Jamison Private Wealth Management
Latest statistics and disclosures from Jamison Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, UPS, NVDA, VMC, and represent 18.70% of Jamison Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$7.3M), CRWD, AMZN, SPG, IVV, CVX, JPM, CAT, GS, ASML.
- Started 40 new stock positions in PENN, AEE, XLI, VST, HLN, VRT, WBD, EZU, TOLL, VIK.
- Reduced shares in these 10 stocks: CSCO, BMY, , PFE, CVS, SHY, GEV, KEY, DEO, DKNG.
- Sold out of its positions in FBRT, PGF, SHY, Laboratory Corp. of America Holdings, NYC, PAYC, RVTY, TKR, PANL.
- Jamison Private Wealth Management was a net buyer of stock by $27M.
- Jamison Private Wealth Management has $657M in assets under management (AUM), dropping by 9.20%.
- Central Index Key (CIK): 0002006637
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Portfolio Holdings for Jamison Private Wealth Management
Jamison Private Wealth Management holds 500 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.2 | $28M | 65k | 430.30 |
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| Apple (AAPL) | 4.1 | $27M | 117k | 233.00 |
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| United Parcel Service CL B (UPS) | 3.7 | $24M | 177k | 136.34 |
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| NVIDIA Corporation (NVDA) | 3.5 | $23M | 192k | 121.44 |
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| Vulcan Materials Company (VMC) | 3.1 | $21M | 82k | 250.43 |
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| Eli Lilly & Co. (LLY) | 2.9 | $19M | 22k | 885.95 |
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| Blackstone Group Inc Com Cl A (BX) | 2.2 | $14M | +2% | 92k | 153.13 |
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| Waste Management (WM) | 2.1 | $14M | 67k | 207.60 |
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| Home Depot (HD) | 2.1 | $14M | +2% | 34k | 405.19 |
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| Caterpillar (CAT) | 2.0 | $13M | +2% | 33k | 391.12 |
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| Applied Materials (AMAT) | 1.8 | $12M | +2% | 59k | 202.05 |
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| Southern Company (SO) | 1.7 | $11M | +2% | 126k | 90.18 |
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| Amazon (AMZN) | 1.7 | $11M | +3% | 60k | 186.33 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $11M | +3% | 53k | 210.86 |
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| Abbvie (ABBV) | 1.7 | $11M | +2% | 56k | 197.48 |
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| Bank of America Corporation (BAC) | 1.6 | $10M | +2% | 261k | 39.68 |
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| McDonald's Corporation (MCD) | 1.6 | $10M | +2% | 34k | 304.51 |
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| Coca-Cola Company (KO) | 1.6 | $10M | 143k | 71.86 |
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| Lockheed Martin Corporation (LMT) | 1.5 | $10M | +2% | 17k | 584.55 |
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| Visa Com Cl A (V) | 1.5 | $10M | 37k | 274.95 |
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| Qualcomm (QCOM) | 1.4 | $9.5M | +2% | 56k | 170.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $8.8M | +2% | 19k | 460.26 |
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| Costco Wholesale Corporation (COST) | 1.3 | $8.5M | +3% | 9.6k | 886.50 |
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| Procter & Gamble Company (PG) | 1.3 | $8.2M | +3% | 47k | 173.20 |
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| Charles Schwab Corporation (SCHW) | 1.2 | $8.2M | +3% | 126k | 64.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $8.1M | +4% | 49k | 167.19 |
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| Automatic Data Processing (ADP) | 1.2 | $8.1M | 29k | 276.73 |
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| Broadcom (AVGO) | 1.2 | $8.1M | +933% | 47k | 172.50 |
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| Amgen (AMGN) | 1.2 | $7.9M | +4% | 25k | 322.21 |
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| Meta Platforms Cl A (META) | 1.2 | $7.8M | +3% | 14k | 572.43 |
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| Johnson & Johnson (JNJ) | 1.2 | $7.6M | +3% | 47k | 162.06 |
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| Southern Copper Corporation (SCCO) | 1.1 | $7.4M | +3% | 64k | 115.67 |
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| Paychex (PAYX) | 1.0 | $6.3M | 47k | 134.19 |
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| Advanced Micro Devices (AMD) | 0.9 | $6.1M | +5% | 37k | 164.08 |
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| Genuine Parts Company (GPC) | 0.9 | $6.0M | 43k | 139.68 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $5.9M | +4% | 50k | 117.22 |
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| Truist Financial Corp equities (TFC) | 0.9 | $5.8M | +5% | 135k | 42.77 |
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| Chevron Corporation (CVX) | 0.9 | $5.8M | +6% | 39k | 147.27 |
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| Wal-Mart Stores (WMT) | 0.9 | $5.6M | +6% | 70k | 80.75 |
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| Duke Energy Corp Com New (DUK) | 0.8 | $5.5M | +2% | 48k | 115.30 |
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| Goldman Sachs (GS) | 0.8 | $5.5M | +6% | 11k | 495.10 |
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| Palo Alto Networks (PANW) | 0.8 | $5.4M | +2% | 16k | 341.80 |
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| BlackRock (BLK) | 0.8 | $5.2M | +4% | 5.5k | 949.55 |
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| Tesla Motors (TSLA) | 0.8 | $5.1M | +4% | 20k | 261.63 |
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| Bhp Group Sponsored Ads (BHP) | 0.8 | $4.9M | +3% | 79k | 62.11 |
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| Digital Realty Trust (DLR) | 0.7 | $4.6M | +6% | 29k | 161.83 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.6M | +9% | 8.0k | 576.82 |
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| Kkr & Co (KKR) | 0.7 | $4.5M | 35k | 130.58 |
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| Norfolk Southern (NSC) | 0.7 | $4.5M | 18k | 248.50 |
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| Pfizer (PFE) | 0.6 | $4.1M | -3% | 142k | 28.94 |
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| Walt Disney Company (DIS) | 0.5 | $3.5M | 36k | 96.19 |
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| Cisco Systems (CSCO) | 0.5 | $3.4M | -6% | 63k | 53.22 |
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| Corning Incorporated (GLW) | 0.5 | $3.3M | +6% | 73k | 45.15 |
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| Intel Corporation (INTC) | 0.5 | $3.0M | +3% | 127k | 23.46 |
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| Atmos Energy Corporation (ATO) | 0.4 | $2.9M | +3% | 21k | 138.71 |
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| Merck & Co (MRK) | 0.4 | $2.9M | +8% | 26k | 113.56 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $2.9M | 54k | 53.15 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.9M | 24k | 121.16 |
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| FedEx Corporation (FDX) | 0.4 | $2.8M | +7% | 10k | 273.69 |
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| MercadoLibre (MELI) | 0.4 | $2.7M | +10% | 1.3k | 2051.96 |
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| Beazer Homes Usa Com New (BZH) | 0.4 | $2.7M | 79k | 34.17 |
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| Danaher Corporation (DHR) | 0.4 | $2.7M | 9.6k | 278.02 |
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| Cardinal Health (CAH) | 0.4 | $2.6M | +3% | 24k | 110.52 |
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| Smucker J M Com New (SJM) | 0.4 | $2.5M | 21k | 121.10 |
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| Netflix (NFLX) | 0.4 | $2.4M | +2% | 3.4k | 709.27 |
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| General Dynamics Corporation (GD) | 0.4 | $2.4M | +11% | 7.8k | 302.19 |
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| Bristol Myers Squibb (BMY) | 0.4 | $2.3M | -7% | 45k | 51.74 |
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| TJX Companies (TJX) | 0.3 | $2.3M | +6% | 19k | 117.54 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.3M | +5% | 12k | 188.57 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $2.3M | +3% | 17k | 131.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.2M | 30k | 73.67 |
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| Gilead Sciences (GILD) | 0.3 | $2.2M | +3% | 26k | 83.84 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $2.1M | 27k | 77.91 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $2.1M | 18k | 115.02 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $2.1M | 60k | 35.04 |
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| Constellation Energy (CEG) | 0.3 | $2.0M | 7.9k | 260.03 |
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| Exelon Corporation (EXC) | 0.3 | $2.0M | +3% | 50k | 40.55 |
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| American Electric Power Company (AEP) | 0.3 | $2.0M | 20k | 102.60 |
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| Servicenow (NOW) | 0.3 | $1.9M | +13% | 2.2k | 894.39 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.9M | +6% | 3.9k | 491.27 |
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| salesforce (CRM) | 0.3 | $1.9M | +7% | 6.9k | 273.70 |
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| Old Dominion Freight Line (ODFL) | 0.3 | $1.8M | +7% | 9.3k | 198.64 |
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| Simon Property (SPG) | 0.3 | $1.8M | +28% | 11k | 169.02 |
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| ConocoPhillips (COP) | 0.3 | $1.8M | 17k | 105.28 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.8M | -6% | 28k | 62.88 |
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| Sanofi Sponsored Adr (SNY) | 0.3 | $1.7M | 29k | 57.63 |
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| Hershey Company (HSY) | 0.3 | $1.7M | +23% | 8.7k | 191.78 |
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| Pepsi (PEP) | 0.2 | $1.6M | +21% | 9.4k | 170.04 |
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| Verizon Communications (VZ) | 0.2 | $1.5M | 34k | 44.91 |
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| Realty Income (O) | 0.2 | $1.5M | +18% | 24k | 63.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5M | +3% | 12k | 116.96 |
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| Abbott Laboratories (ABT) | 0.2 | $1.4M | 13k | 114.01 |
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| Tractor Supply Company (TSCO) | 0.2 | $1.4M | +16% | 4.8k | 290.96 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.4M | +10% | 5.6k | 248.59 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | 44k | 29.11 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | +54% | 4.3k | 280.47 |
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| Paypal Holdings (PYPL) | 0.2 | $1.2M | 15k | 78.03 |
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| Comerica Incorporated (CMA) | 0.2 | $1.2M | 19k | 59.91 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $1.2M | 16k | 74.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | +8% | 6.9k | 165.84 |
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| American Express Company (AXP) | 0.2 | $1.1M | 4.2k | 271.18 |
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| General Mills (GIS) | 0.2 | $1.1M | 15k | 73.85 |
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| Altria (MO) | 0.2 | $1.0M | 21k | 51.04 |
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| Stryker Corporation (SYK) | 0.2 | $988k | +2% | 2.7k | 361.31 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $985k | +9% | 14k | 72.63 |
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| Starbucks Corporation (SBUX) | 0.1 | $957k | +16% | 9.8k | 97.49 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $891k | +66% | 1.1k | 833.25 |
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| Global Payments (GPN) | 0.1 | $876k | 8.6k | 102.42 |
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| Kraft Heinz (KHC) | 0.1 | $875k | 25k | 35.11 |
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| Lululemon Athletica (LULU) | 0.1 | $834k | +22% | 3.1k | 271.35 |
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| Diageo Spon Adr New (DEO) | 0.1 | $811k | -7% | 5.8k | 140.33 |
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| Sherwin-Williams Company (SHW) | 0.1 | $796k | 2.1k | 381.58 |
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| Consolidated Edison (ED) | 0.1 | $793k | 7.6k | 104.13 |
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| Citigroup Com New (C) | 0.1 | $788k | +24% | 13k | 62.60 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $751k | +29% | 1.5k | 517.78 |
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| GSK Sponsored Adr (GSK) | 0.1 | $730k | +4% | 18k | 40.88 |
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| UnitedHealth (UNH) | 0.1 | $716k | +16% | 1.2k | 584.85 |
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| Nike CL B (NKE) | 0.1 | $714k | +53% | 8.1k | 88.40 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $711k | 16k | 44.47 |
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| AFLAC Incorporated (AFL) | 0.1 | $702k | 6.3k | 111.80 |
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| Medtronic SHS (MDT) | 0.1 | $698k | 7.8k | 90.03 |
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| SYSCO Corporation (SYY) | 0.1 | $682k | 8.7k | 78.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $668k | 1.2k | 573.67 |
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| Key (KEY) | 0.1 | $666k | -9% | 40k | 16.75 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $651k | 3.1k | 209.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $636k | 1.2k | 527.73 |
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| Becton, Dickinson and (BDX) | 0.1 | $619k | 2.6k | 241.10 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $615k | +27% | 4.3k | 142.28 |
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| Lowe's Companies (LOW) | 0.1 | $611k | +7% | 2.3k | 270.90 |
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| Zscaler Incorporated (ZS) | 0.1 | $602k | 3.5k | 170.94 |
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| Philip Morris International (PM) | 0.1 | $596k | 4.9k | 121.40 |
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| Block Cl A (SQ) | 0.1 | $595k | 8.9k | 67.13 |
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| Edison International (EIX) | 0.1 | $585k | +15% | 6.7k | 87.09 |
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| Ge Vernova (GEV) | 0.1 | $578k | -15% | 2.3k | 254.98 |
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| Fastenal Company (FAST) | 0.1 | $575k | 8.1k | 71.42 |
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| Dupont De Nemours (DD) | 0.1 | $551k | -8% | 6.2k | 89.11 |
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| Host Hotels & Resorts (HST) | 0.1 | $544k | +3% | 31k | 17.60 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $536k | -8% | 14k | 39.20 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $480k | 5.4k | 88.14 |
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| Bank Ozk (OZK) | 0.1 | $452k | 11k | 42.99 |
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| Albemarle Corporation (ALB) | 0.1 | $451k | -3% | 4.8k | 94.72 |
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| 3M Company (MMM) | 0.1 | $442k | -3% | 3.2k | 136.68 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $415k | 3.1k | 135.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $403k | 2.0k | 198.02 |
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| International Paper Company (IP) | 0.1 | $399k | 8.2k | 48.85 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $398k | +30% | 6.0k | 66.52 |
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| Public Storage (PSA) | 0.1 | $378k | 1.0k | 363.94 |
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| Clorox Company (CLX) | 0.1 | $376k | -6% | 2.3k | 162.91 |
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| International Business Machines (IBM) | 0.1 | $367k | 1.7k | 221.11 |
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| Southside Bancshares (SBSI) | 0.1 | $366k | +168% | 11k | 33.43 |
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| Lam Research Corporation (LRCX) | 0.1 | $361k | +2500% | 442.00 | 816.08 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $349k | +25% | 1.3k | 267.42 |
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| United Bankshares (UBSI) | 0.1 | $347k | 9.3k | 37.10 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $338k | 5.9k | 57.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $330k | +20% | 5.3k | 62.31 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $328k | +108% | 6.4k | 51.54 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $321k | 3.6k | 90.20 |
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| Cameco Corporation (CCJ) | 0.0 | $321k | +33% | 6.7k | 47.76 |
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| Cummins (CMI) | 0.0 | $320k | +152% | 988.00 | 323.70 |
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| Auburn National Bancorporation (AUBN) | 0.0 | $317k | +2% | 14k | 22.90 |
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| Rayonier (RYN) | 0.0 | $313k | 9.7k | 32.18 |
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| Oracle Corporation (ORCL) | 0.0 | $309k | +19% | 1.8k | 170.43 |
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| Prudential Financial (PRU) | 0.0 | $307k | 2.5k | 121.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $306k | 3.9k | 78.05 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $299k | 509.00 | 586.74 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $299k | 1.6k | 189.80 |
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| Impinj (PI) | 0.0 | $298k | +69% | 1.4k | 216.52 |
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| Fortive (FTV) | 0.0 | $296k | 3.8k | 78.93 |
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| Morgan Stanley Com New (MS) | 0.0 | $271k | +131% | 2.6k | 104.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $268k | 714.00 | 375.39 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $268k | 5.7k | 46.98 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $263k | 2.4k | 111.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $255k | +27% | 665.00 | 383.95 |
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| Enbridge (ENB) | 0.0 | $249k | +513% | 6.1k | 40.61 |
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| Toll Brothers (TOL) | 0.0 | $241k | +23% | 1.6k | 154.49 |
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| Prologis (PLD) | 0.0 | $239k | +42% | 1.9k | 126.26 |
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| Shell Spon Ads (SHEL) | 0.0 | $238k | +11% | 3.6k | 65.95 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $235k | 4.6k | 51.50 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $228k | +23% | 2.2k | 104.18 |
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| Oneok (OKE) | 0.0 | $226k | 2.5k | 91.13 |
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| Electronic Arts (EA) | 0.0 | $222k | 1.5k | 143.46 |
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| Macy's (M) | 0.0 | $220k | +12% | 14k | 15.69 |
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| ON Semiconductor (ON) | 0.0 | $215k | 3.0k | 72.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $215k | 973.00 | 220.89 |
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| Arbor Realty Trust (ABR) | 0.0 | $213k | 14k | 15.56 |
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| PNC Financial Services (PNC) | 0.0 | $205k | 1.1k | 184.81 |
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| Bk Nova Cad (BNS) | 0.0 | $205k | 3.8k | 54.49 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $204k | -2% | 1.8k | 111.88 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $203k | +80% | 3.3k | 61.08 |
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| Illinois Tool Works (ITW) | 0.0 | $200k | +11% | 762.00 | 262.10 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $192k | +35% | 3.2k | 59.75 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $189k | -16% | 2.0k | 93.84 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $187k | +44% | 2.2k | 84.52 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $184k | NEW | 825.00 | 223.48 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $180k | +6% | 1.3k | 133.59 |
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| Canadian Natural Resources (CNQ) | 0.0 | $179k | NEW | 5.4k | 33.21 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $175k | 846.00 | 207.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $175k | 721.00 | 243.06 |
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| Uber Technologies (UBER) | 0.0 | $170k | -8% | 2.3k | 75.16 |
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| Shopify Cl A (SHOP) | 0.0 | $169k | 2.1k | 80.14 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $169k | -3% | 1.3k | 126.81 |
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| Phillips 66 (PSX) | 0.0 | $166k | 1.3k | 131.42 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $157k | 1.0k | 154.02 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $154k | -5% | 2.7k | 56.60 |
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| Omega Healthcare Investors (OHI) | 0.0 | $153k | 3.8k | 40.70 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $153k | +6% | 2.9k | 52.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $146k | +44% | 841.00 | 173.67 |
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| Cigna Corp (CI) | 0.0 | $144k | 414.00 | 346.54 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $142k | 135.00 | 1051.24 |
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| Dollar General (DG) | 0.0 | $139k | +164% | 1.6k | 84.55 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $137k | +90% | 2.7k | 49.92 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $134k | 1.1k | 119.07 |
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| PPG Industries (PPG) | 0.0 | $133k | 1.0k | 132.52 |
|
|
| Dominion Resources (D) | 0.0 | $132k | 2.3k | 57.79 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $132k | 540.00 | 243.51 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $129k | 410.00 | 314.39 |
|
|
| Deere & Company (DE) | 0.0 | $129k | 309.00 | 417.11 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $123k | 5.3k | 23.33 |
|
|
| Teradyne (TER) | 0.0 | $116k | 863.00 | 133.94 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $115k | 1.9k | 61.11 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $112k | 2.5k | 44.46 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $110k | +28% | 222.00 | 494.23 |
|
| Target Corporation (TGT) | 0.0 | $108k | -6% | 690.00 | 155.93 |
|
| Workday Cl A (WDAY) | 0.0 | $107k | 438.00 | 244.41 |
|
|
| Lennox International (LII) | 0.0 | $104k | 172.00 | 603.63 |
|
|
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $100k | 4.3k | 23.30 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $91k | 258.00 | 353.48 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $87k | 796.00 | 109.65 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $82k | 2.0k | 41.76 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $81k | 1.7k | 47.85 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $81k | -6% | 7.2k | 11.22 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $80k | 1.3k | 63.01 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $79k | 815.00 | 96.52 |
|
|
| L3harris Technologies (LHX) | 0.0 | $77k | 325.00 | 237.55 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $75k | +881% | 363.00 | 206.38 |
|
| Eaton Corp SHS (ETN) | 0.0 | $75k | -2% | 226.00 | 331.44 |
|
| Air Products & Chemicals (APD) | 0.0 | $74k | -6% | 247.00 | 297.90 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $65k | 765.00 | 85.13 |
|
|
| Kimco Realty Corporation (KIM) | 0.0 | $64k | 2.8k | 23.22 |
|
|
| Capital One Financial (COF) | 0.0 | $63k | NEW | 418.00 | 149.73 |
|
| Martin Marietta Materials (MLM) | 0.0 | $62k | 116.00 | 537.10 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $62k | -3% | 6.9k | 8.96 |
|
| Ameriprise Financial (AMP) | 0.0 | $61k | 131.00 | 468.63 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $61k | 1.1k | 57.62 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $60k | 581.00 | 103.80 |
|
|
| Entergy Corporation (ETR) | 0.0 | $60k | 458.00 | 131.56 |
|
|
| Garmin SHS (GRMN) | 0.0 | $60k | 338.00 | 176.09 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $54k | -7% | 522.00 | 103.21 |
|
| General Motors Company (GM) | 0.0 | $53k | 1.2k | 44.83 |
|
|
| Agree Realty Corporation (ADC) | 0.0 | $51k | 678.00 | 75.34 |
|
|
| Super Micro Computer (SMCI) | 0.0 | $51k | +16% | 122.00 | 416.40 |
|
| Assurant (AIZ) | 0.0 | $50k | 253.00 | 198.85 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $50k | 1.4k | 37.20 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $48k | +27% | 103.00 | 470.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $47k | 565.00 | 83.63 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $46k | 410.00 | 112.05 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $45k | 974.00 | 45.88 |
|
|
| Ameren Corporation (AEE) | 0.0 | $44k | NEW | 505.00 | 87.53 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $44k | 1.3k | 33.22 |
|
|
| CSX Corporation (CSX) | 0.0 | $43k | +33% | 1.3k | 34.53 |
|
| Micron Technology (MU) | 0.0 | $43k | 411.00 | 103.77 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $41k | -10% | 150.00 | 270.35 |
|
| Unilever Spon Adr New (UL) | 0.0 | $39k | +202% | 605.00 | 64.96 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $38k | 598.00 | 62.67 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $37k | 298.00 | 124.91 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $37k | 429.00 | 86.60 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $37k | 298.00 | 123.85 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $37k | 207.00 | 177.36 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $34k | 789.00 | 43.43 |
|
|
| AmerisourceBergen (COR) | 0.0 | $32k | 143.00 | 225.08 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $32k | +8% | 1.4k | 23.17 |
|
| Ventas (VTR) | 0.0 | $32k | 496.00 | 64.19 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $32k | -27% | 200.00 | 158.81 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $32k | -7% | 772.00 | 41.13 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $32k | 571.00 | 55.53 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $32k | +265% | 128.00 | 246.48 |
|
| Zimmer Holdings (ZBH) | 0.0 | $32k | 292.00 | 107.98 |
|
|
| Biogen Idec (BIIB) | 0.0 | $31k | 162.00 | 193.85 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $31k | NEW | 1.1k | 28.41 |
|
| Arista Networks (ANET) | 0.0 | $31k | 80.00 | 383.82 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $30k | 291.00 | 103.94 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $30k | +300% | 168.00 | 178.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $30k | 106.00 | 282.81 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $27k | +9% | 364.00 | 75.13 |
|
| Krystal Biotech (KRYS) | 0.0 | $27k | 150.00 | 182.03 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $27k | +150% | 833.00 | 32.03 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $26k | 1.2k | 20.93 |
|
|
| Natera (NTRA) | 0.0 | $26k | 205.00 | 126.95 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $26k | 252.00 | 102.26 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $26k | 100.00 | 257.69 |
|
|
| Juniper Networks (JNPR) | 0.0 | $25k | 649.00 | 38.98 |
|
|
| Booking Holdings (BKNG) | 0.0 | $25k | NEW | 6.00 | 4212.17 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $25k | 300.00 | 83.21 |
|
|
| Marvell Technology (MRVL) | 0.0 | $23k | 325.00 | 72.12 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $23k | 204.00 | 114.86 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $23k | 982.00 | 23.45 |
|
|
| Moderna (MRNA) | 0.0 | $22k | -10% | 334.00 | 66.83 |
|
| Church & Dwight (CHD) | 0.0 | $22k | 210.00 | 104.53 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $22k | 334.00 | 65.22 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $21k | NEW | 1.2k | 18.16 |
|
| Boeing Company (BA) | 0.0 | $21k | +112% | 140.00 | 152.04 |
|
| Wells Fargo & Company (WFC) | 0.0 | $21k | 372.00 | 56.49 |
|
|
| M-tron Inds (MPTI) | 0.0 | $21k | NEW | 500.00 | 41.69 |
|
| D.R. Horton (DHI) | 0.0 | $21k | 109.00 | 190.94 |
|
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $21k | +3% | 4.2k | 5.01 |
|
| Franklin Resources (BEN) | 0.0 | $20k | -33% | 986.00 | 20.15 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $20k | 387.00 | 50.78 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $19k | NEW | 297.00 | 64.62 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $19k | NEW | 229.00 | 82.53 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $18k | 101.00 | 178.18 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $18k | 48.00 | 368.54 |
|
|
| Waste Connections (WCN) | 0.0 | $18k | 98.00 | 178.83 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $17k | 106.00 | 162.33 |
|
|
| Doubleline Yield (DLY) | 0.0 | $17k | 1.0k | 16.59 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $16k | 69.00 | 238.14 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $16k | NEW | 3.2k | 5.10 |
|
| Fortinet (FTNT) | 0.0 | $16k | 205.00 | 77.55 |
|
|
| Figs Cl A (FIGS) | 0.0 | $16k | +215% | 2.3k | 6.84 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $15k | 249.00 | 61.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $15k | 1.2k | 12.35 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $15k | NEW | 1.4k | 10.84 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $15k | +2% | 437.00 | 34.85 |
|
| Peak (DOC) | 0.0 | $15k | 655.00 | 22.87 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $15k | 54.00 | 276.78 |
|
|
| Vistra Energy (VST) | 0.0 | $15k | NEW | 122.00 | 118.76 |
|
| Edwards Lifesciences (EW) | 0.0 | $14k | +63% | 218.00 | 65.99 |
|
| Las Vegas Sands (LVS) | 0.0 | $14k | NEW | 284.00 | 50.34 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $14k | +136% | 71.00 | 200.38 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $14k | 323.00 | 43.60 |
|
|
| Linde SHS (LIN) | 0.0 | $13k | 28.00 | 476.89 |
|
|
| Vail Resorts (MTN) | 0.0 | $13k | 76.00 | 174.89 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $13k | NEW | 133.00 | 99.52 |
|
| At&t (T) | 0.0 | $13k | NEW | 573.00 | 22.00 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $12k | 100.00 | 124.25 |
|
|
| Dollar Tree (DLTR) | 0.0 | $12k | -29% | 176.00 | 70.32 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $12k | NEW | 171.00 | 71.11 |
|
| Reddit Cl A (RDDT) | 0.0 | $12k | 177.00 | 65.92 |
|
|
| Bridge Invt Group Hldgs Com Cl A (BRDG) | 0.0 | $11k | 1.1k | 9.87 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $10k | NEW | 294.00 | 34.89 |
|
| Generac Holdings (GNRC) | 0.0 | $10k | -47% | 63.00 | 158.89 |
|
| Innovative Industria A (IIPR) | 0.0 | $9.9k | +2% | 74.00 | 133.85 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $9.7k | NEW | 240.00 | 40.48 |
|
| Microchip Technology (MCHP) | 0.0 | $9.6k | 120.00 | 80.29 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $9.6k | NEW | 92.00 | 103.90 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $9.5k | 264.00 | 36.10 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $9.3k | 122.00 | 76.59 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $9.3k | 131.00 | 70.83 |
|
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $9.2k | NEW | 1.6k | 5.63 |
|
| Packaging Corporation of America (PKG) | 0.0 | $9.0k | +2% | 42.00 | 213.14 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $8.9k | 50.00 | 178.00 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $8.7k | +87% | 73.00 | 119.44 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $8.5k | NEW | 63.00 | 135.44 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $8.5k | 425.00 | 20.00 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $8.3k | 200.00 | 41.55 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $8.2k | 31.00 | 265.81 |
|
|
| Tyler Technologies (TYL) | 0.0 | $8.2k | 14.00 | 583.79 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $8.2k | 173.00 | 47.21 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $7.9k | NEW | 80.00 | 98.16 |
|
| Boston Properties (BXP) | 0.0 | $7.8k | +2% | 97.00 | 80.28 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $7.8k | +895% | 219.00 | 35.41 |
|
| Carnival Ads (CUK) | 0.0 | $7.7k | +31% | 417.00 | 18.48 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $7.7k | 185.00 | 41.40 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $7.6k | NEW | 146.00 | 52.23 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $7.4k | NEW | 77.00 | 96.57 |
|
| Smith & Wesson Brands (SWBI) | 0.0 | $7.1k | 544.00 | 12.98 |
|
|
| Hubspot (HUBS) | 0.0 | $6.9k | 13.00 | 531.62 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $6.9k | 65.00 | 106.12 |
|
|
| Kenvue (KVUE) | 0.0 | $6.5k | 282.00 | 23.13 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $6.4k | 320.00 | 19.94 |
|
|
| Extra Space Storage (EXR) | 0.0 | $6.3k | 35.00 | 180.20 |
|
|
| Lucid Group (LCID) | 0.0 | $6.0k | 1.7k | 3.53 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $5.9k | 70.00 | 83.76 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $5.7k | 25.00 | 229.40 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $5.5k | NEW | 523.00 | 10.58 |
|
| Anthem (ELV) | 0.0 | $5.4k | 10.00 | 542.00 |
|
|
| Hess (HES) | 0.0 | $5.4k | 39.00 | 137.51 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $5.1k | NEW | 62.00 | 83.00 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $5.1k | 89.00 | 57.30 |
|
|
| United Rentals (URI) | 0.0 | $4.9k | 6.00 | 813.50 |
|
|
| Wheels Up Experience Com Cl A (UP) | 0.0 | $4.8k | 2.0k | 2.42 |
|
|
| S&p Global (SPGI) | 0.0 | $4.8k | 9.00 | 528.56 |
|
|
| American Tower Reit (AMT) | 0.0 | $4.7k | 20.00 | 232.60 |
|
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.0 | $4.6k | NEW | 107.00 | 43.46 |
|
| Tema Etf Trust Monopolies & Oli (TOLL) | 0.0 | $4.6k | NEW | 137.00 | 33.83 |
|
| Metropcs Communications (TMUS) | 0.0 | $4.5k | NEW | 22.00 | 206.36 |
|
| Sofi Technologies (SOFI) | 0.0 | $4.4k | 565.00 | 7.86 |
|
|
| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $4.3k | 933.00 | 4.56 |
|
|
| Xcel Energy (XEL) | 0.0 | $4.2k | 65.00 | 65.31 |
|
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $4.2k | NEW | 33.00 | 128.58 |
|
| Monogram Orthopaedics (MGRM) | 0.0 | $4.2k | +14% | 1.6k | 2.65 |
|
| Intercontinental Exchange (ICE) | 0.0 | $4.2k | 38.00 | 110.50 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $4.0k | 28.00 | 142.07 |
|
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $4.0k | NEW | 700.00 | 5.68 |
|
| Roper Industries (ROP) | 0.0 | $3.9k | 7.00 | 556.57 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $3.8k | 200.00 | 19.19 |
|
|
| Honeywell International (HON) | 0.0 | $3.7k | 18.00 | 206.72 |
|
|
| Mustang Bio Com New (MBIO) | 0.0 | $3.5k | NEW | 15k | 0.24 |
|
| Carvana Cl A (CVNA) | 0.0 | $3.5k | 20.00 | 174.15 |
|
|
| Clearpoint Neuro (CLPT) | 0.0 | $3.4k | 300.00 | 11.21 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $3.3k | 445.00 | 7.42 |
|
|
| United States Steel Corporation (X) | 0.0 | $3.3k | 93.00 | 35.25 |
|
|
| ConAgra Foods (CAG) | 0.0 | $3.2k | 99.00 | 32.56 |
|
|
| Flanigan's Enterprises (BDL) | 0.0 | $3.2k | 120.00 | 26.32 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $3.2k | NEW | 73.00 | 43.22 |
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $3.1k | 180.00 | 17.11 |
|
|
| Iron Mountain (IRM) | 0.0 | $3.0k | 25.00 | 118.84 |
|
|
| Nutrien (NTR) | 0.0 | $2.9k | 60.00 | 48.07 |
|
|
| Stride (LRN) | 0.0 | $2.7k | 32.00 | 85.31 |
|
|
| Rackspace Technology (RXT) | 0.0 | $2.7k | 1.1k | 2.45 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.6k | 5.00 | 528.20 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $2.6k | 17.00 | 153.76 |
|
|
| Tilray (TLRY) | 0.0 | $2.6k | 1.5k | 1.76 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $2.5k | NEW | 43.00 | 59.23 |
|
| Roku Com Cl A (ROKU) | 0.0 | $2.5k | 33.00 | 74.67 |
|
|
| Doordash Cl A (DASH) | 0.0 | $2.4k | -45% | 17.00 | 142.76 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $2.4k | +434% | 139.00 | 17.24 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.0 | $2.4k | +2% | 48.00 | 49.83 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $2.4k | 22.00 | 106.95 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $2.3k | 5.00 | 465.20 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $2.2k | 75.00 | 29.29 |
|
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $2.2k | NEW | 87.00 | 24.74 |
|
| Valero Energy Corporation (VLO) | 0.0 | $2.0k | 15.00 | 135.07 |
|
|
| Columbia Sportswear Company (COLM) | 0.0 | $1.9k | 23.00 | 83.74 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $1.7k | NEW | 24.00 | 71.54 |
|
| Galiano Gold (GAU) | 0.0 | $1.4k | 1.0k | 1.42 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $1.4k | 32.00 | 44.28 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $1.3k | 280.00 | 4.68 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $1.1k | 6.00 | 183.83 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $1.0k | 21.00 | 48.24 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $981.999900 | NEW | 119.00 | 8.25 |
|
| Five9 (FIVN) | 0.0 | $920.000000 | 32.00 | 28.75 |
|
|
| Clean Harbors (CLH) | 0.0 | $726.000000 | 3.00 | 242.00 |
|
|
| Penn National Gaming (PENN) | 0.0 | $660.999500 | NEW | 35.00 | 18.89 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $630.000000 | +14% | 8.00 | 78.75 |
|
| Clearway Energy CL C (CWEN) | 0.0 | $614.000000 | 20.00 | 30.70 |
|
|
| Crawford & Co CL B (CRD.B) | 0.0 | $556.000000 | 50.00 | 11.12 |
|
|
| V.F. Corporation (VFC) | 0.0 | $539.001000 | 27.00 | 19.96 |
|
|
| American Airls (AAL) | 0.0 | $495.000000 | 44.00 | 11.25 |
|
|
| Matterport Com Cl A (MTTR) | 0.0 | $491.001400 | 109.00 | 4.50 |
|
|
| Tidal Tr Ii Roundhill Gener (CHAT) | 0.0 | $375.000000 | NEW | 10.00 | 37.50 |
|
| Caribou Biosciences (CRBU) | 0.0 | $369.006400 | 188.00 | 1.96 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $357.002200 | 62.00 | 5.76 |
|
|
| Hldgs (UAL) | 0.0 | $286.000000 | 5.00 | 57.20 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $170.000000 | 5.00 | 34.00 |
|
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $166.000200 | 6.00 | 27.67 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $161.000000 | 10.00 | 16.10 |
|
|
| Lyft Cl A Com (LYFT) | 0.0 | $141.000200 | 11.00 | 12.82 |
|
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $126.000000 | 20.00 | 6.30 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $122.001400 | 107.00 | 1.14 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $118.000500 | 15.00 | 7.87 |
|
|
| Kosmos Energy (KOS) | 0.0 | $93.000500 | 23.00 | 4.04 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $63.999600 | 14.00 | 4.57 |
|
|
| Under Armour CL C (UA) | 0.0 | $51.000000 | 6.00 | 8.50 |
|
|
| Gladstone Ld (LAND) | 0.0 | $16.000000 | 1.00 | 16.00 |
|
|
| Gencor Industries (GENC) | 0.0 | $0 | 2.0k | 0.00 |
|
|
| Leggett & Platt (LEG) | 0.0 | $0 | 200.00 | 0.00 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $0 | 2.4k | 0.00 |
|
|
| Foot Locker (FL) | 0.0 | $0 | 2.0k | 0.00 |
|
|
| Photronics (PLAB) | 0.0 | $0 | 2.5k | 0.00 |
|
|
| Universal Technical Institute (UTI) | 0.0 | $0 | 4.0k | 0.00 |
|
|
| Newpark Res Com Par $.01new (NR) | 0.0 | $0 | 6.0k | 0.00 |
|
|
| Vaalco Energy Com New (EGY) | 0.0 | $0 | 5.7k | 0.00 |
|
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.0 | $0 | 2.0k | 0.00 |
|
|
| Hecla Mining Company (HL) | 0.0 | $0 | 11k | 0.00 |
|
|
| Northwest Pipe Company (NWPX) | 0.0 | $0 | 1.4k | 0.00 |
|
|
| Lincoln Educational Services Corporation (LINC) | 0.0 | $0 | 4.0k | 0.00 |
|
|
| Immersion Corporation (IMMR) | 0.0 | $0 | 5.0k | 0.00 |
|
|
| Matrix Service Company (MTRX) | 0.0 | $0 | 6.0k | 0.00 |
|
|
| U S Global Invs Cl A (GROW) | 0.0 | $0 | 16k | 0.00 |
|
|
| Bel Fuse CL B (BELFB) | 0.0 | $0 | 2.0k | 0.00 |
|
|
| Information Services (III) | 0.0 | $0 | 5.0k | 0.00 |
|
|
| Evolution Petroleum Corporation (EPM) | 0.0 | $0 | 8.0k | 0.00 |
|
|
| Century Casinos (CNTY) | 0.0 | $0 | 4.0k | 0.00 |
|
|
| Northern Technologies International (NTIC) | 0.0 | $0 | 4.0k | 0.00 |
|
|
| Pure Cycle Corp Com New (PCYO) | 0.0 | $0 | 800.00 | 0.00 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $0 | 1.1k | 0.00 |
|
|
| Superior Uniform (SGC) | 0.0 | $0 | 2.4k | 0.00 |
|
|
| Luna Innovations Incorporated (LUNA) | 0.0 | $0 | 6.0k | 0.00 |
|
|
| ProPhase Labs (PRPH) | 0.0 | $0 | 3.0k | 0.00 |
|
|
| Radiant Logistics (RLGT) | 0.0 | $0 | 6.5k | 0.00 |
|
|
| Profire Energy (PFIE) | 0.0 | $0 | 32k | 0.00 |
|
|
| Dlh Hldgs (DLHC) | 0.0 | $0 | 4.8k | 0.00 |
|
|
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.0 | $0 | 2.5k | 0.00 |
|
|
| Perma-fix Environmental Svcs Com New (PESI) | 0.0 | $0 | 9.0k | 0.00 |
|
|
| Identiv Com New (INVE) | 0.0 | $0 | 1.0k | 0.00 |
|
|
| Heritage Global (HGBL) | 0.0 | $0 | 16k | 0.00 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $0 | 1.5k | 0.00 |
|
|
| Legacy Housing Corp (LEGH) | 0.0 | $0 | 1.6k | 0.00 |
|
|
| Hudson Global Com New (HSON) | 0.0 | $0 | 2.4k | 0.00 |
|
|
| Powerfleet (AIOT) | 0.0 | $0 | 5.0k | 0.00 |
|
|
| Euroseas SHS (ESEA) | 0.0 | $0 | 1.4k | 0.00 |
|
|
| Research Solutions (RSSS) | 0.0 | $0 | 12k | 0.00 |
|
|
| Shyft Group (SHYF) | 0.0 | $0 | 600.00 | 0.00 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $0 | 3.0k | 0.00 |
|
|
| Quipt Home Medical Corporation (QIPT) | 0.0 | $0 | 8.0k | 0.00 |
|
|
| Bowman Consulting Group (BWMN) | 0.0 | $0 | 2.8k | 0.00 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $0 | 111.00 | 0.00 |
|
|
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $0 | 1.0k | 0.00 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $0 | 3.0k | 0.00 |
|
|
| Mcewen Mng Com New (MUX) | 0.0 | $0 | 5.0k | 0.00 |
|
Past Filings by Jamison Private Wealth Management
SEC 13F filings are viewable for Jamison Private Wealth Management going back to 2023
- Jamison Private Wealth Management 2024 Q3 filed Oct. 15, 2024
- Jamison Private Wealth Management 2024 Q2 filed July 11, 2024
- Jamison Private Wealth Management 2024 Q1 filed April 26, 2024
- Jamison Private Wealth Management 2023 Q4 filed Jan. 17, 2024
- Jamison Private Wealth Management 2023 Q3 filed Jan. 5, 2024