Philip James Wealth Mangement, LLC Incresed Positions in Q3 2024

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
517K
+ 55856.8%
$405.19 - $478.57 $210M - $248M
518K $238B
QCOM
Qualcomm Inc

Technology
163K
+ 14558.3%
$156.12 - $209.64 $25.5M - $34.2M
164K $27.9B
JNJ
Johnson & Johnson

Healthcare
75.4K
+ 3103.37%
$145.48 - $167.38 $11M - $12.6M
77.8K $12.6B
MO
Altria Group, Inc.

Consumer Defensive
221K
+ 3091.63%
$45.95 - $54.71 $10.1M - $12.1M
228K $11.6B
ALLY
Ally Financial Inc.

Financial Services
231K
+ 3811.49%
$32.67 - $45.01 $7.56M - $10.4M
238K $8.45B
LLY
Eli Lilly & CO

Healthcare
6.35K
+ 1416.52%
$772.14 - $960.02 $4.9M - $6.09M
6.79K $6.02B
HD
Home Depot, Inc.

Consumer Cyclical
13.2K
+ 1746.56%
$333.64 - $405.2 $4.41M - $5.35M
14K $5.66B
AAPL
Apple Inc.

Technology
14K
+ 197.79%
$207.23 - $234.82 $2.89M - $3.28M
21K $4.9B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.29K
+ 1.42%
$85.84 - $85.84 $197K - $197K
163K $15.8B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.12K
+ 1.94%
$50.99 - $57.81 $261K - $296K
269K $15.4B
JPM
Jpmorgan Chase & CO

Financial Services
5.13K
+ 422.82%
$194.9 - $224.8 $1M - $1.15M
6.35K $1.34B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
20.1K
+ 282.32%
$50.61 - $50.96 $1.02M - $1.02M
27.2K $1.38B
VTI
Vanguard Total Stock Market Et

ETFs
828
+ 2.03%
$255.18 - $283.2 $211K - $234K
41.7K $11.8B
TXN
Texas Instruments Inc

Technology
4.01K
+ 335.51%
$194.6 - $194.6 $780K - $780K
5.2K $1.07B
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.22K
+ 2.23%
$33.15 - $38.37 $107K - $123K
147K $5.54B
J P Morgan Exchange Traded F
6.37K
+ 4.02%
N/A
165K $10.1B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
17.5K
+ 3.6%
$24.39 - $25.28 $426K - $442K
503K $12.7B
PG
Procter & Gamble CO

Consumer Defensive
2.7K
+ 107.74%
$160.76 - $177.82 $434K - $480K
5.21K $902M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
2.54K
+ 4.28%
$46.13 - $52.38 $117K - $133K
61.9K $3.19B
FTLS
First Tr Long/Short Equity ETF

ETFs
4.16K
+ 3.59%
$60.73 - $63.8 $253K - $265K
120K $7.63B
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 97.78%
$245.82 - $304.51 $250K - $309K
2.05K $625M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.65K
+ 2.9%
$45.87 - $48.53 $121K - $129K
94K $4.54B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.65K
+ 6.51%
$53.41 - $57.9 $141K - $153K
43.3K $2.5B
VONG
Vanguard Russell 1000 Growth E

ETFs
1.23K
+ 2.01%
$85.48 - $98.39 $105K - $121K
62.2K $6B
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
4.67K
+ 4.35%
$36.86 - $39.26 $172K - $183K
112K $4.28B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.59K
+ 15.2%
$50.15 - $51.27 $230K - $235K
34.8K $1.78B
NEE
Nextera Energy Inc

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