Philip James Wealth Mangement, LLC Purchases in Q1 2025

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RKT
Rocket Companies, Inc.

Financial Services
461K
+ 151.44%
$10.28 - $15.77 $4.74M - $7.28M
766K $9.25B
OXYWS
Occidental Pete Corp Wt Exp 08
142K
+ 12.91%
N/A
1.24M $34.4B
MRK
Merck & Co., Inc.

Healthcare
48.8K
+ 107.98%
$83.01 - $101.02 $4.05M - $4.93M
94.1K $8.44B
DVN
Devon Energy Corp

Energy
73.2K
+ 255.71%
$33.15 - $38.55 $2.43M - $2.82M
102K $3.81B
PEP
Pepsico Inc

Consumer Defensive
18.3K
+ 223.55%
$142.64 - $156.42 $2.61M - $2.87M
26.5K $3.98B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4B
DEO
Diageo PLC

Consumer Defensive
18.2K
New
$104.79 - $126.12 $1.91M - $2.3M
18.2K $1.91B
JNJ
Johnson & Johnson

Healthcare
1.26K
+ 1.65%
$142.06 - $167.7 $179K - $211K
77.4K $12.8B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.99K
New
$402.49 - $513.76 $1.2M - $1.54M
2.99K $1.45B
CTA
Simplify Exch Traded Fds Simpl

ETFs
37K
+ 22.8%
$27.81 - $30.21 $1.03M - $1.12M
199K $5.89B
First Tr Exchange Traded Fd
43K
+ 16.78%
N/A
300K $6.29B
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.5K
+ 11.48%
$45.56 - $47.23 $796K - $825K
170K $7.98B
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.53K
+ 0.92%
$35.35 - $42.74 $53.9K - $65.2K
167K $6.92B
Ea Series Trust
17K
+ 8.61%
N/A
215K $5.66B
First Tr Exchange Traded Fd
26.1K
+ 8.15%
N/A
346K $4.89B
KO
Coca Cola CO

Consumer Defensive
45
+ 0.07%
$60.81 - $72.32 $2.74K - $3.25K
68.8K $4.93B
BFB
Brown Forman Corp Cl B
17.3K
New
N/A
17.3K $587M
BUSE
First Busey Corp

Financial Services
26.4K
New
$21.26 - $25.35 $561K - $668K
26.4K $570M
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.6K
+ 97.2%
$50.17 - $51.45 $530K - $543K
21.4K $1.08B
CE
Celanese Corp

Basic Materials
7.42K
New
$47.02 - $74.12 $349K - $550K
7.42K $421M
GIS
General Mills Inc

Consumer Defensive
7.34K
+ 105.87%
$57.56 - $65.3 $422K - $479K
14.3K $853M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
579
+ 0.39%
$38.54 - $41.5 $22.3K - $24K
149K $6.05B
SONY
Sony Group Corp

Technology
15K
New
$19.88 - $25.64 $298K - $385K
15K $381M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.69K
+ 22.1%
$49.69 - $50.76 $382K - $390K
42.5K $2.13B
T
At&T Inc.

Communication Services
8.94K
+ 88.65%
$21.56 - $28.28 $193K - $253K
19K $538M
CHK
Chesapeake Energy Corp

Energy
2.7K
New
N/A
2.7K $300M
HSY
Hershey CO

Consumer Defensive
1.71K
New
$144.74 - $186.36 $247K - $318K
1.71K $292M
TMO
Thermo Fisher Scientific Inc.

Healthcare
539
New
$497.6 - $606.74 $268K - $327K
539 $268M
UBER
Uber Technologies, Inc

Technology
3.62K
New
$63.17 - $81.49 $229K - $295K
3.62K $264M
SPGI
S&P Global Inc.

Financial Services
517
New
$478.26 - $543.77 $247K - $281K
517 $263M
LPLA
Lpl Financial Holdings Inc.

Financial Services
771
New
$308.87 - $383.33 $238K - $296K
771 $252M
SLB
Schlumberger Limited

Energy
5.85K
New
$38.4 - $43.74 $225K - $256K
5.85K $244M
CRM
Salesforce, Inc.

Technology
873
New
$268.36 - $359.95 $234K - $314K
873 $234M
HUM
Humana Inc

Healthcare
885
New
$249.11 - $303.11 $220K - $268K
885 $234M
MU
Micron Technology Inc

Technology
2.58K
New
$86.89 - $109.38 $224K - $282K
2.58K $224M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.38K
New
$54.27 - $63.81 $183K - $215K
3.38K $215M
PM
Philip Morris International Inc.

Consumer Defensive
181
+ 3.9%
$117.15 - $158.79 $21.2K - $28.7K
4.82K $765M
VZ
Verizon Communications Inc

Communication Services
4.49K
New
$37.81 - $46.49 $170K - $209K
4.49K $204M
OGN
Organon & Co.

Healthcare
14.7K
+ 1.69%
$14.29 - $16.41 $210K - $241K
885K $13.2B
KHC
Kraft Heinz CO

Consumer Defensive
7.75K
+ 4.33%
$28.51 - $32.22 $221K - $250K
187K $5.68B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.32K
+ 10.97%
$50.72 - $50.92 $168K - $169K
33.5K $1.71B
SJM
J M Smucker CO

Consumer Defensive
731
+ 8.93%
$100.41 - $118.41 $73.4K - $86.6K
8.92K $1.06B
GOOGL
Alphabet Inc.

Communication Services
1.36K
+ 82.91%
$154.33 - $206.19 $210K - $280K
3K $463M
CSX
Csx Corp

Industrials
5.91K
+ 36.84%
$29.11 - $33.67 $172K - $199K
22K $646M
CMCSA
Comcast Corp

Communication Services
3.72K
+ 21.97%
$33.19 - $38.23 $123K - $142K
20.6K $761M
MA
Mastercard Inc

Financial Services
170
+ 34.48%
$504.67 - $576.31 $85.8K - $98K
663 $363M
NAT
Nordic American Tankers LTD

Industrials
61K
+ 5.05%
N/A
1.27M $3.12B
META
Meta Platforms, Inc.

Communication Services
174
+ 37.42%
$576.36 - $736.67 $100K - $128K
639 $369M
ABT
Abbott Laboratories

Healthcare
21
+ 0.48%
$111.1 - $140.22 $2.33K - $2.94K
4.36K $578M
Activity Summary
Buys All Purchases 73 New Holdings 19 Increased Positions 54 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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