Jamison Private Wealth Management, Inc. Purchases in Q3 2025

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
17.5K
+ 14.94%
$202.38 - $256.87 $3.53M - $4.49M
134K $34.2B
JNJ
Johnson & Johnson

Healthcare
39.5K
+ 82.1%
$155.17 - $185.42 $6.12M - $7.32M
87.5K $16.2B
GOOG
Alphabet Inc.

Communication Services
1.15K
+ 2.28%
$175.16 - $255.24 $201K - $292K
51.4K $12.5B
ABBV
Abb Vie Inc.

Healthcare
2.88K
+ 5.16%
$184.85 - $231.54 $533K - $668K
58.8K $13.6B
TSLA
Tesla, Inc.

Consumer Cyclical
980
+ 4.49%
$293.94 - $444.72 $288K - $436K
22.8K $10.1B
CAT
Caterpillar Inc

Industrials
98
+ 0.29%
$390.92 - $477.15 $38.3K - $46.8K
33.9K $16.2B
Brookfield Corp
41.8K
+ 304.26%
N/A
55.6K $3.64B
AVGO
Broadcom Inc.

Technology
236
+ 0.49%
$264.74 - $369.57 $62.5K - $87.2K
48.6K $16B
GLW
Corning Inc

Technology
1.69K
+ 2.16%
$51.6 - $82.03 $86.9K - $138K
79.6K $6.53B
BX
Blackstone Inc.

Financial Services
1.16K
+ 1.22%
$152.77 - $188.68 $178K - $219K
96.7K $16.5B
HD
Home Depot, Inc.

Consumer Cyclical
854
+ 2.49%
$357.4 - $423.42 $305K - $362K
35.2K $14.3B
SCCO
Southern Copper Corp

Basic Materials
1.26K
+ 1.85%
$90.54 - $121.36 $114K - $153K
69.5K $8.43B
GS
Goldman Sachs Group Inc

Financial Services
438
+ 3.48%
$696.56 - $806.32 $305K - $353K
13K $10.4B
AMAT
Applied Materials Inc

Technology
430
+ 0.71%
$156.25 - $204.95 $67.2K - $88.1K
61.4K $12.6B
MO
Altria Group, Inc.

Consumer Defensive
18.5K
+ 108.2%
$57.75 - $67.68 $1.07M - $1.26M
35.7K $2.36B
GLD
Spdr Gold Trust

ETFs
3.56K
+ 476.54%
$300.96 - $355.47 $1.07M - $1.26M
4.3K $1.53B
INTC
Intel Corp

Technology
692
+ 0.66%
$19.31 - $35.5 $13.4K - $24.6K
105K $3.54B
AMD
Advanced Micro Devices Inc

Technology
1.94K
+ 4.39%
$134.8 - $184.42 $261K - $357K
46K $7.44B
BAC
Bank Of America Corp

Financial Services
865
+ 0.33%
$44.92 - $52.42 $38.9K - $45.3K
267K $13.8B
CVX
Chevron Corp

Energy
3.55K
+ 6.83%
$145.57 - $161.83 $517K - $575K
55.6K $8.63B
SPG
Simon Property Group Inc

Real Estate
1.83K
+ 6.7%
$159.93 - $187.67 $292K - $342K
29.1K $5.45B
LMT
Lockheed Martin Corp

Industrials
749
+ 4.14%
$410.74 - $499.21 $308K - $374K
18.8K $9.41B
Blackrock Inc
215
+ 3.77%
N/A
5.91K $6.9B
PLTR
Palantir Technologies Inc.

Technology
2.49K
+ 25.26%
$130.68 - $186.97 $325K - $465K
12.3K $2.25B
GE
General Electric CO

Industrials
763
+ 6.42%
$244.75 - $305.63 $187K - $233K
12.7K $3.81B
SCHW
Schwab Charles Corp

Financial Services
1.87K
+ 1.46%
$91.03 - $98.69 $170K - $184K
130K $12.4B
TFC
Truist Financial Corp

Financial Services
6.94K
+ 4.93%
$42.83 - $47.07 $297K - $326K
148K $6.75B
GD
General Dynamics Corp

Industrials
722
+ 7.98%
$293.92 - $341.0 $212K - $246K
9.77K $3.33B
UNH
Unitedhealth Group Inc

Healthcare
1.75K
+ 70.23%
$237.77 - $353.61 $415K - $617K
4.23K $1.46B
PI
Impinj Inc

Technology
1.43K
+ 23.91%
$111.65 - $200.78 $160K - $287K
7.42K $1.34B
BHP
Bhp Group LTD

Basic Materials
306
+ 0.38%
$48.67 - $56.22 $14.9K - $17.2K
81.2K $4.53B
NVO
Novo Nordisk A S

Healthcare
11.2K
New
$45.38 - $71.7 $510K - $806K
11.2K $624M
WMT
Walmart Inc.

Consumer Defensive
2.38K
+ 3.38%
$94.4 - $104.27 $224K - $248K
72.6K $7.48B
TJX
Tjx Companies Inc

Consumer Cyclical
1.38K
+ 6.96%
$121.35 - $144.54 $167K - $199K
21.1K $3.06B
IVV
Ishares Core S&P 500 ETF

ETFs
320
+ 3.95%
$620.67 - $670.08 $199K - $214K
8.41K $5.63B
SO
Southern CO

Utilities
2.31K
+ 1.82%
$90.83 - $96.0 $210K - $222K
129K $12.3B
ASML
Asml Holding Nv

Technology
280
+ 16.75%
$689.63 - $968.09 $193K - $271K
1.95K $1.89B
DUK
Duke Energy Corp

Utilities
2.13K
+ 4.32%
$116.31 - $125.93 $248K - $268K
51.4K $6.37B
MRK
Merck & Co., Inc.

Healthcare
4.83K
+ 16.63%
$77.6 - $87.37 $375K - $422K
33.9K $2.84B
ENB
Enbridge Inc

Energy
7.5K
+ 23.65%
$43.79 - $50.46 $329K - $379K
39.2K $1.98B
PEP
Pepsico Inc

Consumer Defensive
3.06K
+ 24.63%
$133.81 - $152.16 $410K - $466K
15.5K $2.18B
BA
Boeing CO

Industrials
2.44K
+ 219.66%
$209.79 - $237.38 $511K - $578K
3.55K $765M
MS
Morgan Stanley

Financial Services
2.42K
+ 32.41%
$139.09 - $161.16 $337K - $390K
9.9K $1.57B
MCD
Mcdonalds Corp

Consumer Cyclical
395
+ 1.16%
$291.67 - $316.99 $115K - $125K
34.5K $10.5B
CCJ
Cameco Corp

Energy
4.75K
+ 50.53%
$70.47 - $86.89 $335K - $413K
14.2K $1.19B
EXC
Exelon Corp

Utilities
8.92K
+ 16.88%
$42.73 - $45.54 $381K - $406K
61.7K $2.78B
QCOM
Qualcomm Inc

Technology
420
+ 0.72%
$145.84 - $173.55 $61.3K - $72.9K
58.5K $9.74B
GOOGL
Alphabet Inc.

Communication Services
75
+ 1.13%
$174.36 - $254.72 $13.1K - $19.1K
6.71K $1.63B
ABT
Abbott Laboratories

Healthcare
3.53K
+ 28.8%
$120.51 - $136.62 $425K - $482K
15.8K $2.11B
Activity Summary
Buys All Purchases 143 New Holdings 14 Increased Positions 129 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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