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
SBUX
Starbucks Corp

Consumer Cyclical
1.35K
+ 16.0%
$72.51 - $98.6 $98.2K - $134K
9.82K $957M
AEP
American Electric Power CO Inc

Utilities
34
+ 0.17%
$87.11 - $104.95 $2.96K - $3.57K
19.5K $2B
TSCO
Tractor Supply CO

Consumer Cyclical
695
+ 16.95%
$251.95 - $290.93 $175K - $202K
4.8K $1.4B
ISRG
Intuitive Surgical Inc

Healthcare
232
+ 6.31%
$416.14 - $494.01 $96.5K - $115K
3.91K $1.92B
TJX
Tjx Companies Inc

Consumer Cyclical
1.23K
+ 6.74%
$107.93 - $120.23 $132K - $147K
19.4K $2.28B
DHR
Danaher Corp

Healthcare
11
+ 0.11%
$239.25 - $280.76 $2.63K - $3.09K
9.6K $2.67B
BAC
Bank Of America Corp

Financial Services
7.12K
+ 2.81%
$36.65 - $44.13 $261K - $314K
261K $10.3B
SBSI
Southside Bancshares Inc

Financial Services
6.87K
+ 168.37%
$26.4 - $35.03 $181K - $241K
10.9K $366M
SJM
J M Smucker CO

Consumer Defensive
17
+ 0.08%
$109.12 - $122.4 $1.86K - $2.08K
20.6K $2.5B
MDLZ
Mondelez International, Inc.

Consumer Defensive
34
+ 0.11%
$64.35 - $75.71 $2.19K - $2.57K
30.1K $2.22B
ASML
Asml Holding Nv

Technology
427
+ 66.51%
$749.82 - $1098.95 $320K - $469K
1.07K $891M
UPS
United Parcel Service Inc

Industrials
2.24K
+ 1.29%
$123.32 - $147.38 $277K - $331K
177K $24.1B
ENB
Enbridge Inc

Energy
5.13K
+ 513.1%
$35.27 - $41.18 $181K - $211K
6.13K $249M
CMI
Cummins Inc

Industrials
596
+ 152.04%
$266.63 - $326.4 $159K - $195K
988 $320M
Labcorp Holdings Inc
825
New
N/A
825 $184M
CMA
Comerica Inc

Financial Services
152
+ 0.79%
$49.93 - $61.49 $7.59K - $9.35K
19.4K $1.16B
UNH
Unitedhealth Group Inc

Healthcare
171
+ 16.22%
$488.01 - $604.18 $83.4K - $103K
1.23K $716M
CNQ
Canadian Natural Resources LTD

Energy
5.4K
New
$31.97 - $37.41 $173K - $202K
5.4K $179M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
454
+ 3.8%
$105.53 - $118.34 $47.9K - $53.7K
12.4K $1.45B
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.14%
$294.65 - $384.0 $884 - $1.15K
2.09K $796M
PI
Impinj Inc

Technology
566
+ 69.96%
$137.66 - $217.83 $77.9K - $123K
1.38K $298M
EIX
Edison International

Utilities
907
+ 15.62%
$71.19 - $87.72 $64.6K - $79.6K
6.71K $585M
AXP
American Express CO

Financial Services
1
+ 0.02%
$225.92 - $271.17 $226 - $271
4.17K $1.13B
MAR
Marriott International Inc

Consumer Cyclical
520
+ 10.21%
$211.35 - $255.11 $110K - $133K
5.61K $1.4B
MS
Morgan Stanley

Financial Services
1.48K
+ 131.82%
$92.07 - $106.96 $136K - $158K
2.6K $271M
NFLX
Netflix Inc

Communication Services
68
+ 2.05%
$598.55 - $722.26 $40.7K - $49.1K
3.38K $2.4B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
631
+ 3.81%
$116.79 - $133.54 $73.7K - $84.3K
17.2K $2.27B
PANW
Palo Alto Networks Inc

Technology
325
+ 2.1%
$294.18 - $368.01 $95.6K - $120K
15.8K $5.41B
KMB
Kimberly Clark Corp

Consumer Defensive
946
+ 28.0%
$135.05 - $148.35 $128K - $140K
4.33K $615M
LOW
Lowes Companies Inc

Consumer Cyclical
152
+ 7.22%
$213.3 - $270.78 $32.4K - $41.2K
2.26K $611M
C
Citigroup Inc

Financial Services
2.47K
+ 24.48%
$56.11 - $67.61 $139K - $167K
12.6K $788M
IXUS
Ishares Tr

ETFs
1.13K
+ 9.12%
$64.9 - $73.35 $73.5K - $83.1K
13.6K $985M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.54K
+ 54.83%
$217.89 - $392.15 $335K - $603K
4.34K $1.22B
AFL
Aflac Inc

Financial Services
7
+ 0.11%
$88.52 - $111.8 $620 - $783
6.28K $702M
ABT
Abbott Laboratories

Healthcare
99
+ 0.79%
$100.07 - $118.13 $9.91K - $11.7K
12.7K $1.44B
OXY
Occidental Petroleum Corp

Energy
3.31K
+ 108.41%
$49.91 - $63.73 $165K - $211K
6.37K $328M
VZ
Verizon Communications Inc

Communication Services
195
+ 0.59%
$38.89 - $45.0 $7.58K - $8.78K
33.5K $1.5B
ADBE
Adobe Inc.

Technology
328
+ 29.23%
$508.13 - $586.55 $167K - $192K
1.45K $751M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.39K
+ 30.26%
$59.93 - $66.52 $83.4K - $92.5K
5.99K $398M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.49K
+ 80.91%
$52.04 - $64.22 $77.4K - $95.6K
3.33K $203M
TOL
Toll Brothers, Inc.

Consumer Cyclical
296
+ 23.38%
$109.16 - $155.35 $32.3K - $46K
1.56K $241M
MDT
Medtronic PLC

Healthcare
92
+ 1.2%
$76.84 - $91.03 $7.07K - $8.37K
7.76K $698M
ORCL
Oracle Corp

Technology
297
+ 19.6%
$125.9 - $170.35 $37.4K - $50.6K
1.81K $309M
PLD
Prologis, Inc.

Real Estate
561
+ 42.02%
$111.95 - $132.43 $62.8K - $74.3K
1.9K $239M
VBK
Vanguard Small Cap Growth ETF

ETFs
261
+ 25.02%
$240.48 - $267.94 $62.8K - $69.9K
1.3K $349M
SYK
Stryker Corp

Healthcare
75
+ 2.82%
$315.94 - $371.96 $23.7K - $27.9K
2.73K $988M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
557
+ 22.13%
$233.4 - $302.36 $130K - $168K
3.07K $834M
IBM
International Business Machines Corp

Technology
7
+ 0.42%
$175.1 - $223.38 $1.23K - $1.56K
1.66K $367M
PSA
Public Storage

Real Estate
3
+ 0.29%
$283.13 - $365.01 $849 - $1.1K
1.04K $378M
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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