Philip James Wealth Mangement, LLC Reduced Holdings in Q3 2025

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-50.4K
- 29.9%
N/A
118K $11.7B
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-107K
- 92.8%
$35.21 - $37.43 $3.76M - $4M
8.29K $309M
OGN
Organon & Co.

Healthcare
-434K
- 49.4%
$8.4 - $10.85 $3.64M - $4.71M
444K $4.74B
GILD
Gilead Sciences, Inc.

Healthcare
-19.1K
- 54.49%
$108.22 - $120.47 $2.06M - $2.29M
15.9K $1.77B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-83.9K
- 26.26%
$24.73 - $25.29 $2.07M - $2.12M
235K $5.93B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-27.7K
- 12.35%
$50.47 - $50.74 $1.4M - $1.41M
197K $9.98B
MMM
3 M CO

Industrials
-7.73K
- 47.78%
$144.41 - $160.2 $1.12M - $1.24M
8.45K $1.31B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-37.9K
- 55.78%
$30.06 - $36.69 $1.14M - $1.39M
30.1K $1.1B
Solventum Corp
-10.8K
- 25.62%
N/A
31.5K $2.3B
IBM
International Business Machines Corp

Technology
-2.36K
- 12.77%
$234.77 - $292.47 $553K - $689K
16.1K $4.54B
KO
Coca Cola CO

Consumer Defensive
-4.24K
- 7.08%
$65.67 - $71.67 $278K - $304K
55.6K $3.69B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.51K
- 38.04%
$339.37 - $366.46 $513K - $554K
2.46K $900M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-399
- 8.95%
$366.54 - $479.53 $146K - $191K
4.06K $1.59B
USB
Us Bancorp \De\

Financial Services
-13.1K
- 14.59%
$43.94 - $50.41 $577K - $661K
76.8K $3.71B
XLF
Financial Sector Spdr

ETFs
-7.02K
- 49.02%
$51.37 - $54.25 $361K - $381K
7.3K $393M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-7.6K
- 17.59%
$49.09 - $50.58 $373K - $384K
35.6K $1.8B
CSCO
Cisco Systems, Inc.

Technology
-4.18K
- 8.75%
$66.2 - $71.79 $277K - $300K
43.6K $2.98B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2.91K
- 20.74%
$116.29 - $120.92 $338K - $352K
11.1K $1.33B
DGRO
Ishares Core Dividend Growth E

ETFs
-17.3K
- 8.39%
$64.12 - $68.08 $1.11M - $1.18M
189K $12.9B
PWV
Invesco Exchange Traded Fd Tr

ETFs
-5.58K
- 23.43%
$61.22 - $65.41 $342K - $365K
18.2K $1.19B
ALLY
Ally Financial Inc.

Financial Services
-7.14K
- 4.85%
$36.95 - $44.58 $264K - $318K
140K $5.48B
TXN
Texas Instruments Inc

Technology
-760
- 19.13%
N/A
3.21K $590M
C
Citigroup Inc

Financial Services
-3.32K
- 49.66%
$85.57 - $103.49 $284K - $343K
3.36K $341M
RTX
Raytheon Technologies Corp

Industrials
-2.35K
- 29.89%
$144.19 - $167.33 $338K - $393K
5.5K $921M
SMR
Nuscale Power Corp

Industrials
-3.19K
- 10.76%
$32.65 - $51.67 $104K - $165K
26.4K $952M
CSX
Csx Corp

Industrials
-7.8K
- 35.83%
$32.05 - $36.52 $250K - $285K
14K $496M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.82K
- 34.45%
$100.16 - $100.7 $182K - $183K
3.46K $349M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-5.85K
- 48.0%
$31.79 - $33.42 $186K - $195K
6.33K $212M
VTV
Vanguard Value ETF

ETFs
-990
- 45.08%
$175.51 - $186.57 $174K - $185K
1.21K $225M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.18K
- 21.27%
$62.09 - $66.51 $197K - $211K
11.8K $768M
HON
Honeywell International Inc

Industrials
-357
- 11.18%
$207.7 - $240.4 $74.1K - $85.8K
2.84K $597M
PM
Philip Morris International Inc.

Consumer Defensive
-309
- 6.45%
$157.77 - $183.27 $48.8K - $56.6K
4.48K $726M
TD
Toronto Dominion Bank

Financial Services
-2.08K
- 32.32%
$72.55 - $79.95 $151K - $166K
4.35K $348M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-1.73K
- 30.33%
$79.58 - $83.45 $137K - $144K
3.97K $329M
MUB
Ishares National Muni Bond ETF

ETFs
-1.18K
- 25.1%
$103.24 - $106.68 $122K - $126K
3.51K $374M
First Tr Exchange Traded Fd
-8.35K
- 2.75%
N/A
295K $6.29B
NXPI
Nxp Semiconductors N.V.

Technology
-693
- 11.38%
$205.16 - $239.07 $142K - $166K
5.39K $1.23B
AMGN
Amgen Inc

Healthcare
-408
- 4.12%
$271.18 - $309.22 $111K - $126K
9.5K $2.68B
CRWD
Crowd Strike Holdings, Inc.

Technology
-98
- 5.03%
$412.46 - $514.1 $40.4K - $50.4K
1.85K $907M
VIG
Vanguard Dividend Appreciation

ETFs
-731
- 10.71%
N/A
6.09K $1.31B
V
Visa Inc.

Financial Services
-195
- 19.36%
$332.09 - $358.86 $64.8K - $70K
812 $277M
HPQ
Hp Inc

Technology
-27.2K
- 11.38%
$24.45 - $29.35 $665K - $798K
212K $5.77B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-303
- 13.89%
$546.99 - $602.2 $166K - $182K
1.88K $1.13B
PG
Procter & Gamble CO

Consumer Defensive
-244
- 4.3%
$150.47 - $161.22 $36.7K - $39.3K
5.43K $835M
WMT
Walmart Inc.

Consumer Defensive
-839
- 20.19%
$94.4 - $104.27 $79.2K - $87.5K
3.32K $342M
DOCU
Docusign, Inc.

Technology
-505
- 11.48%
$67.14 - $85.01 $33.9K - $42.9K
3.89K $281M
COF
Capital One Financial Corp

Financial Services
-244
- 12.85%
$207.29 - $229.74 $50.6K - $56.1K
1.66K $352M
VST
Vistra Corp.

Utilities
-266
- 17.76%
$182.0 - $217.92 $48.4K - $58K
1.23K $241M
CAH
Cardinal Health Inc

Healthcare
-50
- 1.61%
$146.04 - $167.63 $7.3K - $8.38K
3.05K $479M
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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