Jamison Private Wealth Management, Inc. Incresed Positions in Q3 2025

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
47
+ 0.28%
$148.97 - $165.88 $7K - $7.8K
16.8K $2.76B
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.4K
+ 35.95%
$86.72 - $111.84 $121K - $156K
5.28K $591M
PSA
Public Storage

Real Estate
845
+ 83.09%
$271.94 - $298.09 $230K - $252K
1.86K $538M
GILD
Gilead Sciences, Inc.

Healthcare
1.95K
+ 6.62%
$108.22 - $120.47 $211K - $235K
31.5K $3.49B
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
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
ABR
Arbor Realty Trust Inc

Real Estate
1.09K
+ 7.74%
$10.7 - $12.21 $11.6K - $13.3K
15.1K $184M
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
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
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