Philip James Wealth Mangement, LLC Sells in Q4 2025

Philip James Wealth Mangement, LLC

  • $863 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OXYWS
Occidental Pete Corp Wt Exp 08
-47.5K
- 3.72%
N/A
1.23M $23.7B
OGN
Organon & Co.

Healthcare
-215K
- 48.39%
$6.34 - $11.01 $1.36M - $2.37M
229K $1.64B
HPQ
Hp Inc

Technology
-73.6K
- 34.75%
$24.53 - $28.61 $1.8M - $2.1M
138K $3.08B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.51K
- 4.28%
$153.8 - $189.34 $386K - $475K
56.1K $8.23B
KHC
Kraft Heinz CO

Consumer Defensive
-75.5K
- 34.3%
$23.72 - $26.28 $1.79M - $1.98M
145K $3.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.04K
- 0.91%
$475.68 - $513.11 $1.92M - $2.07M
438K $220B
MO
Altria Group, Inc.

Consumer Defensive
-1.16K
- 0.56%
$56.38 - $66.65 $65.6K - $77.5K
206K $11.9B
HD
Home Depot, Inc.

Consumer Cyclical
-91
- 0.78%
$358.03 - $397.02 $32.6K - $36.1K
11.6K $4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14K
- 7.13%
$50.57 - $50.77 $709K - $712K
183K $9.24B
SMR
Nuscale Power Corp

Industrials
-7.26K
- 27.44%
$22.45 - $53.43 $163K - $388K
19.2K $272M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.43K
- 35.25%
$402.9 - $437.15 $577K - $626K
2.63K $1.19B
PFE
Pfizer Inc

Healthcare
-5.14K
- 1.25%
$24.23 - $27.37 $125K - $141K
407K $10.1B
COP
Conocophillips

Energy
-2.43K
- 3.29%
$85.66 - $95.46 $208K - $231K
71.2K $6.67B
GNRC
Generac Holdings Inc.

Industrials
-243
- 3.14%
$151.21 - $195.77 $36.7K - $47.6K
7.49K $1.02B
PWV
Invesco Exchange Traded Fd Tr

ETFs
-3.46K
- 18.94%
$63.56 - $66.72 $220K - $231K
14.8K $984M
SOUN
Soundhound Ai, Inc.

Technology
-3.72K
- 13.76%
$12.17 - $20.86 $45.3K - $77.6K
23.3K $233M
TXN
Texas Instruments Inc

Technology
-950
- 29.58%
N/A
2.26K $393M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.37K
- 12.29%
$117.88 - $120.77 $161K - $165K
9.74K $1.16B
NTAP
Net App, Inc.

Technology
-3
- 0.02%
$109.44 - $121.82 $328 - $365
15.4K $1.64B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.85K
- 1.43%
$47.34 - $48.01 $135K - $137K
196K $9.3B
First Tr Exchange Traded Fd
-6.88K
- 2.33%
N/A
288K $6.12B
MMM
3 M CO

Industrials
-1.25K
- 14.76%
$148.75 - $171.6 $185K - $214K
7.2K $1.15B
HSY
Hershey CO

Consumer Defensive
-71
- 0.28%
$162.31 - $195.56 $11.5K - $13.9K
25.3K $4.61B
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 0.14%
$225.0 - $247.99 $4.05K - $4.46K
13.3K $3.2B
NVDA
Nvidia Corp

Technology
-716
- 6.22%
$179.83 - $207.04 $129K - $148K
10.8K $2.01B
CHKP
Check Point Software Technologies LTD

Technology
-51
- 1.07%
$188.36 - $204.97 $9.61K - $10.5K
4.73K $878M
NXPI
Nxp Semiconductors N.V.

Technology
-105
- 1.95%
$197.1 - $231.42 $20.7K - $24.3K
5.29K $1.15B
XLF
Financial Sector Spdr

ETFs
-1.53K
- 20.95%
$51.76 - $53.77 $79.2K - $82.3K
5.77K $316M
HON
Honeywell International Inc

Industrials
-127
- 4.48%
$194.07 - $220.67 $24.6K - $28K
2.71K $529M
META
Meta Platforms, Inc.

Communication Services
-7
- 0.86%
$609.01 - $751.67 $4.26K - $5.26K
804 $531M
DOCU
Docusign, Inc.

Technology
-628
- 16.13%
$67.01 - $73.14 $42.1K - $45.9K
3.27K $223M
CRWD
Crowd Strike Holdings, Inc.

Technology
-31
- 1.68%
$482.23 - $557.53 $14.9K - $17.3K
1.82K $853M
PSX
Phillips 66

Energy
-55
- 0.93%
$126.76 - $142.32 $6.97K - $7.83K
5.87K $758M
First Tr Exchange Traded Fd
-2.65K
- 1.78%
N/A
146K $3.04B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-7.04K
- 23.41%
$36.51 - $41.12 $257K - $289K
23K $1.06B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-491
- 12.38%
$80.91 - $83.82 $39.7K - $41.2K
3.48K $288M
ENTG
Entegris Inc

Technology
-75
- 2.0%
$78.28 - $100.26 $5.87K - $7.52K
3.67K $309M
SO
Southern CO

Utilities
-149
- 4.82%
$90.58 - $99.72 $13.5K - $14.9K
2.94K $257M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-132
- 5.36%
$358.39 - $376.54 $47.3K - $49.7K
2.33K $870M
HUM
Humana Inc

Healthcare
-29
- 2.04%
$236.74 - $298.04 $6.87K - $8.64K
1.39K $356M
MUB
Ishares National Muni Bond ETF

ETFs
-125
- 3.56%
$106.36 - $107.61 $13.3K - $13.5K
3.39K $363M
V
Visa Inc.

Financial Services
-41
- 5.05%
$325.75 - $352.42 $13.4K - $14.4K
771 $271M
MCK
Mckesson Corp

Healthcare
-20
- 6.02%
$738.06 - $859.37 $14.8K - $17.2K
312 $256M
C
Citigroup Inc

Financial Services
-433
- 12.88%
$93.93 - $102.87 $40.7K - $44.5K
2.93K $342M
AOR
Ishares Tr Core Growth Allocat

ETFs
-48
- 0.8%
$63.43 - $65.6 $3.04K - $3.15K
5.99K $389M
VUG
Vanguard Growth ETF

ETFs
-7
- 1.3%
$470.44 - $504.26 $3.29K - $3.53K
533 $260M
MTB
M&T Bank Corp

Financial Services
-20
- 0.61%
$178.63 - $195.63 $3.57K - $3.91K
3.26K $657M
VIG
Vanguard Dividend Appreciation

ETFs
-49
- 0.8%
N/A
6.04K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
-23
- 0.43%
$294.11 - $320.41 $6.76K - $7.37K
5.29K $1.7B
Activity Summary
Buys All Purchases 69 New Holdings 2 Increased Positions 67 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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