Jamison Private Wealth Management, Inc. Reduced Holdings in Q1 2025

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.07K
- 0.56%
$106.98 - $149.43 $115K - $160K
192K $20.8B
AAPL
Apple Inc.

Technology
-650
- 0.48%
$209.68 - $247.1 $136K - $161K
135K $30.1B
MSFT
Microsoft Corp

Technology
-623
- 0.96%
$375.39 - $447.2 $234K - $279K
64.2K $24.1B
AVGO
Broadcom Inc.

Technology
-366
- 0.77%
$167.43 - $244.7 $61.3K - $89.6K
47.4K $7.93B
VMC
Vulcan Materials CO

Basic Materials
-526
- 0.65%
$220.9 - $277.54 $116K - $146K
80.8K $18.8B
ATO
Atmos Energy Corp

Utilities
-8.75K
- 68.51%
$136.51 - $154.58 $1.19M - $1.35M
4.02K $622M
CAT
Caterpillar Inc

Industrials
-15
- 0.05%
$326.75 - $407.63 $4.9K - $6.11K
33.3K $11B
GPC
Genuine Parts CO

Consumer Cyclical
-9.43K
- 21.83%
$115.91 - $129.02 $1.09M - $1.22M
33.8K $4.02B
DIS
Walt Disney CO

Communication Services
-570
- 1.6%
$96.87 - $114.0 $55.2K - $65K
35K $3.46B
FDX
Fedex Corp

Industrials
-134
- 1.22%
$230.33 - $281.53 $30.9K - $37.7K
10.8K $2.64B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.09K
- 6.23%
$126.86 - $146.45 $138K - $159K
16.4K $2.08B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-112
- 3.62%
$283.06 - $421.16 $31.7K - $47.2K
2.98K $844M
MAR
Marriott International Inc

Consumer Cyclical
-116
- 1.55%
$237.01 - $304.45 $27.5K - $35.3K
7.36K $1.75B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-326
- 2.21%
$65.15 - $91.81 $21.2K - $29.9K
14.4K $940M
SNV
Synovus Financial Corp

Financial Services
-5.77K
- 56.34%
$43.7 - $56.87 $252K - $328K
4.47K $209M
SQ
Block, Inc.

Technology
-439
- 5.22%
$54.04 - $92.95 $23.7K - $40.8K
7.97K $433M
GOOGL
Alphabet Inc.

Communication Services
-258
- 3.76%
$154.33 - $206.19 $39.8K - $53.2K
6.6K $1.02B
IVV
Ishares Core S&P 500 ETF

ETFs
-79
- 0.95%
$554.06 - $615.85 $43.8K - $48.7K
8.25K $4.64B
PFE
Pfizer Inc

Healthcare
-4.39K
- 3.46%
$25.01 - $27.13 $110K - $119K
122K $3.1B
WMT
Walmart Inc.

Consumer Defensive
-496
- 0.7%
$84.5 - $105.05 $41.9K - $52.1K
69.9K $6.14B
C
Citigroup Inc

Financial Services
-2.93K
- 21.58%
$67.23 - $84.63 $197K - $248K
10.7K $756M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-972
- 1.63%
$27.52 - $33.6 $26.7K - $32.7K
58.6K $1.75B
DEO
Diageo PLC

Consumer Defensive
-136
- 2.4%
$104.79 - $126.12 $14.3K - $17.2K
5.53K $580M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13
- 0.1%
$102.49 - $119.96 $1.33K - $1.56K
13.1K $1.37B
HST
Host Hotels & Resorts, Inc.

Real Estate
-1K
- 3.22%
$14.21 - $17.45 $14.2K - $17.5K
30.2K $428M
SYK
Stryker Corp

Healthcare
-400
- 15.01%
$355.18 - $399.9 $142K - $160K
2.27K $843M
VZ
Verizon Communications Inc

Communication Services
-6.3K
- 18.98%
$37.81 - $46.49 $238K - $293K
26.9K $1.22B
ALB
Albemarle Corp

Basic Materials
-523
- 11.43%
$69.95 - $97.49 $36.6K - $51K
4.05K $292M
Ge Vernova Inc
-138
- 6.51%
N/A
1.98K $605M
CMA
Comerica Inc

Financial Services
-218
- 1.12%
$56.11 - $68.38 $12.2K - $14.9K
19.3K $1.14B
QCOM
Qualcomm Inc

Technology
-425
- 0.74%
$151.94 - $175.86 $64.6K - $74.7K
56.9K $8.74B
DKNG
Draft Kings Inc.

Consumer Cyclical
-202
- 1.56%
$33.21 - $53.49 $6.71K - $10.8K
12.8K $424M
KEY
Keycorp

Financial Services
-314
- 0.8%
$15.15 - $18.3 $4.76K - $5.75K
38.8K $621M
EPD
Enterprise Products Partners L.P.

Energy
-5K
- 11.3%
$31.75 - $34.14 $159K - $171K
39.2K $1.34B
EQR
Equity Residential

Real Estate
-605
- 3.89%
$66.98 - $75.02 $40.5K - $45.4K
14.9K $1.07B
CLX
Clorox CO

Consumer Defensive
-35
- 1.52%
$141.76 - $162.89 $4.96K - $5.7K
2.26K $333M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-653
- 3.63%
$21.23 - $23.75 $13.9K - $15.5K
17.4K $374M
SBSI
Southside Bancshares Inc

Financial Services
-195
- 2.04%
$28.79 - $32.77 $5.61K - $6.39K
9.38K $272M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-363
- 3.78%
$23.16 - $27.04 $8.41K - $9.82K
9.23K $216M
ABR
Arbor Realty Trust Inc

Real Estate
-25
- 0.18%
$11.68 - $13.98 $292 - $350
13.8K $162M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-73
- 4.0%
$119.87 - $145.05 $8.75K - $10.6K
1.75K $220M
IEMG
Ishares Inc

ETFs
-554
- 9.15%
N/A
5.5K $297M
SHW
Sherwin Williams CO

Basic Materials
-106
- 3.21%
$330.16 - $365.55 $35K - $38.7K
3.2K $1.12B
BDX
Becton Dickinson & CO

Healthcare
-2
- 0.08%
$222.79 - $249.08 $446 - $498
2.57K $589M
MDT
Medtronic PLC

Healthcare
-685
- 9.24%
$79.84 - $94.5 $54.7K - $64.7K
6.73K $604M
UNH
Unitedhealth Group Inc

Healthcare
-23
- 1.68%
$461.52 - $548.18 $10.6K - $12.6K
1.35K $706M
CSCO
Cisco Systems, Inc.

Technology
-2.35K
- 3.73%
$58.74 - $64.87 $138K - $153K
60.7K $3.75B
ZS
Zscaler, Inc.

Technology
-187
- 5.6%
$181.66 - $216.87 $34K - $40.6K
3.16K $626M
IXUS
Ishares Tr

ETFs
-443
- 2.98%
$65.06 - $72.31 $28.8K - $32K
14.4K $1.01B
Activity Summary
Buys All Purchases 99 New Holdings 2 Increased Positions 97 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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