Philip James Wealth Mangement, LLC Incresed Positions 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
JNJ
Johnson & Johnson

Healthcare
1.26K
+ 1.65%
$142.06 - $167.7 $179K - $211K
77.4K $12.8B
CTA
Simplify Exch Traded Fds Simpl

ETFs
37K
+ 22.8%
$27.81 - $30.21 $1.03M - $1.12M
199K $5.89B
CB
Chubb LTD

Financial Services
4.17K
+ 471.72%
$257.71 - $301.99 $1.07M - $1.26M
5.05K $1.53B
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
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
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.6K
+ 97.2%
$50.17 - $51.45 $530K - $543K
21.4K $1.08B
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
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
PM
Philip Morris International Inc.

Consumer Defensive
181
+ 3.9%
$117.15 - $158.79 $21.2K - $28.7K
4.82K $765M
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
MSFT
Microsoft Corp

Technology
477
+ 24.01%
$375.39 - $447.2 $179K - $213K
2.46K $925M
RIO
Rio Tinto PLC

Basic Materials
887
+ 3.96%
$58.19 - $64.29 $51.6K - $57K
23.3K $1.4B
ADBE
Adobe Inc.

Technology
281
+ 60.56%
$377.84 - $464.11 $106K - $130K
745 $286M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
463
+ 4.34%
$120.07 - $144.17 $55.6K - $66.8K
11.1K $1.38B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
668
+ 27.64%
$96.18 - $109.82 $64.2K - $73.4K
3.09K $316M
PSX
Phillips 66

Energy
1
+ 0.02%
$113.93 - $131.55 $114 - $132
6.32K $781M
TD
Toronto Dominion Bank

Financial Services
260
+ 4.22%
$53.12 - $61.15 $13.8K - $15.9K
6.42K $385M
AVEM
American Centy ETF Tr Avantis

ETFs
88
+ 0.32%
$57.11 - $62.4 $5.03K - $5.49K
28K $1.68B
AOR
Ishares Tr Core Growth Allocat

ETFs
358
+ 6.24%
$56.63 - $59.39 $20.3K - $21.3K
6.1K $351M
KMI
Kinder Morgan, Inc.

Energy
81
+ 1.05%
$26.1 - $31.22 $2.11K - $2.53K
7.78K $222M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
2.59K
+ 2.3%
$36.16 - $38.77 $93.6K - $100K
115K $4.2B
K
Kellogg CO

Consumer Defensive
25
+ 0.7%
$81.06 - $82.9 $2.03K - $2.07K
3.61K $298M
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.66%
$244.9 - $274.48 $3.67K - $4.12K
2.29K $567M
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.3%
$313.1 - $349.83 $626 - $700
659 $209M
AXP
American Express CO

Financial Services
4
+ 0.19%
$255.39 - $325.87 $1.02K - $1.3K
2.12K $569M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.1%
$236.71 - $358.03 $237 - $358
1.05K $267M
AMZN
Amazon Com Inc

Consumer Cyclical
698
+ 9.37%
$190.26 - $242.06 $133K - $169K
8.15K $1.55B
FTLS
First Tr Long/Short Equity ETF

ETFs
1.7K
+ 1.41%
$63.42 - $68.17 $108K - $116K
123K $7.86B
PFE
Pfizer Inc

Healthcare
11K
+ 3.44%
$25.01 - $27.13 $276K - $299K
331K $8.4B
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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