JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Oscar Spain - Director of Tax and Financial Planning
Location
Milton, GA
Holdings as of
30 Sep 2023
Value $
$483,635,666
Num holdings
395
Filing time
05 Jan 2024, 10:50:58 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included UPS, MSFT, AAPL, VMC, and LLY.
Next filing
Q4 2023 - 17 Jan 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Oscar Spain Director of Tax and Financial Planning Milton, Georgia 05 Jan 2024