Jamison Private Wealth Management
Latest statistics and disclosures from Jamison Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, AAPL, NVDA, CAT, AMD, and represent 18.67% of Jamison Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$9.4M), AAPL, SPY, GOOGL, MSFT, FDXF, CVX, BRK.B, IWF, SPG.
- Started 14 new stock positions in FDXF, ESEA, XLV, ELV, IVW, ON, DE, LAMR, MA, VRTX. WLDN, SPCX, UNP, WDAY.
- Reduced shares in these 10 stocks: GIS, DIS, GPC, AMAT, IP, , Dupont De Nemours, CAT, ABT, NSC.
- Sold out of its positions in DEO, Dupont De Nemours, GIS, IP.
- Jamison Private Wealth Management was a net buyer of stock by $38M.
- Jamison Private Wealth Management has $990M in assets under management (AUM), dropping by 20.45%.
- Central Index Key (CIK): 0002006637
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Download as csvPortfolio Holdings for Jamison Private Wealth Management
Jamison Private Wealth Management holds 224 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 4.5 | $44M | 61k | 723.00 |
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| Apple (AAPL) | 4.2 | $41M | +6% | 142k | 289.36 |
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| NVIDIA Corporation (NVDA) | 3.8 | $37M | 187k | 200.09 |
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| Caterpillar (CAT) | 3.5 | $35M | 33k | 1064.88 |
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| Advanced Micro Devices (AMD) | 2.8 | $27M | 47k | 580.91 |
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| Microsoft Corporation (MSFT) | 2.5 | $25M | +4% | 68k | 373.02 |
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| Eli Lilly & Co. (LLY) | 2.4 | $24M | 20k | 1199.44 |
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| Vulcan Materials Company (VMC) | 2.3 | $23M | 77k | 295.01 |
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| Johnson & Johnson (JNJ) | 2.3 | $23M | 89k | 253.97 |
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| United Parcel Svcs Call Call Option (Principal) (UPS) | 2.2 | $22M | 203k | 107.50 |
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| Corning Incorporated (GLW) | 2.1 | $21M | 81k | 255.43 |
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| Broadcom (AVGO) | 1.9 | $19M | 50k | 377.75 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $19M | 57k | 327.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $18M | 52k | 353.33 |
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| Amazon (AMZN) | 1.6 | $16M | +2% | 68k | 238.34 |
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| Bank of America Corporation (BAC) | 1.6 | $15M | 270k | 56.98 |
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| Abbvie (ABBV) | 1.5 | $15M | +2% | 61k | 251.64 |
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| Waste Management (WM) | 1.5 | $15M | 67k | 222.88 |
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| Intel Corporation (INTC) | 1.5 | $14M | 103k | 139.63 |
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| Goldman Sachs (GS) | 1.4 | $14M | 14k | 1011.41 |
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| Home Depot (HD) | 1.3 | $13M | +4% | 38k | 352.68 |
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| Southern Company (SO) | 1.3 | $13M | 134k | 95.71 |
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| Palo Alto Networks (PANW) | 1.3 | $13M | +3% | 38k | 341.02 |
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| Charles Schwab Corporation (SCHW) | 1.2 | $12M | 132k | 92.27 |
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| Visa Com Cl A (V) | 1.2 | $12M | 35k | 343.09 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $12M | 102k | 117.67 |
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| Qualcomm (QCOM) | 1.2 | $12M | 63k | 184.79 |
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| Coca-Cola Company (KO) | 1.1 | $11M | 139k | 81.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $11M | +8% | 23k | 500.39 |
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| Chevron Corporation (CVX) | 1.1 | $11M | +9% | 64k | 165.76 |
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| Tesla Motors (TSLA) | 1.1 | $11M | +4% | 25k | 420.60 |
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| Amgen (AMGN) | 1.1 | $10M | +2% | 29k | 362.12 |
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| Costco Wholesale Corporation (COST) | 1.0 | $10M | 11k | 935.43 |
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| McDonald's Corporation (MCD) | 1.0 | $9.8M | 36k | 270.31 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $9.8M | 19k | 509.46 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $9.4M | NEW | 69k | 137.53 |
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| Southern Copper Corporation (SCCO) | 0.9 | $9.0M | +2% | 51k | 174.26 |
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| Wal-Mart Stores (WMT) | 0.9 | $8.9M | +5% | 79k | 113.26 |
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| Meta Platforms Cl A (META) | 0.9 | $8.8M | +2% | 16k | 563.28 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $7.8M | +2% | 57k | 136.72 |
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| Procter & Gamble Company (PG) | 0.8 | $7.6M | 52k | 146.64 |
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| Truist Financial Corp equities (TFC) | 0.7 | $7.4M | 149k | 49.82 |
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| Simon Property (SPG) | 0.7 | $7.3M | +7% | 33k | 223.65 |
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| Cisco Systems (CSCO) | 0.7 | $7.2M | 62k | 117.46 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $6.9M | 55k | 126.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.9M | 9.2k | 748.93 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.7 | $6.8M | 82k | 83.31 |
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| Automatic Data Processing (ADP) | 0.7 | $6.8M | 30k | 223.95 |
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| Cardinal Health (CAH) | 0.6 | $6.2M | 26k | 237.56 |
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| Digital Realty Trust (DLR) | 0.6 | $6.1M | +2% | 34k | 179.58 |
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| Norfolk Southern (NSC) | 0.6 | $6.0M | -2% | 19k | 314.59 |
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| Blackrock (BLK) | 0.6 | $6.0M | +2% | 6.3k | 961.62 |
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| Boeing Company (BA) | 0.5 | $5.2M | +3% | 24k | 216.47 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $5.1M | 96k | 53.47 |
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| Paychex (PAYX) | 0.5 | $5.1M | 52k | 98.33 |
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| Ge Aerospace Com New (GE) | 0.5 | $5.0M | +4% | 13k | 373.72 |
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| Merck & Co (MRK) | 0.5 | $4.9M | +7% | 38k | 128.50 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $4.8M | +3% | 25k | 189.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $4.6M | +3% | 6.0k | 763.14 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $4.3M | +4% | 2.2k | 1989.44 |
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| Kkr & Co (KKR) | 0.4 | $4.3M | +6% | 47k | 91.78 |
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| Gilead Sciences (GILD) | 0.4 | $4.2M | +2% | 33k | 126.34 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $4.1M | +8% | 9.5k | 433.34 |
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| FedEx Corporation (FDX) | 0.4 | $4.1M | 13k | 313.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.8M | +57% | 11k | 357.38 |
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| General Dynamics Corporation (GD) | 0.4 | $3.7M | +3% | 11k | 354.26 |
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| Genuine Parts Company (GPC) | 0.4 | $3.5M | -9% | 30k | 117.98 |
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| Netflix Call Call Option (Principal) (NFLX) | 0.3 | $3.4M | +2% | 47k | 71.40 |
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| TJX Companies (TJX) | 0.3 | $3.4M | +2% | 22k | 151.50 |
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| Exelon Corporation (EXC) | 0.3 | $3.3M | +2% | 71k | 46.62 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $3.3M | 76k | 43.06 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $3.2M | +224% | 4.4k | 746.73 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $3.2M | -2% | 17k | 188.09 |
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| MercadoLibre (MELI) | 0.3 | $3.1M | +9% | 1.9k | 1697.39 |
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| Beazer Homes Usa Com New (BZH) | 0.3 | $2.9M | 104k | 28.05 |
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| Marriott Intl Cl A (MAR) | 0.3 | $2.9M | 7.8k | 370.55 |
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| American Electric Power Company (AEP) | 0.3 | $2.8M | +2% | 20k | 136.81 |
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| Old Dominion Freight Line (ODFL) | 0.3 | $2.8M | +2% | 13k | 216.60 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $2.6M | 17k | 156.72 |
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| Ge Vernova (GEV) | 0.3 | $2.6M | +7% | 2.2k | 1174.67 |
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| Altria (MO) | 0.3 | $2.6M | 36k | 71.95 |
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| Pfizer (PFE) | 0.3 | $2.6M | +13% | 106k | 24.08 |
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| Enbridge (ENB) | 0.2 | $2.4M | +6% | 45k | 54.21 |
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| Hershey Company (HSY) | 0.2 | $2.4M | +8% | 14k | 175.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.4M | 16k | 148.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.3M | 40k | 57.62 |
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| Walt Disney Company (DIS) | 0.2 | $2.3M | -15% | 24k | 96.25 |
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| Pepsi (PEP) | 0.2 | $2.3M | +3% | 17k | 135.40 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.2M | +3% | 11k | 209.03 |
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| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.2 | $2.1M | 57k | 36.49 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $2.0M | 5.2k | 397.68 |
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| Realty Income (O) | 0.2 | $2.0M | +6% | 33k | 61.96 |
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| Constellation Energy (CEG) | 0.2 | $1.9M | 7.6k | 248.37 |
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| Danaher Corporation (DHR) | 0.2 | $1.8M | 9.7k | 190.47 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.8M | +5% | 18k | 102.19 |
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| ConocoPhillips (COP) | 0.2 | $1.8M | 17k | 103.96 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.7M | +8% | 15k | 116.67 |
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| Cameco Corporation (CCJ) | 0.2 | $1.7M | +13% | 17k | 101.86 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | +5% | 4.2k | 415.62 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.7M | -2% | 17k | 95.44 |
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| Cummins (CMI) | 0.2 | $1.6M | +10% | 2.3k | 713.27 |
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| salesforce (CRM) | 0.2 | $1.6M | +3% | 10k | 156.66 |
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| Citigroup Com New (C) | 0.2 | $1.6M | +2% | 12k | 139.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.6M | 4.3k | 368.38 |
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| Servicenow (NOW) | 0.2 | $1.5M | +6% | 15k | 99.28 |
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| Philip Morris International (PM) | 0.2 | $1.5M | 8.3k | 180.91 |
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| Impinj (PI) | 0.1 | $1.5M | +13% | 10k | 143.23 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.4M | -2% | 39k | 36.76 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.4M | 25k | 57.84 |
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| American Express Company (AXP) | 0.1 | $1.4M | 4.1k | 338.22 |
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| Toll Brothers (TOL) | 0.1 | $1.3M | +10% | 8.2k | 164.74 |
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| Diamondback Energy (FANG) | 0.1 | $1.3M | +12% | 7.5k | 175.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | +44% | 3.5k | 370.01 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | -13% | 14k | 90.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | 1.8k | 686.84 |
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| Canadian Natural Resources (CNQ) | 0.1 | $1.2M | +23% | 30k | 39.50 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | 26k | 42.34 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $1.1M | 58k | 18.87 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +319% | 8.7k | 124.16 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | -5% | 3.1k | 344.28 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $1.0M | NEW | 6.9k | 151.01 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.0M | -6% | 24k | 42.66 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $984k | -2% | 15k | 67.93 |
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| GSK Sponsored Adr (GSK) | 0.1 | $963k | 18k | 52.42 |
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| Tractor Supply Company (TSCO) | 0.1 | $960k | 30k | 31.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $918k | +7% | 9.5k | 96.58 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $870k | +5% | 12k | 75.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $862k | +156% | 2.6k | 334.80 |
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| Prologis (PLD) | 0.1 | $857k | +21% | 6.3k | 135.45 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $834k | +157% | 10k | 80.55 |
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| Micron Technology (MU) | 0.1 | $828k | -4% | 718.00 | 1153.76 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $813k | +21% | 17k | 47.94 |
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| Fastenal Company (FAST) | 0.1 | $752k | 16k | 48.03 |
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| Atmos Energy Corporation (ATO) | 0.1 | $749k | +4% | 4.3k | 172.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $737k | 3.1k | 236.65 |
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| Key (KEY) | 0.1 | $732k | -12% | 32k | 23.05 |
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| Consolidated Edison (ED) | 0.1 | $720k | -5% | 6.5k | 110.63 |
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| Dollar General (DG) | 0.1 | $710k | +23% | 6.2k | 115.11 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $699k | -4% | 3.4k | 205.02 |
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| Stryker Corporation (SYK) | 0.1 | $697k | 2.2k | 314.85 |
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| AFLAC Incorporated (AFL) | 0.1 | $692k | 5.9k | 117.24 |
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| Host Hotels & Resorts (HST) | 0.1 | $678k | 29k | 23.71 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $670k | 14k | 48.57 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $661k | +48% | 2.2k | 298.18 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $658k | 6.0k | 110.16 |
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| Fifth Third Ban (FITB) | 0.1 | $655k | 12k | 56.37 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $649k | 10k | 62.89 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $639k | +35% | 6.4k | 99.54 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $634k | 3.6k | 176.70 |
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| Oracle Corporation (ORCL) | 0.1 | $619k | +21% | 4.2k | 146.54 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $606k | 8.4k | 72.28 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $605k | +6% | 5.4k | 112.32 |
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| Public Storage (PSA) | 0.1 | $596k | 1.9k | 318.38 |
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| Lowe's Companies (LOW) | 0.1 | $591k | +17% | 2.7k | 220.49 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $585k | 15k | 38.23 |
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| Nike CL B (NKE) | 0.1 | $585k | +60% | 14k | 41.05 |
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| SYSCO Corporation (SYY) | 0.1 | $578k | -9% | 6.9k | 83.58 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $577k | 11k | 52.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $574k | 5.2k | 110.32 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $569k | -9% | 7.4k | 77.12 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $552k | +5% | 1.2k | 477.57 |
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| Bank Ozk (OZK) | 0.1 | $548k | 11k | 52.09 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $530k | -6% | 1.4k | 365.73 |
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| Becton, Dickinson and (BDX) | 0.1 | $524k | +8% | 3.5k | 151.35 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $519k | +7% | 15k | 33.84 |
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| Cloudflare Cl A Com (NET) | 0.1 | $502k | 2.0k | 245.28 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $502k | NEW | 978.00 | 513.34 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $501k | 17k | 28.96 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $500k | -5% | 2.8k | 177.47 |
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| International Business Machines (IBM) | 0.1 | $499k | 1.8k | 281.16 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $498k | +11% | 6.0k | 82.83 |
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| Howmet Aerospace (HWM) | 0.0 | $495k | +81% | 1.8k | 268.81 |
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| Medtronic SHS (MDT) | 0.0 | $494k | -7% | 6.3k | 78.23 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $487k | +700% | 4.1k | 119.53 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $485k | 3.1k | 156.31 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $483k | 15k | 33.29 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $472k | NEW | 2.8k | 170.86 |
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| Vail Resorts (MTN) | 0.0 | $459k | +21% | 3.4k | 136.13 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $449k | 1.9k | 242.48 |
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| Illinois Tool Works (ITW) | 0.0 | $430k | 1.6k | 270.45 |
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| Anthem (ELV) | 0.0 | $428k | NEW | 1.1k | 386.87 |
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| Teradyne (TER) | 0.0 | $419k | 867.00 | 483.78 |
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| PNC Financial Services (PNC) | 0.0 | $402k | +40% | 1.6k | 246.15 |
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| Bwx Technologies (BWXT) | 0.0 | $386k | +96% | 2.0k | 194.61 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $382k | 11k | 34.00 |
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| Zscaler Incorporated (ZS) | 0.0 | $371k | -2% | 2.6k | 141.15 |
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| United Bankshares (UBSI) | 0.0 | $367k | 8.0k | 45.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $346k | +503% | 4.0k | 86.14 |
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| Entergy Corporation (ETR) | 0.0 | $339k | +2% | 3.0k | 114.83 |
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| Auburn National Bancorporation (AUBN) | 0.0 | $339k | 13k | 27.04 |
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| Colgate-Palmolive Company (CL) | 0.0 | $334k | 3.6k | 91.69 |
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| Uber Technologies (UBER) | 0.0 | $327k | 4.5k | 72.16 |
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| Lennox International (LII) | 0.0 | $323k | 563.00 | 573.43 |
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| Southside Bancshares (SBSI) | 0.0 | $320k | 9.1k | 35.19 |
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| Ryman Hospitality Pptys (RHP) | 0.0 | $317k | +7% | 2.5k | 128.55 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $309k | 8.6k | 36.13 |
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| Willdan (WLDN) | 0.0 | $304k | NEW | 3.8k | 79.10 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $296k | -2% | 2.7k | 109.76 |
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| Workday Cl A (WDAY) | 0.0 | $295k | NEW | 2.4k | 122.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $293k | 974.00 | 300.39 |
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| Bk Nova Cad (BNS) | 0.0 | $291k | 3.4k | 86.84 |
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| Phillips 66 (PSX) | 0.0 | $291k | 1.7k | 169.02 |
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| Albemarle Corporation (ALB) | 0.0 | $278k | -6% | 2.1k | 135.03 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $266k | 8.4k | 31.71 |
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| Union Pacific Corporation (UNP) | 0.0 | $260k | NEW | 955.00 | 271.95 |
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| Shell Spon Ads (SHEL) | 0.0 | $259k | -3% | 3.3k | 77.54 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $254k | 2.5k | 100.86 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $253k | 1.6k | 154.49 |
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| Macy's (M) | 0.0 | $251k | 11k | 23.55 |
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| Euroseas SHS (ESEA) | 0.0 | $248k | NEW | 3.7k | 66.37 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $245k | 3.2k | 76.40 |
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| Fortive (FTV) | 0.0 | $232k | 3.8k | 61.09 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $231k | 825.00 | 280.00 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $229k | 2.0k | 114.18 |
|
|
| 3M Company (MMM) | 0.0 | $223k | -2% | 1.4k | 161.86 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $223k | NEW | 1.4k | 156.02 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $222k | 3.1k | 71.25 |
|
|
| ON Semiconductor (ON) | 0.0 | $212k | NEW | 2.2k | 94.54 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $210k | NEW | 1.3k | 158.61 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $208k | 2.3k | 88.68 |
|
|
| Deere & Company (DE) | 0.0 | $204k | NEW | 321.00 | 634.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $201k | NEW | 405.00 | 496.73 |
|
| Arbor Realty Trust (ABR) | 0.0 | $59k | -22% | 11k | 5.42 |
|
| Borr Drilling SHS (BORR) | 0.0 | $48k | 12k | 4.13 |
|
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 2026 Q2 filed July 16, 2026
- Jamison Private Wealth Management 2026 Q1 filed April 27, 2026
- Jamison Private Wealth Management 2025 Q4 filed Jan. 15, 2026
- Jamison Private Wealth Management 2025 Q3 filed Oct. 14, 2025
- Jamison Private Wealth Management 2025 Q2 filed July 22, 2025
- Jamison Private Wealth Management 2025 Q1 filed April 22, 2025
- Jamison Private Wealth Management 2024 Q4 filed Jan. 21, 2025
- 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