JAMISON PRIVATE WEALTH MANAGEMENT, INC.

RIA/Wealth

JAMISON PRIVATE WEALTH MANAGEMENT, INC. is a RIA/Wealth based in Milton, GA led by Robert Peyton Jamison, reporting $851.3M in AUM as of Q3 2025 with NVDA as the largest holding (4% allocation).

PresidentRobert Peyton Jamison

Portfolio Value: $789.5M
Positions: 209
Top Holding: NVDA at 4.5%
Last Reported: Q3 2025

Address12630 Crabapple Road, Suite 300, Milton, GA, 30004, United States

Top Holdings

Largest long holdings in JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s portfolio (28.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$35.5M	4.50%	-$830.3K Sold	0.00% 190.3K shares	Q3 2023 Held for 2y 2m
2 Apple AAPL	Consumer Electronics Technology	$34.2M	4.34%	+$4.4M Bought	0.00% 134.4K shares	Q3 2023 Held for 2y 2m
3 Microsoft MSFT	Software - Infrastructure Technology	$33.2M	4.21%	-$75.1K Sold	0.00% 64.2K shares	Q3 2023 Held for 2y 2m
4 Vulcan Materials Company VMC	Construction Materials Basic Materials	$24.2M	3.06%	-$659.8K Sold	0.06% 78.6K shares	Q3 2023 Held for 2y 2m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$17.6M	2.22%	+$359.3K Bought	0.00% 55.6K shares	Q3 2023 Held for 2y 2m
6 Blackstone BX	Asset Management Financial Services	$16.5M	2.09%	+$198.5K Bought	0.01% 96.7K shares	Q3 2023 Held for 2y 2m
7 United Parcel Service, Inc. UPS	Integrated Freight & Logistics Industrials	$16.3M	2.07%	+$876.4K Bought	0.02% 195.7K shares	Q3 2023 Held for 2y 2m
8 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$16.2M	2.06%	+$7.3M Bought	0.00% 87.5K shares	Q3 2023 Held for 2y 2m
9 Caterpillar CAT	Agricultural - Machinery Industrials	$16.2M	2.05%	+$46.8K Bought	0.01% 33.9K shares	Q3 2023 Held for 2y 2m
10 Broadcom Inc. AVGO	Semiconductors Technology	$16.0M	2.03%	+$77.9K Bought	0.00% 48.6K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s latest filing

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Market Value

$789.5M

Prior: $696.5M

Q/Q Change

+13.35%

+$93.0M

Net Flows % of MV

+4.55%

Turnover Ratio

2.94%

New Purchases

4 stocks

$895.9K

Added To

129 stocks

+$38.9M

Sold Out Of

2 stocks

$429.0K

Reduced Holdings

48 stocks

-$3.4M

Increased Positions

Position	Shares Δ	Change
1 Cloudflare, Inc. NET	New	0 → 1.9K +$397.2K
2 Hims & Hers Health HIMS	New	0 → 4.2K +$237.0K
3 HMC Honda Motor Co., Ltd. HMC	New	0 → 7.5K +$230.4K
4 Borr Drilling BORR	New	0 → 11.6K +$31.3K
5 GLD SPDR Gold Trust GLD	+476.54%	746.0 → 4.3K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 Clorox CLX	Sold	1.9K → 0 −$226.8K
2 Oneok OKE	Sold	2.5K → 0 −$202.2K
3 Schwab U.S. Large-Cap Growth SCHG	-30.68%	17.6K → 12.2K −$172.6K
4 DraftKings Inc. DKNG	-28.09%	12.6K → 9.1K −$132.7K
5 3M MMM	-26.88%	2.0K → 1.5K −$84.3K