Jamison Private Wealth Management, Inc. Incresed Positions in Q4 2025

Jamison Private Wealth Management, Inc.

  • $823 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
186
+ 0.36%
$237.49 - $291.74 $44.2K - $54.3K
51.5K $16.2B
UPS
United Parcel Service Inc

Industrials
2.89K
+ 1.48%
$82.87 - $97.4 $240K - $282K
199K $19.7B
AMAT
Applied Materials Inc

Technology
183
+ 0.3%
$209.95 - $240.89 $38.4K - $44.1K
61.6K $15.8B
AMD
Advanced Micro Devices Inc

Technology
226
+ 0.49%
$164.01 - $264.33 $37.1K - $59.7K
46.2K $9.9B
JNJ
Johnson & Johnson

Healthcare
181
+ 0.21%
$185.98 - $199.58 $33.7K - $36.1K
87.7K $18.2B
SCCO
Southern Copper Corp

Basic Materials
802
+ 1.15%
$122.64 - $141.68 $98.4K - $114K
70.3K $10.1B
AMGN
Amgen Inc

Healthcare
327
+ 1.2%
$290.13 - $341.71 $94.9K - $112K
27.6K $9.04B
CAH
Cardinal Health Inc

Healthcare
388
+ 1.53%
$153.27 - $206.06 $59.5K - $80K
25.8K $5.3B
GS
Goldman Sachs Group Inc

Financial Services
216
+ 1.66%
$744.6 - $838.97 $161K - $181K
13.2K $11.6B
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
+ 1.69%
$213.04 - $254.0 $229K - $273K
64.4K $14.9B
MRK
Merck & Co., Inc.

Healthcare
662
+ 1.95%
$82.49 - $92.93 $54.6K - $61.5K
34.5K $3.64B
FDX
Fedex Corp

Industrials
287
+ 2.28%
$224.63 - $268.67 $64.5K - $77.1K
12.9K $3.72B
WMT
Walmart Inc.

Consumer Defensive
419
+ 0.58%
$101.18 - $109.03 $42.4K - $45.7K
73K $8.14B
KO
Coca Cola CO

Consumer Defensive
1.94K
+ 1.44%
$66.1 - $71.61 $128K - $139K
137K $9.55B
ISRG
Intuitive Surgical Inc

Healthcare
41
+ 0.82%
$429.59 - $576.2 $17.6K - $23.6K
5.03K $2.85B
SCHW
Schwab Charles Corp

Financial Services
318
+ 0.25%
$91.91 - $97.71 $29.2K - $31.1K
130K $13B
XOM
Exxon Mobil Corp

Energy
1.13K
+ 2.1%
$110.64 - $119.78 $125K - $135K
54.8K $6.59B
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.05%
$67.46 - $78.0 $1.82K - $2.11K
60K $4.62B
GLW
Corning Inc

Technology
454
+ 0.57%
$82.06 - $90.29 $37.3K - $41K
80K $7.01B
CRM
Salesforce, Inc.

Technology
731
+ 8.22%
$235.69 - $263.41 $172K - $193K
9.62K $2.55B
IVV
Ishares Core S&P 500 ETF

ETFs
418
+ 4.97%
$656.2 - $690.71 $274K - $289K
8.83K $6.05B
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 0.21%
$294.11 - $320.41 $33.8K - $36.8K
55.8K $18B
RTX
Raytheon Technologies Corp

Industrials
148
+ 0.63%
$157.0 - $179.44 $23.2K - $26.6K
23.6K $4.33B
GILD
Gilead Sciences, Inc.

Healthcare
274
+ 0.87%
$110.56 - $125.2 $30.3K - $34.3K
31.7K $3.89B
QCOM
Qualcomm Inc

Technology
583
+ 1.0%
$153.59 - $187.68 $89.5K - $109K
59.1K $10.1B
Lam Research Corp
396
+ 4.82%
N/A
8.61K $1.47B
MCD
Mcdonalds Corp

Consumer Cyclical
961
+ 2.79%
$293.81 - $310.11 $282K - $298K
35.4K $10.8B
TSLA
Tesla, Inc.

Consumer Cyclical
455
+ 1.99%
$401.99 - $468.37 $183K - $213K
23.3K $10.5B
DHR
Danaher Corp

Healthcare
2
+ 0.02%
$202.46 - $223.01 $405 - $446
9.69K $2.22B
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
+ 30.2%
$78.46 - $87.26 $269K - $299K
14.8K $1.24B
ADBE
Adobe Inc.

Technology
809
+ 32.31%
$325.07 - $359.91 $263K - $291K
3.31K $1.16B
ASML
Asml Holding Nv

Technology
72
+ 3.69%
$936.19 - $1075.45 $67.4K - $77.4K
2.02K $2.17B
ODFL
Old Dominion Freight Line, Inc.

Industrials
163
+ 1.33%
$132.29 - $144.78 $21.6K - $23.6K
12.4K $1.95B
CMI
Cummins Inc

Industrials
82
+ 4.1%
$407.98 - $484.34 $33.5K - $39.7K
2.08K $1.06B
MS
Morgan Stanley

Financial Services
148
+ 1.49%
$151.86 - $169.92 $22.5K - $25.1K
10K $1.78B
TJX
Tjx Companies Inc

Consumer Cyclical
113
+ 0.53%
$138.56 - $147.63 $15.7K - $16.7K
21.3K $3.26B
PI
Impinj Inc

Technology
1.44K
+ 19.41%
$142.5 - $241.91 $205K - $348K
8.85K $1.54B
FANG
Diamondback Energy, Inc.

Energy
1.09K
+ 21.6%
$137.29 - $149.2 $149K - $162K
6.11K $918M
CCJ
Cameco Corp

Energy
878
+ 6.2%
$82.77 - $106.91 $72.7K - $93.9K
15K $1.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
357
+ 1.8%
$475.68 - $513.11 $170K - $183K
20.2K $10.2B
C
Citigroup Inc

Financial Services
26
+ 0.24%
$93.93 - $102.87 $2.44K - $2.67K
11K $1.28B
NVO
Novo Nordisk A S

Healthcare
3.71K
+ 32.97%
$45.68 - $59.65 $169K - $221K
15K $761M
ORCL
Oracle Corp

Technology
1.18K
+ 109.2%
$217.57 - $313.0 $256K - $368K
2.25K $439M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
424
+ 2.53%
$161.21 - $171.97 $68.4K - $72.9K
17.2K $2.89B
CNQ
Canadian Natural Resources LTD

Energy
2.59K
+ 13.2%
$29.91 - $33.57 $77.5K - $86.9K
22.2K $752M
EXC
Exelon Corp

Utilities
4.75K
+ 7.69%
$44.97 - $48.24 $213K - $229K
66.5K $2.9B
CVX
Chevron Corp

Energy
1.83K
+ 3.29%
$148.9 - $157.72 $272K - $288K
57.4K $8.75B
IXUS
Ishares Tr

ETFs
974
+ 6.05%
$81.21 - $85.27 $79.1K - $83.1K
17.1K $1.44B
Ge Vernova Inc
52
+ 2.69%
N/A
1.99K $1.3B
Activity Summary
Buys All Purchases 127 New Holdings 4 Increased Positions 123 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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