stock32,122$1,826,808dollars as filed
Mondelez International,Inc. Class A609207105COM28,989$1,810,904dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS15,122$1,796,947dollars as filed
Bristol-Myers Squibb Company110122108COM38,501$1,736,416dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock12,278$1,728,536dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,708$1,630,751dollars as filed
ConocoPhillips20825C104COM17,102$1,617,716dollars as filed
Morgan Stanley617446448COM9,900$1,573,719dollars as filed
SPDR GOLD TR78463V107GOLD SHS4,301$1,528,877dollars as filed
UnitedHealth Group Inc91324P102COM4,232$1,461,407dollars as filed
American Express Company025816109COM4,220$1,401,754dollars as filed
IMPINJ INC453204109COM7,415$1,340,262dollars as filed
Philip Morris International Inc.718172109COM8,209$1,331,534dollars as filed
ISHARES TR46432F834COM16,098$1,329,408dollars as filed
COMERICAINC200340107COM19,129$1,310,712dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR26,975$1,273,221dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM39,386$1,231,596dollars as filed
Verizon Communications Inc92343V104COM27,492$1,208,258dollars as filed
GE Vernova Inc.36828A101COM1,933$1,188,756dollars as filed
CAMECO CORP COM13321L108Stock14,150$1,186,620dollars as filed
Citigroup Inc.172967424COM10,972$1,113,707dollars as filed
SHERWIN WILLIAMS CO824348106COM3,207$1,110,328dollars as filed
Lam Research Corporation512807306COM8,214$1,099,916dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT15,176$982,344dollars as filed
TOLL BROTHERS INC COM889478103Stock6,975$963,585dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,055$962,707dollars as filed
Starbucks Corporation855244109COM11,338$959,198dollars as filed
PAYPALHLDGSINC70450Y103STOK13,595$911,681dollars as filed
ZSCALERINC98980G102STOK3,022$905,573dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT57,590$904,163dollars as filed
SPY78462F103SHS1,350$899,213dollars as filed
VEEVA SYS INC CL A COM922475108Stock2,966$883,602dollars as filed
Adobe Inc00724F101COM2,504$883,286dollars as filed
CUMMINS INC COM231021106Stock2,002$845,731dollars as filed
Stryker Corporation863667101COM2,269$838,860dollars as filed
iShares Gold Trust464285204COM10,887$792,247dollars as filed
FASTENAL CO COM311900104Stock16,061$787,628dollars as filed
NIKE,Inc. Class B654106103COM11,218$782,208dollars as filed
GSK PLC SPONSORED ADR37733W204ADR17,905$772,762dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS8,814$769,551dollars as filed
Boeing Company097023105COM3,545$765,118dollars as filed
GENERAL MILLS INC COM370334104Stock14,653$738,790dollars as filed
KEYCORP COM493267108Stock39,012$729,137dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock5,024$718,921dollars as filed
SYSCOCORP871829107COM8,575$706,085dollars as filed
ATMOS ENERGY CORP COM049560105Stock4,135$706,022dollars as filed
CONSOLIDATED EDISON INC209115104COM6,910$694,600dollars as filed
AFLAC INC COM001055102Stock6,122$683,852dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,103$669,508dollars as filed
OCCIDENTAL PETE CORP674599105COM13,685$646,601dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock19,619$627,024dollars as filed
NOVO-NORDISK A S ADR670100205ADR11,248$624,152dollars as filed
Medtronic PlcG5960L103COM6,512$620,198dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS5,971$596,833dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock5,283$590,852dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,651$578,313dollars as filed
Lowes Companies,Inc.548661107COM2,287$574,865dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS15,302$563,267dollars as filed
DOLLAR GEN CORP COM256677105Stock5,280$545,727dollars as filed
PUBLIC STORAGE COM74460D109REIT1,862$537,843dollars as filed
BLOCK INC CL A852234103Stock7,425$536,605dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock10,523$536,463dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock10,817$530,483dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR8,383$527,345dollars as filed
iShares Russell Midcap ETF464287499SHS5,449$526,101dollars as filed
Prologis,Inc.74340W103COM4,583$524,856dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT29,598$503,752dollars as filed
IJH464287507COM7,588$495,194dollars as filed
International Business Machines Corporation459200101COM1,751$494,077dollars as filed
Vanguard S&P 500 ETF922908363COM806$493,620dollars as filed
BECTON DICKINSON & CO075887109COM2,583$483,491dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock3,558$463,430dollars as filed
Schwab U.S. Broad Market ETF808524102SHS17,254$443,602dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK11,306$443,083dollars as filed
ISHARES TR464287168COM3,090$439,115dollars as filed
Uber Technologies90353T100COM4,472$438,122dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,398$415,974dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,587$413,745dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock5,247$408,747dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR4,227$403,379dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock1,851$397,207dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS12,226$390,158dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock8,250$382,820dollars as filed
VGT92204A702SHS509$380,203dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,824$371,320dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,326$351,101dollars as filed
UNITED BANKSHARES INC WEST VA COM909907107Stock9,348$347,840dollars as filed
AUBURN NATL BANCORP050473107COM12,707$344,495dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A9,084$339,742dollars as filed
KRAFT HEINZ CO COM500754106Stock12,776$332,684dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock8,415$330,036dollars as filed
Vanguard Growth922908736COM666$319,220dollars as filed
Oracle Corporation68389X105COM1,076$302,528dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock3,681$294,272dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS1,980$294,248dollars as filed
LENNOX INTL INC COM526107107Stock552$292,291dollars as filed
MACYS INC COM55616P104Stock15,444$276,912dollars as filed
SOUTHSIDE BANCSHARES INC84470P109COMMON STOCK9,404$265,652dollars as filed
VERALTO CORP COM SHS92338C103Stock2,373$252,986dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS8,956$249,876dollars as filed
SHELL PLC SPON ADS780259305ADR3,434$245,660dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS877$244,938dollars as filed
SCHD808524797COM8,946$244,220dollars as filed
BANK NOVA SCOTIA B C COM064149107Stock3,765$243,408dollars as filed
FERRARI N VN3167Y103COM494$239,700dollars as filed
Texas Instruments Incorporated882508104COM1,295$238,015dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A4,178$236,977dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock825$236,825dollars as filed
iShares Russell 2000 ETF464287655SHS973$235,528dollars as filed
ENTERGY CORP NEW COM29364G103Stock2,523$235,144dollars as filed
PHILLIPS 66 COM718546104Stock1,707$232,244dollars as filed
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR7,481$230,415dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,145$229,971dollars as filed
3M CO COM88579Y101Stock1,477$229,177dollars as filed
SYNOVUS FINL CORP87161C501COM NEW4,532$222,426dollars as filed
RH74967X103COM1,068$216,975dollars as filed
SNOWFLAKE INC COM SHS833445109Stock958$216,077dollars as filed
CULLEN FROST BANKERS INC COM229899109Stock1,692$214,512dollars as filed
ARBOR REALTY TRUST INC038923108COM15,108$184,469dollars as filed
BORR DRILLING LTDG1466R173COMMON STOCK11,622$31,264dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002006637-25-000006this filing2025-10-14acceptance time not in the bulk data set