Jamison Private Wealth Management, Inc. Reduced Holdings in Q3 2025

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-375
- 1.02%
$332.09 - $358.86 $125K - $135K
36.2K $12.4B
DIS
Walt Disney CO

Communication Services
-819
- 2.45%
$112.25 - $124.0 $91.9K - $102K
32.6K $3.74B
CAH
Cardinal Health Inc

Healthcare
-111
- 0.44%
$146.04 - $167.63 $16.2K - $18.6K
25.4K $3.99B
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.55K
- 28.09%
$37.4 - $48.23 $133K - $171K
9.08K $340M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-682
- 4.78%
$65.64 - $78.22 $44.8K - $53.3K
13.6K $912M
BMY
Bristol Myers Squibb CO

Healthcare
-2.22K
- 5.44%
$43.31 - $48.98 $96K - $109K
38.5K $1.74B
PFE
Pfizer Inc

Healthcare
-11.2K
- 9.49%
$23.29 - $25.88 $260K - $289K
106K $2.71B
NKE
Nike, Inc.

Consumer Cyclical
-1.56K
- 12.2%
$69.24 - $79.24 $108K - $124K
11.2K $782M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.41K
- 30.68%
$28.92 - $32.19 $156K - $174K
12.2K $390M
SBUX
Starbucks Corp

Consumer Cyclical
-447
- 3.79%
$81.9 - $96.86 $36.6K - $43.3K
11.3K $959M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.57K
- 2.67%
$29.81 - $34.07 $46.7K - $53.4K
57.1K $1.88B
MMM
3 M CO

Industrials
-543
- 26.88%
$144.41 - $160.2 $78.4K - $87K
1.48K $229M
CSCO
Cisco Systems, Inc.

Technology
-62
- 0.1%
$66.2 - $71.79 $4.1K - $4.45K
60K $4.1B
SNY
Sanofi

Healthcare
-545
- 1.98%
$45.07 - $51.35 $24.6K - $28K
27K $1.27B
ZS
Zscaler, Inc.

Technology
-34
- 1.11%
$267.68 - $316.5 $9.1K - $10.8K
3.02K $906M
KHC
Kraft Heinz CO

Consumer Defensive
-1.5K
- 10.49%
$25.63 - $28.94 $38.4K - $43.4K
12.8K $333M
ED
Consolidated Edison Inc

Utilities
-305
- 4.23%
$95.57 - $105.36 $29.1K - $32.1K
6.91K $695M
GIS
General Mills Inc

Consumer Defensive
-7
- 0.05%
$48.44 - $53.83 $339 - $377
14.7K $739M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-69
- 3.92%
$122.0 - $138.74 $8.42K - $9.57K
1.69K $215M
DHR
Danaher Corp

Healthcare
-71
- 0.73%
$181.46 - $212.2 $12.9K - $15.1K
9.69K $1.92B
RH
Rh

Consumer Cyclical
-110
- 9.34%
$187.54 - $251.0 $20.6K - $27.6K
1.07K $217M
SHEL
Shell PLC

Energy
-11
- 0.32%
$69.82 - $73.93 $768 - $813
3.43K $246M
IWD
Ishares Russell 1000 Val ETF

ETFs
-66
- 3.49%
$192.76 - $203.86 $12.7K - $13.5K
1.82K $371M
SQ
Block, Inc.

Technology
-312
- 4.03%
N/A
7.43K $537M
VEEV
Veeva Systems Inc

Healthcare
-47
- 1.56%
$269.2 - $297.91 $12.7K - $14K
2.97K $884M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-287
- 3.11%
$25.29 - $28.33 $7.26K - $8.13K
8.96K $250M
IEMG
Ishares Inc

ETFs
-185
- 3.36%
N/A
5.33K $351M
CEG
Constellation Energy Corp

Utilities
-72
- 0.93%
$298.82 - $354.89 $21.5K - $25.6K
7.67K $2.52B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-145
- 0.83%
$23.82 - $25.84 $3.45K - $3.75K
17.3K $444M
HST
Host Hotels & Resorts, Inc.

Real Estate
-592
- 1.96%
$15.27 - $17.68 $9.04K - $10.5K
29.6K $504M
MDT
Medtronic PLC

Healthcare
-140
- 2.1%
$87.67 - $95.74 $12.3K - $13.4K
6.51K $620M
DD
Du Pont De Nemours, Inc.

Basic Materials
-90
- 1.69%
$69.9 - $78.26 $6.29K - $7.04K
5.25K $409M
LOW
Lowes Companies Inc

Consumer Cyclical
-51
- 2.18%
$215.01 - $273.02 $11K - $13.9K
2.29K $575M
COP
Conocophillips

Energy
-63
- 0.37%
$91.0 - $98.99 $5.73K - $6.24K
17.1K $1.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 1.3%
$420.11 - $472.68 $11.3K - $12.8K
2.06K $963M
NVS
Novartis Ag

Healthcare
-341
- 1.94%
$113.5 - $129.73 $38.7K - $44.2K
17.2K $2.21B
FAST
Fastenal CO

Industrials
-168
- 1.04%
$42.47 - $50.39 $7.13K - $8.47K
16.1K $788M
Ge Vernova Inc
-27
- 1.38%
N/A
1.93K $1.19B
CMA
Comerica Inc

Financial Services
-235
- 1.21%
$60.93 - $71.05 $14.3K - $16.7K
19.1K $1.31B
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-823
- 1.0%
$21.7 - $26.32 $17.9K - $21.7K
81.1K $1.99B
AEP
American Electric Power CO Inc

Utilities
-119
- 0.6%
$103.26 - $115.0 $12.3K - $13.7K
19.6K $2.2B
RTX
Raytheon Technologies Corp

Industrials
-28
- 0.12%
$144.19 - $167.33 $4.04K - $4.69K
23.5K $3.93B
GPC
Genuine Parts CO

Consumer Cyclical
-165
- 0.49%
$122.23 - $142.77 $20.2K - $23.6K
33.2K $4.61B
NSC
Norfolk Southern Corp

Industrials
-44
- 0.22%
$259.49 - $300.41 $11.4K - $13.2K
20K $6B
MSFT
Microsoft Corp

Technology
-145
- 0.23%
$491.09 - $535.64 $71.2K - $77.7K
64.2K $33.2B
VMC
Vulcan Materials CO

Basic Materials
-2.15K
- 2.66%
$260.62 - $307.62 $559K - $660K
78.6K $24.2B
NVDA
Nvidia Corp

Technology
-4.45K
- 2.28%
$153.3 - $186.58 $682K - $830K
190K $35.5B
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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