Philip James Wealth Mangement, LLC Reduced Holdings in Q1 2025

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-303
- 12.12%
$167.73 - $179.21 $50.8K - $54.3K
2.2K $379M
QCOM
Qualcomm Inc

Technology
-262
- 0.16%
$151.94 - $175.86 $39.8K - $46.1K
159K $24.4B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-142
- 6.29%
$96.3 - $112.23 $13.7K - $15.9K
2.11K $206M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-355
- 5.89%
$72.01 - $79.94 $25.6K - $28.4K
5.68K $420M
V
Visa Inc.

Financial Services
-223
- 18.19%
$306.92 - $362.71 $68.4K - $80.9K
1K $352M
CAG
Conagra Brands Inc.

Consumer Defensive
-735
- 5.34%
$23.9 - $27.67 $17.6K - $20.3K
13K $347M
XLF
Financial Sector Spdr

ETFs
-1.12K
- 7.2%
$47.32 - $52.19 $52.9K - $58.3K
14.4K $717M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-800
- 14.32%
$42.93 - $44.71 $34.3K - $35.8K
4.79K $210M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.18K
- 7.81%
$107.24 - $116.37 $126K - $137K
13.9K $1.62B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-540
- 9.81%
$60.44 - $69.57 $32.6K - $37.6K
4.96K $331M
MCK
Mckesson Corp

Healthcare
-123
- 19.59%
$566.21 - $672.99 $69.6K - $82.8K
505 $340M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-193
- 5.08%
$95.85 - $99.25 $18.5K - $19.2K
3.6K $356M
JPM
Jpmorgan Chase & CO

Financial Services
-170
- 2.71%
$225.19 - $279.95 $38.3K - $47.6K
6.11K $1.5B
PWV
Invesco Exchange Traded Fd Tr

ETFs
-1.18K
- 4.76%
$56.58 - $60.89 $66.9K - $72K
23.7K $1.41B
WMB
Williams Companies, Inc.

Energy
-347
- 8.05%
$54.02 - $61.09 $18.7K - $21.2K
3.97K $237M
DUK
Duke Energy Corp

Utilities
-178
- 8.16%
$105.87 - $121.97 $18.8K - $21.7K
2K $244M
PG
Procter & Gamble CO

Consumer Defensive
-7
- 0.13%
$158.56 - $176.26 $1.11K - $1.23K
5.2K $886M
Solventum Corp
-6.88K
- 12.65%
N/A
47.5K $3.62B
DGRO
Ishares Core Dividend Growth E

ETFs
-1.07K
- 0.52%
$60.46 - $64.42 $64.9K - $69.1K
204K $12.6B
SO
Southern CO

Utilities
-24
- 0.7%
$80.96 - $92.96 $1.94K - $2.23K
3.42K $314M
CAH
Cardinal Health Inc

Healthcare
-1.78K
- 11.97%
$118.02 - $137.77 $210K - $245K
13.1K $1.8B
CSCO
Cisco Systems, Inc.

Technology
-888
- 1.76%
$58.74 - $64.87 $52.2K - $57.6K
49.6K $3.06B
RTX
Raytheon Technologies Corp

Industrials
-428
- 3.45%
$114.1 - $135.66 $48.8K - $58.1K
12K $1.58B
LLY
Eli Lilly & CO

Healthcare
-216
- 3.49%
$725.72 - $929.72 $157K - $201K
5.98K $4.94B
COP
Conocophillips

Energy
-300
- 0.4%
$88.6 - $105.85 $26.6K - $31.8K
75.5K $7.93B
AMGN
Amgen Inc

Healthcare
-235
- 2.15%
$258.59 - $327.36 $60.8K - $76.9K
10.7K $3.33B
IBM
International Business Machines Corp

Technology
-370
- 1.66%
$217.4 - $264.74 $80.4K - $98K
21.9K $5.45B
GILD
Gilead Sciences, Inc.

Healthcare
-2.88K
- 5.82%
$89.14 - $117.41 $257K - $338K
46.6K $5.23B
CVX
Chevron Corp

Energy
-375
- 1.02%
$146.71 - $167.97 $55K - $63K
36.2K $6.06B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-27.2K
- 7.82%
$24.11 - $28.41 $656K - $772K
321K $9.11B
INTC
Intel Corp

Technology
-32.6K
- 4.19%
$19.1 - $27.39 $622K - $892K
746K $16.9B
MO
Altria Group, Inc.

Consumer Defensive
-5.15K
- 2.28%
$50.81 - $60.02 $262K - $309K
221K $13.3B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-11.3K
- 11.29%
$80.53 - $147.57 $909K - $1.67M
88.6K $11.7B
XOM
Exxon Mobil Corp

Energy
-904
- 0.19%
$105.44 - $118.93 $95.3K - $108K
477K $56.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-24.9K
- 4.98%
$442.66 - $534.52 $11M - $13.3M
475K $253B
Activity Summary
Buys All Purchases 73 New Holdings 19 Increased Positions 54 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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