Philip James Wealth Mangement, LLC Purchases in Q4 2024

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
1.1K
+ 7.33%
$31.58 - $36.88 $34.6K - $40.4K
16K $518M
ADBE
Adobe Inc.

Technology
58
+ 14.29%
$437.39 - $552.96 $25.4K - $32.1K
464 $206M
BP
Bp PLC

Energy
277
+ 4.18%
$28.16 - $33.14 $7.8K - $9.18K
6.91K $204M
AOM
Ishares Tr Core Moderate Alloc

ETFs
119
+ 2.18%
$43.44 - $45.05 $5.17K - $5.36K
5.59K $243M
AOA
Ishares Tr Core Aggressive All

ETFs
68
+ 1.65%
$76.61 - $79.88 $5.21K - $5.43K
4.2K $321M
VIG
Vanguard Dividend Appreciation

ETFs
58
+ 0.82%
N/A
7.11K $1.39B
SYY
Sysco Corp

Consumer Defensive
7
+ 0.19%
$73.63 - $81.77 $515 - $572
3.71K $284M
CCOR
Listed Fds Tr Core Alternative

ETFs
384
+ 4.19%
$25.48 - $27.57 $9.78K - $10.6K
9.56K $245M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.52%
$183.23 - $199.79 $2.02K - $2.2K
2.14K $395M
GGG
Graco Inc

Industrials
5
+ 0.15%
$81.45 - $92.29 $407 - $461
3.26K $275M
VTV
Vanguard Value ETF

ETFs
11
+ 0.44%
$168.32 - $181.87 $1.85K - $2K
2.5K $423M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
14
+ 0.58%
$101.82 - $114.06 $1.43K - $1.6K
2.42K $250M
STZ
Constellation Brands, Inc.

Consumer Defensive
68
+ 7.95%
$219.66 - $257.62 $14.9K - $17.5K
923 $204M
DUK
Duke Energy Corp

Utilities
2
+ 0.09%
$105.76 - $120.76 $212 - $242
2.18K $235M
RIO
Rio Tinto PLC

Basic Materials
3.53K
+ 18.68%
$58.59 - $71.15 $207K - $251K
22.4K $1.32B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
90
+ 1.66%
$64.91 - $73.47 $5.84K - $6.61K
5.5K $359M
CAT
Caterpillar Inc

Industrials
9
+ 0.73%
$360.37 - $416.88 $3.24K - $3.75K
1.24K $450M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
41
+ 0.12%
$50.02 - $51.24 $2.05K - $2.1K
34.8K $1.75B
Linde PLC
2
+ 0.31%
N/A
656 $275M
MSM
Msc Industrial Direct CO Inc

Industrials
32
+ 0.84%
$73.09 - $90.18 $2.34K - $2.89K
3.85K $287M
DGRO
Ishares Core Dividend Growth E

ETFs
3.57K
+ 1.77%
$60.73 - $64.94 $217K - $232K
205K $12.6B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
160
+ 1.07%
$108.6 - $115.42 $17.4K - $18.5K
15.1K $1.65B
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
556
+ 0.5%
$37.25 - $39.23 $20.7K - $21.8K
112K $4.19B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.76K
+ 2.3%
N/A
167K $15.5B
KHC
Kraft Heinz CO

Consumer Defensive
2.84K
+ 1.61%
$30.1 - $36.02 $85.3K - $102K
179K $5.49B
NAT
Nordic American Tankers LTD

Industrials
97.8K
+ 8.82%
N/A
1.21M $3.02B
OGN
Organon & Co.

Healthcare
66.3K
+ 8.25%
$14.44 - $18.83 $958K - $1.25M
871K $13B
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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