Philip James Wealth Mangement, LLC Incresed Positions in Q2 2025

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
60
+ 1.76%
$72.96 - $90.39 $4.38K - $5.42K
3.47K $310M
T
At&T Inc.

Communication Services
616
+ 3.24%
$26.33 - $28.94 $16.2K - $17.8K
19.6K $569M
FMB
First Tr Exchange Traded Fd Ii

ETFs
716
+ 3.34%
$49.12 - $50.93 $35.2K - $36.5K
22.1K $1.1B
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.3%
$281.67 - $351.0 $563 - $702
661 $232M
MA
Mastercard Inc

Financial Services
22
+ 3.32%
$479.92 - $590.74 $10.6K - $13K
685 $385M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
706
+ 1.66%
$48.46 - $50.2 $34.2K - $35.4K
43.2K $2.14B
IJS
Ishares S&P Smallcap 600 Value

ETFs
150
+ 7.1%
$83.54 - $100.04 $12.5K - $15K
2.26K $225M
VZ
Verizon Communications Inc

Communication Services
659
+ 14.67%
$41.67 - $45.62 $27.5K - $30.1K
5.15K $223M
PG
Procter & Gamble CO

Consumer Defensive
477
+ 9.17%
$157.66 - $172.39 $75.2K - $82.2K
5.68K $904M
CHK
Chesapeake Energy Corp

Energy
21
+ 0.78%
N/A
2.72K $318M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
273
+ 4.84%
$47.46 - $55.3 $13K - $15.1K
5.92K $326M
ABT
Abbott Laboratories

Healthcare
10
+ 0.23%
$123.95 - $138.08 $1.24K - $1.38K
4.37K $594M
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.44%
$166.82 - $194.23 $1.33K - $1.55K
1.82K $353M
AOM
Ishares Tr Core Moderate Alloc

ETFs
17
+ 0.36%
$41.55 - $46.04 $706 - $783
4.81K $221M
Linde PLC
20
+ 4.62%
N/A
453 $213M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
108
+ 0.32%
$50.52 - $50.92 $5.46K - $5.5K
33.6K $1.71B
V
Visa Inc.

Financial Services
4
+ 0.4%
$308.27 - $373.31 $1.23K - $1.49K
1.01K $358M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
44
+ 0.84%
$100.04 - $100.54 $4.4K - $4.42K
5.28K $531M
DUK
Duke Energy Corp

Utilities
8
+ 0.4%
$112.46 - $124.05 $900 - $992
2.01K $237M
K
Kellogg CO

Consumer Defensive
26
+ 0.72%
$77.85 - $82.88 $2.02K - $2.15K
3.64K $289M
HUM
Humana Inc

Healthcare
27
+ 3.05%
$224.93 - $295.04 $6.07K - $7.97K
912 $223M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
15
+ 0.49%
$86.97 - $102.82 $1.3K - $1.54K
3.1K $297M
PSX
Phillips 66

Energy
1
+ 0.02%
$92.87 - $125.73 $92.9 - $126
6.32K $754M
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 6.68%
$390.26 - $489.06 $14K - $17.6K
575 $233M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
117
+ 0.1%
$33.15 - $36.46 $3.88K - $4.27K
115K $4.06B
KHC
Kraft Heinz CO

Consumer Defensive
26.2K
+ 14.02%
$25.61 - $30.81 $670K - $806K
213K $5.49B
INTC
Intel Corp

Technology
983
+ 0.13%
$18.13 - $22.69 $17.8K - $22.3K
746K $16.7B
DVN
Devon Energy Corp

Energy
10.8K
+ 10.64%
$26.8 - $37.92 $290K - $411K
113K $3.58B
FDX
Fedex Corp

Industrials
741
+ 2.89%
$198.07 - $245.17 $147K - $182K
26.4K $6B
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.37K
+ 4.21%
$26.61 - $29.9 $223K - $250K
207K $5.55B
OXYWS
Occidental Pete Corp Wt Exp 08
50.5K
+ 4.06%
N/A
1.29M $26.8B
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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