Philip James Wealth Mangement, LLC Sells in Q2 2024

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-131K
- 95.33%
$41.01 - $42.88 $5.38M - $5.63M
6.44K $276M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-74.3K
- 23.6%
$50.22 - $50.48 $3.73M - $3.75M
240K $12.1B
FTSL
First Trust Senior Ln Fund

ETFs
-53.5K
- 81.23%
$45.71 - $46.33 $2.44M - $2.48M
12.4K $565M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-59.1K
- 28.15%
$27.33 - $28.95 $1.61M - $1.71M
151K $4.36B
MUB
Ishares National Muni Bond ETF

ETFs
-13.7K
- 65.4%
$105.37 - $107.16 $1.45M - $1.47M
7.27K $774M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-411
- 30.74%
$396.73 - $420.24 $163K - $173K
926 $377M
NUE
Nucor Corp

Basic Materials
-169
- 7.61%
$151.48 - $200.97 $25.6K - $34K
2.05K $324M
LLY
Eli Lilly & CO

Healthcare
-220
- 32.93%
$724.87 - $909.04 $159K - $200K
448 $406M
MSM
Msc Industrial Direct CO Inc

Industrials
-266
- 6.54%
$75.84 - $95.95 $20.2K - $25.5K
3.8K $301M
JNJ
Johnson & Johnson

Healthcare
-333
- 12.05%
$144.38 - $157.78 $48.1K - $52.5K
2.43K $355M
MCD
Mcdonalds Corp

Consumer Cyclical
-142
- 12.03%
$249.37 - $280.22 $35.4K - $39.8K
1.04K $265M
SYY
Sysco Corp

Consumer Defensive
-352
- 10.07%
$70.69 - $80.57 $24.9K - $28.4K
3.14K $224M
GGG
Graco Inc

Industrials
-81
- 2.43%
$78.11 - $92.86 $6.33K - $7.52K
3.25K $258M
EMR
Emerson Electric CO

Industrials
-411
- 18.43%
$105.97 - $115.59 $43.6K - $47.5K
1.82K $200M
MO
Altria Group, Inc.

Consumer Defensive
-1.19K
- 14.33%
$40.75 - $46.83 $48.7K - $55.9K
7.14K $325M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-76
- 0.52%
$56.43 - $60.79 $4.29K - $4.62K
14.6K $854M
PG
Procter & Gamble CO

Consumer Defensive
-236
- 8.61%
$155.33 - $168.56 $36.7K - $39.8K
2.51K $413M
ALLY
Ally Financial Inc.

Financial Services
-466
- 7.13%
$35.96 - $41.1 $16.8K - $19.2K
6.07K $241M
V
Visa Inc.

Financial Services
-10
- 0.92%
$262.47 - $281.5 $2.62K - $2.82K
1.08K $284M
TXN
Texas Instruments Inc

Technology
-243
- 16.91%
$159.68 - $202.54 $38.8K - $49.2K
1.19K $232M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-18
- 0.8%
$94.12 - $102.13 $1.69K - $1.84K
2.24K $217M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3
- 0.35%
$243.97 - $268.34 $732 - $805
852 $219M
CB
Chubb LTD

Financial Services
-32
- 3.5%
$243.01 - $274.28 $7.78K - $8.78K
881 $225M
MSFT
Microsoft Corp

Technology
-98
- 7.24%
$389.33 - $452.85 $38.2K - $44.4K
1.26K $561M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-39
- 0.69%
$100.13 - $100.67 $3.91K - $3.93K
5.64K $567M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-87
- 1.59%
$41.17 - $43.25 $3.58K - $3.76K
5.4K $232M
QCOM
Qualcomm Inc

Technology
-145
- 11.46%
$157.63 - $227.09 $22.9K - $32.9K
1.12K $223M
VUG
Vanguard Growth ETF

ETFs
-2
- 0.3%
$322.46 - $377.11 $645 - $754
666 $249M
WMT
Walmart Inc.

Consumer Defensive
-186
- 3.96%
$58.85 - $68.9 $10.9K - $12.8K
4.51K $306M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-16
- 0.52%
$109.98 - $128.59 $1.76K - $2.06K
3.07K $392M
CASY
Caseys General Stores Inc

Consumer Cyclical
-45
- 5.26%
$309.17 - $382.87 $13.9K - $17.2K
811 $309M
NEE
Nextera Energy Inc

Utilities
-303
- 2.39%
$61.7 - $80.02 $18.7K - $24.2K
12.4K $876M
AAPL
Apple Inc.

Technology
-297
- 4.04%
$165.0 - $216.67 $49K - $64.4K
7.06K $1.49B
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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