Philip James Wealth Mangement, LLC Sells in Q3 2025

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-231
- 5.29%
$120.51 - $136.62 $27.8K - $31.6K
4.13K $554M
BAC
Bank Of America Corp

Financial Services
-14.2K
- 8.75%
$44.92 - $52.42 $637K - $743K
148K $7.63B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.8K
- 7.45%
$60.01 - $65.01 $228K - $247K
47.2K $3.07B
MCD
Mcdonalds Corp

Consumer Cyclical
-161
- 9.26%
$291.67 - $316.99 $47K - $51K
1.58K $479M
TT
Trane Technologies PLC

Industrials
-42
- 6.05%
$398.96 - $472.54 $16.8K - $19.8K
652 $275M
CASY
Caseys General Stores Inc

Consumer Cyclical
-86
- 19.37%
$494.52 - $565.32 $42.5K - $48.6K
358 $202M
PWR
Quanta Services, Inc.

Industrials
-143
- 13.59%
$372.29 - $421.68 $53.2K - $60.3K
909 $377M
DUK
Duke Energy Corp

Utilities
-234
- 11.63%
$116.31 - $125.93 $27.2K - $29.5K
1.78K $220M
MTB
M&T Bank Corp

Financial Services
-150
- 4.37%
$183.74 - $204.05 $27.6K - $30.6K
3.28K $649M
VGT
Vanguard Information Technolog

ETFs
-49
- 14.76%
$656.44 - $753.15 $32.2K - $36.9K
283 $211M
RIO
Rio Tinto PLC

Basic Materials
-2.66K
- 11.54%
$57.66 - $66.01 $153K - $176K
20.4K $1.35B
MCK
Mckesson Corp

Healthcare
-12
- 3.49%
$659.01 - $772.54 $7.91K - $9.27K
332 $256M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-253
- 1.14%
$49.32 - $50.93 $12.5K - $12.9K
21.9K $1.11B
SO
Southern CO

Utilities
-5
- 0.16%
$90.83 - $96.0 $454 - $480
3.09K $293M
SYF
Synchrony Financial

Financial Services
-126
- 2.95%
$67.53 - $76.86 $8.51K - $9.68K
4.15K $295M
AOA
Ishares Tr Core Aggressive All

ETFs
-46
- 1.41%
$82.71 - $88.14 $3.8K - $4.05K
3.21K $283M
JPM
Jpmorgan Chase & CO

Financial Services
-388
- 6.81%
$282.78 - $316.06 $110K - $123K
5.31K $1.67B
AXP
American Express CO

Financial Services
-7
- 0.33%
$294.27 - $342.31 $2.06K - $2.4K
2.11K $701M
PSX
Phillips 66

Energy
-398
- 6.29%
$118.37 - $139.46 $47.1K - $55.5K
5.93K $806M
FDX
Fedex Corp

Industrials
-647
- 2.45%
$217.1 - $243.2 $140K - $157K
25.8K $6.07B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-185
- 5.97%
$96.73 - $137.09 $17.9K - $25.4K
2.92K $386M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-6.45K
- 4.28%
$41.13 - $44.7 $265K - $288K
144K $6.45B
CAT
Caterpillar Inc

Industrials
-34
- 2.74%
$390.92 - $477.15 $13.3K - $16.2K
1.21K $576M
SOUN
Soundhound Ai, Inc.

Technology
-3.36K
- 11.03%
$10.11 - $18.05 $33.9K - $60.6K
27.1K $435M
NTAP
Net App, Inc.

Technology
-391
- 2.48%
$101.1 - $126.36 $39.5K - $49.4K
15.4K $1.82B
GNRC
Generac Holdings Inc.

Industrials
-304
- 3.78%
$146.61 - $202.85 $44.6K - $61.7K
7.74K $1.3B
SJM
J M Smucker CO

Consumer Defensive
-708
- 2.47%
$102.24 - $113.2 $72.4K - $80.1K
28K $3.04B
GOOG
Alphabet Inc.

Communication Services
-5
- 0.14%
$175.16 - $255.24 $876 - $1.28K
3.49K $849M
COP
Conocophillips

Energy
-1.07K
- 1.43%
$91.0 - $98.99 $96.9K - $105K
73.7K $6.97B
LOW
Lowes Companies Inc

Consumer Cyclical
-234
- 1.73%
$215.01 - $273.02 $50.3K - $63.9K
13.3K $3.34B
DVN
Devon Energy Corp

Energy
-381
- 0.34%
$31.75 - $36.99 $12.1K - $14.1K
112K $3.94B
HD
Home Depot, Inc.

Consumer Cyclical
-171
- 1.44%
$357.4 - $423.42 $61.1K - $72.4K
11.7K $4.74B
CVX
Chevron Corp

Energy
-59
- 0.12%
$145.57 - $161.83 $8.59K - $9.55K
51.1K $7.93B
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.9K
- 3.55%
$46.69 - $59.27 $275K - $350K
160K $8.5B
MO
Altria Group, Inc.

Consumer Defensive
-12.5K
- 5.69%
$57.75 - $67.68 $722K - $846K
207K $13.7B
AAPL
Apple Inc.

Technology
-87
- 0.41%
$202.38 - $256.87 $17.6K - $22.3K
21.2K $5.39B
XOM
Exxon Mobil Corp

Energy
-4.84K
- 1.03%
$105.83 - $117.22 $513K - $568K
465K $52.4B
JNJ
Johnson & Johnson

Healthcare
-2.15K
- 2.45%
$155.17 - $185.42 $333K - $398K
85.7K $15.9B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10.4K
- 15.07%
$103.83 - $179.9 $1.08M - $1.87M
58.6K $10.5B
RKT
Rocket Companies, Inc.

Financial Services
-11.5K
- 1.51%
$13.31 - $21.16 $154K - $244K
752K $14.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.74K
- 0.84%
$459.11 - $506.91 $1.72M - $1.9M
442K $222B
OXYWS
Occidental Pete Corp Wt Exp 08
-14.4K
- 1.11%
N/A
1.28M $32.6B
INTC
Intel Corp

Technology
-12K
- 1.61%
$19.31 - $35.5 $232K - $426K
734K $24.6B
Activity Summary
Buys All Purchases 76 New Holdings 26 Increased Positions 50 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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