Jamison Private Wealth Management, Inc. Purchases in Q1 2025

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.11%
$85.68 - $97.5 $343 - $390
3.67K $344M
DVY
Ishares Tr

ETFs
4
+ 0.13%
$128.58 - $138.1 $514 - $552
3.08K $414M
PSA
Public Storage

Real Estate
4
+ 0.21%
$288.99 - $313.98 $1.16K - $1.26K
1.93K $579M
EA
Electronic Arts Inc.

Communication Services
1
+ 0.07%
$116.53 - $146.29 $117 - $146
1.42K $205M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.29%
N/A
2.05K $397M
IP
International Paper CO

Consumer Cyclical
20
+ 0.24%
$49.38 - $60.09 $988 - $1.2K
8.2K $438M
KHC
Kraft Heinz CO

Consumer Defensive
38
+ 0.26%
$28.51 - $32.22 $1.08K - $1.22K
14.6K $443M
CMI
Cummins Inc

Industrials
90
+ 8.98%
$312.92 - $386.07 $28.2K - $34.7K
1.09K $342M
ITW
Illinois Tool Works Inc

Industrials
4
+ 0.25%
$244.9 - $274.48 $980 - $1.1K
1.58K $392M
DD
Du Pont De Nemours, Inc.

Basic Materials
6
+ 0.11%
$72.7 - $84.32 $436 - $506
5.61K $419M
PI
Impinj Inc

Technology
1.49K
+ 56.44%
$87.73 - $152.24 $131K - $227K
4.13K $374M
SYY
Sysco Corp

Consumer Defensive
6
+ 0.07%
$70.0 - $77.13 $420 - $463
8.75K $657M
LOW
Lowes Companies Inc

Consumer Cyclical
63
+ 2.76%
$222.66 - $268.42 $14K - $16.9K
2.35K $547M
AUBN
Auburn National Bancorporation, Inc

Financial Services
4
+ 0.03%
$20.36 - $23.37 $81.4 - $93.5
12.7K $274M
VBK
Vanguard Small Cap Growth ETF

ETFs
61
+ 4.27%
$247.97 - $296.33 $15.1K - $18.1K
1.49K $375M
ADBE
Adobe Inc.

Technology
207
+ 12.12%
$377.84 - $464.11 $78.2K - $96.1K
1.92K $734M
SCHG
Schwab Strategic Tr Us Large C

ETFs
97
+ 0.84%
$24.91 - $29.02 $2.42K - $2.81K
11.6K $290M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.24%
$507.05 - $563.67 $1.52K - $1.69K
1.27K $655M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$551.42 - $612.93 $551 - $613
1.15K $644M
M
Macy'S, Inc.

Consumer Cyclical
1.35K
+ 9.63%
$12.56 - $16.82 $17K - $22.8K
15.4K $193M
GIS
General Mills Inc

Consumer Defensive
66
+ 0.45%
$57.56 - $65.3 $3.8K - $4.31K
14.6K $873M
ISRG
Intuitive Surgical Inc

Healthcare
112
+ 2.47%
$476.63 - $610.45 $53.4K - $68.4K
4.65K $2.3B
NKE
Nike, Inc.

Consumer Cyclical
449
+ 5.3%
$63.29 - $81.72 $28.4K - $36.7K
8.92K $566M
GLW
Corning Inc

Technology
1.14K
+ 1.5%
$44.91 - $54.25 $51.2K - $61.8K
76.9K $3.52B
AXP
American Express CO

Financial Services
6
+ 0.14%
$255.39 - $325.87 $1.53K - $1.96K
4.15K $1.12B
GS
Goldman Sachs Group Inc

Financial Services
332
+ 2.78%
$524.81 - $672.19 $174K - $223K
12.3K $6.71B
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 3.67%
$167.82 - $208.28 $195K - $242K
32.9K $5.61B
CEG
Constellation Energy Corp

Utilities
13
+ 0.17%
$201.63 - $347.44 $2.62K - $4.52K
7.83K $1.58B
MRK
Merck & Co., Inc.

Healthcare
492
+ 1.76%
$83.01 - $101.02 $40.8K - $49.7K
28.4K $2.55B
DHR
Danaher Corp

Healthcare
1
+ 0.01%
$201.62 - $250.59 $202 - $251
9.76K $2B
Brookfield Corp
324
+ 0.6%
N/A
54.8K $2.82B
TFC
Truist Financial Corp

Financial Services
404
+ 0.28%
$39.48 - $48.15 $15.9K - $19.5K
143K $5.88B
Blackrock Inc
52
+ 0.94%
N/A
5.61K $5.31B
AMD
Advanced Micro Devices Inc

Technology
2.59K
+ 6.71%
$96.63 - $129.55 $250K - $335K
41.1K $4.22B
BZH
Beazer Homes Usa Inc

Consumer Cyclical
4.13K
+ 5.25%
$20.27 - $28.57 $83.6K - $118K
82.7K $1.69B
NOW
Service Now, Inc.

Technology
164
+ 7.07%
$783.83 - $1170.39 $129K - $192K
2.48K $1.98B
BAC
Bank Of America Corp

Financial Services
2.15K
+ 0.82%
$39.61 - $47.74 $85K - $102K
263K $11B
CRM
Salesforce, Inc.

Technology
24
+ 0.31%
$268.36 - $359.95 $6.44K - $8.64K
7.77K $2.08B
LMT
Lockheed Martin Corp

Industrials
290
+ 1.65%
$423.19 - $506.29 $123K - $147K
17.9K $8B
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 0.11%
$347.25 - $424.87 $12.8K - $15.7K
34.4K $12.6B
DLR
Digital Realty Trust, Inc.

Real Estate
879
+ 2.99%
$142.1 - $183.56 $125K - $161K
30.3K $4.33B
AMAT
Applied Materials Inc

Technology
294
+ 0.49%
$145.06 - $195.51 $42.6K - $57.5K
60.5K $8.78B
KKR
Kkr & Co. Inc.

Financial Services
328
+ 0.95%
$108.17 - $167.07 $35.5K - $54.8K
34.8K $4.03B
GOOG
Alphabet Inc.

Communication Services
30
+ 0.06%
$156.06 - $207.71 $4.68K - $6.23K
49.9K $7.79B
AMZN
Amazon Com Inc

Consumer Cyclical
374
+ 0.61%
$190.26 - $242.06 $71.2K - $90.5K
61.6K $11.7B
UPS
United Parcel Service Inc

Industrials
3.17K
+ 1.76%
$109.66 - $136.26 $348K - $432K
184K $20.2B
TSLA
Tesla, Inc.

Consumer Cyclical
809
+ 3.93%
$222.15 - $428.22 $180K - $346K
21.4K $5.54B
BX
Blackstone Inc.

Financial Services
729
+ 0.78%
$136.53 - $186.74 $99.5K - $136K
94.3K $13.2B
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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