Philip James Wealth Mangement, LLC Incresed Positions in Q3 2025

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
36K
+ 244.23%
$265.99 - $289.59 $9.58M - $10.4M
50.8K $14.3B
PAYC
Paycom Software, Inc.

Technology
24.5K
+ 2660.8%
$208.14 - $238.8 $5.1M - $5.85M
25.4K $5.29B
GIS
General Mills Inc

Consumer Defensive
73.9K
+ 55.02%
$48.44 - $53.83 $3.58M - $3.98M
208K $10.5B
CTA
Simplify Exch Traded Fds Simpl

ETFs
84.5K
+ 40.73%
$26.46 - $28.43 $2.24M - $2.4M
292K $8.17B
VTI
Vanguard Total Stock Market Et

ETFs
3.3K
+ 7.77%
$303.93 - $329.86 $1M - $1.09M
45.8K $15B
OXY
Occidental Petroleum Corp

Energy
1.59K
+ 0.44%
$42.54 - $48.1 $67.8K - $76.7K
366K $17.3B
AVEM
American Centy ETF Tr Avantis

ETFs
20.9K
+ 73.18%
$68.33 - $75.41 $1.43M - $1.58M
49.4K $3.71B
J P Morgan Exchange Traded F
19.3K
+ 11.27%
N/A
191K $12.4B
VONG
Vanguard Russell 1000 Growth E

ETFs
5.45K
+ 8.75%
$108.08 - $121.73 $589K - $664K
67.8K $8.17B
JCPB
J P Morgan Exchange Traded Fd

ETFs
26.2K
+ 15.1%
$46.37 - $47.77 $1.21M - $1.25M
199K $9.48B
QCOM
Qualcomm Inc

Technology
407
+ 0.26%
$145.84 - $173.55 $59.4K - $70.6K
160K $26.6B
DEO
Diageo PLC

Consumer Defensive
13.7K
+ 41.33%
$93.64 - $115.33 $1.28M - $1.58M
46.8K $4.47B
First Tr Exchange Traded Fd
43.4K
+ 12.24%
N/A
398K $6.71B
TSLA
Tesla, Inc.

Consumer Cyclical
34
+ 0.41%
$293.94 - $444.72 $9.99K - $15.1K
8.25K $3.67B
FTLS
First Tr Long/Short Equity ETF

ETFs
8.63K
+ 7.02%
$65.78 - $69.95 $567K - $603K
132K $9.2B
PEP
Pepsico Inc

Consumer Defensive
1.94K
+ 2.43%
$133.81 - $152.16 $260K - $296K
82K $11.5B
SLB
Schlumberger Limited

Energy
27K
+ 114.65%
$32.37 - $37.31 $874K - $1.01M
50.5K $1.74B
MRK
Merck & Co., Inc.

Healthcare
89
+ 0.05%
$77.6 - $87.37 $6.91K - $7.78K
192K $16.1B
PFE
Pfizer Inc

Healthcare
13.6K
+ 3.42%
$23.29 - $25.88 $317K - $353K
412K $10.5B
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.4K
+ 47.75%
$65.64 - $78.22 $1.01M - $1.2M
47.7K $3.2B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
10.6K
+ 16.35%
$46.4 - $51.49 $490K - $544K
75.1K $3.75B
NAT
Nordic American Tankers LTD

Industrials
14K
+ 1.07%
N/A
1.32M $4.14B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.3K
+ 36.67%
$50.81 - $51.07 $627K - $630K
46K $2.35B
HSY
Hershey CO

Consumer Defensive
354
+ 1.41%
$161.95 - $193.45 $57.3K - $68.5K
25.4K $4.75B
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
235
+ 1.49%
$105.93 - $131.8 $24.9K - $31K
16K $2.11B
MU
Micron Technology Inc

Technology
1.83K
+ 68.8%
$104.88 - $168.89 $192K - $309K
4.49K $751M
NVDA
Nvidia Corp

Technology
21
+ 0.18%
$153.3 - $186.58 $3.22K - $3.92K
11.5K $2.15B
BFB
Brown Forman Corp Cl B
9.54K
+ 10.08%
N/A
104K $2.82B
GOOGL
Alphabet Inc.

Communication Services
267
+ 8.69%
$174.36 - $254.72 $46.6K - $68K
3.34K $812M
KHC
Kraft Heinz CO

Consumer Defensive
7.42K
+ 3.49%
$25.63 - $28.94 $190K - $215K
220K $5.73B
UBER
Uber Technologies, Inc

Technology
1.75K
+ 45.42%
$86.91 - $99.57 $152K - $174K
5.59K $548M
SONY
Sony Group Corp

Technology
4.25K
+ 26.62%
$23.92 - $30.07 $102K - $128K
20.2K $582M
LPLA
Lpl Financial Holdings Inc.

Financial Services
597
+ 77.73%
$332.69 - $399.0 $199K - $238K
1.37K $454M
CHK
Chesapeake Energy Corp

Energy
1.81K
+ 66.63%
N/A
4.53K $481M
HUM
Humana Inc

Healthcare
507
+ 55.59%
$220.41 - $312.0 $112K - $158K
1.42K $369M
T
At&T Inc.

Communication Services
5.43K
+ 27.62%
$26.94 - $29.62 $146K - $161K
25.1K $708M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
169
+ 21.92%
$567.77 - $614.76 $96K - $104K
940 $576M
SPGI
S&P Global Inc.

Financial Services
327
+ 61.7%
$484.94 - $564.15 $159K - $184K
857 $417M
META
Meta Platforms, Inc.

Communication Services
160
+ 24.58%
$695.21 - $791.73 $111K - $127K
811 $596M
MSFT
Microsoft Corp

Technology
110
+ 4.31%
$491.09 - $535.64 $54K - $58.9K
2.66K $1.38B
MA
Mastercard Inc

Financial Services
179
+ 26.13%
$550.18 - $598.96 $98.5K - $107K
864 $491M
AMZN
Amazon Com Inc

Consumer Cyclical
219
+ 2.63%
$211.65 - $238.24 $46.4K - $52.2K
8.54K $1.87B
VUG
Vanguard Growth ETF

ETFs
1
+ 0.19%
$433.97 - $484.08 $434 - $484
540 $259M
AOR
Ishares Tr Core Growth Allocat

ETFs
60
+ 1.0%
$60.99 - $64.39 $3.66K - $3.86K
6.03K $388M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.15%
$351.04 - $379.81 $351 - $380
662 $251M
K
Kellogg CO

Consumer Defensive
27
+ 0.74%
$76.96 - $82.02 $2.08K - $2.21K
3.67K $301M
CHKP
Check Point Software Technologies LTD

Technology
54
+ 1.14%
$180.73 - $231.23 $9.76K - $12.5K
4.78K $989M
CE
Celanese Corp

Basic Materials
1.18K
+ 13.95%
$39.94 - $62.39 $46.9K - $73.3K
9.6K $404M
LLY
Eli Lilly & CO

Healthcare
7
+ 0.16%
$625.65 - $812.69 $4.38K - $5.69K
4.49K $3.42B
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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