Philip James Wealth Mangement, LLC Incresed Positions in Q4 2024

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
265K
+ 198.58%
$45.36 - $55.91 $12M - $14.8M
398K $19.7B
OXYWS
Occidental Pete Corp Wt Exp 08
255K
+ 30.2%
N/A
1.1M $30.3B
JCPB
J P Morgan Exchange Traded Fd

ETFs
58.2K
+ 61.85%
$46.07 - $48.17 $2.68M - $2.8M
152K $7.01B
SJM
J M Smucker CO

Consumer Defensive
6.15K
+ 302.26%
$106.92 - $121.75 $658K - $749K
8.19K $902M
AAPL
Apple Inc.

Technology
685
+ 3.26%
$221.69 - $259.02 $152K - $177K
21.7K $5.43B
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.21K
+ 43.0%
$107.32 - $127.74 $344K - $409K
10.7K $1.31B
VONG
Vanguard Russell 1000 Growth E

ETFs
505
+ 0.81%
$95.27 - $107.82 $48.1K - $54.4K
62.7K $6.47B
VTI
Vanguard Total Stock Market Et

ETFs
295
+ 0.71%
$280.04 - $302.45 $82.6K - $89.2K
42K $12.2B
FTLS
First Tr Long/Short Equity ETF

ETFs
782
+ 0.65%
$63.1 - $67.29 $49.3K - $52.6K
121K $7.96B
NVDA
Nvidia Corp

Technology
634
+ 3.55%
$117.0 - $148.88 $74.2K - $94.4K
18.5K $2.48B
DVN
Devon Energy Corp

Energy
10.3K
+ 56.15%
$30.52 - $42.96 $314K - $442K
28.6K $937M
CMCSA
Comcast Corp

Communication Services
6.16K
+ 57.32%
$37.39 - $45.14 $230K - $278K
16.9K $635M
GIS
General Mills Inc

Consumer Defensive
3.19K
+ 85.0%
$62.78 - $74.62 $200K - $238K
6.93K $442M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.06K
+ 11.28%
$50.67 - $50.9 $155K - $156K
30.2K $1.53B
INFL
Listed Fds Tr Horizon Kinetics

ETFs
854
+ 0.58%
$37.46 - $43.08 $32K - $36.8K
148K $5.65B
V
Visa Inc.

Financial Services
138
+ 12.68%
$273.87 - $320.91 $37.8K - $44.3K
1.23K $388M
GOOGL
Alphabet Inc.

Communication Services
299
+ 22.33%
$161.86 - $196.66 $48.4K - $58.8K
1.64K $310M
MSFT
Microsoft Corp

Technology
230
+ 13.09%
$406.35 - $454.46 $93.5K - $105K
1.99K $838M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
5.45K
+ 27.2%
$27.09 - $32.06 $148K - $175K
25.5K $714M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.18K
+ 8.07%
$61.68 - $67.87 $72.8K - $80.2K
15.8K $986M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.7K
+ 2.74%
$50.34 - $56.61 $85.5K - $96.1K
63.6K $3.26B
META
Meta Platforms, Inc.

Communication Services
108
+ 30.25%
$554.08 - $632.68 $59.8K - $68.3K
465 $272M
AXP
American Express CO

Financial Services
12
+ 0.57%
$267.35 - $305.57 $3.21K - $3.67K
2.11K $627M
MA
Mastercard Inc

Financial Services
81
+ 19.66%
$491.3 - $536.15 $39.8K - $43.4K
493 $260M
DFS
Discover Financial Services

Financial Services
5
+ 0.3%
$136.3 - $182.67 $682 - $913
1.66K $287M
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 13.15%
$288.47 - $316.54 $77.9K - $85.5K
2.32K $673M
XLF
Financial Sector Spdr

ETFs
23
+ 0.15%
$44.89 - $51.34 $1.03K - $1.18K
15.5K $750M
FTSL
First Trust Senior Ln Fund

ETFs
862
+ 7.04%
$45.9 - $46.48 $39.6K - $40.1K
13.1K $606M
EMR
Emerson Electric CO

Industrials
8
+ 0.4%
$108.13 - $134.33 $865 - $1.07K
2.03K $252M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.15%
$378.79 - $428.11 $379 - $428
667 $274M
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.12%
$366.65 - $427.88 $367 - $428
809 $321M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
117
+ 2.05%
$43.97 - $45.33 $5.14K - $5.3K
5.83K $262M
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.31%
$323.08 - $349.08 $646 - $698
657 $220M
IJS
Ishares S&P Smallcap 600 Value

ETFs
10
+ 0.45%
$104.59 - $118.05 $1.05K - $1.18K
2.26K $245M
K
Kellogg CO

Consumer Defensive
25
+ 0.7%
$80.34 - $81.29 $2.01K - $2.03K
3.59K $290M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
24
+ 0.4%
$75.22 - $82.17 $1.81K - $1.97K
6.03K $459M
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
CB
Chubb LTD

Financial Services
1
+ 0.11%
$271.57 - $301.89 $272 - $302
884 $244M
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
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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