JAMISON PRIVATE WEALTH MANAGEMENT, INC.

13F filer, CIK 2006637, MILTON, GA

JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported $677,322,336 across 205 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-21. Its ten largest share positions make up 30.13% of the portfolio.

Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002006637-25-000001

Period: 2024-12-31
Reported value: $677M
Holdings: 205
Top 10 weight: 30.13%
New: 6
Sold out: 301

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JNJadded	+43,790	$6.33M
BLKnew	+5,560	$5.7M
AAPLadded	+19,110	$4.79M
PANWadded	+15,866	$2.89M
SLVadded	+94,388	$2.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BLACKROCK INCexited	-5,461	-$5.19M
CVSexited	-28,172	-$1.77M
ATOreduced	-8,449	-$1.18M
KOreduced	-11,419	-$711K
PFEreduced	-15,187	-$403K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002006637-25-000001, largest first. % of portfolio is the value over $677,322,336, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
AAPLAPPLE INC	135,943	$34M	5.03%	+19,110		Timeline
MSFTMICROSOFT CORP	64,856	$27.3M	4.04%	+238		Timeline
NVDANVIDIA CORPORATION	192,747	$25.9M	3.82%	+1,054		Timeline
UPSUNITED PARCEL SVCS INC	180,494	$22.8M	3.36%	+3,721		Timeline
VMCVULCAN MATLS CO	81,311	$20.9M	3.09%	-392		Timeline
LLYELI LILLY & CO	21,663	$16.7M	2.47%	+159		Timeline
BXBLACKSTONE INC	93,521	$16.1M	2.38%	+1,110		Timeline
WMWASTE MGMT INC DEL	66,939	$13.5M	1.99%	+84		Timeline
AMZNAMAZON COM INC	61,196	$13.4M	1.98%	+1,001		Timeline
HDHOME DEPOT INC	34,358	$13.4M	1.97%	+473		Timeline
JNJJOHNSON & JOHNSON	90,537	$13.1M	1.93%	+43,790		Timeline
JPMJPMORGAN CHASE & CO	54,381	$13M	1.92%	+1,376		Timeline
CATCATERPILLAR INC	33,273	$12.1M	1.78%	+237		Timeline
VVISA INC	36,651	$11.6M	1.71%	-106		Timeline
BACBANK OF AMER CORP	261,167	$11.5M	1.69%	+588		Timeline
AVGOBROADCOM INC	47,745	$11.1M	1.63%	+756		Timeline
SOSOUTHERN CO	127,388	$10.5M	1.55%	+1,759		Timeline
ABBVABBVIE INC	58,215	$10.3M	1.53%	+2,688		Timeline
MCDMCDONALDS CORP	33,965	$9.85M	1.45%	+192		Timeline
AMATAPPLIED MATLS INC	60,178	$9.79M	1.44%	+1,256		Timeline
GOOGALPHABET INC	49,838	$9.49M	1.4%	+1,186		Timeline
SCHWCHARLES SCHWAB CORP (THE)	127,313	$9.42M	1.39%	+892		Timeline
COSTCOSTCO WHOLESALE CORPORATION	10,198	$9.34M	1.38%	+630		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	20,109	$9.12M	1.35%	+976		Timeline
QCOMQUALCOMM INC	57,290	$8.8M	1.3%	+1,303		Timeline
ADPAUTOMATIC DATA PROCESSING IN	29,519	$8.64M	1.28%	+160		Timeline
LMTLOCKHEED MARTIN CORP	17,627	$8.57M	1.26%	+249		Timeline
TSLATESLA INC	20,564	$8.3M	1.23%	+986		Timeline
PGPROCTER & GAMBLE CO	49,395	$8.28M	1.22%	+1,960		Timeline
KOCOCA COLA CO	131,690	$8.2M	1.21%	-11,419		Timeline
METAMETA PLATFORMS INC	13,811	$8.09M	1.19%	+206		Timeline
CVXCHEVRON CORPORATION	48,411	$7.01M	1.04%	+9,342		Timeline
GSGOLDMAN SACHS GROUP INC	11,949	$6.84M	1.01%	+785		Timeline
AMGNAMGEN INC	25,564	$6.66M	0.98%	+997		Timeline
PAYXPAYCHEX INC	46,875	$6.57M	0.97%	-123		Timeline
WMTWALMART INC	70,442	$6.36M	0.94%	+873		Timeline
TFCTRUIST FINL CORP	142,516	$6.18M	0.91%	+7,964		Timeline
SCCOSOUTHERN COPPER CORP	66,016	$6.02M	0.89%	+2,223		Timeline
PANWPALO ALTO NETWORKS INC	31,696	$5.77M	0.85%	+15,866		Timeline
BLKBLACKROCK INC	5,560	$5.7M	0.84%	new		Timeline
XOMEXXON MOBIL CORP	51,644	$5.56M	0.82%	+1,420		Timeline
DUKDUKE ENERGY CORP NEW	49,352	$5.32M	0.79%	+1,359		Timeline
DLRDIGITAL RLTY TR INC	29,373	$5.21M	0.77%	+765		Timeline
KKRKKR & CO INC	34,516	$5.11M	0.75%	-40		Timeline
GPCGENUINE PARTS CO	43,206	$5.04M	0.74%	+7		Timeline
IVVISHARES TR	8,328	$4.9M	0.72%	+375		Timeline
AMDADVANCED MICRO DEVICES INC	38,530	$4.65M	0.69%	+1,414		Timeline
NSCNORFOLK SOUTHN CORP	18,381	$4.31M	0.64%	+260		Timeline
DISDISNEY WALT CO	35,577	$3.96M	0.58%	-502		Timeline
BHPBHP BILLITON LIMITED	80,185	$3.92M	0.58%	+825		Timeline
CSCOCISCO SYS INC	63,098	$3.74M	0.55%	-169		Timeline
GLWCORNING INC	75,755	$3.6M	0.53%	+2,983		Timeline
PFEPFIZER INC	126,748	$3.36M	0.5%	-15,187		Timeline
NFLXNETFLIX INC.	3,524	$3.14M	0.46%	+145		Timeline
FDXFEDEX CORP	10,975	$3.09M	0.46%	+626		Timeline
BNBROOKFIELD CORP	54,450	$3.08M	0.46%	+25		Timeline
CAHCARDINAL HEALTH INC	24,461	$2.89M	0.43%	+648		Timeline
MRKMERCK & CO INC	27,920	$2.78M	0.41%	+2,387		Timeline
RTXRTX CORPORATION	23,854	$2.76M	0.41%	+26		Timeline
CRMSALESFORCE INC	7,741	$2.59M	0.38%	+837		Timeline
GILDGILEAD SCIENCES INC	27,957	$2.58M	0.38%	+1,521		Timeline
INTCINTEL CORP	128,095	$2.57M	0.38%	+1,601		Timeline
SLVISHARES SILVER TR	95,488	$2.51M	0.37%	+94,388		Timeline
BMYBRISTOL-MYERS SQUIBB CO	43,474	$2.46M	0.36%	-1,266		Timeline
NOWSERVICENOW INC	2,319	$2.46M	0.36%	+142		Timeline
IUSGISHARES TR	17,479	$2.44M	0.36%	+293		Timeline
MELIMERCADOLIBRE INC	1,426	$2.42M	0.36%	+90		Timeline
TJXTJX COS INC NEW	19,998	$2.42M	0.36%	+570		Timeline
ISRGINTUITIVE SURGICAL INC	4,539	$2.37M	0.35%	+631		Timeline
SJMSMUCKER J M CO	20,952	$2.31M	0.34%	+326		Timeline
SPGSIMON PPTY GROUP INC NEW	13,377	$2.3M	0.34%	+2,478		Timeline
DHRDANAHER CORP DEL	9,756	$2.24M	0.33%	+159		Timeline
GDGENERAL DYNAMICS CORP	8,416	$2.22M	0.33%	+588		Timeline
BZHBEAZER HOMES USA INC	78,555	$2.16M	0.32%	-208		Timeline
MARMARRIOTT INTL INC NEW	7,477	$2.09M	0.31%	+1,865		Timeline
MOALTRIA GROUP INC	39,057	$2.04M	0.3%	+18,546		Timeline
GEGE AEROSPACE	12,199	$2.03M	0.3%	+140		Timeline
EXCEXELON CORP	52,095	$1.96M	0.29%	+2,324		Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	59,591	$1.89M	0.28%	0		Timeline
AZNASTRAZENECA PLC-SPONS ADR	28,334	$1.86M	0.27%	+1,141		Timeline
MDLZMONDELEZ INTL INC	30,675	$1.83M	0.27%	+541		Timeline
ABTABBOTT LABORATORIES	16,084	$1.82M	0.27%	+3,420		Timeline
AEPAMERICAN ELEC PWR CO INC	19,445	$1.79M	0.26%	-52		Timeline
ODFLOLD DOMINION FREIGHT LINE IN	10,154	$1.79M	0.26%	+850		Timeline
NVSNOVARTIS AG	18,398	$1.79M	0.26%	0		Timeline
ATOATMOS ENERGY CORP	12,775	$1.78M	0.26%	-8,449		Timeline
CEGCONSTELLATION ENERGY CORP	7,816	$1.75M	0.26%	-48		Timeline
HSYHERSHEY CO	10,212	$1.73M	0.26%	+1,487		Timeline
COPCONOCOPHILLIPS	17,133	$1.7M	0.25%	+49		Timeline
PEPPEPSICO INC	11,089	$1.69M	0.25%	+1,667		Timeline
CRWDCROWDSTRIKE HLDGS INC	4,581	$1.57M	0.23%	+241		Timeline
IJRISHARES TR	13,087	$1.51M	0.22%	+686		Timeline
TSCOTRACTOR SUPPLY CO	27,723	$1.47M	0.22%	+22,927		Timeline
OREALTY INCOME CORP	26,985	$1.44M	0.21%	+3,455		Timeline
EPDENTERPRISE PRODS PARTNERS L	44,231	$1.39M	0.2%	+74		Timeline
SNYSANOFI SA	27,917	$1.35M	0.2%	-1,488		Timeline
VZVERIZON COMMUNICATIONS INC	33,174	$1.33M	0.2%	-332		Timeline
GOOGLALPHABET INC	6,862	$1.3M	0.19%	-17		Timeline
PYPLPAYPAL HLDGS INC	14,739	$1.26M	0.19%	-207		Timeline
AXPAMERICAN EXPRESS CO	4,146	$1.23M	0.18%	-19		Timeline
CMACOMERICA INC	19,488	$1.21M	0.18%	+113		Timeline
LULULULULEMON ATHLETICA INC	3,093	$1.18M	0.17%	+19		Timeline
SHWSHERWIN WILLIAMS CO	3,307	$1.12M	0.17%	+1,220		Timeline
VMRKVIVMARK RESIDENTIAL	15,534	$1.11M	0.16%	+15		Timeline
GLDSPDR GOLD TR	4,276	$1.04M	0.15%	+3,555		Timeline
ASMLASML HLDG NV	1,459	$1.01M	0.15%	+390		Timeline
ENBENBRIDGE INC	23,438	$994K	0.15%	+17,307		Timeline
PMPHILIP MORRIS INTL INC	8,209	$988K	0.15%	+3,302		Timeline
IXUSISHARES TR	14,856	$983K	0.15%	+1,298		Timeline
SYKSTRYKER CORPORATION	2,665	$960K	0.14%	-69		Timeline
CCITIGROUP INC	13,584	$956K	0.14%	+1,002		Timeline
SBUXSTARBUCKS CORP	10,301	$940K	0.14%	+485		Timeline
GISGENERAL MILLS INC	14,536	$927K	0.14%	-4		Timeline
MSMORGAN STANLEY	6,563	$825K	0.12%	+3,962		Timeline
ADBEADOBE INC	1,708	$760K	0.11%	+258		Timeline
DEODIAGEO PLC	5,669	$721K	0.11%	-113		Timeline
XYZBLOCK INC	8,408	$715K	0.11%	-457		Timeline
GEVGE VERNOVA INC	2,119	$697K	0.1%	-147		Timeline
UNHUNITEDHEALTH GROUP INC	1,371	$693K	0.1%	+146		Timeline
VOOVANGUARD INDEX FDS	1,271	$685K	0.1%	+65		Timeline
PLTRPALANTIR TECHNOLOGIES INC	8,997	$680K	0.1%	+7,647		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,151	$675K	0.1%	-14		Timeline
KEYKEYCORP	39,158	$671K	0.1%	-592		Timeline
SYYSYSCO CORP	8,745	$669K	0.1%	+8		Timeline
EDCONSOLIDATED EDISON INC	7,317	$653K	0.1%	-297		Timeline
VEEVVEEVA SYS INC	3,101	$652K	0.1%	0		Timeline
AFLAFLAC INC	6,289	$651K	0.1%	+7		Timeline
NKENIKE INC	8,475	$641K	0.09%	+404		Timeline
ZSZSCALER INC	3,342	$603K	0.09%	-182		Timeline
GPNGLOBAL PMTS INC	5,371	$602K	0.09%	-3,182		Timeline
CMGCHIPOTLE MEXICAN GRILL INC	9,882	$596K	0.09%	+8,832		Timeline
MDTMEDTRONIC PLC	7,410	$592K	0.09%	-346		Timeline
BDXBECTON DICKINSON & CO	2,571	$583K	0.09%	+5		Timeline
FASTFASTENAL CO	8,071	$580K	0.09%	+21		Timeline
PSAPUBLIC STORAGE	1,930	$578K	0.09%	+892		Timeline
GSKGSK PLC	17,038	$576K	0.09%	-811		Timeline
SGOLETFS GOLD TR	22,670	$568K	0.08%	new		Timeline
KMBKIMBERLY-CLARK CORP	4,326	$567K	0.08%	+1		Timeline
LOWLOWES COS INC	2,283	$563K	0.08%	+27		Timeline
PSLVSPROTT ASSET MANAGEMENT LP	57,590	$556K	0.08%	new		Timeline
EIXEDISON INTL	6,887	$550K	0.08%	+174		Timeline
HSTHOST HOTELS & RESORTS INC	31,152	$546K	0.08%	+258		Timeline
IAUISHARES GOLD TR	10,887	$539K	0.08%	new		Timeline
SNVSYNOVUS FINANCIAL CORP	10,235	$524K	0.08%	-5,761		Timeline
DKNGDRAFTKINGS INC NEW	12,977	$483K	0.07%	-683		Timeline
IWRISHARES TR	5,449	$482K	0.07%	0		Timeline
OZKBANK OZK LITTLE ROCK ARK	10,523	$469K	0.07%	0		Timeline
KHCKRAFT HEINZ CO	14,524	$446K	0.07%	-10,388		Timeline
IPINTERNATIONAL PAPER CO	8,184	$440K	0.07%	+18		Timeline
TOLTOLL BROTHERS INC	3,482	$439K	0.06%	+1,920		Timeline
DDDUPONT DE NEMOURS INC	5,599	$427K	0.06%	-581		Timeline
FANGDIAMONDBACK ENERGY INC	2,599	$426K	0.06%	new		Timeline
SCHBSCHWAB STRATEGIC TR	18,008	$409K	0.06%	+12,020		Timeline
CCJCAMECO CORP	7,941	$408K	0.06%	+1,223		Timeline
LRCXLAM RESEARCH CORP	5,624	$406K	0.06%	new		Timeline
DVYISHARES TR	3,077	$404K	0.06%	+4		Timeline
VBKVANGUARD INDEX FDS	1,430	$400K	0.06%	+126		Timeline
ITWILLINOIS TOOL WKS INC	1,578	$400K	0.06%	+816		Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,043	$400K	0.06%	+9		Timeline
ALBALBEMARLE CORP	4,575	$394K	0.06%	-188		Timeline
IJHISHARES TR	6,251	$390K	0.06%	+952		Timeline
PIIMPINJ INC	2,638	$383K	0.06%	+1,263		Timeline
OXYOCCIDENTAL PETE CORP	7,714	$381K	0.06%	+1,347		Timeline
CLXCLOROX CO DEL	2,298	$373K	0.06%	-8		Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,667	$367K	0.05%	+6		Timeline
CNQCANADIAN NAT RES LTD MED TER	11,719	$362K	0.05%	+6,319		Timeline
UBSIUNITED BANKSHARES INC WEST V	9,348	$351K	0.05%	0		Timeline
CMICUMMINS INC	1,002	$349K	0.05%	+14		Timeline
BMOBANK OF MONTREAL	3,558	$345K	0.05%	0		Timeline
LIILENNOX INTL INC	551	$336K	0.05%	+379		Timeline
CLCOLGATE PALMOLIVE CO	3,670	$334K	0.05%	+3,089		Timeline
SCHGSCHWAB STRATEGIC TR	11,493	$320K	0.05%	+9,309		Timeline
VGTVANGUARD WORLD FD	509	$317K	0.05%	0		Timeline
IEMGISHARES INC	6,056	$316K	0.05%	+168		Timeline
SBSISOUTHSIDE BANCSHARES INC	9,571	$304K	0.04%	-1,373		Timeline
ORCLORACLE CORP	1,813	$302K	0.04%	+1		Timeline
PRUPRUDENTIAL FINL INC	2,538	$301K	0.04%	0		Timeline
AUBNAUBURN NATL BANCORP	12,697	$298K	0.04%	-1,161		Timeline
IWDISHARES TR	1,573	$291K	0.04%	0		Timeline
IWFISHARES TR	708	$284K	0.04%	-6		Timeline
FTVFORTIVE CORP	3,753	$281K	0.04%	0		Timeline
IEFAISHARES TR	3,900	$274K	0.04%	-26		Timeline
VUGVANGUARD INDEX FDS	665	$273K	0.04%	0		Timeline
MMM3M CO	2,105	$272K	0.04%	-1,125		Timeline
UBERUBER TECHNOLOGIES INC	4,417	$266K	0.04%	+2,150		Timeline
PLDPROLOGIS INC.	2,506	$265K	0.04%	+610		Timeline
OKEONEOK INC NEW	2,477	$249K	0.04%	0		Timeline
SCHASCHWAB STRATEGIC TR	9,597	$248K	0.04%	+5,030		Timeline
CFRCULLEN FROST BANKERS INC	1,827	$245K	0.04%	+6		Timeline
VLTOVERALTO CORP	2,345	$239K	0.04%	-9		Timeline
MMACYS INC	14,044	$238K	0.04%	+18		Timeline
WPMWHEATON PRECIOUS METALS CORP	4,093	$230K	0.03%	+766		Timeline
SHELSHELL PLC	3,620	$227K	0.03%	+9		Timeline
IWMISHARES TR	973	$215K	0.03%	0		Timeline
DGDOLLAR GEN CORP	2,816	$214K	0.03%	+1,174		Timeline
PNCPNC FINL SVCS GROUP INC	1,101	$212K	0.03%	-10		Timeline
SHOPSHOPIFY INC	1,980	$211K	0.03%	-130		Timeline
EAELECTRONIC ARTS INC	1,419	$208K	0.03%	-127		Timeline
BNSBANK NOVA SCOTIA B C	3,765	$202K	0.03%	0		Timeline
ABRARBOR REALTY TRUST INC	13,846	$192K	0.03%	+190		Timeline
HLHECLA MINING COMPANY	10,708	$0	0%	0	Value filed as zero, left out of ratios.	Timeline
HGBLHERITAGE GLOBAL INC	16,000	$0	0%	0	Value filed as zero, left out of ratios.	Timeline
GROWU S GLOBAL INVS INC	16,000	$0	0%	0	Value filed as zero, left out of ratios.	Timeline
RSSSRESEARCH SOLUTIONS INC	12,000	$0	0%	0	Value filed as zero, left out of ratios.	Timeline
PROFIRE ENERGY INCPROFIRE ENERGY INC	32,000	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 301. All 301

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	5,461	$5.19M	shares
CVSCVS HEALTH CORP	28,172	$1.77M	shares
LAM RESEARCH CORPLAM RESEARCH CORP	442	$361K	shares
RYNRAYONIER INC	9,728	$313K	shares
CRSPCRISPR THERAPEUTICS AG	5,698	$268K	shares
ONON SEMICONDUCTOR CORP	2,963	$215K	shares
ADMARCHER DANIELS MIDLAND CO	3,218	$192K	shares
GEHCGE HEALTHCARE TECHNOLOGIES I	2,009	$189K	shares
SCHDSCHWAB STRATEGIC TR	2,217	$187K	shares
LHLABCORP HOLDINGS INC	825	$184K	shares
LAMRLAMAR ADVERTISING CO	1,349	$180K	shares
VTWGVANGUARD SCOTTSDALE FDS	846	$175K	shares
ABNBAIRBNB INC	1,330	$169K	shares
PSXPHILLIPS 66	1,263	$166K	shares
XLVSELECT SECTOR SPDR TR	1,016	$156K	shares
KRESPDR SERIES TRUST	2,714	$154K	shares
OHIOMEGA HEALTHCARE INVS INC	3,764	$153K	shares
VEAVANGUARD TAX-MANAGED FDS	2,891	$153K	shares
TSMTAIWAN SEMICONDUCTOR MANUFAC	841	$146K	shares
CITHE CIGNA GROUP	414	$143K	shares
REGNREGENERON PHARMACEUTICALS	135	$142K	shares
FCXFREEPORT MCMORAN INC	2,736	$137K	shares
NVONOVO-NORDISK A S	1,122	$134K	shares
PPGPPG INDS INC	1,006	$133K	shares
DDOMINION ENERGY INC	2,287	$132K	shares
VOTVANGUARD INDEX FDS	540	$131K	shares
IWBISHARES TR	410	$129K	shares
DEDEERE & CO	309	$129K	shares
RFREGIONS FINANCIAL CORP NEW	5,250	$122K	shares
TERTERADYNE INC	863	$116K	shares
BKHBLACK HILLS CORP	1,882	$115K	shares
MPLXMPLX LP	2,529	$112K	shares
MAMASTERCARD INCORPORATED	222	$110K	shares
TGTTARGET CORP	690	$108K	shares
WDAYWORKDAY INC	438	$107K	shares
BBUBROOKFIELD BUSINESS PARTNERS L	4,299	$100K	shares
ACNACCENTURE PLC IRELAND	258	$91.2K	shares
TTDTHE TRADE DESK INC	796	$87.3K	shares
CMCSACOMCAST CORP NEW	1,957	$81.7K	shares
VWOVANGUARD INTL EQUITY INDEX F	1,697	$81.2K	shares
RIVNRIVIAN AUTOMOTIVE INC	7,210	$80.9K	shares
VEUVANGUARD INTL EQUITY INDEX F	1,275	$80.3K	shares
VONGVANGUARD SCOTTSDALE FDS	815	$78.7K	shares
LHXL3HARRIS TECHNOLOGIES INC	325	$77.2K	shares
TXNTEXAS INSTRS INC	363	$74.9K	shares
ETNEATON CORP PLC	226	$74.9K	shares
APDAIR PRODUCTS AND CHEMICALS I	247	$73.6K	shares
ARKWARK ETF TR	765	$65.1K	shares
KIMKIMCO REALTY CORP	2,758	$64K	shares
COFCAPITAL ONE FINL CORP	418	$62.6K	shares
MLMMARTIN MARIETTA MATLS INC	116	$62.3K	shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	6,886	$61.7K	shares
AMPAMERIPRISE FINL INC	131	$61.4K	shares
ETRENTERGY CORP NEW	458	$60.3K	shares
GRMNGARMIN LTD	338	$59.5K	shares
SHAKSHAKE SHACK INC	522	$53.9K	shares
GMGENERAL MTRS CO	1,183	$53K	shares
ADCAGREE RLTY CORP	678	$51.1K	shares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	122	$50.8K	shares
AIZASSURANT INC	253	$50.3K	shares
RACEFERRARI N V	103	$48.4K	shares
EFAISHARES TR	565	$47.3K	shares
EMNEASTMAN CHEM CO	410	$45.9K	shares
EEMISHARES TR	974	$44.7K	shares
AEEAMEREN CORP	505	$44.2K	shares
PFFISHARES TR	1,318	$43.8K	shares
CSXCSX CORP	1,253	$43.3K	shares
MUMICRON TECHNOLOGY INC	411	$42.6K	shares
MDBMONGODB INC	150	$40.6K	shares
UNILEVER PLCUNILEVER PLC	605	$39.3K	shares
DGROISHARES TR	598	$37.5K	shares
APOAPOLLO GLOBAL MGMT INC	298	$37.2K	shares
SMGSCOTTS MIRACLE-GRO CO	429	$37.2K	shares
CAVACAVA GROUP INC	298	$36.9K	shares
RCLROYAL CARIBBEAN GROUP	207	$36.7K	shares
BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS …	789	$34.3K	shares
CORCENCORA INC	143	$32.2K	shares
SCHHSCHWAB STRATEGIC TR	1,376	$31.9K	shares
VTRVENTAS INC	496	$31.8K	shares
TEAMATLASSIAN CORPORATION	200	$31.8K	shares
SCHFSCHWAB STRATEGIC TR	772	$31.8K	shares
FBTCFIDELITY WISE ORIGIN BITCOIN	571	$31.7K	shares
UNPUNION PAC CORP	128	$31.6K	shares
ZBHZIMMER BIOMET HOLDINGS INC	292	$31.5K	shares
BIIBBIOGEN INC	162	$31.4K	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	80	$30.7K	shares
OTISOTIS WORLDWIDE CORP	291	$30.2K	shares
TMTOYOTA MOTOR CORP	168	$30K	shares
VTIVANGUARD INDEX FDS	106	$30K	shares
BLVVANGUARD BD INDEX FDS	364	$27.3K	shares
KRYSKRYSTAL BIOTECH INC	150	$27.3K	shares
BROSDUTCH BROS INC	833	$26.7K	shares
ARCCARES CAPITAL CORP	1,244	$26K	shares
NTRANATERA INC	205	$26K	shares
SKYYFIRST TR EXCHANGE-TRADED FD	252	$25.8K	shares
STZCONSTELLATION BRANDS INC	100	$25.8K	shares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC	649	$25.3K	shares
BKNGBOOKING HOLDINGS INC	6	$25.3K	shares
DGRWWISDOMTREE TR	300	$25K	shares
MRVLMARVELL TECHNOLOGY INC	325	$23.4K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002006637-25-000001	base		2025-01-21	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC