Philip James Wealth Mangement, LLC Purchases in Q2 2025

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
97.8K
+ 103.96%
$73.47 - $87.12 $7.19M - $8.52M
192K $15.2B
PEP
Pepsico Inc

Consumer Defensive
53.5K
+ 201.63%
$128.02 - $151.37 $6.85M - $8.1M
80K $10.6B
GIS
General Mills Inc

Consumer Defensive
120K
+ 840.92%
$50.37 - $60.97 $6.04M - $7.32M
134K $6.96B
HSY
Hershey CO

Consumer Defensive
23.4K
+ 1367.1%
$151.29 - $173.13 $3.53M - $4.04M
25.1K $4.16B
CB
Chubb LTD

Financial Services
9.7K
+ 191.93%
$274.32 - $302.46 $2.66M - $2.93M
14.8K $4.27B
BFB
Brown Forman Corp Cl B
77.3K
+ 446.86%
N/A
94.6K $2.55B
SJM
J M Smucker CO

Consumer Defensive
19.8K
+ 221.91%
$94.41 - $118.52 $1.87M - $2.35M
28.7K $2.82B
DEO
Diageo PLC

Consumer Defensive
14.9K
+ 81.79%
$99.86 - $115.75 $1.49M - $1.72M
33.1K $3.34B
CVX
Chevron Corp

Energy
14.9K
+ 41.25%
$133.73 - $168.51 $2M - $2.52M
51.1K $7.32B
PFE
Pfizer Inc

Healthcare
67.3K
+ 20.29%
$21.59 - $24.84 $1.45M - $1.67M
399K $9.66B
QCOM
Qualcomm Inc

Technology
126
+ 0.08%
$124.66 - $159.48 $15.7K - $20.1K
159K $25.4B
First Tr Exchange Traded Fd
8.56K
+ 2.47%
N/A
355K $5.64B
Ea Series Trust
6.39K
+ 2.98%
N/A
221K $6.39B
DGRO
Ishares Core Dividend Growth E

ETFs
2.5K
+ 1.23%
$55.22 - $63.94 $138K - $160K
207K $13.2B
TSLA
Tesla, Inc.

Consumer Cyclical
415
+ 5.32%
$221.86 - $362.89 $92.1K - $151K
8.22K $2.61B
JNJ
Johnson & Johnson

Healthcare
10.4K
+ 13.48%
$146.36 - $159.82 $1.53M - $1.67M
87.9K $13.4B
J P Morgan Exchange Traded F
1.16K
+ 0.68%
N/A
172K $10.7B
SLB
Schlumberger Limited

Energy
17.7K
+ 302.67%
$31.95 - $42.2 $565K - $747K
23.5K $796M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.47K
+ 49.05%
$421.16 - $509.5 $618K - $747K
4.46K $1.98B
COF
Capital One Financial Corp

Financial Services
1.9K
New
$150.57 - $212.76 $286K - $404K
1.9K $404M
PYPL
Pay Pal Holdings, Inc.

Financial Services
978
+ 3.13%
$57.41 - $74.81 $56.1K - $73.2K
32.3K $2.4B
MSFT
Microsoft Corp

Technology
89
+ 3.61%
$354.56 - $497.45 $31.6K - $44.3K
2.55K $1.27B
NTAP
Net App, Inc.

Technology
491
+ 3.22%
$76.1 - $106.55 $37.4K - $52.3K
15.7K $1.68B
CRWD
Crowd Strike Holdings, Inc.

Technology
35
+ 1.83%
$321.63 - $509.31 $11.3K - $17.8K
1.95K $992M
NAT
Nordic American Tankers LTD

Industrials
36.5K
+ 2.88%
N/A
1.3M $3.43B
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.85K
+ 1.24%
$35.95 - $42.85 $66.4K - $79.1K
151K $6.36B
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4.68K
+ 42.03%
$97.78 - $126.44 $457K - $591K
15.8K $1.68B
VST
Vistra Corp.

Utilities
1.5K
New
$98.07 - $195.04 $147K - $292K
1.5K $290M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
171
+ 0.34%
$49.48 - $61.22 $8.46K - $10.5K
51K $3.11B
FTLS
First Tr Long/Short Equity ETF

ETFs
233
+ 0.19%
$60.06 - $66.28 $14K - $15.4K
123K $8.14B
AMZN
Amazon Com Inc

Consumer Cyclical
172
+ 2.11%
$167.32 - $223.3 $28.8K - $38.4K
8.32K $1.82B
AVEM
American Centy ETF Tr Avantis

ETFs
593
+ 2.12%
$53.08 - $68.54 $31.5K - $40.6K
28.5K $1.96B
VUG
Vanguard Growth ETF

ETFs
539
New
$329.49 - $438.4 $178K - $236K
539 $236M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.33K
+ 1.97%
$50.36 - $50.68 $218K - $219K
224K $11.4B
CASY
Caseys General Stores Inc

Consumer Cyclical
444
New
$415.82 - $510.91 $185K - $227K
444 $227M
VGT
Vanguard Information Technolog

ETFs
332
New
$470.37 - $663.28 $156K - $220K
332 $220M
PAYC
Paycom Software, Inc.

Technology
921
New
$193.07 - $265.71 $178K - $245K
921 $213M
DIS
Walt Disney CO

Communication Services
1.68K
New
$81.72 - $124.01 $137K - $208K
1.68K $208M
AMAT
Applied Materials Inc

Technology
1.1K
New
$126.95 - $183.52 $140K - $202K
1.1K $201M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.52K
+ 2.07%
$45.9 - $47.2 $161K - $166K
173K $8.15B
TXN
Texas Instruments Inc

Technology
8
+ 0.2%
N/A
3.97K $825M
META
Meta Platforms, Inc.

Communication Services
12
+ 1.88%
$484.66 - $738.09 $5.82K - $8.86K
651 $480M
MU
Micron Technology Inc

Technology
82
+ 3.18%
$64.72 - $127.91 $5.31K - $10.5K
2.66K $328M
First Tr Exchange Traded Fd
3.91K
+ 1.31%
N/A
303K $6.39B
UBER
Uber Technologies, Inc

Technology
225
+ 6.22%
$64.62 - $93.3 $14.5K - $21K
3.84K $359M
TD
Toronto Dominion Bank

Financial Services
5
+ 0.08%
$55.71 - $73.45 $279 - $367
6.43K $472M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.6K
+ 0.5%
$24.48 - $24.9 $39.2K - $39.9K
319K $7.95B
GOOGL
Alphabet Inc.

Communication Services
78
+ 2.6%
$144.7 - $178.6 $11.3K - $13.9K
3.07K $542M
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$273.94 - $388.21 $274 - $388
1.24K $482M
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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