Jamison Private Wealth Management, Inc. Incresed Positions in Q3 2024

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Gsk PLC
784
+ 4.59%
N/A
17.8K $730M
FAST
Fastenal CO

Industrials
26
+ 0.32%
$62.09 - $71.83 $1.61K - $1.87K
8.05K $575M
SNV
Synovus Financial Corp

Financial Services
35
+ 0.22%
$39.32 - $47.62 $1.38K - $1.67K
16K $711M
AUBN
Auburn National Bancorporation, Inc

Financial Services
300
+ 2.21%
$17.5 - $24.35 $5.25K - $7.31K
13.9K $317M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
682
+ 44.43%
$77.02 - $85.06 $52.5K - $58K
2.22K $187M
TXN
Texas Instruments Inc

Technology
326
+ 881.08%
$194.6 - $194.6 $63.4K - $63.4K
363 $74.9M
FCX
Freeport Mcmoran Inc

Basic Materials
1.3K
+ 90.13%
$39.52 - $51.92 $51.3K - $67.3K
2.74K $137M
VUG
Vanguard Growth ETF

ETFs
145
+ 27.88%
$341.08 - $391.94 $49.5K - $56.8K
665 $255M
GPC
Genuine Parts CO

Consumer Cyclical
8
+ 0.02%
$131.04 - $147.11 $1.05K - $1.18K
43.2K $6.03B
SYY
Sysco Corp

Consumer Defensive
7
+ 0.08%
$69.16 - $78.98 $484 - $553
8.74K $682M
GPN
Global Payments Inc

Industrials
2
+ 0.02%
$92.66 - $112.97 $185 - $226
8.55K $876M
SCHG
Schwab Strategic Tr Us Large C

ETFs
415
+ 23.46%
$92.63 - $105.69 $38.4K - $43.9K
2.18K $228M
ADM
Archer Daniels Midland CO

Consumer Defensive
848
+ 35.78%
$57.96 - $65.72 $49.2K - $55.7K
3.22K $192M
IP
International Paper CO

Consumer Cyclical
21
+ 0.26%
$42.55 - $49.98 $894 - $1.05K
8.17K $399M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
258
+ 44.25%
$147.95 - $191.05 $38.2K - $49.3K
841 $146M
DVY
Ishares Tr

ETFs
4
+ 0.13%
$119.99 - $135.74 $480 - $543
3.07K $415M
Veralto Corp
9
+ 0.38%
N/A
2.35K $263M
ITW
Illinois Tool Works Inc

Industrials
76
+ 11.08%
$233.14 - $263.97 $17.7K - $20.1K
762 $200M
CVX
Chevron Corp

Energy
2.51K
+ 6.88%
$137.88 - $161.97 $347K - $407K
39.1K $5.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.25%
$475.2 - $527.7 $1.43K - $1.58K
1.21K $636M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.54%
$156.14 - $187.2 $937 - $1.12K
1.11K $205M
MA
Mastercard Inc

Financial Services
49
+ 28.32%
$429.6 - $500.99 $21.1K - $24.5K
222 $110M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.3%
$182.15 - $182.15 $1.09K - $1.09K
2.03K $403M
RYN
Rayonier Inc

Real Estate
8
+ 0.08%
$27.69 - $32.25 $222 - $258
9.73K $313M
LAMR
Lamar Advertising CO

Real Estate
84
+ 6.64%
$110.9 - $135.58 $9.32K - $11.4K
1.35K $180M
UL
Unilever PLC

Consumer Defensive
405
+ 202.5%
$54.7 - $65.59 $22.2K - $26.6K
605 $39.3M
UNP
Union Pacific Corp

Industrials
93
+ 265.71%
$221.78 - $256.09 $20.6K - $23.8K
128 $31.6M
TM
Toyota Motor Corp

Consumer Cyclical
126
+ 300.0%
$167.18 - $207.59 $21.1K - $26.2K
168 $30M
D
Dominion Energy, Inc

Utilities
10
+ 0.44%
$48.01 - $58.53 $480 - $585
2.29K $132M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 3.9%
$161.02 - $200.0 $364K - $452K
60.2K $11.2B
ABR
Arbor Realty Trust Inc

Real Estate
203
+ 1.51%
$12.89 - $15.66 $2.62K - $3.18K
13.7K $212M
VEA
Vanguard Ftse Developed Market

ETFs
188
+ 6.96%
$47.6 - $53.31 $8.95K - $10K
2.89K $153M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10
+ 0.22%
$46.9 - $51.96 $469 - $520
4.57K $235M
RF
Regions Financial Corp

Financial Services
14
+ 0.27%
$19.51 - $23.42 $273 - $328
5.25K $122M
RACE
Ferrari N.V.

Consumer Cyclical
22
+ 27.16%
$405.92 - $496.79 $8.93K - $10.9K
103 $48.4M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2
+ 0.24%
$186.75 - $211.16 $374 - $422
846 $175M
BKH
Black Hills Corp

Utilities
12
+ 0.64%
$53.42 - $61.53 $641 - $738
1.88K $115M
BROS
Dutch Bros Inc.

Consumer Cyclical
500
+ 150.15%
$29.1 - $42.81 $14.6K - $21.4K
833 $26.7M
LII
Lennox International Inc

Industrials
1
+ 0.58%
$523.72 - $620.83 $524 - $621
172 $104M
CSX
Csx Corp

Industrials
316
+ 33.72%
$32.48 - $35.45 $10.3K - $11.2K
1.25K $43.3M
FIGS
Figs, Inc.

Consumer Cyclical
1.55K
+ 215.24%
$4.84 - $6.84 $7.52K - $10.6K
2.28K $15.6M
ETR
Entergy Corp

Utilities
1
+ 0.22%
$104.75 - $131.61 $105 - $132
458 $60.3M
AZN
Astrazeneca PLC

Healthcare
172
+ 0.64%
$76.67 - $87.62 $13.2K - $15.1K
27.2K $2.12B
KIM
Kimco Realty Corp

Real Estate
6
+ 0.22%
$19.24 - $24.06 $115 - $144
2.76K $64M
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 0.23%
$61.06 - $86.7 $61.1 - $86.7
429 $37.2M
ADC
Agree Realty Corp

Real Estate
3
+ 0.44%
$61.47 - $76.71 $184 - $230
678 $51.1M
BA
Boeing CO

Industrials
74
+ 112.12%
$152.04 - $190.6 $11.3K - $14.1K
140 $21.3M
XLY
Select Sector Spdr Consumer Di

ETFs
41
+ 136.67%
$170.05 - $200.86 $6.97K - $8.24K
71 $14.2M
AIZ
Assurant, Inc.

Financial Services
1
+ 0.4%
$161.28 - $199.95 $161 - $200
253 $50.3M
Activity Summary
Buys All Purchases 245 New Holdings 40 Increased Positions 205 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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