Jamison Private Wealth Management, Inc. Purchases in Q3 2024

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
2.03K
+ 2.24%
$120.77 - $159.66 $245K - $324K
92.4K $14.2B
AAPL
Apple Inc.

Technology
1.45K
+ 1.26%
$207.23 - $234.82 $301K - $341K
117K $27.2B
HD
Home Depot, Inc.

Consumer Cyclical
836
+ 2.53%
$333.64 - $405.2 $279K - $339K
33.9K $13.7B
LMT
Lockheed Martin Corp

Industrials
441
+ 2.6%
$460.3 - $584.56 $203K - $258K
17.4K $10.2B
CAT
Caterpillar Inc

Industrials
918
+ 2.86%
$316.8 - $391.12 $291K - $359K
33K $12.9B
MCD
Mcdonalds Corp

Consumer Cyclical
823
+ 2.5%
$245.82 - $304.51 $202K - $251K
33.8K $10.3B
SO
Southern CO

Utilities
3.41K
+ 2.79%
$77.0 - $90.52 $263K - $309K
126K $11.3B
ABBV
Abb Vie Inc.

Healthcare
1.35K
+ 2.48%
$163.84 - $199.33 $221K - $268K
55.5K $11B
TSLA
Tesla, Inc.

Consumer Cyclical
843
+ 4.5%
$191.76 - $263.26 $162K - $222K
19.6K $5.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
554
+ 2.98%
$405.19 - $478.57 $224K - $265K
19.1K $8.81B
META
Meta Platforms, Inc.

Communication Services
505
+ 3.85%
$453.41 - $572.44 $229K - $289K
13.6K $7.79B
ADP
Automatic Data Processing Inc

Industrials
174
+ 0.6%
$233.44 - $279.45 $40.6K - $48.6K
29.4K $8.12B
BLK
Black Rock Inc.

Financial Services
253
+ 4.86%
$782.27 - $949.51 $198K - $240K
5.46K $5.19B
JNJ
Johnson & Johnson

Healthcare
1.44K
+ 3.17%
$145.48 - $167.38 $209K - $241K
46.7K $7.58B
DUK
Duke Energy Corp

Utilities
1.33K
+ 2.85%
$99.35 - $117.71 $132K - $157K
48K $5.53B
JPM
Jpmorgan Chase & CO

Financial Services
1.73K
+ 3.37%
$194.9 - $224.8 $337K - $388K
53K $11.2B
AVGO
Broadcom Inc.

Technology
42.4K
+ 933.41%
$136.27 - $1745.86 $5.78M - $74.1M
47K $8.11B
GS
Goldman Sachs Group Inc

Financial Services
719
+ 6.88%
$459.02 - $510.25 $330K - $367K
11.2K $5.53B
TFC
Truist Financial Corp

Financial Services
6.41K
+ 5.0%
$38.22 - $44.94 $245K - $288K
135K $5.75B
PAYX
Paychex Inc

Industrials
268
+ 0.57%
$116.17 - $135.19 $31.1K - $36.2K
47K $6.31B
MELI
Mercadolibre Inc

Consumer Cyclical
130
+ 10.78%
$1591.44 - $2140.1 $207K - $278K
1.34K $2.74B
SCCO
Southern Copper Corp

Basic Materials
2.01K
+ 3.25%
$94.1 - $120.43 $189K - $242K
63.8K $7.38B
NSC
Norfolk Southern Corp

Industrials
299
+ 1.68%
$213.75 - $259.69 $63.9K - $77.6K
18.1K $4.5B
COST
Costco Wholesale Corp

Consumer Defensive
338
+ 3.66%
$801.83 - $917.05 $271K - $310K
9.57K $8.48B
GLW
Corning Inc

Technology
4.32K
+ 6.31%
$37.76 - $46.2 $163K - $200K
72.8K $3.29B
PG
Procter & Gamble CO

Consumer Defensive
1.4K
+ 3.05%
$160.76 - $177.82 $226K - $249K
47.4K $8.22B
IVV
Ishares Core S&P 500 ETF

ETFs
679
+ 9.33%
$520.18 - $576.82 $353K - $392K
7.95K $4.59B
V
Visa Inc.

Financial Services
488
+ 1.35%
$253.74 - $291.56 $124K - $142K
36.8K $10.1B
DLR
Digital Realty Trust, Inc.

Real Estate
1.84K
+ 6.88%
$144.47 - $162.98 $266K - $300K
28.6K $4.63B
SPG
Simon Property Group Inc

Real Estate
2.45K
+ 28.94%
$146.09 - $170.11 $357K - $416K
10.9K $1.84B
ATO
Atmos Energy Corp

Utilities
742
+ 3.62%
$114.08 - $138.75 $84.6K - $103K
21.2K $2.94B
BHP
Bhp Group LTD

Basic Materials
2.67K
+ 3.48%
$51.32 - $62.11 $137K - $166K
79.4K $4.93B
AMGN
Amgen Inc

Healthcare
968
+ 4.1%
$309.38 - $337.38 $299K - $327K
24.6K $7.92B
RTX
Raytheon Technologies Corp

Industrials
318
+ 1.35%
$99.55 - $123.34 $31.7K - $39.2K
23.8K $2.89B
CEG
Constellation Energy Corp

Utilities
4
+ 0.05%
$167.08 - $262.86 $668 - $1.05K
7.86K $2.04B
GILD
Gilead Sciences, Inc.

Healthcare
816
+ 3.19%
$66.59 - $83.99 $54.3K - $68.5K
26.4K $2.22B
GE
General Electric CO

Industrials
621
+ 5.43%
$156.66 - $189.66 $97.3K - $118K
12.1K $2.27B
O
Realty Income Corp

Real Estate
3.65K
+ 18.37%
$52.36 - $63.42 $191K - $232K
23.5K $1.49B
NOW
Service Now, Inc.

Technology
253
+ 13.15%
$730.87 - $937.36 $185K - $237K
2.18K $1.95B
CAH
Cardinal Health Inc

Healthcare
915
+ 4.0%
$93.74 - $114.66 $85.8K - $105K
23.8K $2.63B
HSY
Hershey CO

Consumer Defensive
1.65K
+ 23.25%
$182.45 - $203.25 $300K - $335K
8.73K $1.67B
AMD
Advanced Micro Devices Inc

Technology
1.83K
+ 5.2%
$128.67 - $183.96 $236K - $337K
37.1K $6.09B
EXC
Exelon Corp

Utilities
1.85K
+ 3.86%
$34.24 - $40.55 $63.3K - $75K
49.8K $2.02B
LRCX
Lam Research Corp

Technology
425
+ 2500.0%
$731.56 - $1127.3 $311K - $479K
442 $361M
XOM
Exxon Mobil Corp

Energy
2.06K
+ 4.27%
$109.72 - $119.0 $225K - $245K
50.2K $5.89B
GD
General Dynamics Corp

Industrials
831
+ 11.88%
$279.51 - $308.09 $232K - $256K
7.83K $2.37B
PEP
Pepsico Inc

Consumer Defensive
1.68K
+ 21.75%
$161.9 - $179.3 $272K - $302K
9.42K $1.6B
NKE
Nike, Inc.

Consumer Cyclical
2.83K
+ 53.88%
$71.09 - $89.44 $201K - $253K
8.07K $713M
ODFL
Old Dominion Freight Line, Inc.

Industrials
627
+ 7.23%
$178.41 - $210.18 $112K - $132K
9.3K $1.85B
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
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