Jamison Private Wealth Management, Inc. Incresed Positions in Q4 2024

Jamison Private Wealth Management, Inc.

  • $677 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
19.1K
+ 16.36%
$221.69 - $259.02 $4.24M - $4.95M
136K $34B
JNJ
Johnson & Johnson

Healthcare
43.8K
+ 93.67%
$143.34 - $165.86 $6.28M - $7.26M
90.5K $13.1B
TSLA
Tesla, Inc.

Consumer Cyclical
986
+ 5.04%
$213.65 - $479.86 $211K - $473K
20.6K $8.3B
AVGO
Broadcom Inc.

Technology
756
+ 1.61%
$159.67 - $250.0 $121K - $189K
47.7K $11.1B
NVDA
Nvidia Corp

Technology
1.05K
+ 0.55%
$117.0 - $148.88 $123K - $157K
193K $25.9B
SLV
I Shares Silver Trust

ETFs
94.4K
+ 8580.73%
$26.33 - $31.74 $2.49M - $3M
95.5K $2.51B
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 1.66%
$180.88 - $232.93 $181K - $233K
61.2K $13.4B
BX
Blackstone Inc.

Financial Services
1.11K
+ 1.2%
$148.45 - $199.05 $165K - $221K
93.5K $16.1B
JPM
Jpmorgan Chase & CO

Financial Services
1.38K
+ 2.6%
$205.18 - $250.29 $282K - $344K
54.4K $13B
GOOG
Alphabet Inc.

Communication Services
1.19K
+ 2.44%
$163.08 - $198.16 $193K - $235K
49.8K $9.49B
CVX
Chevron Corp

Energy
9.34K
+ 23.91%
$141.15 - $162.53 $1.32M - $1.52M
48.4K $7.01B
SCHW
Schwab Charles Corp

Financial Services
892
+ 0.71%
$63.31 - $82.85 $56.5K - $73.9K
127K $9.42B
BAC
Bank Of America Corp

Financial Services
588
+ 0.23%
$39.22 - $47.77 $23.1K - $28.1K
261K $11.5B
MO
Altria Group, Inc.

Consumer Defensive
18.5K
+ 90.42%
$49.06 - $57.74 $910K - $1.07M
39.1K $2.04B
COST
Costco Wholesale Corp

Consumer Defensive
630
+ 6.58%
$873.59 - $994.69 $550K - $627K
10.2K $9.34B
GLD
Spdr Gold Trust

ETFs
3.56K
+ 493.07%
$236.59 - $257.5 $841K - $915K
4.28K $1.04B
WMT
Walmart Inc.

Consumer Defensive
873
+ 1.25%
$79.1 - $95.7 $69.1K - $83.5K
70.4K $6.36B
ENB
Enbridge Inc

Energy
17.3K
+ 282.29%
$40.4 - $43.92 $699K - $760K
23.4K $994M
NFLX
Netflix Inc

Communication Services
145
+ 4.29%
$687.65 - $936.56 $99.7K - $136K
3.52K $3.14B
CRM
Salesforce, Inc.

Technology
837
+ 12.12%
$270.87 - $367.87 $227K - $308K
7.74K $2.59B
MAR
Marriott International Inc

Consumer Cyclical
1.87K
+ 33.23%
$246.06 - $292.59 $459K - $546K
7.48K $2.09B
PLTR
Palantir Technologies Inc.

Technology
7.65K
+ 566.44%
$36.46 - $82.38 $279K - $630K
9K $680M
DLR
Digital Realty Trust, Inc.

Real Estate
765
+ 2.67%
$156.46 - $195.69 $120K - $150K
29.4K $5.21B
MS
Morgan Stanley

Financial Services
3.96K
+ 152.33%
$104.42 - $134.99 $414K - $535K
6.56K $825M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.83K
+ 841.14%
$55.73 - $66.16 $492K - $584K
9.88K $596M
ADP
Automatic Data Processing Inc

Industrials
160
+ 0.54%
$280.08 - $307.97 $44.8K - $49.3K
29.5K $8.64B
NOW
Service Now, Inc.

Technology
142
+ 6.52%
$867.18 - $1148.42 $123K - $163K
2.32K $2.46B
SPG
Simon Property Group Inc

Real Estate
2.48K
+ 22.74%
$167.23 - $183.84 $414K - $456K
13.4K $2.3B
ISRG
Intuitive Surgical Inc

Healthcare
631
+ 16.15%
$471.27 - $550.62 $297K - $347K
4.54K $2.37B
TFC
Truist Financial Corp

Financial Services
7.96K
+ 5.92%
$41.51 - $48.1 $331K - $383K
143K $6.18B
PM
Philip Morris International Inc.

Consumer Defensive
3.3K
+ 67.29%
$118.38 - $133.06 $391K - $439K
8.21K $988M
ABT
Abbott Laboratories

Healthcare
3.42K
+ 27.01%
$111.93 - $119.39 $383K - $408K
16.1K $1.82B
GILD
Gilead Sciences, Inc.

Healthcare
1.52K
+ 5.75%
$83.95 - $97.9 $128K - $149K
28K $2.58B
PANW
Palo Alto Networks Inc

Technology
15.9K
+ 100.23%
$181.96 - $405.9 $2.89M - $6.44M
31.7K $5.77B
CRWD
Crowd Strike Holdings, Inc.

Technology
241
+ 5.55%
$275.15 - $388.2 $66.3K - $93.6K
4.58K $1.57B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
19
+ 0.62%
$260.53 - $404.79 $4.95K - $7.69K
3.09K $1.18B
SHW
Sherwin Williams CO

Basic Materials
1.22K
+ 58.46%
$338.75 - $399.71 $413K - $488K
3.31K $1.12B
IVV
Ishares Core S&P 500 ETF

ETFs
375
+ 4.72%
$570.51 - $610.59 $214K - $229K
8.33K $4.9B
GLW
Corning Inc

Technology
2.98K
+ 4.1%
$44.11 - $49.76 $132K - $148K
75.8K $3.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
976
+ 5.1%
$442.29 - $483.08 $432K - $471K
20.1K $9.12B
META
Meta Platforms, Inc.

Communication Services
206
+ 1.51%
$554.08 - $632.68 $114K - $130K
13.8K $8.09B
CL
Colgate Palmolive CO

Consumer Defensive
3.09K
+ 531.67%
$90.22 - $102.31 $279K - $316K
3.67K $334M
Brookfield Corp
25
+ 0.05%
N/A
54.5K $3.08B
CAH
Cardinal Health Inc

Healthcare
648
+ 2.72%
$107.89 - $125.33 $69.9K - $81.2K
24.5K $2.89B
FDX
Fedex Corp

Industrials
626
+ 6.05%
$260.5 - $305.15 $163K - $191K
11K $3.09B
LII
Lennox International Inc

Industrials
379
+ 220.35%
$589.36 - $678.43 $223K - $257K
551 $336M
ITW
Illinois Tool Works Inc

Industrials
816
+ 107.09%
$253.56 - $278.5 $207K - $227K
1.58K $400M
PSA
Public Storage

Real Estate
892
+ 85.93%
$289.33 - $360.21 $258K - $321K
1.93K $578M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.92K
+ 122.92%
$123.8 - $167.8 $238K - $322K
3.48K $439M
Activity Summary
Buys All Purchases 140 New Holdings 6 Increased Positions 134 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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