Philip James Wealth Mangement, LLC Sells in Q4 2024

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
-100
- 4.22%
$253.56 - $278.5 $25.4K - $27.9K
2.27K $576M
ABT
Abbott Laboratories

Healthcare
-350
- 7.47%
$111.93 - $119.39 $39.2K - $41.8K
4.33K $490M
HP
Helmerich & Payne, Inc.

Energy
-1.77K
- 21.41%
$30.3 - $36.81 $53.5K - $65K
6.49K $208M
SO
Southern CO

Utilities
-150
- 4.17%
$81.5 - $94.15 $12.2K - $14.1K
3.44K $284M
MDT
Medtronic PLC

Healthcare
-78
- 2.69%
$79.61 - $92.24 $6.21K - $7.19K
2.82K $225M
MUB
Ishares National Muni Bond ETF

ETFs
-169
- 2.32%
$105.78 - $108.7 $17.9K - $18.4K
7.11K $757M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-389
- 12.8%
$129.96 - $144.97 $50.6K - $56.4K
2.65K $369M
IMMR
Immersion Corp

Technology
-1.13K
- 6.14%
$8.31 - $9.79 $9.41K - $11.1K
17.3K $151M
CAH
Cardinal Health Inc

Healthcare
-1.1K
- 6.87%
$107.89 - $125.33 $118K - $137K
14.9K $1.76B
PM
Philip Morris International Inc.

Consumer Defensive
-6
- 0.13%
$118.38 - $133.06 $710 - $798
4.64K $559M
FDX
Fedex Corp

Industrials
-689
- 2.73%
$260.5 - $305.15 $179K - $210K
24.5K $6.9B
WMB
Williams Companies, Inc.

Energy
-323
- 6.97%
$46.37 - $59.74 $15K - $19.3K
4.31K $233M
MCK
Mckesson Corp

Healthcare
-25
- 3.83%
$482.27 - $628.5 $12.1K - $15.7K
628 $358M
HON
Honeywell International Inc

Industrials
-148
- 3.83%
$202.84 - $236.0 $30K - $34.9K
3.72K $839M
WMT
Walmart Inc.

Consumer Defensive
-173
- 2.8%
$79.1 - $95.7 $13.7K - $16.6K
6.01K $543M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 0.57%
$481.22 - $538.17 $6.26K - $7K
2.26K $1.16B
VST
Vistra Corp.

Utilities
-1
- 0.03%
$115.74 - $166.61 $116 - $167
2.99K $412M
C
Citigroup Inc

Financial Services
-247
- 2.2%
$61.31 - $72.5 $15.1K - $17.9K
11K $771M
AMZN
Amazon Com Inc

Consumer Cyclical
-922
- 11.02%
$180.88 - $232.93 $167K - $215K
7.45K $1.63B
GOOG
Alphabet Inc.

Communication Services
-66
- 1.66%
$163.08 - $198.16 $10.8K - $13.1K
3.91K $745M
DOCU
Docusign, Inc.

Technology
-925
- 15.49%
$61.42 - $106.99 $56.8K - $99K
5.05K $454M
SYF
Synchrony Financial

Financial Services
-75
- 1.22%
$49.01 - $68.55 $3.68K - $5.14K
6.05K $393M
CRWD
Crowd Strike Holdings, Inc.

Technology
-53
- 2.55%
$275.15 - $388.2 $14.6K - $20.6K
2.03K $693M
JPM
Jpmorgan Chase & CO

Financial Services
-72
- 1.13%
$205.18 - $250.29 $14.8K - $18K
6.28K $1.5B
CSCO
Cisco Systems, Inc.

Technology
-2.45K
- 4.62%
$52.45 - $60.02 $128K - $147K
50.5K $2.99B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-4.06K
- 0.69%
$8.24 - $11.07 $33.4K - $44.9K
582K $5.43B
GILD
Gilead Sciences, Inc.

Healthcare
-2.76K
- 5.28%
$83.95 - $97.9 $232K - $270K
49.5K $4.57B
MO
Altria Group, Inc.

Consumer Defensive
-1.7K
- 0.74%
$49.06 - $57.74 $83.3K - $98K
226K $11.8B
VTRS
Viatris Inc

Healthcare
-12K
- 1.81%
$11.32 - $13.37 $136K - $160K
650K $8.09B
SMR
Nuscale Power Corp

Industrials
-15.3K
- 10.71%
$11.69 - $30.21 $179K - $463K
128K $2.29B
TSLA
Tesla, Inc.

Consumer Cyclical
-250
- 3.27%
$213.65 - $479.86 $53.4K - $120K
7.39K $2.98B
SOUN
Soundhound Ai, Inc.

Technology
-8.64K
- 7.73%
$4.51 - $24.23 $38.9K - $209K
103K $2.05B
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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