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
MMM
3 M CO

Industrials
-58
- 2.76%
$129.7 - $155.12 $7.52K - $9K
2.05K $301M
AFL
Aflac Inc

Financial Services
-174
- 2.77%
$100.99 - $111.19 $17.6K - $19.3K
6.12K $680M
VEEV
Veeva Systems Inc

Healthcare
-96
- 3.1%
$210.58 - $246.8 $20.2K - $23.7K
3.01K $696M
SBUX
Starbucks Corp

Consumer Cyclical
-146
- 1.42%
$91.75 - $115.81 $13.4K - $16.9K
10.2K $996M
BMY
Bristol Myers Squibb CO

Healthcare
-2.16K
- 4.97%
$53.9 - $63.11 $116K - $136K
41.3K $2.52B
COP
Conocophillips

Energy
-21
- 0.12%
$88.6 - $105.85 $1.86K - $2.22K
17.1K $1.8B
MO
Altria Group, Inc.

Consumer Defensive
-3.37K
- 8.63%
$50.81 - $60.02 $171K - $202K
35.7K $2.14B
SGOL
Abrdn Gold ETF Trust

ETFs
-22
- 0.1%
$25.14 - $29.82 $553 - $656
22.6K $675M
ED
Consolidated Edison Inc

Utilities
-62
- 0.85%
$88.0 - $110.59 $5.46K - $6.86K
7.26K $802M
SJM
J M Smucker CO

Consumer Defensive
-6
- 0.03%
$100.41 - $118.41 $602 - $710
20.9K $2.48B
INTC
Intel Corp

Technology
-6.94K
- 5.42%
$19.1 - $27.39 $133K - $190K
121K $2.75B
SNY
Sanofi

Healthcare
-170
- 0.61%
$48.15 - $59.42 $8.19K - $10.1K
27.7K $1.54B
AZN
Astrazeneca PLC

Healthcare
-31
- 0.11%
$65.37 - $77.96 $2.03K - $2.42K
28.3K $2.08B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-94
- 0.31%
$56.12 - $68.15 $5.28K - $6.41K
30.6K $2.07B
JPM
Jpmorgan Chase & CO

Financial Services
-193
- 0.35%
$225.19 - $279.95 $43.5K - $54K
54.2K $13.3B
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 0.33%
$890.62 - $1076.86 $30.3K - $36.6K
10.2K $9.61B
ABT
Abbott Laboratories

Healthcare
-279
- 1.73%
$111.1 - $140.22 $31K - $39.1K
15.8K $2.1B
AEP
American Electric Power CO Inc

Utilities
-17
- 0.09%
$90.32 - $109.27 $1.54K - $1.86K
19.4K $2.12B
ADP
Automatic Data Processing Inc

Industrials
-100
- 0.34%
$286.85 - $318.64 $28.7K - $31.9K
29.4K $8.99B
RTX
Raytheon Technologies Corp

Industrials
-226
- 0.95%
$114.1 - $135.66 $25.8K - $30.7K
23.6K $3.13B
CAH
Cardinal Health Inc

Healthcare
-126
- 0.52%
$118.02 - $137.77 $14.9K - $17.4K
24.3K $3.35B
LLY
Eli Lilly & CO

Healthcare
-784
- 3.62%
$725.72 - $929.72 $569K - $729K
20.9K $17.2B
V
Visa Inc.

Financial Services
-126
- 0.34%
$306.92 - $362.71 $38.7K - $45.7K
36.5K $12.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-461
- 2.29%
$442.66 - $534.52 $204K - $246K
19.6K $10.5B
JNJ
Johnson & Johnson

Healthcare
-3.19K
- 3.52%
$142.06 - $167.7 $453K - $534K
87.4K $14.5B
ABBV
Abb Vie Inc.

Healthcare
-860
- 1.48%
$169.2 - $216.66 $146K - $186K
57.4K $12B
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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