Jamison Private Wealth Management, Inc. Reduced Holdings in Q4 2025

Jamison Private Wealth Management, Inc.

  • $823 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-109
- 0.17%
$496.82 - $542.07 $54.2K - $59.1K
64.1K $31B
VMC
Vulcan Materials CO

Basic Materials
-769
- 0.98%
$280.58 - $309.07 $216K - $238K
77.8K $22.2B
CMA
Comerica Inc

Financial Services
-12.9K
- 67.58%
$69.09 - $80.21 $893K - $1.04M
6.2K $539M
NVDA
Nvidia Corp

Technology
-2.66K
- 1.4%
$179.83 - $207.04 $478K - $550K
188K $35B
DIS
Walt Disney CO

Communication Services
-3.42K
- 10.48%
$105.69 - $116.65 $362K - $399K
29.2K $3.32B
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-1.68K
- 2.07%
$21.4 - $25.02 $35.9K - $41.9K
79.5K $1.61B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.29K
- 4.46%
$55.57 - $63.17 $71.9K - $81.7K
27.7K $1.49B
NSC
Norfolk Southern Corp

Industrials
-140
- 0.7%
$279.53 - $300.15 $39.1K - $42K
19.8K $5.73B
PFE
Pfizer Inc

Healthcare
-8.39K
- 7.88%
$24.23 - $27.37 $203K - $229K
98.1K $2.44B
DD
Du Pont De Nemours, Inc.

Basic Materials
-114
- 2.17%
$34.69 - $82.16 $3.95K - $9.37K
5.13K $206M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-793
- 5.83%
$61.89 - $76.13 $49.1K - $60.4K
12.8K $747M
KKR
Kkr & Co. Inc.

Financial Services
-427
- 1.19%
$117.52 - $127.65 $50.2K - $54.5K
35.5K $4.52B
O
Realty Income Corp

Real Estate
-98
- 0.32%
$56.12 - $60.64 $5.5K - $5.94K
30.5K $1.72B
GIS
General Mills Inc

Consumer Defensive
-1.61K
- 10.99%
$45.98 - $50.93 $74K - $82K
13K $607M
KHC
Kraft Heinz CO

Consumer Defensive
-4.16K
- 32.57%
$23.72 - $26.28 $98.7K - $109K
8.62K $209M
SYY
Sysco Corp

Consumer Defensive
-672
- 7.84%
$72.9 - $83.27 $49K - $56K
7.9K $582M
SQ
Block, Inc.

Technology
-906
- 12.2%
N/A
6.52K $424M
NKE
Nike, Inc.

Consumer Cyclical
-552
- 4.92%
$60.8 - $74.57 $33.6K - $41.2K
10.7K $680M
VZ
Verizon Communications Inc

Communication Services
-341
- 1.24%
$38.4 - $43.83 $13.1K - $14.9K
27.2K $1.11B
WM
Waste Management Inc

Industrials
-125
- 0.19%
$196.77 - $219.98 $24.6K - $27.5K
66.5K $14.6B
DEO
Diageo PLC

Consumer Defensive
-446
- 10.55%
$87.26 - $98.67 $38.9K - $44K
3.78K $326M
IP
International Paper CO

Consumer Cyclical
-477
- 5.78%
$36.32 - $49.1 $17.3K - $23.4K
7.77K $306M
ABR
Arbor Realty Trust Inc

Real Estate
-1.1K
- 7.28%
$8.79 - $12.46 $9.67K - $13.7K
14K $109M
M
Macy'S, Inc.

Consumer Cyclical
-6.21K
- 40.18%
$16.51 - $20.75 $102K - $129K
9.24K $204M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-74
- 0.68%
$42.38 - $49.47 $3.14K - $3.66K
10.7K $465M
SYK
Stryker Corp

Healthcare
-28
- 1.23%
$353.81 - $388.35 $9.91K - $10.9K
2.24K $788M
EQR
Equity Residential

Real Estate
-323
- 2.13%
$58.7 - $64.1 $19K - $20.7K
14.9K $936M
UBSI
United Bankshares Inc

Financial Services
-1.35K
- 14.42%
$34.31 - $37.58 $46.2K - $50.7K
8K $307M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-26
- 0.23%
$29.81 - $42.36 $775 - $1.1K
11.3K $417M
IWR
Ishares Russell Mid Cap ETF

ETFs
-243
- 4.46%
$94.02 - $97.61 $22.8K - $23.7K
5.21K $501M
TXN
Texas Instruments Inc

Technology
-1
- 0.08%
N/A
1.29K $224M
ED
Consolidated Edison Inc

Utilities
-51
- 0.74%
$96.11 - $102.39 $4.9K - $5.22K
6.86K $681M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-69
- 4.08%
$120.73 - $128.98 $8.33K - $8.9K
1.62K $205M
AUBN
Auburn National Bancorporation, Inc

Financial Services
-197
- 1.55%
$24.95 - $27.77 $4.92K - $5.47K
12.5K $337M
CL
Colgate Palmolive CO

Consumer Defensive
-48
- 1.3%
$74.98 - $79.86 $3.6K - $3.83K
3.63K $287M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-222
- 2.48%
$26.44 - $27.53 $5.87K - $6.11K
8.72K $239M
MMM
3 M CO

Industrials
-60
- 4.06%
$148.75 - $171.6 $8.93K - $10.3K
1.42K $227M
SNY
Sanofi

Healthcare
-697
- 2.58%
$48.09 - $52.34 $33.5K - $36.5K
26.3K $1.27B
BNS
Bank Of Nova Scotia

Financial Services
-413
- 10.97%
$63.31 - $67.83 $26.1K - $28K
3.35K $247M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 1.61%
$600.51 - $631.95 $7.81K - $8.22K
793 $498M
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 1.85%
$653.02 - $687.39 $16.3K - $17.2K
1.33K $904M
KEY
Keycorp

Financial Services
-2.27K
- 5.81%
$16.78 - $18.63 $38K - $42.2K
36.7K $758M
Gsk PLC
-293
- 1.64%
N/A
17.6K $864M
NVS
Novartis Ag

Healthcare
-356
- 2.07%
$121.8 - $132.39 $43.4K - $47.1K
16.9K $2.33B
AXP
American Express CO

Financial Services
-94
- 2.23%
$316.26 - $372.77 $29.7K - $35K
4.13K $1.53B
DG
Dollar General Corp

Consumer Defensive
-108
- 2.05%
$95.94 - $106.44 $10.4K - $11.5K
5.17K $687M
CEG
Constellation Energy Corp

Utilities
-50
- 0.65%
$335.74 - $401.43 $16.8K - $20.1K
7.62K $2.69B
BMY
Bristol Myers Squibb CO

Healthcare
-1.2K
- 3.11%
$42.6 - $49.08 $50.9K - $58.7K
37.3K $2.01B
V
Visa Inc.

Financial Services
-150
- 0.41%
$325.75 - $352.42 $48.9K - $52.9K
36.1K $12.7B
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
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