Jamison Private Wealth Management, Inc. Reduced Holdings in Q2 2025

Jamison Private Wealth Management, Inc.

  • $697 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-39.3K
- 44.96%
$146.36 - $159.82 $5.75M - $6.28M
48.1K $7.34B
AAPL
Apple Inc.

Technology
-18.3K
- 13.56%
$172.42 - $223.89 $3.16M - $4.11M
117K $24B
Brookfield Corp
-41K
- 74.91%
N/A
13.7K $760M
ABBV
Abb Vie Inc.

Healthcare
-1.41K
- 2.46%
$170.16 - $206.27 $240K - $291K
55.9K $10.4B
MO
Altria Group, Inc.

Consumer Defensive
-18.5K
- 51.97%
$55.56 - $60.91 $1.03M - $1.13M
17.1K $1B
GLD
Spdr Gold Trust

ETFs
-3.56K
- 82.66%
$273.71 - $316.29 $973K - $1.12M
746 $227M
PG
Procter & Gamble CO

Consumer Defensive
-1.79K
- 3.56%
$157.66 - $172.39 $281K - $308K
48.3K $7.7B
BMY
Bristol Myers Squibb CO

Healthcare
-598
- 1.45%
$44.12 - $59.6 $26.4K - $35.6K
40.7K $1.88B
XOM
Exxon Mobil Corp

Energy
-381
- 0.72%
$99.93 - $119.04 $38.1K - $45.4K
52.3K $5.64B
SHW
Sherwin Williams CO

Basic Materials
-1.26K
- 39.24%
$313.51 - $363.51 $394K - $457K
1.95K $668M
PM
Philip Morris International Inc.

Consumer Defensive
-3.3K
- 40.22%
$149.23 - $184.95 $493K - $611K
4.91K $894M
INTC
Intel Corp

Technology
-16.4K
- 13.49%
$18.13 - $22.69 $296K - $371K
105K $2.35B
WM
Waste Management Inc

Industrials
-761
- 1.13%
$216.47 - $242.1 $165K - $184K
66.3K $15.2B
PSA
Public Storage

Real Estate
-917
- 47.41%
$266.31 - $309.77 $244K - $284K
1.02K $299M
DUK
Duke Energy Corp

Utilities
-631
- 1.26%
$112.46 - $124.05 $71K - $78.3K
49.3K $5.82B
PFE
Pfizer Inc

Healthcare
-4.75K
- 3.88%
$21.59 - $24.84 $102K - $118K
118K $2.85B
KO
Coca Cola CO

Consumer Defensive
-1.82K
- 1.36%
$68.37 - $73.9 $124K - $134K
132K $9.32B
SNY
Sanofi

Healthcare
-227
- 0.82%
$47.62 - $55.44 $10.8K - $12.6K
27.5K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-468
- 36.73%
$456.74 - $568.03 $214K - $266K
806 $458M
SGOL
Abrdn Gold ETF Trust

ETFs
-7.35K
- 32.44%
$28.39 - $32.75 $209K - $241K
15.3K $483M
EXC
Exelon Corp

Utilities
-327
- 0.62%
$42.2 - $47.37 $13.8K - $15.5K
52.8K $2.29B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.76K
- 5.77%
$63.54 - $68.5 $112K - $121K
28.8K $1.94B
AZN
Astrazeneca PLC

Healthcare
-248
- 0.88%
$64.87 - $75.0 $16.1K - $18.6K
28.1K $1.96B
CLX
Clorox CO

Consumer Defensive
-374
- 16.53%
$118.01 - $148.69 $44.1K - $55.6K
1.89K $227M
FANG
Diamondback Energy, Inc.

Energy
-205
- 6.25%
$119.25 - $161.49 $24.4K - $33.1K
3.08K $423M
SO
Southern CO

Utilities
-816
- 0.64%
$84.91 - $92.56 $69.3K - $75.5K
127K $11.7B
ED
Consolidated Edison Inc

Utilities
-40
- 0.55%
$98.05 - $113.3 $3.92K - $4.53K
7.22K $724M
O
Realty Income Corp

Real Estate
-1.13K
- 4.08%
$52.27 - $58.52 $59.1K - $66.1K
26.6K $1.53B
KHC
Kraft Heinz CO

Consumer Defensive
-288
- 1.98%
$25.61 - $30.81 $7.38K - $8.87K
14.3K $369M
DEO
Diageo PLC

Consumer Defensive
-515
- 9.31%
$99.86 - $115.75 $51.4K - $59.6K
5.02K $506M
PLD
Prologis, Inc.

Real Estate
-494
- 16.72%
$89.76 - $112.34 $44.3K - $55.5K
2.46K $259M
TSCO
Tractor Supply CO

Consumer Cyclical
-45
- 0.15%
$47.86 - $55.77 $2.15K - $2.51K
29.1K $1.54B
HSY
Hershey CO

Consumer Defensive
-49
- 0.45%
$151.29 - $173.13 $7.41K - $8.48K
10.9K $1.81B
DD
Du Pont De Nemours, Inc.

Basic Materials
-268
- 4.78%
$55.13 - $75.25 $14.8K - $20.2K
5.34K $366M
BHP
Bhp Group LTD

Basic Materials
-227
- 0.28%
$40.22 - $50.88 $9.13K - $11.5K
80.9K $3.89B
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.34%
$210.83 - $235.28 $1.69K - $1.88K
2.34K $519M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-939
- 19.46%
$70.56 - $92.75 $66.3K - $87.1K
3.89K $349M
MDT
Medtronic PLC

Healthcare
-73
- 1.09%
$80.68 - $88.86 $5.89K - $6.49K
6.65K $580M
SHEL
Shell PLC

Energy
-185
- 5.1%
$59.75 - $73.05 $11.1K - $13.5K
3.45K $243M
TJX
Tjx Companies Inc

Consumer Cyclical
-437
- 2.16%
$119.13 - $135.03 $52.1K - $59K
19.8K $2.44B
CRM
Salesforce, Inc.

Technology
-182
- 2.34%
$236.26 - $291.15 $43K - $53K
7.58K $2.07B
Gsk PLC
-227
- 1.3%
N/A
17.3K $663M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 0.12%
$335.24 - $380.78 $14.1K - $16K
34.4K $12.6B
SYY
Sysco Corp

Consumer Defensive
-180
- 2.06%
$68.0 - $75.91 $12.2K - $13.7K
8.57K $649M
ATO
Atmos Energy Corp

Utilities
-13
- 0.32%
$145.06 - $162.66 $1.89K - $2.11K
4.01K $618M
VBK
Vanguard Small Cap Growth ETF

ETFs
-142
- 9.52%
$219.76 - $276.94 $31.2K - $39.3K
1.35K $374M
CNQ
Canadian Natural Resources LTD

Energy
-274
- 1.8%
$25.14 - $34.01 $6.89K - $9.32K
15K $470M
MMM
3 M CO

Industrials
-27
- 1.32%
$126.09 - $154.15 $3.4K - $4.16K
2.02K $308M
ADP
Automatic Data Processing Inc

Industrials
-202
- 0.69%
$276.76 - $326.81 $55.9K - $66K
29.2K $9.01B
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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