Philip James Wealth Mangement, LLC Purchases in Q3 2024

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCOR
Listed Fds Tr Core Alternative

ETFs
9.18K
New
$24.72 - $27.8 $227K - $255K
9.18K $251M
DWM
Wisdomtree Tr

ETFs
4.32K
New
$52.24 - $58.1 $226K - $251K
4.32K $249M
SJM
J M Smucker CO

Consumer Defensive
2.04K
New
$109.12 - $122.4 $222K - $249K
2.04K $247M
NEE
Nextera Energy Inc

Utilities
772
+ 6.24%
$69.9 - $84.97 $54K - $65.6K
13.1K $1.11B
WSBC
Wesbanco Inc

Financial Services
7.85K
New
$27.11 - $34.28 $213K - $269K
7.85K $234M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.9K
+ 1.92%
$28.1 - $29.89 $81.5K - $86.7K
154K $4.59B
DFS
Discover Financial Services

Financial Services
1.65K
New
$123.41 - $144.72 $204K - $239K
1.65K $232M
GOOGL
Alphabet Inc.

Communication Services
1.34K
New
$148.65 - $191.18 $199K - $256K
1.34K $222M
WMB
Williams Companies, Inc.

Energy
4.64K
New
$41.24 - $46.22 $191K - $214K
4.64K $212M
EPD
Enterprise Products Partners L.P.

Energy
7.24K
New
$27.88 - $30.0 $202K - $217K
7.24K $211M
META
Meta Platforms, Inc.

Communication Services
357
New
$453.41 - $572.44 $162K - $204K
357 $204M
MA
Mastercard Inc

Financial Services
412
New
$429.6 - $500.99 $177K - $206K
412 $203M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.38K
New
$55.91 - $65.87 $189K - $222K
3.38K $201M
VZ
Verizon Communications Inc

Communication Services
4.47K
New
$38.89 - $45.0 $174K - $201K
4.47K $201M
MSFT
Microsoft Corp

Technology
502
+ 40.0%
$395.15 - $467.56 $198K - $235K
1.76K $756M
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 36.99%
$66.91 - $81.4 $112K - $136K
6.18K $499M
IMMR
Immersion Corp

Technology
18.4K
New
$8.49 - $13.51 $156K - $249K
18.4K $164M
VST
Vistra Corp.

Utilities
486
+ 19.43%
$69.0 - $119.06 $33.5K - $57.9K
2.99K $354M
VIG
Vanguard Dividend Appreciation

ETFs
97
+ 1.4%
$182.15 - $182.15 $17.7K - $17.7K
7.05K $1.4B
AMZN
Amazon Com Inc

Consumer Cyclical
951
+ 12.82%
$161.02 - $200.0 $153K - $190K
8.37K $1.56B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.13K
+ 0.47%
$50.25 - $50.74 $56.9K - $57.4K
242K $12.3B
PWV
Invesco Exchange Traded Fd Tr

ETFs
133
+ 0.52%
$54.33 - $59.01 $7.23K - $7.85K
25.8K $1.51B
LMT
Lockheed Martin Corp

Industrials
4
+ 0.56%
$460.3 - $584.56 $1.84K - $2.34K
718 $420M
K
Kellogg CO

Consumer Defensive
25
+ 0.71%
$56.19 - $80.81 $1.4K - $2.02K
3.56K $288M
QQQ
Invesco Qqq Trust, Series 1

ETFs
127
+ 5.91%
$434.77 - $502.96 $55.2K - $63.9K
2.28K $1.11B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10K
New
$7.45 - $8.23 $74.5K - $82.3K
10K $80.7M
GOOG
Alphabet Inc.

Communication Services
760
+ 23.63%
$149.54 - $192.66 $114K - $146K
3.98K $665M
IWB
Ishares Tr Russell 1000 ETF

ETFs
14
+ 0.35%
$283.28 - $314.39 $3.97K - $4.4K
4.05K $1.27B
Linde PLC
101
+ 18.26%
N/A
654 $312M
SYY
Sysco Corp

Consumer Defensive
558
+ 17.75%
$69.16 - $78.98 $38.6K - $44.1K
3.7K $289M
VTV
Vanguard Value ETF

ETFs
177
+ 7.66%
$159.75 - $174.57 $28.3K - $30.9K
2.49K $434M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42
+ 0.29%
$57.32 - $62.65 $2.41K - $2.63K
14.6K $912M
MDT
Medtronic PLC

Healthcare
279
+ 10.64%
$76.84 - $91.03 $21.4K - $25.4K
2.9K $261M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
13
+ 0.54%
$85.44 - $110.36 $1.11K - $1.43K
2.4K $265M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.52%
$173.36 - $189.8 $1.91K - $2.09K
2.13K $403M
CB
Chubb LTD

Financial Services
2
+ 0.23%
$252.51 - $292.2 $505 - $584
883 $255M
GGG
Graco Inc

Industrials
7
+ 0.22%
$77.82 - $87.64 $545 - $613
3.26K $285M
MSM
Msc Industrial Direct CO Inc

Industrials
16
+ 0.42%
$75.8 - $89.13 $1.21K - $1.43K
3.82K $328M
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.49%
$95.81 - $109.03 $1.05K - $1.2K
2.25K $242M
AOA
Ishares Tr Core Aggressive All

ETFs
91
+ 2.25%
$72.11 - $79.05 $6.56K - $7.19K
4.13K $326M
EMR
Emerson Electric CO

Industrials
204
+ 11.21%
$98.19 - $118.87 $20K - $24.2K
2.02K $221M
MUB
Ishares National Muni Bond ETF

ETFs
10
+ 0.14%
$106.13 - $108.7 $1.06K - $1.09K
7.28K $790M
V
Visa Inc.

Financial Services
6
+ 0.55%
$253.74 - $291.56 $1.52K - $1.75K
1.09K $299M
AOM
Ishares Tr Core Moderate Alloc

ETFs
70
+ 1.3%
$42.66 - $45.18 $2.99K - $3.16K
5.47K $247M
NVDA
Nvidia Corp

Technology
415
+ 2.38%
$98.91 - $134.91 $41K - $56K
17.8K $2.17B
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.31%
$294.75 - $326.73 $590 - $653
655 $214M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
77
+ 1.37%
$100.09 - $100.69 $7.71K - $7.75K
5.71K $575M
STZ
Constellation Brands, Inc.

Consumer Defensive
3
+ 0.35%
$236.42 - $259.82 $709 - $779
855 $220M
NUE
Nucor Corp

Basic Materials
5
+ 0.24%
$137.77 - $166.14 $689 - $831
2.06K $309M
Activity Summary
Buys All Purchases 153 New Holdings 88 Increased Positions 65 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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