$484 Million is the total value of JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s 396 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | New | UNITED PARCEL SERVICE INCcl b | $26,964,380 | – | 172,993 | +100.0% | 5.58% | – |
| MSFT | New | MICROSOFT CORP | $20,380,194 | – | 64,545 | +100.0% | 4.21% | – |
| AAPL | New | APPLE INC | $20,070,175 | – | 117,225 | +100.0% | 4.15% | – |
| VMC | New | VULCAN MATLS CO | $16,531,358 | – | 81,830 | +100.0% | 3.42% | – |
| LLY | New | ELI LILLY & CO | $12,029,604 | – | 22,396 | +100.0% | 2.49% | – |
| WM | New | WASTE MGMT INC DEL | $10,662,788 | – | 69,947 | +100.0% | 2.20% | – |
| BX | New | BLACKSTONE INC | $9,948,296 | – | 92,853 | +100.0% | 2.06% | – |
| HD | New | HOME DEPOT INC | $9,790,244 | – | 32,401 | +100.0% | 2.02% | – |
| CAT | New | CATERPILLAR INC | $9,117,259 | – | 33,397 | +100.0% | 1.88% | – |
| MCD | New | MCDONALDS CORP | $8,728,730 | – | 33,134 | +100.0% | 1.80% | – |
| V | New | VISA INC | $8,667,234 | – | 37,682 | +100.0% | 1.79% | – |
| NVDA | New | NVIDIA CORPORATION | $8,496,330 | – | 19,532 | +100.0% | 1.76% | – |
| AMAT | New | APPLIED MATLS INC | $8,074,226 | – | 58,319 | +100.0% | 1.67% | – |
| SO | New | SOUTHERN CO | $7,793,634 | – | 120,421 | +100.0% | 1.61% | – |
| KO | New | COCA COLA CO | $7,702,238 | – | 137,589 | +100.0% | 1.59% | – |
| ABBV | New | ABBVIE INC | $7,683,473 | – | 51,546 | +100.0% | 1.59% | – |
| AMZN | New | AMAZON COM INC | $7,436,139 | – | 58,497 | +100.0% | 1.54% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $7,196,817 | – | 29,914 | +100.0% | 1.49% | – |
| JPM | New | JPMORGAN CHASE & CO | $7,164,377 | – | 49,403 | +100.0% | 1.48% | – |
| JNJ | New | JOHNSON & JOHNSON | $7,037,619 | – | 45,185 | +100.0% | 1.46% | – |
| BAC | New | BANK AMERICA CORP | $7,030,685 | – | 256,782 | +100.0% | 1.45% | – |
| LMT | New | LOCKHEED MARTIN CORP | $6,930,936 | – | 16,948 | +100.0% | 1.43% | – |
| PG | New | PROCTER AND GAMBLE CO | $6,876,216 | – | 47,143 | +100.0% | 1.42% | – |
| SCHW | New | SCHWAB CHARLES CORP | $6,560,024 | – | 119,490 | +100.0% | 1.36% | – |
| AMGN | New | AMGEN INC | $6,208,154 | – | 23,099 | +100.0% | 1.28% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $6,183,846 | – | 17,653 | +100.0% | 1.28% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $5,983,749 | – | 45,383 | +100.0% | 1.24% | – |
| QCOM | New | QUALCOMM INC | $5,971,873 | – | 53,772 | +100.0% | 1.24% | – |
| SCCO | New | SOUTHERN COPPER CORP | $5,671,676 | – | 75,331 | +100.0% | 1.17% | – |
| PAYX | New | PAYCHEX INC | $5,613,969 | – | 48,677 | +100.0% | 1.16% | – |
| PFE | New | PFIZER INC | $5,229,704 | – | 157,664 | +100.0% | 1.08% | – |
| XOM | New | EXXON MOBIL CORP | $5,215,686 | – | 44,359 | +100.0% | 1.08% | – |
| GPC | New | GENUINE PARTS CO | $4,847,926 | – | 33,578 | +100.0% | 1.00% | – |
| CVX | New | CHEVRON CORP NEW | $4,745,131 | – | 28,141 | +100.0% | 0.98% | – |
| COST | New | COSTCO WHSL CORP NEW | $4,518,815 | – | 7,998 | +100.0% | 0.93% | – |
| INTC | New | INTEL CORP | $4,406,833 | – | 123,962 | +100.0% | 0.91% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $4,347,258 | – | 76,429 | +100.0% | 0.90% | – |
| TSLA | New | TESLA INC | $4,338,065 | – | 17,337 | +100.0% | 0.90% | – |
| DUK | New | DUKE ENERGY CORP NEW | $4,221,186 | – | 47,827 | +100.0% | 0.87% | – |
| FB | New | META PLATFORMS INCcl a | $3,968,476 | – | 13,219 | +100.0% | 0.82% | – |
| AVGO | New | BROADCOM INC | $3,698,605 | – | 4,453 | +100.0% | 0.76% | – |
| NSC | New | NORFOLK SOUTHN CORP | $3,661,365 | – | 18,592 | +100.0% | 0.76% | – |
| CSCO | New | CISCO SYS INC | $3,617,884 | – | 67,297 | +100.0% | 0.75% | – |
| PANW | New | PALO ALTO NETWORKS INC | $3,604,515 | – | 15,375 | +100.0% | 0.74% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,537,317 | – | 34,403 | +100.0% | 0.73% | – |
| TFC | New | TRUIST FINL CORP | $3,493,740 | – | 122,116 | +100.0% | 0.72% | – |
| BLK | New | BLACKROCK INC | $3,470,770 | – | 5,369 | +100.0% | 0.72% | – |
| WMT | New | WALMART INC | $3,425,407 | – | 21,418 | +100.0% | 0.71% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $3,292,212 | – | 10,175 | +100.0% | 0.68% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $3,221,452 | – | 55,504 | +100.0% | 0.67% | – |
| DLR | New | DIGITAL RLTY TR INC | $3,139,920 | – | 25,945 | +100.0% | 0.65% | – |
| DIS | New | DISNEY WALT CO | $3,062,462 | – | 37,785 | +100.0% | 0.63% | – |
| SJM | New | SMUCKER J M CO | $2,647,769 | – | 21,542 | +100.0% | 0.55% | – |
| GLW | New | CORNING INC | $2,550,158 | – | 83,694 | +100.0% | 0.53% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $2,472,548 | – | 5,758 | +100.0% | 0.51% | – |
| FDX | New | FEDEX CORP | $2,460,467 | – | 9,288 | +100.0% | 0.51% | – |
| CVS | New | CVS HEALTH CORP | $2,424,517 | – | 34,725 | +100.0% | 0.50% | – |
| DHR | New | DANAHER CORPORATION | $2,373,403 | – | 9,566 | +100.0% | 0.49% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $2,172,426 | – | 31,303 | +100.0% | 0.45% | – |
| ATO | New | ATMOS ENERGY CORP | $2,143,981 | – | 20,240 | +100.0% | 0.44% | – |
| MRK | New | MERCK & CO INC | $2,130,581 | – | 20,695 | +100.0% | 0.44% | – |
| COP | New | CONOCOPHILLIPS | $2,108,138 | – | 17,597 | +100.0% | 0.44% | – |
| GILD | New | GILEAD SCIENCES INC | $2,095,083 | – | 27,957 | +100.0% | 0.43% | – |
| CAH | New | CARDINAL HEALTH INC | $2,030,587 | – | 23,388 | +100.0% | 0.42% | – |
| BZH | New | BEAZER HOMES USA INC | $1,975,463 | – | 79,304 | +100.0% | 0.41% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $1,924,514 | – | 28,419 | +100.0% | 0.40% | – |
| New | BROOKFIELD CORPcl a ltd vt sh | $1,913,550 | – | 60,281 | +100.0% | 0.40% | – | |
| NVS | New | NOVARTIS AGsponsored adr | $1,898,060 | – | 18,634 | +100.0% | 0.39% | – |
| EXC | New | EXELON CORP | $1,845,680 | – | 48,840 | +100.0% | 0.38% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $1,804,716 | – | 61,385 | +100.0% | 0.37% | – |
| RTX | New | RTX CORPORATION | $1,771,415 | – | 24,613 | +100.0% | 0.37% | – |
| SNY | New | SANOFIsponsored adr | $1,760,948 | – | 32,829 | +100.0% | 0.36% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $1,660,005 | – | 4,057 | +100.0% | 0.34% | – |
| TJX | New | TJX COS INC NEW | $1,615,371 | – | 18,175 | +100.0% | 0.33% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $1,593,631 | – | 21,186 | +100.0% | 0.33% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $1,588,753 | – | 16,754 | +100.0% | 0.33% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,530,142 | – | 47,212 | +100.0% | 0.32% | – |
| GD | New | GENERAL DYNAMICS CORP | $1,466,717 | – | 6,638 | +100.0% | 0.30% | – |
| MELI | New | MERCADOLIBRE INC | $1,426,365 | – | 1,125 | +100.0% | 0.30% | – |
| NFLX | New | NETFLIX INC | $1,313,671 | – | 3,479 | +100.0% | 0.27% | – |
| CRM | New | SALESFORCE INC | $1,251,559 | – | 6,172 | +100.0% | 0.26% | – |
| New | GENERAL ELECTRIC CO | $1,253,502 | – | 11,339 | +100.0% | 0.26% | – | |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $1,133,071 | – | 41,398 | +100.0% | 0.23% | – |
| KHC | New | KRAFT HEINZ CO | $1,105,065 | – | 32,850 | +100.0% | 0.23% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,099,595 | – | 3,762 | +100.0% | 0.23% | – |
| PEP | New | PEPSICO INC | $1,087,779 | – | 6,420 | +100.0% | 0.22% | – |
| GIS | New | GENERAL MLS INC | $1,084,628 | – | 16,950 | +100.0% | 0.22% | – |
| ABT | New | ABBOTT LABS | $1,077,234 | – | 11,123 | +100.0% | 0.22% | – |
| BA | New | BOEING CO | $1,018,971 | – | 5,316 | +100.0% | 0.21% | – |
| GPN | New | GLOBAL PMTS INC | $1,005,127 | – | 8,711 | +100.0% | 0.21% | – |
| DEO | New | DIAGEO PLCspon adr new | $993,905 | – | 6,662 | +100.0% | 0.21% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $985,154 | – | 10,444 | +100.0% | 0.20% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $970,293 | – | 4,936 | +100.0% | 0.20% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $968,295 | – | 16,493 | +100.0% | 0.20% | – |
| New | CONSTELLATION ENERGY CORP | $959,926 | – | 8,800 | +100.0% | 0.20% | – | |
| O | New | REALTY INCOME CORP | $940,474 | – | 18,832 | +100.0% | 0.19% | – |
| NOW | New | SERVICENOW INC | $924,520 | – | 1,654 | +100.0% | 0.19% | – |
| LULU | New | LULULEMON ATHLETICA INC | $876,106 | – | 2,272 | +100.0% | 0.18% | – |
| HSY | New | HERSHEY CO | $845,128 | – | 4,224 | +100.0% | 0.18% | – |
| CMA | New | COMERICA INC | $832,673 | – | 20,040 | +100.0% | 0.17% | – |
| MO | New | ALTRIA GROUP INC | $811,583 | – | 19,300 | +100.0% | 0.17% | – |
| SBUX | New | STARBUCKS CORP | $791,831 | – | 8,676 | +100.0% | 0.16% | – |
| BDX | New | BECTON DICKINSON & CO | $774,855 | – | 2,997 | +100.0% | 0.16% | – |
| DOC | New | PHYSICIANS RLTY TR | $730,811 | – | 59,952 | +100.0% | 0.15% | – |
| AXP | New | AMERICAN EXPRESS CO | $725,357 | – | 4,862 | +100.0% | 0.15% | – |
| SYK | New | STRYKER CORPORATION | $672,243 | – | 2,460 | +100.0% | 0.14% | – |
| VEEV | New | VEEVA SYS INC | $669,554 | – | 3,291 | +100.0% | 0.14% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $662,152 | – | 5,060 | +100.0% | 0.14% | – |
| ED | New | CONSOLIDATED EDISON INC | $627,188 | – | 7,333 | +100.0% | 0.13% | – |
| IXUS | New | ISHARES TRcore msci total | $622,173 | – | 10,371 | +100.0% | 0.13% | – |
| PYPL | New | PAYPAL HLDGS INC | $601,729 | – | 10,293 | +100.0% | 0.12% | – |
| LEG | New | LEGGETT & PLATT INC | $590,849 | – | 23,253 | +100.0% | 0.12% | – |
| New | GSK PLCsponsored adr | $581,414 | – | 16,039 | +100.0% | 0.12% | – | |
| DD | New | DUPONT DE NEMOURS INC | $577,685 | – | 7,745 | +100.0% | 0.12% | – |
| SYY | New | SYSCO CORP | $575,056 | – | 8,706 | +100.0% | 0.12% | – |
| TSCO | New | TRACTOR SUPPLY CO | $563,903 | – | 2,777 | +100.0% | 0.12% | – |
| HST | New | HOST HOTELS & RESORTS INC | $559,229 | – | 34,800 | +100.0% | 0.12% | – |
| ZS | New | ZSCALER INC | $551,100 | – | 3,542 | +100.0% | 0.11% | – |
| ALB | New | ALBEMARLE CORP | $551,964 | – | 3,246 | +100.0% | 0.11% | – |
| NKE | New | NIKE INCcl b | $547,248 | – | 5,723 | +100.0% | 0.11% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $543,829 | – | 5,034 | +100.0% | 0.11% | – |
| MDT | New | MEDTRONIC PLC | $533,393 | – | 6,807 | +100.0% | 0.11% | – |
| SHW | New | SHERWIN WILLIAMS CO | $529,351 | – | 2,075 | +100.0% | 0.11% | – |
| AFL | New | AFLAC INC | $514,559 | – | 6,704 | +100.0% | 0.11% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $513,227 | – | 1,201 | +100.0% | 0.11% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $493,703 | – | 43,536 | +100.0% | 0.10% | – |
| ADBE | New | ADOBE INC | $488,995 | – | 959 | +100.0% | 0.10% | – |
| SNV | New | SYNOVUS FINL CORP | $471,662 | – | 16,966 | +100.0% | 0.10% | – |
| KEY | New | KEYCORP | $469,259 | – | 43,611 | +100.0% | 0.10% | – |
| New | DRAFTKINGS INC NEW | $460,795 | – | 15,652 | +100.0% | 0.10% | – | |
| FAST | New | FASTENAL CO | $451,608 | – | 8,265 | +100.0% | 0.09% | – |
| VOO | New | VANGUARD INDEX FDS | $442,956 | – | 1,128 | +100.0% | 0.09% | – |
| SQ | New | BLOCK INCcl a | $406,396 | – | 9,182 | +100.0% | 0.08% | – |
| KMB | New | KIMBERLY-CLARK CORP | $400,050 | – | 3,310 | +100.0% | 0.08% | – |
| PM | New | PHILIP MORRIS INTL INC | $401,039 | – | 4,332 | +100.0% | 0.08% | – |
| MMM | New | 3M CO | $395,695 | – | 4,227 | +100.0% | 0.08% | – |
| EIX | New | EDISON INTL | $394,339 | – | 6,231 | +100.0% | 0.08% | – |
| OZK | New | BANK OZK LITTLE ROCK ARK | $390,088 | – | 10,523 | +100.0% | 0.08% | – |
| IP | New | INTERNATIONAL PAPER CO | $374,562 | – | 10,560 | +100.0% | 0.08% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $358,013 | – | 710 | +100.0% | 0.07% | – |
| LOW | New | LOWES COS INC | $354,941 | – | 1,708 | +100.0% | 0.07% | – |
| New | DUTCH BROS INCcl a | $348,564 | – | 14,992 | +100.0% | 0.07% | – | |
| CLX | New | CLOROX CO DEL | $340,719 | – | 2,600 | +100.0% | 0.07% | – |
| RYN | New | RAYONIER INC | $322,138 | – | 11,319 | +100.0% | 0.07% | – |
| PSA | New | PUBLIC STORAGE | $318,454 | – | 1,208 | +100.0% | 0.07% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $315,589 | – | 2,031 | +100.0% | 0.06% | – |
| BMO | New | BANK MONTREAL QUE | $310,060 | – | 3,675 | +100.0% | 0.06% | – |
| AUBN | New | AUBURN NATL BANCORP | $292,853 | – | 13,558 | +100.0% | 0.06% | – |
| ON | New | ON SEMICONDUCTOR CORP | $292,142 | – | 3,143 | +100.0% | 0.06% | – |
| FTV | New | FORTIVE CORP | $278,323 | – | 3,753 | +100.0% | 0.06% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $278,786 | – | 6,142 | +100.0% | 0.06% | – |
| New | SHELL PLCspon ads | $259,897 | – | 4,037 | +100.0% | 0.05% | – | |
| UBSI | New | UNITED BANKSHARES INC WEST V | $257,912 | – | 9,348 | +100.0% | 0.05% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $236,590 | – | 4,746 | +100.0% | 0.05% | – |
| EA | New | ELECTRONIC ARTS INC | $237,856 | – | 1,976 | +100.0% | 0.05% | – |
| PFF | New | ISHARES TRpfd and incm sec | $226,367 | – | 7,508 | +100.0% | 0.05% | – |
| ABR | New | ARBOR REALTY TRUST INC | $224,408 | – | 14,783 | +100.0% | 0.05% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $220,273 | – | 1,316 | +100.0% | 0.05% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $205,277 | – | 18,747 | +100.0% | 0.04% | – |
| C | New | CITIGROUP INC | $193,720 | – | 4,710 | +100.0% | 0.04% | – |
| IEMG | New | ISHARES INCcore msci emkt | $186,506 | – | 3,919 | +100.0% | 0.04% | – |
| ABNB | New | AIRBNB INC | $186,881 | – | 1,362 | +100.0% | 0.04% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $190,691 | – | 8,574 | +100.0% | 0.04% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $186,541 | – | 2,742 | +100.0% | 0.04% | – | |
| OKE | New | ONEOK INC NEW | $189,656 | – | 2,990 | +100.0% | 0.04% | – |
| CCJ | New | CAMECO CORP | $178,024 | – | 4,491 | +100.0% | 0.04% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $178,485 | – | 3,915 | +100.0% | 0.04% | – |
| PPG | New | PPG INDS INC | $173,076 | – | 1,333 | +100.0% | 0.04% | – |
| CFR | New | CULLEN FROST BANKERS INC | $167,896 | – | 1,841 | +100.0% | 0.04% | – |
| GLD | New | SPDR GOLD TR | $170,765 | – | 996 | +100.0% | 0.04% | – |
| New | RIVIAN AUTOMOTIVE INC | $163,138 | – | 6,719 | +100.0% | 0.03% | – | |
| SHOP | New | SHOPIFY INCcl a | $160,436 | – | 2,940 | +100.0% | 0.03% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $155,653 | – | 676 | +100.0% | 0.03% | – |
| PSX | New | PHILLIPS 66 | $149,637 | – | 1,245 | +100.0% | 0.03% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $145,199 | – | 1,035 | +100.0% | 0.03% | – |
| VTR | New | VENTAS INC | $145,692 | – | 3,458 | +100.0% | 0.03% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $141,564 | – | 520 | +100.0% | 0.03% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $141,507 | – | 661 | +100.0% | 0.03% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $135,584 | – | 831 | +100.0% | 0.03% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $137,308 | – | 7,983 | +100.0% | 0.03% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $136,612 | – | 166 | +100.0% | 0.03% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $128,255 | – | 1,701 | +100.0% | 0.03% | – |
| M | New | MACYS INC | $129,591 | – | 11,162 | +100.0% | 0.03% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $119,886 | – | 977 | +100.0% | 0.02% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $122,485 | – | 1,731 | +100.0% | 0.02% | – |
| CII | New | BLACKROCK ENHANCD CAP & INM | $119,955 | – | 6,432 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $113,782 | – | 302 | +100.0% | 0.02% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $115,802 | – | 1,387 | +100.0% | 0.02% | – |
| SBSI | New | SOUTHSIDE BANCSHARES INC | $115,541 | – | 4,026 | +100.0% | 0.02% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $113,688 | – | 456 | +100.0% | 0.02% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $117,229 | – | 3,535 | +100.0% | 0.02% | – |
| BDJ | New | BLACKROCK ENHANCED EQUITY DI | $112,393 | – | 14,769 | +100.0% | 0.02% | – |
| UBER | New | UBER TECHNOLOGIES INC | $112,400 | – | 2,444 | +100.0% | 0.02% | – |
| DVY | New | ISHARES TRselect divid etf | $113,396 | – | 1,053 | +100.0% | 0.02% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $104,033 | – | 597 | +100.0% | 0.02% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $104,397 | – | 536 | +100.0% | 0.02% | – |
| BXP | New | BOSTON PROPERTIES INC | $101,783 | – | 1,711 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC | $99,827 | – | 2,235 | +100.0% | 0.02% | – |
| PSK | New | SPDR SER TRice pfd sec etf | $100,626 | – | 3,100 | +100.0% | 0.02% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $102,662 | – | 2,458 | +100.0% | 0.02% | – |
| TER | New | TERADYNE INC | $98,514 | – | 981 | +100.0% | 0.02% | – |
| ASML | New | ASML HOLDING N V | $91,831 | – | 156 | +100.0% | 0.02% | – |
| TOL | New | TOLL BROTHERS INC | $93,634 | – | 1,266 | +100.0% | 0.02% | – |
| BKH | New | BLACK HILLS CORP | $91,118 | – | 1,801 | +100.0% | 0.02% | – |
| BIIB | New | BIOGEN INC | $93,809 | – | 365 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $87,019 | – | 1,963 | +100.0% | 0.02% | – |
| OXY | New | OCCIDENTAL PETE CORP | $85,799 | – | 1,322 | +100.0% | 0.02% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $81,783 | – | 1,974 | +100.0% | 0.02% | – |
| EQT | New | EQT CORP | $82,155 | – | 2,024 | +100.0% | 0.02% | – |
| WDAY | New | WORKDAY INCcl a | $79,925 | – | 372 | +100.0% | 0.02% | – |
| ACN | New | ACCENTURE PLC IRELAND | $77,085 | – | 251 | +100.0% | 0.02% | – |
| TTD | New | THE TRADE DESK INC | $69,945 | – | 895 | +100.0% | 0.01% | – |
| CMP | New | COMPASS MINERALS INTL INC | $65,583 | – | 2,346 | +100.0% | 0.01% | – |
| BBU | New | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $65,345 | – | 4,299 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $69,369 | – | 5,585 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $61,782 | – | 559 | +100.0% | 0.01% | – |
| MDB | New | MONGODB INCcl a | $61,909 | – | 179 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $64,294 | – | 162 | +100.0% | 0.01% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $64,163 | – | 1,237 | +100.0% | 0.01% | – |
| LII | New | LENNOX INTL INC | $63,892 | – | 171 | +100.0% | 0.01% | – |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $58,842 | – | 1,665 | +100.0% | 0.01% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $54,094 | – | 1,334 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $51,190 | – | 223 | +100.0% | 0.01% | – |
| New | ATLASSIAN CORPORATIONcl a | $55,617 | – | 276 | +100.0% | 0.01% | – | |
| FCX | New | FREEPORT-MCMORAN INCcl b | $53,537 | – | 1,436 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $50,663 | – | 583 | +100.0% | 0.01% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $47,167 | – | 115 | +100.0% | 0.01% | – |
| CMI | New | CUMMINS INC | $47,961 | – | 210 | +100.0% | 0.01% | – |
| HDV | New | ISHARES TRcore high dv etf | $50,449 | – | 510 | +100.0% | 0.01% | – |
| KIM | New | KIMCO RLTY CORP | $48,081 | – | 2,733 | +100.0% | 0.01% | – |
| K | New | KELLANOVA | $43,017 | – | 723 | +100.0% | 0.01% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $41,433 | – | 765 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $38,631 | – | 374 | +100.0% | 0.01% | – |
| BEN | New | FRANKLIN RESOURCES INC | $39,913 | – | 1,624 | +100.0% | 0.01% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $39,408 | – | 1,298 | +100.0% | 0.01% | – |
| New | BROOKFIELD BUSINESS CORPcl a exc sub vtg | $36,667 | – | 2,028 | +100.0% | 0.01% | – | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $38,469 | – | 21 | +100.0% | 0.01% | – |
| CL | New | COLGATE PALMOLIVE CO | $40,446 | – | 569 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $40,081 | – | 435 | +100.0% | 0.01% | – |
| APD | New | AIR PRODS & CHEMS INC | $37,004 | – | 131 | +100.0% | 0.01% | – |
| SNOW | New | SNOWFLAKE INCcl a | $40,332 | – | 264 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $35,482 | – | 316 | +100.0% | 0.01% | – |
| BGT | New | BLACKROCK FLOATING RATE INC | $34,995 | – | 2,902 | +100.0% | 0.01% | – |
| PKI | New | REVVITY INC | $35,439 | – | 320 | +100.0% | 0.01% | – |
| GRMN | New | GARMIN LTD | $34,644 | – | 329 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $32,567 | – | 290 | +100.0% | 0.01% | – |
| FIGS | New | FIGS INCcl a | $36,197 | – | 6,135 | +100.0% | 0.01% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $35,897 | – | 1,057 | +100.0% | 0.01% | – |
| New | APOLLO GLOBAL MGMT INC | $26,749 | – | 298 | +100.0% | 0.01% | – | |
| SFST | New | SOUTHERN FIRST BANCSHARES | $28,907 | – | 1,073 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $28,509 | – | 927 | +100.0% | 0.01% | – |
| EMN | New | EASTMAN CHEM CO | $30,411 | – | 396 | +100.0% | 0.01% | – |
| ORCL | New | ORACLE CORP | $28,946 | – | 273 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $28,585 | – | 350 | +100.0% | 0.01% | – |
| MU | New | MICRON TECHNOLOGY INC | $27,919 | – | 410 | +100.0% | 0.01% | – |
| SHAK | New | SHAKE SHACK INCcl a | $30,778 | – | 530 | +100.0% | 0.01% | – |
| GLOB | New | GLOBANT S A | $27,304 | – | 138 | +100.0% | 0.01% | – |
| MPLX | New | MPLX LP | $22,374 | – | 629 | +100.0% | 0.01% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $25,133 | – | 100 | +100.0% | 0.01% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $24,774 | – | 1,762 | +100.0% | 0.01% | – |
| ABC | New | CENCORA INC | $25,736 | – | 143 | +100.0% | 0.01% | – |
| New | ANNALY CAPITAL MANAGEMENT IN | $23,664 | – | 1,258 | +100.0% | 0.01% | – | |
| ANET | New | ARISTA NETWORKS INC | $22,072 | – | 120 | +100.0% | 0.01% | – |
| DLTR | New | DOLLAR TREE INC | $26,400 | – | 248 | +100.0% | 0.01% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $21,988 | – | 425 | +100.0% | 0.01% | – |
| TWLO | New | TWILIO INCcl a | $21,891 | – | 374 | +100.0% | 0.01% | – |
| ZIM | New | ZIM INTEGRATED SHIPPING SERV | $22,562 | – | 2,159 | +100.0% | 0.01% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $23,133 | – | 89 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $19,130 | – | 252 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $19,599 | – | 205 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $18,354 | – | 56 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC | $18,036 | – | 649 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $17,842 | – | 108 | +100.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT CO INC | $19,083 | – | 208 | +100.0% | 0.00% | – |
| ADC | New | AGREE RLTY CORP | $20,823 | – | 377 | +100.0% | 0.00% | – |
| BOE | New | BLACKROCK ENHANCED GLOBAL DI | $21,286 | – | 2,257 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $17,593 | – | 325 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $17,579 | – | 319 | +100.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS INC | $13,162 | – | 98 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $13,641 | – | 150 | +100.0% | 0.00% | – |
| BDN | New | BRANDYWINE RLTY TRsh ben int new | $16,544 | – | 3,644 | +100.0% | 0.00% | – |
| New | BOWLERO CORP | $12,112 | – | 1,259 | +100.0% | 0.00% | – | |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $16,578 | – | 379 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $12,340 | – | 130 | +100.0% | 0.00% | – |
| ETR | New | ENTERGY CORP NEW | $14,060 | – | 152 | +100.0% | 0.00% | – |
| FNV | New | FRANCO NEV CORP | $13,349 | – | 100 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $15,603 | – | 422 | +100.0% | 0.00% | – |
| DLY | New | DOUBLELINE YIELD OPPORTUNITI | $14,730 | – | 1,000 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $9,215 | – | 133 | +100.0% | 0.00% | – |
| New | LINDE PLC | $8,565 | – | 23 | +100.0% | 0.00% | – | |
| IWM | New | ISHARES TRrussell 2000 etf | $9,368 | – | 53 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $7,968 | – | 195 | +100.0% | 0.00% | – |
| CWB | New | SPDR SER TRbbg conv sec etf | $8,272 | – | 122 | +100.0% | 0.00% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $7,744 | – | 36 | +100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $11,629 | – | 108 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $7,619 | – | 50 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $8,835 | – | 132 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $9,880 | – | 200 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $9,210 | – | 110 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $7,771 | – | 73 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $7,423 | – | 48 | +100.0% | 0.00% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $9,256 | – | 521 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $9,459 | – | 1,692 | +100.0% | 0.00% | – | |
| FTNT | New | FORTINET INC | $12,030 | – | 205 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $9,080 | – | 257 | +100.0% | 0.00% | – |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $7,422 | – | 95 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $11,398 | – | 104 | +100.0% | 0.00% | – |
| SAM | New | BOSTON BEER INCcl a | $7,791 | – | 20 | +100.0% | 0.00% | – |
| New | BRIDGE INVT GROUP HLDGS INC | $9,913 | – | 1,077 | +100.0% | 0.00% | – | |
| IWF | New | ISHARES TRrus 1000 grw etf | $10,831 | – | 41 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $9,366 | – | 120 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $8,396 | – | 38 | +100.0% | 0.00% | – |
| DOCS | New | DOXIMITY INCcl a | $5,178 | – | 244 | +100.0% | 0.00% | – |
| IAT | New | ISHARES TRus regnl bks etf | $3,947 | – | 117 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $5,772 | – | 227 | +100.0% | 0.00% | – |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $3,395 | – | 683 | +100.0% | 0.00% | – |
| CUK | New | CARNIVAL PLCadr | $4,350 | – | 317 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $5,474 | – | 86 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP | $4,929 | – | 32 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $3,706 | – | 60 | +100.0% | 0.00% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $3,864 | – | 102 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $2,841 | – | 38 | +100.0% | 0.00% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $5,158 | – | 68 | +100.0% | 0.00% | – |
| HUBS | New | HUBSPOT INC | $6,403 | – | 13 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $3,177 | – | 418 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $3,326 | – | 18 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $4,289 | – | 641 | +100.0% | 0.00% | – |
| RXT | New | RACKSPACE TECHNOLOGY INC | $2,576 | – | 1,096 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $5,949 | – | 39 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC | $5,225 | – | 37 | +100.0% | 0.00% | – |
| RIOT | New | RIOT PLATFORMS INC | $4,152 | – | 445 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $4,750 | – | 164 | +100.0% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $3,390 | – | 7 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $3,338 | – | 9 | +100.0% | 0.00% | – |
| LAND | New | GLADSTONE LD CORP | $4,141 | – | 291 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $4,830 | – | 30 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY CMNTYS INC | $4,218 | – | 25 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $3,066 | – | 73 | +100.0% | 0.00% | – |
| SWBI | New | SMITH & WESSON BRANDS INC | $6,794 | – | 526 | +100.0% | 0.00% | – |
| SOFI | New | SOFI TECHNOLOGIES INC | $4,571 | – | 572 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $4,141 | – | 38 | +100.0% | 0.00% | – |
| ANTM | New | ELEVANCE HEALTH INC | $4,483 | – | 10 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $3,483 | – | 22 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $5,406 | – | 14 | +100.0% | 0.00% | – |
| BDL | New | FLANIGANS ENTERPRISES INC | $3,947 | – | 120 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $7,128 | – | 35 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $2,997 | – | 92 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $5,827 | – | 230 | +100.0% | 0.00% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $4,226 | – | 41 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $4,256 | – | 35 | +100.0% | 0.00% | – |
| DASH | New | DOORDASH INCcl a | $2,464 | – | 31 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $5,639 | – | 65 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $3,904 | – | 39 | +100.0% | 0.00% | – |
| AGI | New | ALAMOS GOLD INC NEW | $3,613 | – | 320 | +100.0% | 0.00% | – |
| New | WHEELS UP EXPERIENCE INC | $4,120 | – | 1,990 | +100.0% | 0.00% | – | |
| XEL | New | XCEL ENERGY INC | $3,720 | – | 65 | +100.0% | 0.00% | – |
| COIN | New | COINBASE GLOBAL INC | $4,580 | – | 61 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $2,387 | – | 17 | +100.0% | 0.00% | – |
| LRN | New | STRIDE INC | $1,441 | – | 32 | +100.0% | 0.00% | – |
| GAU | New | GALIANO GOLD INC | $589 | – | 1,000 | +100.0% | 0.00% | – |
| DOCN | New | DIGITALOCEAN HLDGS INC | $1,202 | – | 50 | +100.0% | 0.00% | – |
| New | CARIBOU BIOSCIENCES INC | $899 | – | 188 | +100.0% | 0.00% | – | |
| New | MATTERPORT INC | $237 | – | 109 | +100.0% | 0.00% | – | |
| New | DIGITAL WORLD ACQUISITION CO | $165 | – | 10 | +100.0% | 0.00% | – | |
| New | GLOBAL X FDScannabis etf new | $107 | – | 16 | +100.0% | 0.00% | – | |
| LYFT | New | LYFT INC | $116 | – | 11 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcl a | $1,370 | – | 75 | +100.0% | 0.00% | – |
| IRCLF | New | INTERCURE LTD | $316 | – | 201 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $644 | – | 6 | +100.0% | 0.00% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $2,376 | – | 56 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $2,330 | – | 33 | +100.0% | 0.00% | – |
| RKT | New | ROCKET COS INC | $1,636 | – | 200 | +100.0% | 0.00% | – |
| GH | New | GUARDANT HEALTH INC | $1,482 | – | 50 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $2,375 | – | 285 | +100.0% | 0.00% | – | |
| BLI | New | PHENOMEX INC | $1,652 | – | 1,655 | +100.0% | 0.00% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO | $1,690 | – | 23 | +100.0% | 0.00% | – |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,654 | – | 71 | +100.0% | 0.00% | – |
| CRDB | New | CRAWFORD & COcl b | $429 | – | 50 | +100.0% | 0.00% | – |
| WW | New | WW INTL INC | $897 | – | 81 | +100.0% | 0.00% | – |
| CLPT | New | CLEARPOINT NEURO INC | $1,503 | – | 300 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $1,414 | – | 280 | +100.0% | 0.00% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $1,500 | – | 22 | +100.0% | 0.00% | – |
| CMPS | New | COMPASS PATHWAYS PLCsponsored ads | $148 | – | 20 | +100.0% | 0.00% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,164 | – | 17 | +100.0% | 0.00% | – |
| BFB | New | BROWN FORMAN CORPcl b | $1,188 | – | 21 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $564 | – | 44 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $467 | – | 26 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $593 | – | 14 | +100.0% | 0.00% | – |
| MVIS | New | MICROVISION INC DEL | $235 | – | 107 | +100.0% | 0.00% | – |
| FIVN | New | FIVE9 INC | $2,058 | – | 32 | +100.0% | 0.00% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $226 | – | 3 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $39 | – | 6 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $11 | – | 13 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY BRANDS INC | $94 | – | 39 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $2,139 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 1 | Q3 2023 | 5.6% |
| MICROSOFT CORP | 1 | Q3 2023 | 4.2% |
| APPLE INC | 1 | Q3 2023 | 4.2% |
| VULCAN MATLS CO | 1 | Q3 2023 | 3.4% |
| ELI LILLY & CO | 1 | Q3 2023 | 2.5% |
| WASTE MGMT INC DEL | 1 | Q3 2023 | 2.2% |
| BLACKSTONE INC | 1 | Q3 2023 | 2.1% |
| HOME DEPOT INC | 1 | Q3 2023 | 2.0% |
| CATERPILLAR INC | 1 | Q3 2023 | 1.9% |
| MCDONALDS CORP | 1 | Q3 2023 | 1.8% |
View JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2024-01-05 |
View JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.