Philip James Wealth Mangement, LLC Reduced Holdings in Q2 2025

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28.9K
- 6.08%
$483.48 - $539.8 $13.9M - $15.6M
446K $217B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-253K
- 78.79%
$26.18 - $30.91 $6.61M - $7.81M
68K $2.05B
XOM
Exxon Mobil Corp

Energy
-7.2K
- 1.51%
$99.93 - $119.04 $720K - $857K
470K $50.6B
OGN
Organon & Co.

Healthcare
-7.47K
- 0.84%
$8.04 - $14.72 $60K - $110K
878K $8.5B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-19.6K
- 22.1%
$99.37 - $134.05 $1.95M - $2.63M
69.1K $7.83B
OXY
Occidental Petroleum Corp

Energy
-11.8K
- 3.13%
$36.11 - $49.33 $426K - $582K
365K $15.3B
MMM
3 M CO

Industrials
-18.7K
- 53.65%
$126.09 - $154.15 $2.36M - $2.89M
16.2K $2.46B
ALLY
Ally Financial Inc.

Financial Services
-73.7K
- 33.39%
$30.09 - $38.95 $2.22M - $2.87M
147K $5.73B
HPQ
Hp Inc

Technology
-46.3K
- 16.24%
$21.88 - $29.32 $1.01M - $1.36M
239K $5.84B
VTRS
Viatris Inc

Healthcare
-235K
- 37.7%
$7.26 - $9.12 $1.7M - $2.14M
388K $3.46B
GILD
Gilead Sciences, Inc.

Healthcare
-11.7K
- 25.05%
$96.91 - $113.0 $1.13M - $1.32M
35K $3.88B
CAH
Cardinal Health Inc

Healthcare
-9.98K
- 76.29%
$125.0 - $168.0 $1.25M - $1.68M
3.1K $521M
COP
Conocophillips

Energy
-821
- 1.09%
$82.66 - $106.1 $67.9K - $87.1K
74.7K $6.71B
LOW
Lowes Companies Inc

Consumer Cyclical
-3.16K
- 18.9%
$210.83 - $235.28 $665K - $743K
13.5K $3B
KO
Coca Cola CO

Consumer Defensive
-8.97K
- 13.03%
$68.37 - $73.9 $613K - $663K
59.8K $4.23B
AMGN
Amgen Inc

Healthcare
-785
- 7.34%
$262.28 - $309.85 $206K - $243K
9.9K $2.76B
USB
Us Bancorp \De\

Financial Services
-18.6K
- 17.13%
$36.4 - $45.76 $677K - $851K
89.9K $4.07B
SMR
Nuscale Power Corp

Industrials
-85.9K
- 74.34%
$12.6 - $43.24 $1.08M - $3.71M
29.6K $1.17B
RTX
Raytheon Technologies Corp

Industrials
-4.11K
- 34.38%
$113.75 - $148.48 $468K - $611K
7.85K $1.15B
SOUN
Soundhound Ai, Inc.

Technology
-61.5K
- 66.91%
$7.18 - $11.76 $441K - $723K
30.4K $326M
Solventum Corp
-5.22K
- 10.98%
N/A
42.3K $3.21B
MO
Altria Group, Inc.

Consumer Defensive
-1.24K
- 0.56%
$55.56 - $60.91 $68.8K - $75.5K
220K $12.9B
CMCSA
Comcast Corp

Communication Services
-5.26K
- 25.49%
$32.84 - $36.72 $173K - $193K
15.4K $549M
C
Citigroup Inc

Financial Services
-3.46K
- 34.1%
$58.13 - $85.12 $201K - $294K
6.68K $568M
HD
Home Depot, Inc.

Consumer Cyclical
-336
- 2.75%
$335.24 - $380.78 $113K - $128K
11.9K $4.36B
CHKP
Check Point Software Technologies LTD

Technology
-348
- 6.86%
$204.26 - $233.47 $71.1K - $81.2K
4.73K $1.05B
MUB
Ishares National Muni Bond ETF

ETFs
-956
- 16.93%
$102.31 - $105.8 $97.8K - $101K
4.69K $490M
MCK
Mckesson Corp

Healthcare
-161
- 31.88%
$652.83 - $732.78 $105K - $118K
344 $252M
BAC
Bank Of America Corp

Financial Services
-23.7K
- 12.74%
$34.39 - $47.46 $814K - $1.12M
162K $7.67B
ITW
Illinois Tool Works Inc

Industrials
-297
- 13.0%
$218.41 - $252.43 $64.9K - $75K
1.99K $492M
FTSL
First Trust Senior Ln Fund

ETFs
-1.44K
- 24.73%
$44.58 - $46.07 $64.4K - $66.5K
4.39K $202M
MCD
Mcdonalds Corp

Consumer Cyclical
-83
- 4.56%
$285.55 - $321.23 $23.7K - $26.7K
1.74K $508M
MTB
M&T Bank Corp

Financial Services
-614
- 15.18%
$156.58 - $193.99 $96.1K - $119K
3.43K $666M
RIO
Rio Tinto PLC

Basic Materials
-244
- 1.05%
$52.32 - $62.75 $12.8K - $15.3K
23.1K $1.35B
HON
Honeywell International Inc

Industrials
-472
- 12.88%
$182.86 - $232.88 $86.3K - $110K
3.19K $744M
SO
Southern CO

Utilities
-324
- 9.47%
$84.91 - $92.56 $27.5K - $30K
3.1K $284M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.73K
- 16.28%
$10.59 - $11.48 $28.9K - $31.4K
14.1K $161M
DOCU
Docusign, Inc.

Technology
-72
- 1.61%
$70.35 - $93.84 $5.07K - $6.76K
4.4K $343M
SYF
Synchrony Financial

Financial Services
-1.47K
- 25.57%
$43.81 - $66.74 $64.4K - $98.1K
4.28K $286M
IBM
International Business Machines Corp

Technology
-3.49K
- 15.9%
$221.03 - $294.78 $771K - $1.03M
18.4K $5.44B
WMB
Williams Companies, Inc.

Energy
-448
- 11.3%
$54.33 - $62.87 $24.3K - $28.2K
3.52K $221M
LMT
Lockheed Martin Corp

Industrials
-22
- 3.99%
$430.82 - $486.45 $9.48K - $10.7K
529 $245M
KMI
Kinder Morgan, Inc.

Energy
-85
- 1.09%
$25.21 - $29.4 $2.14K - $2.5K
7.7K $226M
AOR
Ishares Tr Core Growth Allocat

ETFs
-124
- 2.03%
$53.36 - $61.57 $6.62K - $7.63K
5.97K $368M
AOA
Ishares Tr Core Aggressive All

ETFs
-45
- 1.36%
$69.46 - $83.4 $3.13K - $3.75K
3.25K $271M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-156
- 1.26%
$27.3 - $31.8 $4.26K - $4.96K
12.2K $387M
XLF
Financial Sector Spdr

ETFs
-77
- 0.53%
$43.92 - $52.37 $3.38K - $4.03K
14.3K $750M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-3
- 0.39%
$283.31 - $388.96 $850 - $1.17K
768 $288M
WMT
Walmart Inc.

Consumer Defensive
-50
- 1.19%
$81.79 - $99.98 $4.09K - $5K
4.16K $406M
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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