Philip James Wealth Mangement, LLC Purchases in Q3 2024

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
517K
+ 55856.8%
$405.19 - $478.57 $210M - $248M
518K $238B
XOM
Exxon Mobil Corp

Energy
497K
New
$109.72 - $119.0 $54.5M - $59.1M
497K $58.2B
INTC
Intel Corp

Technology
1.21M
New
$18.9 - $34.87 $22.8M - $42.1M
1.21M $28.3B
QCOM
Qualcomm Inc

Technology
163K
+ 14558.3%
$156.12 - $209.64 $25.5M - $34.2M
164K $27.9B
OXYWS
Occidental Pete Corp Wt Exp 08
845K
New
N/A
845K $25.1B
OGN
Organon & Co.

Healthcare
804K
New
$18.65 - $23.03 $15M - $18.5M
804K $15.4B
HPQ
Hp Inc

Technology
396K
New
$32.02 - $38.11 $12.7M - $15.1M
396K $14.2B
JNJ
Johnson & Johnson

Healthcare
75.4K
+ 3103.37%
$145.48 - $167.38 $11M - $12.6M
77.8K $12.6B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
111K
New
$72.18 - $107.33 $8.01M - $11.9M
111K $11.8B
MO
Altria Group, Inc.

Consumer Defensive
221K
+ 3091.63%
$45.95 - $54.71 $10.1M - $12.1M
228K $11.6B
BAC
Bank Of America Corp

Financial Services
244K
New
$36.65 - $44.13 $8.93M - $10.8M
244K $9.67B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
365K
New
$21.72 - $25.05 $7.94M - $9.16M
365K $8.95B
ALLY
Ally Financial Inc.

Financial Services
231K
+ 3811.49%
$32.67 - $45.01 $7.56M - $10.4M
238K $8.45B
COP
Conocophillips

Energy
77.3K
New
$102.3 - $116.61 $7.91M - $9.01M
77.3K $8.14B
VTRS
Viatris Inc

Healthcare
662K
New
$10.32 - $12.13 $6.83M - $8.03M
662K $7.69B
MMM
3 M CO

Industrials
50.7K
New
$99.69 - $139.42 $5.06M - $7.07M
50.7K $6.93B
FDX
Fedex Corp

Industrials
25.2K
New
$254.64 - $313.52 $6.42M - $7.91M
25.2K $6.9B
OXY
Occidental Petroleum Corp

Energy
133K
New
$49.91 - $63.73 $6.66M - $8.5M
133K $6.88B
RKT
Rocket Companies, Inc.

Financial Services
355K
New
$13.16 - $20.81 $4.67M - $7.39M
355K $6.81B
USB
Us Bancorp \De\

Financial Services
140K
New
$39.04 - $47.23 $5.48M - $6.62M
140K $6.41B
KHC
Kraft Heinz CO

Consumer Defensive
176K
New
$31.86 - $36.13 $5.61M - $6.36M
176K $6.18B
BTI
British American Tobacco P.L.C.

Consumer Defensive
166K
New
$31.07 - $39.36 $5.17M - $6.55M
166K $6.08B
CVX
Chevron Corp

Energy
38.4K
New
$137.88 - $161.97 $5.3M - $6.22M
38.4K $5.66B
LLY
Eli Lilly & CO

Healthcare
6.35K
+ 1416.52%
$772.14 - $960.02 $4.9M - $6.09M
6.79K $6.02B
HD
Home Depot, Inc.

Consumer Cyclical
13.2K
+ 1746.56%
$333.64 - $405.2 $4.41M - $5.35M
14K $5.66B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
586K
New
$8.26 - $12.16 $4.84M - $7.13M
586K $5.25B
MRK
Merck & Co., Inc.

Healthcare
45.4K
New
$111.15 - $128.97 $5.04M - $5.85M
45.4K $5.15B
IBM
International Business Machines Corp

Technology
23.1K
New
$175.1 - $223.38 $4.05M - $5.17M
23.1K $5.12B
KO
Coca Cola CO

Consumer Defensive
71.1K
New
$62.69 - $73.01 $4.46M - $5.19M
71.1K $5.11B
LOW
Lowes Companies Inc

Consumer Cyclical
17.4K
New
$213.3 - $270.78 $3.72M - $4.72M
17.4K $4.72B
Solventum Corp
66.9K
New
N/A
66.9K $4.67B
GILD
Gilead Sciences, Inc.

Healthcare
52.3K
New
$66.59 - $83.99 $3.48M - $4.39M
52.3K $4.38B
NAT
Nordic American Tankers LTD

Industrials
1.11M
New
$3.98 - $3.98 $4.41M - $4.41M
1.11M $4.07B
AMGN
Amgen Inc

Healthcare
11.6K
New
$309.38 - $337.38 $3.59M - $3.91M
11.6K $3.74B
AAPL
Apple Inc.

Technology
14K
+ 197.79%
$207.23 - $234.82 $2.89M - $3.28M
21K $4.9B
PYPL
Pay Pal Holdings, Inc.

Financial Services
36.7K
New
$57.22 - $80.08 $2.1M - $2.94M
36.7K $2.86B
CSCO
Cisco Systems, Inc.

Technology
53K
New
$44.74 - $53.22 $2.37M - $2.82M
53K $2.82B
CHKP
Check Point Software Technologies LTD

Technology
11.5K
New
$165.0 - $195.47 $1.89M - $2.24M
11.5K $2.21B
NTAP
Net App, Inc.

Technology
17K
New
$114.18 - $134.62 $1.94M - $2.28M
17K $2.09B
TSLA
Tesla, Inc.

Consumer Cyclical
7.64K
New
$191.76 - $263.26 $1.47M - $2.01M
7.64K $2B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.29K
+ 1.42%
$85.84 - $85.84 $197K - $197K
163K $15.8B
DOW
Dow Inc.

Basic Materials
33.5K
New
$50.15 - $55.41 $1.68M - $1.86M
33.5K $1.83B
NXPI
Nxp Semiconductors N.V.

Technology
7.61K
New
$225.14 - $290.78 $1.71M - $2.21M
7.61K $1.83B
GNRC
Generac Holdings Inc.

Industrials
11.2K
New
$133.16 - $159.78 $1.49M - $1.79M
11.2K $1.78B
CAH
Cardinal Health Inc

Healthcare
16K
New
$93.74 - $114.66 $1.5M - $1.83M
16K $1.76B
RTX
Raytheon Technologies Corp

Industrials
14.4K
New
$99.55 - $123.34 $1.44M - $1.78M
14.4K $1.75B
SMR
Nuscale Power Corp

Industrials
143K
New
$6.98 - $15.81 $998K - $2.26M
143K $1.66B
PEP
Pepsico Inc

Consumer Defensive
8.53K
New
$161.9 - $179.3 $1.38M - $1.53M
8.53K $1.45B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.12K
+ 1.94%
$50.99 - $57.81 $261K - $296K
269K $15.4B
Activity Summary
Buys All Purchases 153 New Holdings 88 Increased Positions 65 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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