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
RIO
Rio Tinto PLC

Basic Materials
18.9K
New
$59.71 - $71.21 $1.13M - $1.35M
18.9K $1.34B
DGRO
Ishares Core Dividend Growth E

ETFs
5.12K
+ 2.61%
$57.47 - $62.76 $294K - $321K
202K $12.6B
JPM
Jpmorgan Chase & CO

Financial Services
5.13K
+ 422.82%
$194.9 - $224.8 $1M - $1.15M
6.35K $1.34B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
20.1K
+ 282.32%
$50.61 - $50.96 $1.02M - $1.02M
27.2K $1.38B
PSX
Phillips 66

Energy
6.9K
New
$125.0 - $147.17 $862K - $1.01M
6.9K $906M
VTI
Vanguard Total Stock Market Et

ETFs
828
+ 2.03%
$255.18 - $283.2 $211K - $234K
41.7K $11.8B
MTB
M&T Bank Corp

Financial Services
4.9K
New
$146.49 - $179.85 $718K - $881K
4.9K $873M
TXN
Texas Instruments Inc

Technology
4.01K
+ 335.51%
$194.6 - $194.6 $780K - $780K
5.2K $1.07B
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
7.45K
New
$100.57 - $116.37 $750K - $867K
7.45K $830M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.22K
+ 2.23%
$33.15 - $38.37 $107K - $123K
147K $5.54B
J P Morgan Exchange Traded F
6.37K
+ 4.02%
N/A
165K $10.1B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
17.5K
+ 3.6%
$24.39 - $25.28 $426K - $442K
503K $12.7B
DVN
Devon Energy Corp

Energy
18.3K
New
$37.87 - $48.65 $694K - $892K
18.3K $717M
C
Citigroup Inc

Financial Services
11.2K
New
$56.11 - $67.61 $629K - $758K
11.2K $701M
CFB
Crossfirst Bankshares, Inc.

Financial Services
39.5K
New
$13.95 - $18.68 $551K - $738K
39.5K $659M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
20K
New
$28.08 - $32.61 $563K - $654K
20K $634M
ITW
Illinois Tool Works Inc

Industrials
2.37K
New
$233.14 - $263.97 $553K - $626K
2.37K $621M
AXP
American Express CO

Financial Services
2.1K
New
$225.92 - $271.17 $474K - $569K
2.1K $570M
PM
Philip Morris International Inc.

Consumer Defensive
4.65K
New
$101.25 - $127.45 $471K - $592K
4.65K $564M
ABT
Abbott Laboratories

Healthcare
4.68K
New
$100.07 - $118.13 $469K - $553K
4.68K $534M
SOUN
Soundhound Ai, Inc.

Technology
112K
New
$3.89 - $6.2 $435K - $693K
112K $521M
CSX
Csx Corp

Industrials
15K
New
$32.48 - $35.45 $486K - $530K
15K $516M
PG
Procter & Gamble CO

Consumer Defensive
2.7K
+ 107.74%
$160.76 - $177.82 $434K - $480K
5.21K $902M
CAT
Caterpillar Inc

Industrials
1.23K
New
$316.8 - $391.12 $390K - $481K
1.23K $481M
CAG
Conagra Brands Inc.

Consumer Defensive
14.8K
New
$28.13 - $32.83 $416K - $486K
14.8K $481M
UTHR
United Therapeutics Corp

Healthcare
1.33K
New
$311.04 - $363.55 $412K - $482K
1.33K $475M
CMCSA
Comcast Corp

Communication Services
10.8K
New
$37.33 - $41.78 $401K - $449K
10.8K $449M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
2.54K
+ 4.28%
$46.13 - $52.38 $117K - $133K
61.9K $3.19B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5.41K
New
$66.55 - $74.93 $360K - $406K
5.41K $390M
DOCU
Docusign, Inc.

Technology
5.97K
New
$49.73 - $62.53 $297K - $373K
5.97K $371M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.16K
+ 3.59%
$60.73 - $63.8 $253K - $265K
120K $7.63B
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 97.78%
$245.82 - $304.51 $250K - $309K
2.05K $625M
COF
Capital One Financial Corp

Financial Services
2.2K
New
$131.42 - $153.05 $288K - $336K
2.2K $329M
SBR
Sabine Royalty Trust

Energy
5.3K
New
$59.42 - $67.35 $315K - $357K
5.3K $327M
SO
Southern CO

Utilities
3.59K
New
$77.0 - $90.52 $277K - $325K
3.59K $324M
MCK
Mckesson Corp

Healthcare
653
New
$479.06 - $630.38 $313K - $412K
653 $323M
SYF
Synchrony Financial

Financial Services
6.12K
New
$43.77 - $52.22 $268K - $320K
6.12K $305M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.82K
New
$104.47 - $116.17 $295K - $328K
2.82K $305M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.65K
+ 2.9%
$45.87 - $48.53 $121K - $129K
94K $4.54B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.65K
+ 6.51%
$53.41 - $57.9 $141K - $153K
43.3K $2.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.41K
New
$75.32 - $84.37 $257K - $288K
3.41K $285M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.23K
+ 2.01%
$85.48 - $98.39 $105K - $121K
62.2K $6B
T
At&T Inc.

Communication Services
12.8K
New
$18.21 - $22.28 $233K - $285K
12.8K $282M
GIS
General Mills Inc

Consumer Defensive
3.75K
New
$62.5 - $75.15 $234K - $282K
3.75K $277M
TT
Trane Technologies PLC

Industrials
691
New
$314.21 - $388.71 $217K - $269K
691 $269M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
4.67K
+ 4.35%
$36.86 - $39.26 $172K - $183K
112K $4.28B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.59K
+ 15.2%
$50.15 - $51.27 $230K - $235K
34.8K $1.78B
DUK
Duke Energy Corp

Utilities
2.18K
New
$99.35 - $117.71 $217K - $257K
2.18K $251M
HP
Helmerich & Payne, Inc.

Energy
8.25K
New
$29.65 - $41.17 $245K - $340K
8.25K $251M
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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