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
SHW
Sherwin Williams CO

Basic Materials
1.26K
+ 64.88%
$330.88 - $375.23 $418K - $474K
3.21K $1.11B
PM
Philip Morris International Inc.

Consumer Defensive
3.3K
+ 67.29%
$157.77 - $183.27 $521K - $605K
8.21K $1.33B
XOM
Exxon Mobil Corp

Energy
1.35K
+ 2.58%
$105.83 - $117.22 $143K - $158K
53.7K $6.05B
HSY
Hershey CO

Consumer Defensive
942
+ 8.62%
$161.95 - $193.45 $153K - $182K
11.9K $2.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 0.66%
$459.11 - $506.91 $59.7K - $65.9K
19.9K $9.98B
NET
Cloudflare, Inc.

Technology
1.85K
New
$181.39 - $228.28 $336K - $423K
1.85K $397M
AMGN
Amgen Inc

Healthcare
1.07K
+ 4.09%
$271.18 - $309.22 $291K - $331K
27.3K $7.71B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.12K
+ 16.31%
$108.46 - $120.63 $230K - $256K
15.1K $1.8B
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.64K
+ 30.67%
$113.78 - $148.0 $186K - $242K
6.98K $964M
Lam Research Corp
428
+ 5.5%
N/A
8.21K $1.1B
O
Realty Income Corp

Real Estate
3.97K
+ 14.91%
$56.13 - $60.79 $223K - $241K
30.6K $1.86B
FANG
Diamondback Energy, Inc.

Energy
1.95K
+ 63.38%
$134.53 - $152.5 $262K - $297K
5.02K $719M
CL
Colgate Palmolive CO

Consumer Defensive
3.68K
New
$79.36 - $93.33 $292K - $344K
3.68K $294M
TSCO
Tractor Supply CO

Consumer Cyclical
3K
+ 10.29%
$54.08 - $62.65 $162K - $188K
32.1K $1.83B
FDX
Fedex Corp

Industrials
796
+ 6.74%
$217.1 - $243.2 $173K - $194K
12.6K $2.97B
IXUS
Ishares Tr

ETFs
2.62K
+ 19.39%
$76.35 - $82.58 $200K - $216K
16.1K $1.33B
C
Citigroup Inc

Financial Services
1.05K
+ 10.59%
$85.57 - $103.49 $89.9K - $109K
11K $1.11B
PLD
Prologis, Inc.

Real Estate
2.12K
+ 86.3%
$104.08 - $115.35 $221K - $245K
4.58K $525M
CMI
Cummins Inc

Industrials
201
+ 11.16%
$327.85 - $426.39 $65.9K - $85.7K
2K $846M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
877
New
$224.68 - $282.71 $197K - $248K
877 $245M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
47
+ 0.28%
$148.97 - $165.88 $7K - $7.8K
16.8K $2.76B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.95K
New
$26.38 - $27.95 $236K - $250K
8.95K $244M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.4K
+ 35.95%
$86.72 - $111.84 $121K - $156K
5.28K $591M
RACE
Ferrari N.V.

Consumer Cyclical
494
New
$436.24 - $517.65 $216K - $256K
494 $240M
PSA
Public Storage

Real Estate
845
+ 83.09%
$271.94 - $298.09 $230K - $252K
1.86K $538M
TXN
Texas Instruments Inc

Technology
1.3K
New
N/A
1.3K $238M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.18K
New
$41.53 - $66.18 $174K - $277K
4.18K $237M
ETR
Entergy Corp

Utilities
2.52K
New
$80.93 - $93.55 $204K - $236K
2.52K $235M
PSX
Phillips 66

Energy
1.71K
New
$118.37 - $139.46 $202K - $238K
1.71K $232M
HMC
Honda Motor CO LTD

Consumer Cyclical
7.48K
New
$29.11 - $34.85 $218K - $261K
7.48K $230M
GILD
Gilead Sciences, Inc.

Healthcare
1.95K
+ 6.62%
$108.22 - $120.47 $211K - $235K
31.5K $3.49B
SNOW
Snowflake Inc.

Technology
958
New
$191.73 - $241.0 $184K - $231K
958 $216M
DLR
Digital Realty Trust, Inc.

Real Estate
1.46K
+ 4.76%
$161.21 - $180.02 $236K - $263K
32.2K $5.57B
AMZN
Amazon Com Inc

Consumer Cyclical
897
+ 1.44%
$211.65 - $238.24 $190K - $214K
63.4K $13.9B
AZN
Astrazeneca PLC

Healthcare
1
+ 0.0%
$68.72 - $82.11 $68.7 - $82.1
28.1K $2.15B
META
Meta Platforms, Inc.

Communication Services
323
+ 2.27%
$695.21 - $791.73 $225K - $256K
14.6K $10.7B
CRWD
Crowd Strike Holdings, Inc.

Technology
537
+ 10.91%
$412.46 - $514.1 $221K - $276K
5.46K $2.68B
CNQ
Canadian Natural Resources LTD

Energy
4.67K
+ 31.2%
$29.31 - $32.93 $137K - $154K
19.6K $627M
OXY
Occidental Petroleum Corp

Energy
1.69K
+ 14.07%
$42.54 - $48.1 $71.8K - $81.2K
13.7K $647M
Gsk PLC
645
+ 3.74%
N/A
17.9K $773M
M
Macy'S, Inc.

Consumer Cyclical
25
+ 0.16%
$11.9 - $18.17 $298 - $454
15.4K $277M
PANW
Palo Alto Networks Inc

Technology
635
+ 1.92%
$167.06 - $208.19 $106K - $132K
33.6K $6.85B
ATO
Atmos Energy Corp

Utilities
125
+ 3.12%
$151.51 - $170.75 $18.9K - $21.3K
4.14K $706M
MAR
Marriott International Inc

Consumer Cyclical
642
+ 9.23%
$255.35 - $282.87 $164K - $182K
7.6K $1.98B
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.9K
+ 36.56%
$48.34 - $67.22 $140K - $195K
10.8K $530M
ORCL
Oracle Corp

Technology
18
+ 1.7%
$218.96 - $328.33 $3.94K - $5.91K
1.08K $303M
AXP
American Express CO

Financial Services
31
+ 0.74%
$294.27 - $342.31 $9.12K - $10.6K
4.22K $1.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
569
+ 8.11%
$62.09 - $66.51 $35.3K - $37.8K
7.59K $495M
SYY
Sysco Corp

Consumer Defensive
4
+ 0.05%
$76.33 - $82.51 $305 - $330
8.58K $706M
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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