Jamison Private Wealth Management, Inc. Reduced Holdings in Q3 2024

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-22
- 0.06%
$85.6 - $98.61 $1.88K - $2.17K
36.1K $3.47B
ZS
Zscaler, Inc.

Technology
-46
- 1.29%
$155.9 - $204.47 $7.17K - $9.41K
3.52K $602M
CRSP
Crispr Therapeutics Ag

Healthcare
-46
- 0.8%
$44.62 - $62.75 $2.05K - $2.89K
5.7K $268M
ABNB
Airbnb, Inc.

Consumer Cyclical
-52
- 3.76%
$113.01 - $154.34 $5.88K - $8.03K
1.33K $169M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.29K
- 8.61%
$29.85 - $41.1 $38.4K - $52.9K
13.7K $535M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-285
- 3.97%
$8.26 - $12.16 $2.35K - $3.47K
6.89K $61.7M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-473
- 6.16%
$11.03 - $18.11 $5.22K - $8.57K
7.21K $80.9M
MRNA
Moderna, Inc.

Healthcare
-40
- 10.7%
$63.64 - $125.14 $2.55K - $5.01K
334 $22.3M
ALB
Albemarle Corp

Basic Materials
-153
- 3.11%
$72.85 - $100.09 $11.1K - $15.3K
4.76K $451M
Atlassian Corporation
-76
- 27.54%
N/A
200 $31.8M
BEN
Franklin Resources Inc

Financial Services
-494
- 33.38%
$19.13 - $23.97 $9.45K - $11.8K
986 $19.9M
CVS
Cvs Health Corp

Healthcare
-2K
- 6.64%
$55.81 - $63.18 $112K - $127K
28.2K $1.77B
UBER
Uber Technologies, Inc

Technology
-209
- 8.44%
$58.48 - $77.47 $12.2K - $16.2K
2.27K $170M
GNRC
Generac Holdings Inc.

Industrials
-56
- 47.06%
$133.16 - $159.78 $7.46K - $8.95K
63 $10M
PFE
Pfizer Inc

Healthcare
-5.01K
- 3.41%
$27.7 - $31.39 $139K - $157K
142K $4.11B
TGT
Target Corp

Consumer Defensive
-51
- 6.88%
$133.47 - $159.25 $6.81K - $8.12K
690 $108M
MDB
Mongo Db, Inc.

Technology
-17
- 10.18%
$221.5 - $296.69 $3.77K - $5.04K
150 $40.6M
DASH
Door Dash, Inc.

Communication Services
-14
- 45.16%
$100.28 - $143.99 $1.4K - $2.02K
17 $2.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-59
- 7.1%
$36.98 - $41.55 $2.18K - $2.45K
772 $31.8M
SOFI
So Fi Technologies, Inc.

Financial Services
-10
- 1.74%
$6.32 - $8.19 $63.2 - $81.9
565 $4.44M
Ge Healthcare Technologies I
-390
- 16.26%
N/A
2.01K $189M
ETN
Eaton Corp PLC

Industrials
-6
- 2.59%
$272.52 - $333.02 $1.64K - $2K
226 $74.9M
SHAK
Shake Shack Inc.

Consumer Cyclical
-45
- 7.94%
$78.84 - $109.49 $3.55K - $4.93K
522 $53.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-17
- 6.44%
$247.34 - $300.11 $4.2K - $5.1K
247 $73.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
-556
- 8.25%
$77.22 - $89.49 $42.9K - $49.8K
6.18K $551M
BDX
Becton Dickinson & CO

Healthcare
-34
- 1.31%
$221.47 - $242.41 $7.53K - $8.24K
2.57K $619M
DE
Deere & CO

Industrials
-4
- 1.28%
$344.84 - $418.0 $1.38K - $1.67K
309 $129M
KRE
Spdr S&P Regional Banking ETF

ETFs
-173
- 5.99%
$47.94 - $59.23 $8.29K - $10.2K
2.71K $154M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-43
- 2.31%
$97.66 - $119.74 $4.2K - $5.15K
1.82K $204M
SQ
Block, Inc.

Technology
-108
- 1.2%
$57.21 - $72.07 $6.18K - $7.78K
8.87K $595M
IEMG
Ishares Inc

ETFs
-59
- 0.99%
$53.64 - $53.64 $3.16K - $3.16K
5.89K $338M
OHI
Omega Healthcare Investors Inc

Real Estate
-70
- 1.83%
$33.55 - $41.29 $2.35K - $2.89K
3.76K $153M
DEO
Diageo PLC

Consumer Defensive
-452
- 7.25%
$120.02 - $140.77 $54.2K - $63.6K
5.78K $811M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.68%
$517.38 - $573.86 $4.14K - $4.59K
1.17K $668M
CLX
Clorox CO

Consumer Defensive
-159
- 6.45%
$131.73 - $166.97 $20.9K - $26.5K
2.31K $376M
KEY
Keycorp

Financial Services
-4.03K
- 9.21%
$13.95 - $17.34 $56.3K - $69.9K
39.8K $666M
KHC
Kraft Heinz CO

Consumer Defensive
-174
- 0.69%
$31.86 - $36.13 $5.54K - $6.29K
24.9K $875M
VEEV
Veeva Systems Inc

Healthcare
-48
- 1.52%
$180.43 - $223.9 $8.66K - $10.7K
3.1K $651M
EQR
Equity Residential

Real Estate
-8
- 0.05%
$67.19 - $78.09 $538 - $625
15.5K $1.16B
MO
Altria Group, Inc.

Consumer Defensive
-338
- 1.62%
$45.95 - $54.71 $15.5K - $18.5K
20.5K $1.05B
MMM
3 M CO

Industrials
-134
- 3.98%
$99.69 - $139.42 $13.4K - $18.7K
3.23K $441M
ED
Consolidated Edison Inc

Utilities
-29
- 0.38%
$88.42 - $104.97 $2.56K - $3.04K
7.61K $793M
Ge Vernova Inc
-422
- 15.7%
N/A
2.27K $578M
VMC
Vulcan Materials CO

Basic Materials
-48
- 0.06%
$231.83 - $274.51 $11.1K - $13.2K
81.7K $20.5B
GIS
General Mills Inc

Consumer Defensive
-264
- 1.78%
$62.5 - $75.15 $16.5K - $19.8K
14.5K $1.07B
CSCO
Cisco Systems, Inc.

Technology
-4.26K
- 6.31%
$44.74 - $53.22 $191K - $227K
63.3K $3.37B
SNY
Sanofi

Healthcare
-205
- 0.69%
$48.54 - $58.53 $9.95K - $12K
29.4K $1.69B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-118
- 0.78%
$57.22 - $80.08 $6.75K - $9.45K
14.9K $1.17B
BMY
Bristol Myers Squibb CO

Healthcare
-3.44K
- 7.14%
$39.66 - $51.75 $136K - $178K
44.7K $2.31B
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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