Philip James Wealth Mangement, LLC Purchases in Q3 2025

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
36K
+ 244.23%
$265.99 - $289.59 $9.58M - $10.4M
50.8K $14.3B
ITAN
Ea Series Trust Sparkline Inta

ETFs
264K
New
$31.84 - $34.94 $8.39M - $9.21M
264K $9.15B
PAYC
Paycom Software, Inc.

Technology
24.5K
+ 2660.8%
$208.14 - $238.8 $5.1M - $5.85M
25.4K $5.29B
GIS
General Mills Inc

Consumer Defensive
73.9K
+ 55.02%
$48.44 - $53.83 $3.58M - $3.98M
208K $10.5B
First Tr Exchange Traded Fd
149K
New
N/A
149K $3.08B
CTA
Simplify Exch Traded Fds Simpl

ETFs
84.5K
+ 40.73%
$26.46 - $28.43 $2.24M - $2.4M
292K $8.17B
VTI
Vanguard Total Stock Market Et

ETFs
3.3K
+ 7.77%
$303.93 - $329.86 $1M - $1.09M
45.8K $15B
OXY
Occidental Petroleum Corp

Energy
1.59K
+ 0.44%
$42.54 - $48.1 $67.8K - $76.7K
366K $17.3B
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
162K
New
$11.75 - $12.05 $1.91M - $1.96M
162K $1.92B
AVEM
American Centy ETF Tr Avantis

ETFs
20.9K
+ 73.18%
$68.33 - $75.41 $1.43M - $1.58M
49.4K $3.71B
VONG
Vanguard Russell 1000 Growth E

ETFs
5.45K
+ 8.75%
$108.08 - $121.73 $589K - $664K
67.8K $8.17B
JCPB
J P Morgan Exchange Traded Fd

ETFs
26.2K
+ 15.1%
$46.37 - $47.77 $1.21M - $1.25M
199K $9.48B
Ea Series Trust
33.2K
+ 15.02%
N/A
254K $7.62B
QCOM
Qualcomm Inc

Technology
407
+ 0.26%
$145.84 - $173.55 $59.4K - $70.6K
160K $26.6B
DEO
Diageo PLC

Consumer Defensive
13.7K
+ 41.33%
$93.64 - $115.33 $1.28M - $1.58M
46.8K $4.47B
First Tr Exchange Traded Fd
43.4K
+ 12.24%
N/A
398K $6.71B
TSLA
Tesla, Inc.

Consumer Cyclical
34
+ 0.41%
$293.94 - $444.72 $9.99K - $15.1K
8.25K $3.67B
FTLS
First Tr Long/Short Equity ETF

ETFs
8.63K
+ 7.02%
$65.78 - $69.95 $567K - $603K
132K $9.2B
PEP
Pepsico Inc

Consumer Defensive
1.94K
+ 2.43%
$133.81 - $152.16 $260K - $296K
82K $11.5B
SLB
Schlumberger Limited

Energy
27K
+ 114.65%
$32.37 - $37.31 $874K - $1.01M
50.5K $1.74B
MRK
Merck & Co., Inc.

Healthcare
89
+ 0.05%
$77.6 - $87.37 $6.91K - $7.78K
192K $16.1B
PFE
Pfizer Inc

Healthcare
13.6K
+ 3.42%
$23.29 - $25.88 $317K - $353K
412K $10.5B
FLMI
Franklin Dynamic Municipal Bon

ETFs
33.2K
New
$23.96 - $24.81 $796K - $824K
33.2K $823M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.4K
+ 47.75%
$65.64 - $78.22 $1.01M - $1.2M
47.7K $3.2B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
10.6K
+ 16.35%
$46.4 - $51.49 $490K - $544K
75.1K $3.75B
NAT
Nordic American Tankers LTD

Industrials
14K
+ 1.07%
N/A
1.32M $4.14B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.3K
+ 36.67%
$50.81 - $51.07 $627K - $630K
46K $2.35B
HSY
Hershey CO

Consumer Defensive
354
+ 1.41%
$161.95 - $193.45 $57.3K - $68.5K
25.4K $4.75B
American Beacon Select Funds
12.5K
New
N/A
12.5K $507M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
7.09K
New
$36.33 - $46.04 $258K - $326K
7.09K $440M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
235
+ 1.49%
$105.93 - $131.8 $24.9K - $31K
16K $2.11B
MU
Micron Technology Inc

Technology
1.83K
+ 68.8%
$104.88 - $168.89 $192K - $309K
4.49K $751M
VRT
Vertiv Holdings CO

Industrials
2.58K
New
N/A
2.58K $389M
DHR
Danaher Corp

Healthcare
1.95K
New
$181.46 - $212.2 $354K - $414K
1.95K $387M
Arista Networks Inc
2.63K
New
N/A
2.63K $383M
PANW
Palo Alto Networks Inc

Technology
1.8K
New
$167.06 - $208.19 $301K - $375K
1.8K $367M
DOV
Dover Corp

Industrials
2.16K
New
$165.59 - $190.9 $358K - $413K
2.16K $361M
ENTG
Entegris Inc

Technology
3.74K
New
$72.03 - $95.97 $270K - $359K
3.74K $346M
Atlassian Corporation
2.12K
New
N/A
2.12K $339M
NVDA
Nvidia Corp

Technology
21
+ 0.18%
$153.3 - $186.58 $3.22K - $3.92K
11.5K $2.15B
VAL
Valaris LTD

Energy
6.4K
New
$43.9 - $52.99 $281K - $339K
6.4K $312M
CGNX
Cognex Corp

Technology
6.86K
New
$31.85 - $46.54 $219K - $319K
6.86K $311M
ILMN
Illumina, Inc.

Healthcare
3.25K
New
$91.69 - $109.88 $298K - $357K
3.25K $308M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.94K
New
$69.9 - $78.26 $275K - $308K
3.94K $307M
GPN
Global Payments Inc

Industrials
3.66K
New
$77.61 - $90.01 $284K - $329K
3.66K $304M
BIIB
Biogen Inc.

Healthcare
2.15K
New
$122.68 - $148.84 $263K - $319K
2.15K $301M
HUBS
Hubspot Inc

Technology
590
New
$420.79 - $560.9 $248K - $331K
590 $276M
BFB
Brown Forman Corp Cl B
9.54K
+ 10.08%
N/A
104K $2.82B
GOOGL
Alphabet Inc.

Communication Services
267
+ 8.69%
$174.36 - $254.72 $46.6K - $68K
3.34K $812M
Activity Summary
Buys All Purchases 76 New Holdings 26 Increased Positions 50 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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