Jamison Private Wealth Management, Inc. Incresed Positions in Q3 2024

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
77
+ 0.17%
$27.88 - $30.0 $2.15K - $2.31K
44.2K $1.29B
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.37%
$218.05 - $243.47 $436 - $487
540 $131M
HST
Host Hotels & Resorts, Inc.

Real Estate
1.07K
+ 3.6%
$15.92 - $18.86 $17.1K - $20.3K
30.9K $544M
CI
Cigna Corp

Healthcare
1
+ 0.24%
$319.12 - $367.1 $319 - $367
414 $143M
NOG
Northern Oil & Gas, Inc.

Energy
197
+ 895.45%
$33.96 - $43.19 $6.69K - $8.51K
219 $7.76M
EA
Electronic Arts Inc.

Communication Services
1
+ 0.06%
$137.32 - $151.82 $137 - $152
1.55K $222M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
105
+ 8.26%
$19.78 - $23.53 $2.08K - $2.47K
1.38K $31.9M
VTR
Ventas, Inc.

Real Estate
1
+ 0.2%
$50.88 - $65.33 $50.9 - $65.3
496 $31.8M
EMN
Eastman Chemical CO

Basic Materials
3
+ 0.74%
$93.82 - $113.74 $281 - $341
410 $45.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
5
+ 0.39%
$56.47 - $63.69 $282 - $318
1.28K $80.3M
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.62%
$221.96 - $243.27 $444 - $487
325 $77.2M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.35%
$95.54 - $108.77 $191 - $218
581 $60.3M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
34
+ 87.18%
$111.59 - $129.08 $3.79K - $4.39K
73 $8.72M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
33
+ 9.97%
$69.16 - $76.64 $2.28K - $2.53K
364 $27.3M
SHEL
Shell PLC

Energy
368
+ 11.35%
$65.65 - $73.28 $24.2K - $27K
3.61K $238M
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
17
+ 1.51%
$7.24 - $10.03 $123 - $171
1.15K $11.3M
BDN
Brandywine Realty Trust

Real Estate
126
+ 3.13%
$4.3 - $5.44 $542 - $685
4.15K $20.8M
EW
Edwards Lifesciences Corp

Healthcare
85
+ 63.91%
$59.7 - $93.78 $5.07K - $7.97K
218 $14.4M
IIPR
Innovative Industrial Properties Inc

Real Estate
2
+ 2.78%
$107.56 - $136.78 $215 - $274
74 $9.91M
BXP
Boston Properties Inc

Real Estate
2
+ 2.11%
$60.3 - $82.49 $121 - $165
97 $7.79M
WDS
Woodside Energy Group LTD

Energy
113
+ 434.62%
$15.64 - $20.01 $1.77K - $2.26K
139 $2.4M
CUK
Carnival PLC

Consumer Cyclical
100
+ 31.55%
$12.86 - $17.54 $1.29K - $1.75K
417 $7.71M
LIT
Global X Fds Global X Lithium

ETFs
2
+ 0.62%
$35.01 - $43.59 $70 - $87.2
323 $14.1M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 2.44%
$176.32 - $215.7 $176 - $216
42 $8.95M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.26%
$37.32 - $51.8 $37.3 - $51.8
387 $19.7M
Monogram Technologies Inc
200
+ 14.33%
N/A
1.6K $4.23M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1
+ 0.95%
$138.82 - $162.76 $139 - $163
106 $17.2M
AB
Alliancebernstein Holding L.P.

Financial Services
9
+ 2.1%
$31.87 - $35.39 $287 - $319
437 $15.2M
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 1.14%
$49.94 - $57.52 $49.9 - $57.5
89 $5.1M
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 1.02%
$28.13 - $32.83 $28.1 - $32.8
99 $3.22M
ARCC
Ares Capital Corp

Financial Services
11
+ 0.89%
$19.8 - $21.28 $218 - $234
1.24K $26M
BKR
Baker Hughes CO

Energy
2
+ 0.76%
$32.92 - $38.72 $65.8 - $77.4
264 $9.53M
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.48%
$98.01 - $106.59 $98 - $107
210 $22M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1
+ 2.13%
$46.07 - $50.3 $46.1 - $50.3
48 $2.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 14.29%
$76.38 - $78.87 $76.4 - $78.9
8 $630K
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 1.33%
$167.58 - $188.32 $168 - $188
76 $13.3M
SWBI
Smith & Wesson Brands, Inc.

Industrials
5
+ 0.93%
$12.24 - $16.69 $61.2 - $83.5
544 $7.06M
MRK
Merck & Co., Inc.

Healthcare
2.1K
+ 8.97%
$111.15 - $128.97 $234K - $271K
25.5K $2.9B
GOOGL
Alphabet Inc.

Communication Services
562
+ 8.9%
$148.65 - $191.18 $83.5K - $107K
6.88K $1.14B
PSX
Phillips 66

Energy
1
+ 0.08%
$125.0 - $147.17 $125 - $147
1.26K $166M
TER
Teradyne, Inc

Technology
1
+ 0.12%
$114.25 - $163.0 $114 - $163
863 $116M
M
Macy'S, Inc.

Consumer Cyclical
1.58K
+ 12.69%
$14.31 - $19.64 $22.6K - $31K
14K $220M
SMCI
Super Micro Computer, Inc.

Technology
17
+ 16.19%
$386.46 - $909.96 $6.57K - $15.5K
122 $50.8M
FDX
Fedex Corp

Industrials
714
+ 7.41%
$254.64 - $313.52 $182K - $224K
10.3K $2.83B
COP
Conocophillips

Energy
126
+ 0.74%
$102.3 - $116.61 $12.9K - $14.7K
17.1K $1.8B
NVDA
Nvidia Corp

Technology
1.46K
+ 0.77%
$98.91 - $134.91 $144K - $197K
192K $23.3B
WM
Waste Management Inc

Industrials
517
+ 0.78%
$196.96 - $223.45 $102K - $116K
66.9K $13.9B
LLY
Eli Lilly & CO

Healthcare
28
+ 0.13%
$772.14 - $960.02 $21.6K - $26.9K
21.5K $19.1B
GOOG
Alphabet Inc.

Communication Services
2.05K
+ 4.39%
$149.54 - $192.66 $306K - $394K
48.7K $8.13B
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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