Jamison Private Wealth Management, Inc. Purchases in Q3 2024

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
907
+ 20.65%
$57.32 - $62.65 $52K - $56.8K
5.3K $330M
CCJ
Cameco Corp

Energy
1.68K
+ 33.29%
$36.9 - $53.72 $61.9K - $90.1K
6.72K $321M
Gsk PLC
784
+ 4.59%
N/A
17.8K $730M
FAST
Fastenal CO

Industrials
26
+ 0.32%
$62.09 - $71.83 $1.61K - $1.87K
8.05K $575M
SNV
Synovus Financial Corp

Financial Services
35
+ 0.22%
$39.32 - $47.62 $1.38K - $1.67K
16K $711M
AUBN
Auburn National Bancorporation, Inc

Financial Services
300
+ 2.21%
$17.5 - $24.35 $5.25K - $7.31K
13.9K $317M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
682
+ 44.43%
$77.02 - $85.06 $52.5K - $58K
2.22K $187M
TXN
Texas Instruments Inc

Technology
326
+ 881.08%
$194.6 - $194.6 $63.4K - $63.4K
363 $74.9M
FCX
Freeport Mcmoran Inc

Basic Materials
1.3K
+ 90.13%
$39.52 - $51.92 $51.3K - $67.3K
2.74K $137M
COF
Capital One Financial Corp

Financial Services
418
New
$131.42 - $153.05 $54.9K - $64K
418 $62.6M
GPC
Genuine Parts CO

Consumer Cyclical
8
+ 0.02%
$131.04 - $147.11 $1.05K - $1.18K
43.2K $6.03B
SYY
Sysco Corp

Consumer Defensive
7
+ 0.08%
$69.16 - $78.98 $484 - $553
8.74K $682M
DG
Dollar General Corp

Consumer Defensive
1.02K
+ 164.84%
$80.41 - $132.42 $82.2K - $135K
1.64K $139M
GPN
Global Payments Inc

Industrials
2
+ 0.02%
$92.66 - $112.97 $185 - $226
8.55K $876M
SCHG
Schwab Strategic Tr Us Large C

ETFs
415
+ 23.46%
$92.63 - $105.69 $38.4K - $43.9K
2.18K $228M
ADM
Archer Daniels Midland CO

Consumer Defensive
848
+ 35.78%
$57.96 - $65.72 $49.2K - $55.7K
3.22K $192M
IP
International Paper CO

Consumer Cyclical
21
+ 0.26%
$42.55 - $49.98 $894 - $1.05K
8.17K $399M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
258
+ 44.25%
$147.95 - $191.05 $38.2K - $49.3K
841 $146M
AEE
Ameren Corp

Utilities
505
New
$70.45 - $87.46 $35.6K - $44.2K
505 $44.2M
DVY
Ishares Tr

ETFs
4
+ 0.13%
$119.99 - $135.74 $480 - $543
3.07K $415M
Veralto Corp
9
+ 0.38%
N/A
2.35K $263M
ITW
Illinois Tool Works Inc

Industrials
76
+ 11.08%
$233.14 - $263.97 $17.7K - $20.1K
762 $200M
CVX
Chevron Corp

Energy
2.51K
+ 6.88%
$137.88 - $161.97 $347K - $407K
39.1K $5.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.25%
$475.2 - $527.7 $1.43K - $1.58K
1.21K $636M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.54%
$156.14 - $187.2 $937 - $1.12K
1.11K $205M
MA
Mastercard Inc

Financial Services
49
+ 28.32%
$429.6 - $500.99 $21.1K - $24.5K
222 $110M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.3%
$182.15 - $182.15 $1.09K - $1.09K
2.03K $403M
SLV
I Shares Silver Trust

ETFs
1.1K
New
$24.33 - $29.38 $26.8K - $32.3K
1.1K $31.3M
RYN
Rayonier Inc

Real Estate
8
+ 0.08%
$27.69 - $32.25 $222 - $258
9.73K $313M
LAMR
Lamar Advertising CO

Real Estate
84
+ 6.64%
$110.9 - $135.58 $9.32K - $11.4K
1.35K $180M
UL
Unilever PLC

Consumer Defensive
405
+ 202.5%
$54.7 - $65.59 $22.2K - $26.6K
605 $39.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
New
$3305.62 - $4268.05 $19.8K - $25.6K
6 $25.3M
UNP
Union Pacific Corp

Industrials
93
+ 265.71%
$221.78 - $256.09 $20.6K - $23.8K
128 $31.6M
TM
Toyota Motor Corp

Consumer Cyclical
126
+ 300.0%
$167.18 - $207.59 $21.1K - $26.2K
168 $30M
ING
Ing Groep Nv

Financial Services
1.18K
New
$16.55 - $18.66 $19.5K - $21.9K
1.18K $21.4M
MPTI
M Tron Industries, Inc.

Technology
500
New
$29.68 - $41.69 $14.8K - $20.8K
500 $20.8M
D
Dominion Energy, Inc

Utilities
10
+ 0.44%
$48.01 - $58.53 $480 - $585
2.29K $132M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 3.9%
$161.02 - $200.0 $364K - $452K
60.2K $11.2B
ABR
Arbor Realty Trust Inc

Real Estate
203
+ 1.51%
$12.89 - $15.66 $2.62K - $3.18K
13.7K $212M
TTE
Total Energies Se

Energy
297
New
$68.61 - $68.61 $20.4K - $20.4K
297 $19.2M
VEA
Vanguard Ftse Developed Market

ETFs
188
+ 6.96%
$47.6 - $53.31 $8.95K - $10K
2.89K $153M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10
+ 0.22%
$46.9 - $51.96 $469 - $520
4.57K $235M
IXN
Ishares Global Information Tec

ETFs
229
New
$73.0 - $87.81 $16.7K - $20.1K
229 $18.9M
RF
Regions Financial Corp

Financial Services
14
+ 0.27%
$19.51 - $23.42 $273 - $328
5.25K $122M
SAN
Banco Santander, S.A.

Financial Services
3.17K
New
$4.37 - $5.16 $13.9K - $16.4K
3.17K $16.2M
RACE
Ferrari N.V.

Consumer Cyclical
22
+ 27.16%
$405.92 - $496.79 $8.93K - $10.9K
103 $48.4M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.41K
New
$9.55 - $11.13 $13.5K - $15.7K
1.41K $15.3M
VST
Vistra Corp.

Utilities
122
New
$69.0 - $119.06 $8.42K - $14.5K
122 $14.5M
LVS
Las Vegas Sands Corp

Consumer Cyclical
284
New
$37.86 - $51.12 $10.8K - $14.5K
284 $14.3M
Activity Summary
Buys All Purchases 245 New Holdings 40 Increased Positions 205 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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