Philip James Wealth Mangement, LLC Incresed Positions in Q2 2024

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
112K
+ 240.24%
N/A
158K $9.27B
VONG
Vanguard Russell 1000 Growth E

ETFs
22.3K
+ 57.74%
$81.38 - $94.58 $1.82M - $2.11M
60.9K $5.72B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
43.3K
+ 19.59%
$51.16 - $55.11 $2.21M - $2.38M
264K $14B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22.1K
+ 15.92%
$83.97 - $89.72 $1.86M - $1.98M
161K $13.9B
VTI
Vanguard Total Stock Market Et

ETFs
2.87K
+ 7.55%
$245.23 - $269.4 $703K - $773K
40.9K $10.9B
FTLS
First Tr Long/Short Equity ETF

ETFs
13.3K
+ 12.94%
$59.06 - $63.19 $785K - $840K
116K $7.26B
INFL
Listed Fds Tr Horizon Kinetics

ETFs
23.1K
+ 19.08%
$31.7 - $33.46 $733K - $774K
144K $4.72B
DGRO
Ishares Core Dividend Growth E

ETFs
14.1K
+ 7.73%
$55.23 - $58.55 $778K - $825K
196K $11.3B
NVDA
Nvidia Corp

Technology
15.7K
+ 910.08%
$118.11 - $1224.4 $1.86M - $19.2M
17.4K $2.15B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
15.5K
+ 3.29%
$24.14 - $24.61 $373K - $381K
486K $11.9B
CRWD
Crowd Strike Holdings, Inc.

Technology
56
+ 2.96%
$282.64 - $390.43 $15.8K - $21.9K
1.95K $747M
GOOG
Alphabet Inc.

Communication Services
168
+ 5.51%
$151.94 - $186.86 $25.5K - $31.4K
3.22K $590M
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 1.46%
$173.67 - $197.85 $18.6K - $21.2K
7.42K $1.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 1.8%
$414.65 - $485.21 $15.8K - $18.4K
2.15K $1.03B
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.25%
$272.21 - $298.72 $2.72K - $2.99K
4.03K $1.2B
AOR
Ishares Tr Core Growth Allocat

ETFs
558
+ 8.22%
$53.33 - $56.61 $29.8K - $31.6K
7.34K $414M
LMT
Lockheed Martin Corp

Industrials
55
+ 8.35%
$447.57 - $471.51 $24.6K - $25.9K
714 $333M
AOA
Ishares Tr Core Aggressive All

ETFs
338
+ 9.14%
$70.02 - $75.08 $23.7K - $25.4K
4.04K $302M
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 6.49%
$180.08 - $204.79 $13.3K - $15.2K
1.21K $245M
PWR
Quanta Services, Inc.

Industrials
80
+ 8.24%
$243.26 - $283.43 $19.5K - $22.7K
1.05K $267M
K
Kellogg CO

Consumer Defensive
33
+ 0.94%
$55.4 - $62.56 $1.83K - $2.06K
3.54K $204M
BP
Bp PLC

Energy
136
+ 2.17%
$34.89 - $39.65 $4.75K - $5.39K
6.4K $231M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
39
+ 0.26%
$100.94 - $106.2 $3.94K - $4.14K
14.9K $1.56B
HD
Home Depot, Inc.

Consumer Cyclical
61
+ 8.78%
$325.1 - $368.03 $19.8K - $22.4K
756 $260M
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.43%
$169.4 - $179.05 $1.52K - $1.61K
2.11K $369M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
19
+ 0.32%
$68.23 - $72.35 $1.3K - $1.37K
6.03K $422M
XLF
Financial Sector Spdr

ETFs
12
+ 0.08%
$39.59 - $42.49 $475 - $510
15.6K $640M
MDT
Medtronic PLC

Healthcare
38
+ 1.47%
$78.71 - $87.02 $2.99K - $3.31K
2.62K $206M
PWV
Invesco Exchange Traded Fd Tr

ETFs
136
+ 0.53%
$54.01 - $56.78 $7.35K - $7.72K
25.7K $1.42B
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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