Philip James Wealth Mangement, LLC Purchases 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
First Tr Exchange Traded Fd
257K
New
N/A
257K $5.3B
OXYWS
Occidental Pete Corp Wt Exp 08
255K
+ 30.2%
N/A
1.1M $30.3B
Ea Series Trust
198K
New
N/A
198K $4.85B
CTA
Simplify Exch Traded Fds Simpl

ETFs
162K
New
$25.8 - $28.97 $4.18M - $4.7M
162K $4.52B
First Tr Exchange Traded Fd
320K
New
N/A
320K $4.21B
JCPB
J P Morgan Exchange Traded Fd

ETFs
58.2K
+ 61.85%
$46.07 - $48.17 $2.68M - $2.8M
152K $7.01B
AVEM
American Centy ETF Tr Avantis

ETFs
27.9K
New
$58.59 - $66.14 $1.63M - $1.84M
27.9K $1.64B
SJM
J M Smucker CO

Consumer Defensive
6.15K
+ 302.26%
$106.92 - $121.75 $658K - $749K
8.19K $902M
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.9K
New
$50.62 - $52.07 $550K - $566K
10.9K $554M
SWKS
Skyworks Solutions, Inc.

Technology
5.7K
New
$83.18 - $99.15 $474K - $565K
5.7K $505M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
771
New
$521.84 - $558.82 $402K - $431K
771 $415M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.8K
New
$96.64 - $101.23 $367K - $384K
3.8K $368M
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
TD
Toronto Dominion Bank

Financial Services
6.16K
New
$51.56 - $63.8 $318K - $393K
6.16K $328M
NVDA
Nvidia Corp

Technology
634
+ 3.55%
$117.0 - $148.88 $74.2K - $94.4K
18.5K $2.48B
J P Morgan Exchange Traded F
1.54K
+ 0.93%
N/A
166K $10.3B
PLTR
Palantir Technologies Inc.

Technology
2.93K
New
$36.46 - $82.38 $107K - $241K
2.93K $221M
DVN
Devon Energy Corp

Energy
10.3K
+ 56.15%
$30.52 - $42.96 $314K - $442K
28.6K $937M
KMI
Kinder Morgan, Inc.

Energy
7.7K
New
$22.59 - $28.54 $174K - $220K
7.7K $211M
VGT
Vanguard Information Technolog

ETFs
331
New
$571.78 - $647.97 $189K - $214K
331 $206M
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
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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