Jamison Private Wealth Management, Inc. Incresed Positions in Q4 2024

Jamison Private Wealth Management, Inc.

  • $677 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
6.32K
+ 117.02%
$29.51 - $37.6 $186K - $238K
11.7K $362M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
293
+ 1.7%
$129.96 - $144.97 $38.1K - $42.5K
17.5K $2.44B
C
Citigroup Inc

Financial Services
1K
+ 7.96%
$61.31 - $72.5 $61.4K - $72.6K
13.6K $956M
TJX
Tjx Companies Inc

Consumer Cyclical
570
+ 2.93%
$112.15 - $127.2 $63.9K - $72.5K
20K $2.42B
ASML
Asml Holding Nv

Technology
390
+ 36.48%
$658.43 - $872.27 $257K - $340K
1.46K $1.01B
EPD
Enterprise Products Partners L.P.

Energy
74
+ 0.17%
$28.66 - $34.43 $2.12K - $2.55K
44.2K $1.39B
UBER
Uber Technologies, Inc

Technology
2.15K
+ 94.84%
$59.93 - $86.34 $129K - $186K
4.42K $266M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.31K
+ 426.24%
$25.93 - $105.3 $241K - $980K
11.5K $320M
CCJ
Cameco Corp

Energy
1.22K
+ 18.2%
$48.64 - $61.14 $59.5K - $74.8K
7.94K $408M
PI
Impinj Inc

Technology
1.26K
+ 91.85%
$141.81 - $238.72 $179K - $302K
2.64K $383M
TSCO
Tractor Supply CO

Consumer Cyclical
22.9K
+ 478.04%
$52.59 - $303.74 $1.21M - $6.96M
27.7K $1.47B
DG
Dollar General Corp

Consumer Defensive
1.17K
+ 71.5%
$73.27 - $84.47 $86K - $99.2K
2.82K $214M
PG
Procter & Gamble CO

Consumer Defensive
1.96K
+ 4.13%
$161.05 - $179.7 $316K - $352K
49.4K $8.28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
952
+ 17.97%
$61.68 - $67.87 $58.7K - $64.6K
6.25K $390M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
686
+ 5.53%
$113.92 - $127.38 $78.1K - $87.4K
13.1K $1.51B
HSY
Hershey CO

Consumer Defensive
1.49K
+ 17.04%
$168.67 - $193.65 $251K - $288K
10.2K $1.73B
OXY
Occidental Petroleum Corp

Energy
1.35K
+ 21.16%
$45.36 - $55.91 $61.1K - $75.3K
7.71K $381M
VBK
Vanguard Small Cap Growth ETF

ETFs
126
+ 9.66%
$264.18 - $304.19 $33.3K - $38.3K
1.43K $400M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 5.39%
$521.84 - $558.82 $33.9K - $36.3K
1.27K $685M
CMA
Comerica Inc

Financial Services
113
+ 0.58%
$57.88 - $72.73 $6.54K - $8.22K
19.5K $1.21B
IP
International Paper CO

Consumer Cyclical
18
+ 0.22%
$46.64 - $59.57 $840 - $1.07K
8.18K $440M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
6
+ 0.33%
$107.98 - $143.92 $648 - $864
1.83K $245M
CMI
Cummins Inc

Industrials
14
+ 1.42%
$324.93 - $383.42 $4.55K - $5.37K
1K $349M
WPM
Wheaton Precious Metals Corp.

Basic Materials
766
+ 23.02%
$56.08 - $68.53 $43K - $52.5K
4.09K $230M
PLD
Prologis, Inc.

Real Estate
610
+ 32.17%
$101.4 - $126.96 $61.9K - $77.4K
2.51K $265M
M
Macy'S, Inc.

Consumer Cyclical
18
+ 0.13%
$14.56 - $18.1 $262 - $326
14K $238M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.03K
+ 110.14%
$25.33 - $51.16 $127K - $257K
9.6K $248M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12K
+ 200.73%
$22.01 - $66.82 $265K - $803K
18K $409M
ADBE
Adobe Inc.

Technology
258
+ 17.79%
$437.39 - $552.96 $113K - $143K
1.71K $760M
FAST
Fastenal CO

Industrials
21
+ 0.26%
$69.99 - $84.35 $1.47K - $1.77K
8.07K $580M
HST
Host Hotels & Resorts, Inc.

Real Estate
258
+ 0.84%
$17.24 - $19.07 $4.45K - $4.92K
31.2K $546M
IBM
International Business Machines Corp

Technology
6
+ 0.36%
$204.9 - $238.04 $1.23K - $1.43K
1.67K $367M
IXUS
Ishares Tr

ETFs
1.3K
+ 9.57%
$65.95 - $72.56 $85.6K - $94.2K
14.9K $983M
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.44%
N/A
2.04K $400M
ORCL
Oracle Corp

Technology
1
+ 0.06%
$165.41 - $192.43 $165 - $192
1.81K $302M
DVY
Ishares Tr

ETFs
4
+ 0.13%
$129.55 - $143.41 $518 - $574
3.08K $404M
SHEL
Shell PLC

Energy
9
+ 0.25%
$60.63 - $70.23 $546 - $632
3.62K $227M
SYY
Sysco Corp

Consumer Defensive
8
+ 0.09%
$73.63 - $81.77 $589 - $654
8.75K $669M
SBUX
Starbucks Corp

Consumer Cyclical
485
+ 4.94%
$87.44 - $102.5 $42.4K - $49.7K
10.3K $940M
ABR
Arbor Realty Trust Inc

Real Estate
190
+ 1.39%
$13.66 - $15.64 $2.6K - $2.97K
13.8K $192M
IEMG
Ishares Inc

ETFs
168
+ 2.85%
N/A
6.06K $316M
UNH
Unitedhealth Group Inc

Healthcare
146
+ 11.92%
$485.52 - $625.25 $70.9K - $91.3K
1.37K $693M
EIX
Edison International

Utilities
174
+ 2.59%
$77.93 - $88.36 $13.6K - $15.4K
6.89K $550M
BDX
Becton Dickinson & CO

Healthcare
5
+ 0.19%
$220.02 - $243.75 $1.1K - $1.22K
2.57K $583M
EQR
Equity Residential

Real Estate
15
+ 0.1%
$69.12 - $77.48 $1.04K - $1.16K
15.5K $1.11B
LOW
Lowes Companies Inc

Consumer Cyclical
27
+ 1.2%
$244.52 - $284.07 $6.6K - $7.67K
2.28K $563M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.02%
$130.37 - $146.09 $130 - $146
4.33K $567M
O
Realty Income Corp

Real Estate
3.46K
+ 14.68%
$51.76 - $64.71 $179K - $224K
27K $1.44B
AFL
Aflac Inc

Financial Services
7
+ 0.11%
$100.37 - $115.27 $703 - $807
6.29K $651M
Activity Summary
Buys All Purchases 140 New Holdings 6 Increased Positions 134 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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