The Analysis of JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holdings
Currently, JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds 209 types of securities in its portfolio with a total value $789.5M. In the most recent quarter, they have increased their positions in JNJ (+39.5K shares, valued at $7.3M), AAPL (+17.5K shares, valued at $4.4M), BN (+41.8K shares, valued at $2.7M); decreased their positions in NVDA (-4.5K shares, valued at $830.3K), VMC (-2.1K shares, valued at $659.8K), PFE (-11.2K shares, valued at $284.4K); initiated new positions in NVO (+11.2K shares, valued at $624.2K), NET (+1.9K shares, valued at $397.2K), FCX (+8.4K shares, valued at $330.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION190.3K shares-2.28%2025-09-302025-10-14
AAPL APPLE INC134.4K shares14.94%2025-09-302025-10-14 MSFT MICROSOFT CORP64.2K shares-0.23%2025-09-302025-10-14 VMC VULCAN MATLS CO78.6K shares-2.66%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.55.6K shares2.09%2025-09-302025-10-14 BX BLACKSTONE INC96.7K shares1.22%2025-09-302025-10-14 UPS UNITED PARCEL SERVICE INC195.7K shares5.66%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON87.5K shares82.10%2025-09-302025-10-14 CAT CATERPILLAR INC33.9K shares0.29%2025-09-302025-10-14 AVGO BROADCOM INC48.6K shares0.49%2025-09-302025-10-14 LLY ELI LILLY & CO20.9K shares0.07%2025-09-302025-10-14 WM WASTE MGMT INC DEL66.6K shares0.49%2025-09-302025-10-14 HD HOME DEPOT INC35.2K shares2.49%2025-09-302025-10-14 AMZN AMAZON COM INC63.4K shares1.44%2025-09-302025-10-14 BAC BANK AMERICA CORP267.0K shares0.33%2025-09-302025-10-14 ABBV ABBVIE INC58.8K shares5.16%2025-09-302025-10-14 AMAT APPLIED MATLS INC61.4K shares0.71%2025-09-302025-10-14 GOOG ALPHABET INC51.4K shares2.28%2025-09-302025-10-14 V VISA INC36.2K shares-1.02%2025-09-302025-10-14 SCHW SCHWAB CHARLES CORP129.5K shares1.46%2025-09-302025-10-14 SO SOUTHERN CO129.3K shares1.82%2025-09-302025-10-14 META META PLATFORMS INC14.6K shares2.27%2025-09-302025-10-14 MCD MCDONALDS CORP34.5K shares1.16%2025-09-302025-10-14 GS GOLDMAN SACHS GROUP INC13.0K shares3.48%2025-09-302025-10-14 TSLA TESLA INC22.8K shares4.49%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL19.9K shares0.66%2025-09-302025-10-14 QCOM QUALCOMM INC58.5K shares0.72%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW10.3K shares1.05%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP18.8K shares4.14%2025-09-302025-10-14 KO COCA COLA CO134.7K shares2.29%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING IN30.2K shares3.31%2025-09-302025-10-14 CVX CHEVRON CORP NEW55.5K shares6.83%2025-09-302025-10-14 SCCO SOUTHERN COPPER CORP69.5K shares1.85%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO50.3K shares4.19%2025-09-302025-10-14 AMGN AMGEN INC27.3K shares4.09%2025-09-302025-10-14 WMT WALMART INC72.6K shares3.38%2025-09-302025-10-14 AMD ADVANCED MICRO DEVICES INC46.0K shares4.39%2025-09-302025-10-14 BLK BLACKROCK INC5.9K shares3.77%2025-09-302025-10-14 PANW PALO ALTO NETWORKS INC33.6K shares1.92%2025-09-302025-10-14 TFC TRUIST FINL CORP147.6K shares4.93%2025-09-302025-10-14 GLW CORNING INC79.6K shares2.16%2025-09-302025-10-14 DUK DUKE ENERGY CORP NEW51.4K shares4.32%2025-09-302025-10-14 PAYX PAYCHEX INC49.3K shares0.18%2025-09-302025-10-14 XOM EXXON MOBIL CORP53.7K shares2.58%2025-09-302025-10-14 NSC NORFOLK SOUTHN CORP20.0K shares-0.22%2025-09-302025-10-14 IVV ISHARES TR8.4K shares3.95%2025-09-302025-10-14 DLR DIGITAL RLTY TR INC32.2K shares4.76%2025-09-302025-10-14 SPG SIMON PPTY GROUP INC NEW29.1K shares6.70%2025-09-302025-10-14 KKR KKR & CO INC35.9K shares3.34%2025-09-302025-10-14 NFLX NETFLIX INC3.9K shares3.33%2025-09-302025-10-14 GPC GENUINE PARTS CO33.2K shares-0.49%2025-09-302025-10-14 BHP BHP GROUP LTD81.2K shares0.38%2025-09-302025-10-14 CSCO CISCO SYS INC60.0K shares-0.10%2025-09-302025-10-14 SLV ISHARES SILVER TR95.5K shares0.00%2025-09-302025-10-14 CAH CARDINAL HEALTH INC25.4K shares-0.44%2025-09-302025-10-14 RTX RTX CORPORATION23.5K shares-0.12%2025-09-302025-10-14 GE GE AEROSPACE12.7K shares6.42%2025-09-302025-10-14 DIS DISNEY WALT CO32.6K shares-2.45%2025-09-302025-10-14 MELI MERCADOLIBRE INC1.6K shares7.74%2025-09-302025-10-14 BN BROOKFIELD CORP55.6K shares304.26%2025-09-302025-10-14 INTC INTEL CORP105.5K shares0.66%2025-09-302025-10-14 GILD GILEAD SCIENCES INC31.5K shares6.62%2025-09-302025-10-14 GD GENERAL DYNAMICS CORP9.8K shares7.98%2025-09-302025-10-14 TJX TJX COS INC NEW21.1K shares6.96%2025-09-302025-10-14 FDX FEDEX CORP12.6K shares6.74%2025-09-302025-10-14 MRK MERCK & CO INC33.9K shares16.63%2025-09-302025-10-14 EXC EXELON CORP61.7K shares16.88%2025-09-302025-10-14 IUSG ISHARES TR16.8K shares0.28%2025-09-302025-10-14 PFE PFIZER INC106.5K shares-9.49%2025-09-302025-10-14 CRWD CROWDSTRIKE HLDGS INC5.5K shares10.91%2025-09-302025-10-14 NOW SERVICENOW INC2.9K shares9.15%2025-09-302025-10-14 CEG CONSTELLATION ENERGY CORP7.7K shares-0.93%2025-09-302025-10-14 MO ALTRIA GROUP INC35.7K shares108.20%2025-09-302025-10-14 PLTR PALANTIR TECHNOLOGIES INC12.3K shares25.26%2025-09-302025-10-14 ISRG INTUITIVE SURGICAL INC5.0K shares8.61%2025-09-302025-10-14 HSY HERSHEY CO11.9K shares8.62%2025-09-302025-10-14 NVS NOVARTIS AG17.2K shares-1.94%2025-09-302025-10-14 AEP AMERICAN ELEC PWR CO INC19.6K shares-0.60%2025-09-302025-10-14 PEP PEPSICO INC15.5K shares24.63%2025-09-302025-10-14 AZN ASTRAZENECA PLC28.1K shares0.00%2025-09-302025-10-14 ABT ABBOTT LABS15.8K shares28.80%2025-09-302025-10-14 CRM SALESFORCE INC8.9K shares17.22%2025-09-302025-10-14 BZH BEAZER HOMES USA INC81.1K shares-1.00%2025-09-302025-10-14 ENB ENBRIDGE INC39.2K shares23.65%2025-09-302025-10-14 MAR MARRIOTT INTL INC NEW7.6K shares9.23%2025-09-302025-10-14 DHR DANAHER CORPORATION9.7K shares-0.73%2025-09-302025-10-14 ASML ASML HOLDING N V2.0K shares16.75%2025-09-302025-10-14 BIP BROOKFIELD INFRAST PARTNERS57.1K shares-2.67%2025-09-302025-10-14 O REALTY INCOME CORP30.6K shares14.91%2025-09-302025-10-14 TSCO TRACTOR SUPPLY CO32.1K shares10.29%2025-09-302025-10-14 MDLZ MONDELEZ INTL INC29.0K shares0.60%2025-09-302025-10-14 IJR ISHARES TR15.1K shares16.31%2025-09-302025-10-14 BMY BRISTOL-MYERS SQUIBB CO38.5K shares-5.44%2025-09-302025-10-14 ODFL OLD DOMINION FREIGHT LINE IN12.3K shares9.95%2025-09-302025-10-14 GOOGL ALPHABET INC6.7K shares1.13%2025-09-302025-10-14 COP CONOCOPHILLIPS17.1K shares-0.37%2025-09-302025-10-14 MS MORGAN STANLEY9.9K shares32.41%2025-09-302025-10-14 GLD SPDR GOLD TR4.3K shares476.54%2025-09-302025-10-14 UNH UNITEDHEALTH GROUP INC4.2K shares70.23%2025-09-302025-10-14 AXP AMERICAN EXPRESS CO4.2K shares0.74%2025-09-302025-10-14 PI IMPINJ INC7.4K shares23.91%2025-09-302025-10-14 PM PHILIP MORRIS INTL INC8.2K shares67.29%2025-09-302025-10-14 IXUS ISHARES TR16.1K shares19.39%2025-09-302025-10-14 CMA COMERICA INC19.1K shares-1.21%2025-09-302025-10-14 SNY SANOFI SA27.0K shares-1.98%2025-09-302025-10-14 EPD ENTERPRISE PRODS PARTNERS L39.4K shares0.20%2025-09-302025-10-14 VZ VERIZON COMMUNICATIONS INC27.5K shares2.19%2025-09-302025-10-14 GEV GE VERNOVA INC1.9K shares-1.38%2025-09-302025-10-14 CCJ CAMECO CORP14.2K shares50.53%2025-09-302025-10-14 C CITIGROUP INC11.0K shares10.59%2025-09-302025-10-14 SHW SHERWIN WILLIAMS CO3.2K shares64.88%2025-09-302025-10-14 LRCX LAM RESEARCH CORP8.2K shares5.50%2025-09-302025-10-14 EQR EQUITY RESIDENTIAL15.2K shares1.07%2025-09-302025-10-14 TOL TOLL BROTHERS INC7.0K shares30.67%2025-09-302025-10-14 IWF ISHARES TR2.1K shares-1.30%2025-09-302025-10-14 SBUX STARBUCKS CORP11.3K shares-3.79%2025-09-302025-10-14 PYPL PAYPAL HLDGS INC13.6K shares-4.78%2025-09-302025-10-14 ZS ZSCALER INC3.0K shares-1.11%2025-09-302025-10-14 PSLV SPROTT ASSET MANAGEMENT LP57.6K shares0.00%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR1.4K shares0.00%2025-09-302025-10-14 VEEV VEEVA SYS INC3.0K shares-1.56%2025-09-302025-10-14 ADBE ADOBE INC2.5K shares2.33%2025-09-302025-10-14 CMI CUMMINS INC2.0K shares11.16%2025-09-302025-10-14 SYK STRYKER CORPORATION2.3K shares0.09%2025-09-302025-10-14 IAU ISHARES GOLD TR10.9K shares0.00%2025-09-302025-10-14 FAST FASTENAL CO16.1K shares-1.04%2025-09-302025-10-14 NKE NIKE INC11.2K shares-12.20%2025-09-302025-10-14 GSK GSK PLC17.9K shares3.74%2025-09-302025-10-14 IEFA ISHARES TR8.8K shares0.00%2025-09-302025-10-14 BA BOEING CO3.5K shares219.66%2025-09-302025-10-14 GIS GENERAL MLS INC14.7K shares-0.05%2025-09-302025-10-14 KEY KEYCORP39.0K shares0.16%2025-09-302025-10-14 FANG DIAMONDBACK ENERGY INC5.0K shares63.38%2025-09-302025-10-14 SYY SYSCO CORP8.6K shares0.05%2025-09-302025-10-14 ATO ATMOS ENERGY CORP4.1K shares3.12%2025-09-302025-10-14 ED CONSOLIDATED EDISON INC6.9K shares-4.23%2025-09-302025-10-14 AFL AFLAC INC6.1K shares0.05%2025-09-302025-10-14 VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.03%2025-09-302025-10-14 OXY OCCIDENTAL PETE CORP13.7K shares14.07%2025-09-302025-10-14 CNQ CANADIAN NAT RES LTD19.6K shares31.20%2025-09-302025-10-14 NVO NOVO-NORDISK A S11.2K sharesnew addition2025-09-302025-10-14 MDT MEDTRONIC PLC6.5K shares-2.10%2025-09-302025-10-14 IUSV ISHARES TR6.0K shares0.47%2025-09-302025-10-14 WPM WHEATON PRECIOUS METALS CORP5.3K shares35.95%2025-09-302025-10-14 KMB KIMBERLY-CLARK CORP4.7K shares0.02%2025-09-302025-10-14 LOW LOWES COS INC2.3K shares-2.18%2025-09-302025-10-14 SGOL ETFS GOLD TR15.3K shares0.00%2025-09-302025-10-14 DG DOLLAR GEN CORP NEW5.3K shares8.31%2025-09-302025-10-14 PSA PUBLIC STORAGE OPER CO1.9K shares83.09%2025-09-302025-10-14 XYZ BLOCK INC7.4K shares-4.03%2025-09-302025-10-14 OZK BANK OZK LITTLE ROCK ARK10.5K shares0.00%2025-09-302025-10-14 LYB LYONDELLBASELL INDUSTRIES N10.8K shares36.56%2025-09-302025-10-14 JQUA J P MORGAN EXCHANGE TRADED F8.4K shares0.28%2025-09-302025-10-14 IWR ISHARES TR5.4K shares0.00%2025-09-302025-10-14 PLD PROLOGIS INC.4.6K shares86.30%2025-09-302025-10-14 HST HOST HOTELS & RESORTS INC29.6K shares-1.96%2025-09-302025-10-14 IJH ISHARES TR7.6K shares8.11%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.34%2025-09-302025-10-14 VOO VANGUARD INDEX FDS806 shares0.00%2025-09-302025-10-14 BDX BECTON DICKINSON & CO2.6K shares0.27%2025-09-302025-10-14 BMO BANK MONTREAL QUE3.6K shares0.00%2025-09-302025-10-14 SCHB SCHWAB STRATEGIC TR17.3K shares-0.83%2025-09-302025-10-14 CMG CHIPOTLE MEXICAN GRILL INC11.3K shares13.91%2025-09-302025-10-14 DVY ISHARES TR3.1K shares0.13%2025-09-302025-10-14 UBER UBER TECHNOLOGIES INC4.5K shares0.68%2025-09-302025-10-14 VBK VANGUARD INDEX FDS1.4K shares3.63%2025-09-302025-10-14 ITW ILLINOIS TOOL WKS INC1.6K shares0.06%2025-09-302025-10-14 DD DUPONT DE NEMOURS INC5.2K shares-1.69%2025-09-302025-10-14 DEO DIAGEO PLC4.2K shares-15.76%2025-09-302025-10-14 NET CLOUDFLARE INC1.9K sharesnew addition2025-09-302025-10-14 SCHG SCHWAB STRATEGIC TR12.2K shares-30.68%2025-09-302025-10-14 IP INTERNATIONAL PAPER CO8.3K shares0.28%2025-09-302025-10-14 VGT VANGUARD WORLD FD509 shares0.00%2025-09-302025-10-14 IWD ISHARES TR1.8K shares-3.49%2025-09-302025-10-14 IEMG ISHARES INC5.3K shares-3.36%2025-09-302025-10-14 UBSI UNITED BANKSHARES INC WEST V9.3K shares0.00%2025-09-302025-10-14 AUBN AUBURN NATL BANCORP12.7K shares0.02%2025-09-302025-10-14 DKNG DRAFTKINGS INC NEW9.1K shares-28.09%2025-09-302025-10-14 KHC KRAFT HEINZ CO12.8K shares-10.49%2025-09-302025-10-14 FCX FREEPORT-MCMORAN INC8.4K sharesnew addition2025-09-302025-10-14 VUG VANGUARD INDEX FDS666 shares0.15%2025-09-302025-10-14 ORCL ORACLE CORP1.1K shares1.70%2025-09-302025-10-14 CL COLGATE PALMOLIVE CO3.7K sharesnew addition2025-09-302025-10-14 SHOP SHOPIFY INC2.0K shares0.00%2025-09-302025-10-14 LII LENNOX INTL INC552 shares0.00%2025-09-302025-10-14 M MACYS INC15.4K shares0.16%2025-09-302025-10-14 SBSI SOUTHSIDE BANCSHARES INC9.4K shares0.10%2025-09-302025-10-14 VLTO VERALTO CORP2.4K shares0.00%2025-09-302025-10-14 SCHA SCHWAB STRATEGIC TR9.0K shares-3.11%2025-09-302025-10-14 SHEL SHELL PLC3.4K shares-0.32%2025-09-302025-10-14 TSM TAIWAN SEMICONDUCTOR MFG LTD877 sharesnew addition2025-09-302025-10-14 SCHD SCHWAB STRATEGIC TR8.9K sharesnew addition2025-09-302025-10-14 BNS BANK NOVA SCOTIA HALIFAX3.8K shares0.00%2025-09-302025-10-14 RACE FERRARI N V494 sharesnew addition2025-09-302025-10-14 TXN TEXAS INSTRS INC1.3K sharesnew addition2025-09-302025-10-14 HIMS HIMS & HERS HEALTH INC4.2K sharesnew addition2025-09-302025-10-14 LH LABCORP HOLDINGS INC825 shares0.00%2025-09-302025-10-14 IWM ISHARES TR973 shares0.00%2025-09-302025-10-14 ETR ENTERGY CORP NEW2.5K sharesnew addition2025-09-302025-10-14 PSX PHILLIPS 661.7K sharesnew addition2025-09-302025-10-14 HMC HONDA MOTOR LTD7.5K sharesnew addition2025-09-302025-10-14 PNC PNC FINL SVCS GROUP INC1.1K shares0.62%2025-09-302025-10-14 MMM 3M CO1.5K shares-26.88%2025-09-302025-10-14 SNV SYNOVUS FINL CORP4.5K shares0.67%2025-09-302025-10-14 RH RH1.1K shares-9.34%2025-09-302025-10-14 SNOW SNOWFLAKE INC958 sharesnew addition2025-09-302025-10-14 CFR CULLEN FROST BANKERS INC1.7K shares-3.92%2025-09-302025-10-14 ABR ARBOR REALTY TRUST INC15.1K shares7.74%2025-09-302025-10-14 BORR BORR DRILLING LTD11.6K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available