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, UPS, VMC, AAPL, NVDA, and represent 19.03% of Jamison Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: WMT, GPC, ODFL, DOC, GOVT, IWR, SPG, CRWD, IEFA, PRU.
- Started 139 new stock positions in AGG, URI, PCAR, DFIS, BELFB, NWPX, MUX, VONG, RSSS, RMD.
- Reduced shares in these 10 stocks: BA, Physicians Realty Trust, NYCB, BROS, GLW, NVDA, PGX, LLY, PFF, VTR.
- Sold out of its positions in BOWL, BBUC, CHPT, CMP, DOCN, Armor Us Equity Index Etf, FITB, Hemp, K, NYCB. Physicians Realty Trust, PLUG, PSK, WW, INCR.
- Jamison Private Wealth Management was a net buyer of stock by $12M.
- Jamison Private Wealth Management has $592M in assets under management (AUM), dropping by 10.76%.
- Central Index Key (CIK): 0002006637
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Portfolio Holdings for Jamison Private Wealth Management
Jamison Private Wealth Management holds 520 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Jamison Private Wealth Management has 520 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Jamison Private Wealth Management March 31, 2024 positions
- Download the Jamison Private Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.6 | $27M | 65k | 420.72 |
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| United Parcel Service CL B (UPS) | 4.4 | $26M | 174k | 148.63 |
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| Vulcan Materials Company (VMC) | 3.8 | $22M | 82k | 272.92 |
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| Apple (AAPL) | 3.4 | $20M | 117k | 171.48 |
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| NVIDIA Corporation (NVDA) | 2.9 | $17M | 19k | 903.57 |
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| Eli Lilly & Co. (LLY) | 2.9 | $17M | 22k | 777.97 |
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| Waste Management (WM) | 2.5 | $15M | 68k | 213.15 |
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| Home Depot (HD) | 2.1 | $13M | 33k | 383.60 |
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| Blackstone Group Inc Com Cl A (BX) | 2.1 | $12M | 93k | 131.37 |
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| Caterpillar (CAT) | 2.0 | $12M | 33k | 366.43 |
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| Applied Materials (AMAT) | 2.0 | $12M | 58k | 206.23 |
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| Amazon (AMZN) | 1.8 | $11M | +2% | 60k | 180.38 |
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| Visa Com Cl A (V) | 1.8 | $10M | 37k | 279.08 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $10M | 50k | 200.30 |
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| Bank of America Corporation (BAC) | 1.6 | $9.8M | 257k | 37.92 |
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| Abbvie (ABBV) | 1.6 | $9.5M | 52k | 182.10 |
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| McDonald's Corporation (MCD) | 1.6 | $9.3M | 33k | 281.95 |
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| Qualcomm (QCOM) | 1.6 | $9.3M | 55k | 169.30 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $8.8M | 122k | 72.34 |
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| Southern Company (SO) | 1.5 | $8.7M | 122k | 71.74 |
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| Coca-Cola Company (KO) | 1.4 | $8.4M | 138k | 61.18 |
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| Southern Copper Corporation (SCCO) | 1.3 | $7.9M | 74k | 106.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $7.7M | +3% | 18k | 420.52 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $7.6M | 17k | 454.86 |
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| Procter & Gamble Company (PG) | 1.3 | $7.5M | 47k | 162.25 |
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| Automatic Data Processing (ADP) | 1.2 | $7.4M | 30k | 249.74 |
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| Johnson & Johnson (JNJ) | 1.2 | $7.2M | +2% | 45k | 158.19 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $7.1M | +2% | 47k | 152.26 |
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| Amgen (AMGN) | 1.1 | $6.8M | +3% | 24k | 284.32 |
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| Costco Wholesale Corporation (COST) | 1.1 | $6.7M | +4% | 9.2k | 732.63 |
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| Genuine Parts Company (GPC) | 1.1 | $6.7M | +28% | 43k | 154.93 |
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| Meta Platforms Cl A (META) | 1.1 | $6.5M | 13k | 485.57 |
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| Advanced Micro Devices (AMD) | 1.1 | $6.3M | 35k | 180.49 |
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| Paychex (PAYX) | 1.0 | $5.9M | 48k | 122.80 |
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| Broadcom (AVGO) | 1.0 | $5.9M | 4.5k | 1325.29 |
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| Intel Corporation (INTC) | 0.9 | $5.6M | +3% | 126k | 44.17 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $5.3M | 45k | 116.24 |
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| Truist Financial Corp equities (TFC) | 0.8 | $5.0M | +4% | 128k | 38.98 |
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| Chevron Corporation (CVX) | 0.8 | $4.8M | +5% | 30k | 157.74 |
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| Norfolk Southern (NSC) | 0.8 | $4.7M | 18k | 254.88 |
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| Duke Energy Corp Com New (DUK) | 0.8 | $4.6M | 47k | 96.71 |
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| Walt Disney Company (DIS) | 0.8 | $4.5M | -2% | 36k | 122.36 |
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| Bhp Group Sponsored Ads (BHP) | 0.8 | $4.4M | 77k | 57.69 |
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| Palo Alto Networks (PANW) | 0.7 | $4.4M | 15k | 284.13 |
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| Goldman Sachs (GS) | 0.7 | $4.3M | +2% | 10k | 417.68 |
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| BlackRock (BLK) | 0.7 | $4.3M | 5.2k | 833.69 |
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| Pfizer (PFE) | 0.7 | $4.3M | 154k | 27.75 |
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| Wal-Mart Stores (WMT) | 0.7 | $4.0M | +202% | 66k | 60.17 |
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| Digital Realty Trust (DLR) | 0.6 | $3.8M | +2% | 26k | 144.04 |
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| Cisco Systems (CSCO) | 0.6 | $3.4M | 68k | 49.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.3M | +2% | 6.2k | 525.71 |
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| Tesla Motors (TSLA) | 0.5 | $3.2M | +2% | 18k | 175.79 |
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| Merck & Co (MRK) | 0.5 | $2.9M | +2% | 22k | 131.95 |
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| FedEx Corporation (FDX) | 0.5 | $2.7M | +2% | 9.3k | 289.73 |
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| Bristol Myers Squibb (BMY) | 0.5 | $2.7M | 49k | 54.23 |
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| Smucker J M Com New (SJM) | 0.4 | $2.6M | 21k | 125.87 |
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| Beazer Homes Usa Com New (BZH) | 0.4 | $2.6M | 79k | 32.80 |
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| Cardinal Health (CAH) | 0.4 | $2.6M | 23k | 111.90 |
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| CVS Caremark Corporation (CVS) | 0.4 | $2.5M | -3% | 31k | 79.76 |
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| Atmos Energy Corporation (ATO) | 0.4 | $2.4M | 20k | 118.87 |
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| Danaher Corporation (DHR) | 0.4 | $2.4M | 9.6k | 249.72 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $2.3M | 56k | 41.87 |
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| Corning Incorporated (GLW) | 0.4 | $2.3M | -12% | 71k | 32.96 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.2M | -3% | 23k | 97.53 |
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| ConocoPhillips (COP) | 0.4 | $2.2M | 17k | 127.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.1M | 30k | 70.00 |
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| Netflix (NFLX) | 0.4 | $2.1M | 3.4k | 607.33 |
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| General Electric Com New (GE) | 0.3 | $2.0M | 11k | 175.53 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $2.0M | 17k | 117.21 |
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| Gilead Sciences (GILD) | 0.3 | $1.9M | -5% | 27k | 73.25 |
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| General Dynamics Corporation (GD) | 0.3 | $1.9M | 6.8k | 282.50 |
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| TJX Companies (TJX) | 0.3 | $1.9M | 19k | 101.42 |
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| salesforce (CRM) | 0.3 | $1.9M | 6.3k | 301.18 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $1.9M | 60k | 31.21 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.9M | -2% | 28k | 67.75 |
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| Exelon Corporation (EXC) | 0.3 | $1.8M | 49k | 37.57 |
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| Old Dominion Freight Line (ODFL) | 0.3 | $1.8M | +101% | 8.3k | 219.31 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $1.8M | 19k | 96.73 |
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| MercadoLibre (MELI) | 0.3 | $1.7M | +5% | 1.1k | 1511.96 |
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| American Electric Power Company (AEP) | 0.3 | $1.7M | 20k | 86.10 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.5M | 3.9k | 399.09 |
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| Constellation Energy (CEG) | 0.3 | $1.5M | 8.0k | 184.86 |
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| Sanofi Sponsored Adr (SNY) | 0.3 | $1.5M | -4% | 31k | 48.60 |
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| Verizon Communications (VZ) | 0.2 | $1.5M | +12% | 35k | 41.96 |
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| Servicenow (NOW) | 0.2 | $1.4M | +6% | 1.8k | 762.40 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | +10% | 44k | 29.18 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.3M | 5.1k | 252.33 |
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| Abbott Laboratories (ABT) | 0.2 | $1.3M | 11k | 113.66 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | +5% | 11k | 110.52 |
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| Simon Property (SPG) | 0.2 | $1.2M | +36% | 7.8k | 156.49 |
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| Pepsi (PEP) | 0.2 | $1.2M | +13% | 6.6k | 175.01 |
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| Global Payments (GPN) | 0.2 | $1.2M | 8.6k | 133.66 |
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| Hershey Company (HSY) | 0.2 | $1.1M | +20% | 5.8k | 194.50 |
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| Comerica Incorporated (CMA) | 0.2 | $1.1M | +2% | 20k | 54.99 |
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| American Express Company (AXP) | 0.2 | $1.1M | 4.8k | 227.71 |
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| General Mills (GIS) | 0.2 | $1.1M | -5% | 15k | 69.97 |
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| Realty Income (O) | 0.2 | $1.0M | 19k | 54.10 |
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| Kraft Heinz (KHC) | 0.2 | $961k | -10% | 26k | 36.90 |
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| Altria (MO) | 0.2 | $954k | +18% | 22k | 43.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $953k | +24% | 6.3k | 150.93 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $953k | 15k | 63.11 |
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| Stryker Corporation (SYK) | 0.2 | $950k | +11% | 2.7k | 357.85 |
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| Diageo Spon Adr New (DEO) | 0.2 | $949k | -2% | 6.4k | 148.73 |
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| Paypal Holdings (PYPL) | 0.2 | $944k | +15% | 14k | 66.99 |
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| Lululemon Athletica (LULU) | 0.2 | $911k | 2.3k | 390.65 |
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| Tractor Supply Company (TSCO) | 0.2 | $891k | +19% | 3.4k | 261.75 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $851k | +7% | 13k | 67.86 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $786k | +67% | 2.5k | 320.59 |
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| Starbucks Corporation (SBUX) | 0.1 | $768k | 8.4k | 91.39 |
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| Block Cl A (SQ) | 0.1 | $745k | 8.8k | 84.58 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $730k | -2% | 3.1k | 231.69 |
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| Sherwin-Williams Company (SHW) | 0.1 | $723k | 2.1k | 347.30 |
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| Becton, Dickinson and (BDX) | 0.1 | $720k | -3% | 2.9k | 247.43 |
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| SYSCO Corporation (SYY) | 0.1 | $708k | 8.7k | 81.18 |
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| Zscaler Incorporated (ZS) | 0.1 | $701k | 3.6k | 192.63 |
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| Consolidated Edison (ED) | 0.1 | $698k | 7.7k | 90.81 |
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| Key (KEY) | 0.1 | $695k | 44k | 15.81 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $679k | 15k | 45.41 |
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| GSK Sponsored Adr (GSK) | 0.1 | $676k | 16k | 42.87 |
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| Host Hotels & Resorts (HST) | 0.1 | $676k | 33k | 20.68 |
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| Medtronic SHS (MDT) | 0.1 | $673k | +8% | 7.7k | 87.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $642k | 1.2k | 522.97 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $638k | 16k | 40.06 |
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| Fastenal Company (FAST) | 0.1 | $618k | 8.0k | 77.14 |
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| Peak (DOC) | 0.1 | $589k | NEW | 31k | 18.75 |
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| Albemarle Corporation (ALB) | 0.1 | $578k | +11% | 4.4k | 131.74 |
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| Dupont De Nemours (DD) | 0.1 | $567k | -2% | 7.4k | 76.67 |
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| AFLAC Incorporated (AFL) | 0.1 | $549k | -4% | 6.4k | 85.86 |
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| Citigroup Com New (C) | 0.1 | $548k | +83% | 8.7k | 63.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $548k | +7% | 1.1k | 480.91 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $526k | +5% | 1.0k | 504.60 |
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| Lowe's Companies (LOW) | 0.1 | $523k | +4% | 2.1k | 254.67 |
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| Nike CL B (NKE) | 0.1 | $503k | -2% | 5.3k | 93.97 |
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| Bank Ozk (OZK) | 0.1 | $478k | 11k | 45.46 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $464k | NEW | 20k | 22.77 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $458k | NEW | 5.4k | 84.09 |
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| UnitedHealth (UNH) | 0.1 | $448k | +22% | 905.00 | 494.54 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $424k | +120% | 8.2k | 51.60 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $419k | 3.2k | 129.35 |
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| 3M Company (MMM) | 0.1 | $409k | 3.9k | 106.07 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $400k | 5.9k | 68.16 |
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| Clorox Company (CLX) | 0.1 | $391k | 2.6k | 153.14 |
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| Edison International (EIX) | 0.1 | $385k | -19% | 5.4k | 70.72 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $378k | +188% | 3.1k | 123.16 |
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| Philip Morris International (PM) | 0.1 | $376k | -5% | 4.1k | 91.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $370k | 2.0k | 182.62 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $348k | 3.6k | 97.68 |
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| United Bankshares (UBSI) | 0.1 | $335k | 9.3k | 35.79 |
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| Fortive (FTV) | 0.1 | $323k | 3.8k | 86.02 |
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| Rayonier (RYN) | 0.1 | $323k | -6% | 9.7k | 33.24 |
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| International Paper Company (IP) | 0.1 | $317k | -20% | 8.1k | 39.02 |
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| Public Storage (PSA) | 0.1 | $299k | -7% | 1.0k | 290.10 |
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| Prudential Financial (PRU) | 0.1 | $299k | +1856% | 2.5k | 117.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $291k | NEW | 3.9k | 74.22 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $283k | 4.6k | 61.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $282k | NEW | 1.6k | 179.11 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $272k | 280.00 | 970.47 |
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| Leggett & Platt (LEG) | 0.0 | $266k | -25% | 14k | 19.15 |
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| Shell Spon Ads (SHEL) | 0.0 | $263k | -4% | 3.9k | 67.03 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $262k | +8% | 1.0k | 260.72 |
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| Auburn National Bancorporation (AUBN) | 0.0 | $261k | 14k | 19.25 |
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| Macy's (M) | 0.0 | $249k | +11% | 12k | 19.99 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $245k | +142% | 5.0k | 49.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $241k | +1641% | 714.00 | 337.01 |
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| Oneok (OKE) | 0.0 | $240k | 3.0k | 80.17 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $228k | 1.4k | 164.96 |
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| Electronic Arts (EA) | 0.0 | $222k | -3% | 1.7k | 132.66 |
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| ON Semiconductor (ON) | 0.0 | $218k | -2% | 3.0k | 73.55 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $216k | -7% | 2.4k | 90.90 |
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| Cameco Corporation (CCJ) | 0.0 | $216k | 5.0k | 43.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $209k | +1775% | 994.00 | 210.30 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $209k | 1.9k | 112.55 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $208k | 2.3k | 88.66 |
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| Phillips 66 (PSX) | 0.0 | $206k | 1.3k | 163.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $203k | +448% | 3.3k | 60.75 |
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| International Business Machines (IBM) | 0.0 | $201k | 1.1k | 190.91 |
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| Bk Nova Cad (BNS) | 0.0 | $195k | 3.8k | 51.78 |
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| PPG Industries (PPG) | 0.0 | $194k | 1.3k | 144.94 |
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| Oracle Corporation (ORCL) | 0.0 | $191k | +454% | 1.5k | 125.57 |
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| Uber Technologies (UBER) | 0.0 | $188k | 2.4k | 76.99 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $188k | NEW | 2.8k | 67.13 |
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| Illinois Tool Works (ITW) | 0.0 | $185k | 687.00 | 268.52 |
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| Arbor Realty Trust (ABR) | 0.0 | $180k | 14k | 13.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $179k | 520.00 | 344.11 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $166k | 844.00 | 197.01 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $165k | NEW | 3.6k | 45.61 |
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| Toll Brothers (TOL) | 0.0 | $164k | 1.3k | 129.37 |
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| Shopify Cl A (SHOP) | 0.0 | $163k | 2.1k | 77.17 |
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| PNC Financial Services (PNC) | 0.0 | $160k | 989.00 | 161.60 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $153k | -13% | 7.1k | 21.69 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $150k | 1.3k | 119.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $148k | 721.00 | 205.72 |
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| Omega Healthcare Investors (OHI) | 0.0 | $145k | +28% | 4.6k | 31.67 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $144k | +4% | 2.9k | 50.28 |
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| Target Corporation (TGT) | 0.0 | $137k | +37% | 772.00 | 177.25 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $131k | 2.0k | 65.00 |
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| BlackRock Enhanced Capital and Income (CII) | 0.0 | $130k | 6.7k | 19.49 |
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| L3harris Technologies (LHX) | 0.0 | $130k | 610.00 | 213.19 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $130k | 135.00 | 962.50 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $129k | +2% | 16k | 8.25 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $127k | 538.00 | 235.92 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $127k | -6% | 1.6k | 80.63 |
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| Deere & Company (DE) | 0.0 | $126k | 308.00 | 410.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $125k | -48% | 3.9k | 32.23 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $123k | NEW | 1.5k | 81.78 |
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| Southside Bancshares (SBSI) | 0.0 | $119k | 4.1k | 29.23 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $118k | NEW | 410.00 | 288.03 |
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| Workday Cl A (WDAY) | 0.0 | $118k | +16% | 432.00 | 272.75 |
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| Dominion Resources (D) | 0.0 | $111k | 2.3k | 49.19 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $111k | NEW | 1.4k | 80.51 |
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| Regions Financial Corporation (RF) | 0.0 | $110k | -34% | 5.2k | 21.04 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $108k | 1.7k | 62.83 |
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|
| Super Micro Computer (SMCI) | 0.0 | $106k | +208% | 105.00 | 1010.04 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $105k | +302% | 2.5k | 41.56 |
|
| Cummins (CMI) | 0.0 | $99k | +2% | 336.00 | 294.44 |
|
| Teradyne (TER) | 0.0 | $97k | 862.00 | 112.79 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $97k | +14% | 1.0k | 92.75 |
|
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $95k | 4.3k | 22.10 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $91k | +4% | 263.00 | 346.61 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $91k | 1.9k | 47.13 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $89k | NEW | 1.5k | 59.24 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $85k | 2.0k | 43.34 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $84k | +3% | 7.7k | 10.95 |
|
| Prologis (PLD) | 0.0 | $84k | +6% | 642.00 | 130.27 |
|
| Lennox International (LII) | 0.0 | $84k | 171.00 | 488.94 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $83k | +6% | 173.00 | 481.01 |
|
| Black Hills Corporation (BKH) | 0.0 | $82k | 1.5k | 54.59 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $82k | +30% | 865.00 | 94.20 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $79k | 583.00 | 136.05 |
|
|
| Biogen Idec (BIIB) | 0.0 | $79k | 365.00 | 215.63 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $78k | NEW | 2.9k | 26.86 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $76k | NEW | 950.00 | 79.83 |
|
| EQT Corporation (EQT) | 0.0 | $76k | 2.0k | 37.07 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $75k | NEW | 1.8k | 42.11 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $74k | +284% | 577.00 | 128.40 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $74k | 1.3k | 58.67 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $74k | NEW | 1.8k | 41.77 |
|
| Martin Marietta Materials (MLM) | 0.0 | $71k | 115.00 | 616.20 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $71k | NEW | 815.00 | 86.67 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $70k | -11% | 796.00 | 87.42 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $68k | 1.4k | 47.02 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $67k | NEW | 1.1k | 63.85 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $64k | 765.00 | 83.30 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $61k | 21.00 | 2906.81 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $60k | -6% | 167.00 | 358.64 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $60k | +2% | 228.00 | 262.50 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $59k | +6% | 567.00 | 104.03 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $58k | 525.00 | 110.15 |
|
|
| Assurant (AIZ) | 0.0 | $58k | -24% | 307.00 | 188.24 |
|
| Ameriprise Financial (AMP) | 0.0 | $57k | +133% | 131.00 | 437.34 |
|
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 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