Jamison Private Wealth Management, Inc. Incresed Positions in Q2 2025

Jamison Private Wealth Management, Inc.

  • $697 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.08K
+ 1.61%
$94.31 - $157.99 $291K - $487K
195K $30.8B
MSFT
Microsoft Corp

Technology
102
+ 0.16%
$354.56 - $497.45 $36.2K - $50.7K
64.3K $32B
AVGO
Broadcom Inc.

Technology
1.02K
+ 2.15%
$146.29 - $275.65 $149K - $281K
48.4K $13.3B
JPM
Jpmorgan Chase & CO

Financial Services
314
+ 0.58%
$210.28 - $289.91 $66K - $91K
54.5K $15.8B
META
Meta Platforms, Inc.

Communication Services
177
+ 1.26%
$484.66 - $738.09 $85.8K - $131K
14.2K $10.5B
AMAT
Applied Materials Inc

Technology
470
+ 0.78%
$126.95 - $183.52 $59.7K - $86.3K
60.9K $11.2B
GS
Goldman Sachs Group Inc

Financial Services
310
+ 2.52%
$462.22 - $707.75 $143K - $219K
12.6K $8.91B
CAT
Caterpillar Inc

Industrials
589
+ 1.77%
$273.94 - $388.21 $161K - $229K
33.8K $13.1B
AMD
Advanced Micro Devices Inc

Technology
2.94K
+ 7.15%
$78.21 - $143.81 $230K - $423K
44.1K $6.25B
SPG
Simon Property Group Inc

Real Estate
13K
+ 91.06%
$140.37 - $171.44 $1.82M - $2.23M
27.2K $4.38B
NFLX
Netflix Inc

Communication Services
203
+ 5.72%
$855.86 - $1339.13 $174K - $272K
3.75K $5.02B
SCHW
Schwab Charles Corp

Financial Services
300
+ 0.24%
$69.06 - $91.24 $20.7K - $27.4K
128K $11.6B
BAC
Bank Of America Corp

Financial Services
2.8K
+ 1.06%
$34.39 - $47.46 $96.4K - $133K
266K $12.6B
TSLA
Tesla, Inc.

Consumer Cyclical
458
+ 2.14%
$221.86 - $362.89 $102K - $166K
21.8K $6.93B
PANW
Palo Alto Networks Inc

Technology
153
+ 0.47%
$152.44 - $204.64 $23.3K - $31.3K
33K $6.76B
GOOG
Alphabet Inc.

Communication Services
340
+ 0.68%
$146.58 - $180.01 $49.8K - $61.2K
50.2K $8.91B
BX
Blackstone Inc.

Financial Services
1.27K
+ 1.35%
$120.07 - $151.11 $152K - $192K
95.5K $14.3B
DLR
Digital Realty Trust, Inc.

Real Estate
514
+ 1.7%
$136.11 - $177.69 $70K - $91.3K
30.8K $5.36B
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 0.41%
$1794.73 - $2613.63 $10.8K - $15.7K
1.47K $3.85B
CAH
Cardinal Health Inc

Healthcare
1.17K
+ 4.8%
$125.0 - $168.0 $146K - $196K
25.5K $4.28B
WMT
Walmart Inc.

Consumer Defensive
294
+ 0.42%
$81.79 - $99.98 $24K - $29.4K
70.2K $6.87B
NOW
Service Now, Inc.

Technology
128
+ 5.16%
$721.65 - $1040.18 $92.4K - $133K
2.61K $2.68B
Blackrock Inc
87
+ 1.55%
N/A
5.7K $5.98B
SCCO
Southern Copper Corp

Basic Materials
1.51K
+ 2.27%
$75.63 - $104.64 $114K - $158K
68.2K $6.9B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.37K
+ 194.07%
$320.42 - $424.58 $440K - $583K
2.08K $884M
GLW
Corning Inc

Technology
974
+ 1.27%
$39.07 - $52.59 $38.1K - $51.2K
77.9K $4.1B
NSC
Norfolk Southern Corp

Industrials
732
+ 3.8%
$206.34 - $257.46 $151K - $188K
20K $5.12B
QCOM
Qualcomm Inc

Technology
1.26K
+ 2.21%
$124.66 - $159.48 $157K - $201K
58.1K $9.26B
IEFA
Ishares Tr

ETFs
4.91K
+ 126.0%
$67.83 - $84.09 $333K - $413K
8.81K $736M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
343
+ 2.09%
$113.67 - $150.4 $39K - $51.6K
16.7K $2.52B
LMT
Lockheed Martin Corp

Industrials
178
+ 0.99%
$430.82 - $486.45 $76.7K - $86.6K
18.1K $8.38B
NKE
Nike, Inc.

Consumer Cyclical
3.85K
+ 43.18%
$53.27 - $72.04 $205K - $278K
12.8K $908M
Lam Research Corp
1.38K
+ 21.5%
N/A
7.79K $758M
PI
Impinj Inc

Technology
1.86K
+ 45.0%
$62.54 - $125.05 $116K - $232K
5.98K $665M
ASML
Asml Holding Nv

Technology
71
+ 4.43%
$595.37 - $815.24 $42.3K - $57.9K
1.67K $1.34B
CMI
Cummins Inc

Industrials
709
+ 64.93%
$267.12 - $336.65 $189K - $239K
1.8K $590M
GD
General Dynamics Corp

Industrials
260
+ 2.96%
$247.68 - $291.66 $64.4K - $75.8K
9.05K $2.64B
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 51.39%
N/A
3.1K $635M
ENB
Enbridge Inc

Energy
4.55K
+ 16.75%
$41.09 - $47.16 $187K - $215K
31.7K $1.44B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.05K
+ 52.17%
$22.27 - $29.21 $135K - $177K
17.6K $515M
AXP
American Express CO

Financial Services
37
+ 0.89%
$231.39 - $318.98 $8.56K - $11.8K
4.19K $1.34B
ADBE
Adobe Inc.

Technology
532
+ 27.78%
$340.0 - $420.68 $181K - $224K
2.45K $947M
V
Visa Inc.

Financial Services
81
+ 0.22%
$308.27 - $373.31 $25K - $30.2K
36.6K $13B
SPY
Spdr S&P 500 ETF Trust

ETFs
198
+ 17.19%
$496.48 - $617.85 $98.3K - $122K
1.35K $834M
MS
Morgan Stanley

Financial Services
23
+ 0.31%
$99.83 - $140.86 $2.3K - $3.24K
7.48K $1.05B
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.27%
$209.39 - $289.94 $1.68K - $2.32K
3.01K $868M
DG
Dollar General Corp

Consumer Defensive
255
+ 5.52%
$86.02 - $114.95 $21.9K - $29.3K
4.88K $558M
GOOGL
Alphabet Inc.

Communication Services
29
+ 0.44%
$144.7 - $178.6 $4.2K - $5.18K
6.63K $1.17B
TOL
Toll Brothers, Inc.

Consumer Cyclical
855
+ 19.07%
$90.5 - $114.3 $77.4K - $97.7K
5.34K $609M
Activity Summary
Buys All Purchases 110 New Holdings 11 Increased Positions 99 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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