Jamison Private Wealth Management, Inc. Incresed Positions in Q1 2025

Jamison Private Wealth Management, Inc.

  • $656 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
136
+ 0.2%
$200.54 - $233.78 $27.3K - $31.8K
67.1K $15.5B
CVX
Chevron Corp

Energy
2.99K
+ 6.17%
$146.71 - $167.97 $438K - $501K
51.4K $8.6B
KO
Coca Cola CO

Consumer Defensive
1.8K
+ 1.36%
$60.81 - $72.32 $109K - $130K
133K $9.56B
AMGN
Amgen Inc

Healthcare
48
+ 0.19%
$258.59 - $327.36 $12.4K - $15.7K
25.6K $7.98B
SO
Southern CO

Utilities
464
+ 0.36%
$80.96 - $92.96 $37.6K - $43.1K
128K $11.8B
PAYX
Paychex Inc

Industrials
1.44K
+ 3.08%
$136.06 - $154.52 $196K - $223K
48.3K $7.45B
MCD
Mcdonalds Corp

Consumer Cyclical
45
+ 0.13%
$279.74 - $321.29 $12.6K - $14.5K
34K $10.6B
DUK
Duke Energy Corp

Utilities
589
+ 1.19%
$105.87 - $121.97 $62.4K - $71.8K
49.9K $6.09B
XOM
Exxon Mobil Corp

Energy
1.06K
+ 2.04%
$105.44 - $118.93 $111K - $126K
52.7K $6.27B
GILD
Gilead Sciences, Inc.

Healthcare
659
+ 2.36%
$89.14 - $117.41 $58.7K - $77.4K
28.6K $3.21B
EXC
Exelon Corp

Utilities
1.06K
+ 2.04%
$37.3 - $46.08 $39.6K - $48.9K
53.2K $2.45B
MELI
Mercadolibre Inc

Consumer Cyclical
40
+ 2.81%
$1739.0 - $2260.0 $69.6K - $90.4K
1.47K $2.86B
GE
General Electric CO

Industrials
46
+ 0.38%
$168.59 - $212.13 $7.76K - $9.76K
12.2K $2.45B
PG
Procter & Gamble CO

Consumer Defensive
690
+ 1.4%
$158.56 - $176.26 $109K - $122K
50.1K $8.54B
NSC
Norfolk Southern Corp

Industrials
902
+ 4.91%
$227.69 - $259.76 $205K - $234K
19.3K $4.57B
SCCO
Southern Copper Corp

Basic Materials
688
+ 1.04%
$85.92 - $101.48 $59.1K - $69.8K
66.7K $6.23B
ENB
Enbridge Inc

Energy
3.73K
+ 15.93%
$41.54 - $45.45 $155K - $170K
27.2K $1.2B
GLD
Spdr Gold Trust

ETFs
25
+ 0.58%
$243.19 - $288.14 $6.08K - $7.2K
4.3K $1.24B
CRWD
Crowd Strike Holdings, Inc.

Technology
433
+ 9.45%
$308.86 - $455.36 $134K - $197K
5.01K $1.77B
DG
Dollar General Corp

Consumer Defensive
1.8K
+ 64.06%
$68.44 - $87.93 $123K - $159K
4.62K $406M
GD
General Dynamics Corp

Industrials
375
+ 4.46%
$241.94 - $272.58 $90.7K - $102K
8.79K $2.4B
PLTR
Palantir Technologies Inc.

Technology
1.08K
+ 11.95%
$64.98 - $124.62 $69.9K - $134K
10.1K $850M
NFLX
Netflix Inc

Communication Services
25
+ 0.71%
$828.4 - $1058.6 $20.7K - $26.5K
3.55K $3.31B
O
Realty Income Corp

Real Estate
745
+ 2.76%
$51.67 - $58.49 $38.5K - $43.6K
27.7K $1.61B
HSY
Hershey CO

Consumer Defensive
761
+ 7.45%
$144.74 - $186.36 $110K - $142K
11K $1.88B
WPM
Wheaton Precious Metals Corp.

Basic Materials
732
+ 17.88%
$55.75 - $77.63 $40.8K - $56.8K
4.83K $375M
TSCO
Tractor Supply CO

Consumer Cyclical
1.45K
+ 5.22%
$51.66 - $57.94 $74.7K - $83.8K
29.2K $1.61B
CNQ
Canadian Natural Resources LTD

Energy
3.51K
+ 29.94%
$26.72 - $32.74 $93.8K - $115K
15.2K $469M
Gsk PLC
449
+ 2.64%
N/A
17.5K $677M
FANG
Diamondback Energy, Inc.

Energy
681
+ 26.2%
$139.9 - $180.18 $95.3K - $123K
3.28K $524M
OXY
Occidental Petroleum Corp

Energy
1.54K
+ 19.98%
$45.45 - $52.7 $70K - $81.2K
9.26K $457M
KMB
Kimberly Clark Corp

Consumer Defensive
138
+ 3.19%
$124.46 - $147.4 $17.2K - $20.3K
4.46K $635M
IBM
International Business Machines Corp

Technology
72
+ 4.32%
$217.4 - $264.74 $15.7K - $19.1K
1.74K $432M
PLD
Prologis, Inc.

Real Estate
448
+ 17.88%
$103.59 - $124.04 $46.4K - $55.6K
2.95K $330M
SPG
Simon Property Group Inc

Real Estate
878
+ 6.56%
$159.48 - $187.78 $140K - $165K
14.3K $2.37B
Lam Research Corp
784
+ 13.94%
N/A
6.41K $466M
ASML
Asml Holding Nv

Technology
142
+ 9.73%
$662.63 - $776.99 $94.1K - $110K
1.6K $1.06B
FAST
Fastenal CO

Industrials
25
+ 0.31%
$71.11 - $79.98 $1.78K - $2K
8.1K $628M
TJX
Tjx Companies Inc

Consumer Cyclical
205
+ 1.03%
$112.81 - $126.16 $23.1K - $25.9K
20.2K $2.46B
MS
Morgan Stanley

Financial Services
891
+ 13.58%
$111.68 - $141.08 $99.5K - $126K
7.45K $870M
ODFL
Old Dominion Freight Line, Inc.

Industrials
922
+ 9.08%
$161.13 - $209.29 $149K - $193K
11.1K $1.83B
SHEL
Shell PLC

Energy
10
+ 0.28%
$62.84 - $73.29 $628 - $733
3.63K $266M
CCJ
Cameco Corp

Energy
2.87K
+ 36.09%
$40.64 - $56.86 $116K - $163K
10.8K $445M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1K
+ 28.75%
$103.02 - $140.69 $103K - $141K
4.48K $473M
BHP
Bhp Group LTD

Basic Materials
963
+ 1.2%
$48.18 - $52.11 $46.4K - $50.2K
81.1K $3.94B
META
Meta Platforms, Inc.

Communication Services
254
+ 1.84%
$576.36 - $736.67 $146K - $187K
14.1K $8.11B
PEP
Pepsico Inc

Consumer Defensive
257
+ 2.32%
$142.64 - $156.42 $36.7K - $40.2K
11.3K $1.7B
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
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
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email