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
KEY
Keycorp

Financial Services
64
+ 0.16%
$17.37 - $19.39 $1.11K - $1.24K
39K $729M
VZ
Verizon Communications Inc

Communication Services
589
+ 2.19%
$40.84 - $45.06 $24.1K - $26.5K
27.5K $1.21B
KKR
Kkr & Co. Inc.

Financial Services
1.16K
+ 3.34%
$129.95 - $152.16 $151K - $177K
35.9K $4.66B
VBK
Vanguard Small Cap Growth ETF

ETFs
49
+ 3.63%
$276.51 - $305.12 $13.5K - $15K
1.4K $416M
BDX
Becton Dickinson & CO

Healthcare
7
+ 0.27%
$172.41 - $199.66 $1.21K - $1.4K
2.58K $483M
CRM
Salesforce, Inc.

Technology
1.31K
+ 17.22%
$231.66 - $273.65 $303K - $357K
8.89K $2.11B
AFL
Aflac Inc

Financial Services
3
+ 0.05%
$98.09 - $111.7 $294 - $335
6.12K $684M
PG
Procter & Gamble CO

Consumer Defensive
2.03K
+ 4.19%
$150.47 - $161.22 $305K - $326K
50.3K $7.73B
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.03%
N/A
3.1K $670M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
28
+ 0.47%
$94.17 - $99.95 $2.64K - $2.8K
5.97K $597M
BORR
Borr Drilling LTD

Energy
11.6K
New
$1.86 - $3.17 $21.6K - $36.8K
11.6K $31.3M
DVY
Ishares Tr

ETFs
4
+ 0.13%
$133.88 - $142.57 $536 - $570
3.09K $439M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.15%
$433.97 - $484.08 $434 - $484
666 $319M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23
+ 0.28%
$59.61 - $63.09 $1.37K - $1.45K
8.38K $527M
UBER
Uber Technologies, Inc

Technology
30
+ 0.68%
$86.91 - $99.57 $2.61K - $2.99K
4.47K $438M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.06%
$252.31 - $269.41 $252 - $269
1.59K $414M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 0.62%
$185.88 - $207.44 $1.3K - $1.45K
1.15K $230M
AUBN
Auburn National Bancorporation, Inc

Financial Services
3
+ 0.02%
$23.13 - $28.9 $69.4 - $86.7
12.7K $344M
EPD
Enterprise Products Partners L.P.

Energy
78
+ 0.2%
$30.74 - $32.14 $2.4K - $2.51K
39.4K $1.23B
IP
International Paper CO

Consumer Cyclical
23
+ 0.28%
$45.32 - $55.68 $1.04K - $1.28K
8.25K $383M
SNV
Synovus Financial Corp

Financial Services
30
+ 0.67%
$46.55 - $59.6 $1.4K - $1.79K
4.53K $222M
SBSI
Southside Bancshares Inc

Financial Services
9
+ 0.1%
$28.25 - $31.39 $254 - $283
9.4K $266M
DG
Dollar General Corp

Consumer Defensive
405
+ 8.31%
$101.86 - $116.32 $41.3K - $47.1K
5.28K $546M
IBM
International Business Machines Corp

Technology
6
+ 0.34%
$234.77 - $292.47 $1.41K - $1.75K
1.75K $494M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.02%
$121.72 - $136.77 $122 - $137
4.65K $578M
EQR
Equity Residential

Real Estate
160
+ 1.07%
$62.3 - $68.34 $9.97K - $10.9K
15.2K $982M
SYK
Stryker Corp

Healthcare
2
+ 0.09%
$368.57 - $403.53 $737 - $807
2.27K $839M
NOW
Service Now, Inc.

Technology
239
+ 9.15%
$850.86 - $1044.69 $203K - $250K
2.85K $2.62B
ADBE
Adobe Inc.

Technology
57
+ 2.33%
$333.65 - $392.1 $19K - $22.3K
2.5K $883M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.11K
+ 9.95%
$138.59 - $171.12 $154K - $190K
12.3K $1.73B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.38K
+ 13.91%
$38.58 - $58.24 $53.3K - $80.4K
11.3K $443M
MDLZ
Mondelez International, Inc.

Consumer Defensive
172
+ 0.6%
$60.9 - $70.75 $10.5K - $12.2K
29K $1.81B
MELI
Mercadolibre Inc

Consumer Cyclical
114
+ 7.74%
$2292.04 - $2514.05 $261K - $287K
1.59K $3.71B
ADP
Automatic Data Processing Inc

Industrials
966
+ 3.31%
$288.69 - $310.94 $279K - $300K
30.2K $8.86B
ISRG
Intuitive Surgical Inc

Healthcare
395
+ 8.61%
$433.66 - $544.47 $171K - $215K
4.98K $2.23B
LLY
Eli Lilly & CO

Healthcare
14
+ 0.07%
$625.65 - $812.69 $8.76K - $11.4K
20.9K $15.9B
NFLX
Netflix Inc

Communication Services
125
+ 3.33%
$1147.87 - $1297.18 $143K - $162K
3.88K $4.65B
KO
Coca Cola CO

Consumer Defensive
3.02K
+ 2.29%
$65.67 - $71.67 $198K - $216K
135K $8.93B
WM
Waste Management Inc

Industrials
323
+ 0.49%
$213.88 - $237.1 $69.1K - $76.6K
66.6K $14.7B
COST
Costco Wholesale Corp

Consumer Defensive
107
+ 1.05%
$915.95 - $994.57 $98K - $106K
10.3K $9.51B
PAYX
Paychex Inc

Industrials
88
+ 0.18%
$126.69 - $147.99 $11.1K - $13K
49.3K $6.25B
UPS
United Parcel Service Inc

Industrials
10.5K
+ 5.66%
$82.58 - $105.54 $866K - $1.11M
196K $16.3B
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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