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
INTC
Intel Corp

Technology
-429K
- 35.55%
$19.07 - $26.23 $8.18M - $11.3M
778K $15.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18.6K
- 3.59%
$442.29 - $483.08 $8.22M - $8.98M
500K $226B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-202K
- 75.13%
$52.1 - $57.26 $10.5M - $11.6M
66.9K $3.49B
XOM
Exxon Mobil Corp

Energy
-19.1K
- 3.84%
$105.51 - $125.37 $2.01M - $2.39M
478K $51.4B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-159K
- 31.59%
$24.55 - $25.16 $3.9M - $4M
344K $8.49B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-135K
- 87.92%
$29.73 - $30.81 $4.02M - $4.16M
18.6K $565M
HPQ
Hp Inc

Technology
-82.1K
- 20.73%
$32.46 - $39.3 $2.66M - $3.23M
314K $10.2B
QCOM
Qualcomm Inc

Technology
-4.77K
- 2.91%
$150.4 - $178.04 $718K - $850K
159K $24.5B
RKT
Rocket Companies, Inc.

Financial Services
-50.2K
- 14.15%
$11.03 - $19.27 $554K - $968K
305K $3.43B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-11K
- 9.91%
$82.28 - $117.52 $904K - $1.29M
99.9K $8.47B
PFE
Pfizer Inc

Healthcare
-28.9K
- 8.26%
$24.8 - $30.19 $716K - $871K
320K $8.5B
JNJ
Johnson & Johnson

Healthcare
-1.68K
- 2.16%
$143.34 - $165.86 $241K - $279K
76.2K $11B
MMM
3 M CO

Industrials
-8.93K
- 17.6%
$124.74 - $137.12 $1.11M - $1.22M
41.8K $5.4B
BAC
Bank Of America Corp

Financial Services
-53K
- 21.75%
$39.22 - $47.77 $2.08M - $2.53M
191K $8.38B
LLY
Eli Lilly & CO

Healthcare
-599
- 8.82%
$727.2 - $932.06 $436K - $558K
6.2K $4.78B
DOW
Dow Inc.

Basic Materials
-17.7K
- 52.81%
$39.1 - $55.34 $691K - $979K
15.8K $634M
Solventum Corp
-12.5K
- 18.65%
N/A
54.4K $3.6B
AMGN
Amgen Inc

Healthcare
-677
- 5.84%
$258.78 - $328.31 $175K - $222K
10.9K $2.85B
USB
Us Bancorp \De\

Financial Services
-24K
- 17.13%
$43.98 - $53.66 $1.06M - $1.29M
116K $5.56B
KO
Coca Cola CO

Consumer Defensive
-2.39K
- 3.35%
$61.74 - $71.71 $147K - $171K
68.7K $4.28B
HD
Home Depot, Inc.

Consumer Cyclical
-1.46K
- 10.49%
$385.02 - $431.37 $564K - $632K
12.5K $4.86B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-17.6K
- 4.83%
$23.63 - $26.47 $417K - $467K
348K $8.26B
MRK
Merck & Co., Inc.

Healthcare
-123
- 0.27%
$96.31 - $114.76 $11.8K - $14.1K
45.2K $4.5B
COP
Conocophillips

Energy
-1.44K
- 1.86%
$95.12 - $114.72 $137K - $165K
75.8K $7.52B
NEE
Nextera Energy Inc

Utilities
-6K
- 45.67%
$69.77 - $85.43 $419K - $513K
7.14K $512M
LOW
Lowes Companies Inc

Consumer Cyclical
-415
- 2.38%
$244.52 - $284.07 $101K - $118K
17K $4.2B
GNRC
Generac Holdings Inc.

Industrials
-2.61K
- 23.24%
$154.28 - $195.11 $403K - $509K
8.62K $1.34B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.91K
- 2.86%
$50.37 - $50.6 $348K - $349K
235K $11.8B
NXPI
Nxp Semiconductors N.V.

Technology
-690
- 9.06%
$207.27 - $255.58 $143K - $176K
6.92K $1.44B
CHKP
Check Point Software Technologies LTD

Technology
-1.68K
- 14.67%
$170.18 - $209.01 $287K - $352K
9.79K $1.83B
CVX
Chevron Corp

Energy
-1.85K
- 4.8%
$141.15 - $162.53 $260K - $300K
36.6K $5.3B
RTX
Raytheon Technologies Corp

Industrials
-2.03K
- 14.06%
$114.45 - $127.21 $232K - $258K
12.4K $1.43B
NTAP
Net App, Inc.

Technology
-1.5K
- 8.85%
$115.31 - $131.11 $173K - $197K
15.5K $1.79B
ALLY
Ally Financial Inc.

Financial Services
-10.3K
- 4.33%
$34.12 - $39.98 $351K - $411K
227K $8.18B
IBM
International Business Machines Corp

Technology
-843
- 3.64%
$204.9 - $238.04 $173K - $201K
22.3K $4.9B
PEP
Pepsico Inc

Consumer Defensive
-329
- 3.86%
$151.29 - $176.1 $49.8K - $57.9K
8.2K $1.25B
TXN
Texas Instruments Inc

Technology
-495
- 9.52%
N/A
4.71K $882M
PSX
Phillips 66

Energy
-573
- 8.31%
$110.35 - $138.93 $63.2K - $79.6K
6.32K $720M
COF
Capital One Financial Corp

Financial Services
-1.05K
- 47.84%
$145.19 - $192.01 $152K - $202K
1.15K $204M
MTB
M&T Bank Corp

Financial Services
-804
- 16.41%
$172.48 - $221.95 $139K - $178K
4.1K $770M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-897
- 31.79%
$101.77 - $113.02 $91.3K - $101K
1.93K $203M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.04K
- 7.03%
$26.48 - $32.72 $27.5K - $34K
13.8K $382M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-1.01K
- 3.89%
$56.33 - $61.73 $56.6K - $62K
24.8K $1.41B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.24K
- 11.55%
$77.25 - $91.3 $327K - $387K
32.4K $2.77B
LMT
Lockheed Martin Corp

Industrials
-14
- 1.95%
$479.66 - $614.62 $6.72K - $8.6K
704 $342M
NUE
Nucor Corp

Basic Materials
-31
- 1.51%
$115.78 - $167.74 $3.59K - $5.2K
2.03K $236M
AOR
Ishares Tr Core Growth Allocat

ETFs
-934
- 14.0%
$57.32 - $59.66 $53.5K - $55.7K
5.74K $329M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-484
- 0.29%
$34.25 - $37.94 $16.6K - $18.4K
166K $6.02B
T
At&T Inc.

Communication Services
-2.72K
- 21.24%
$21.22 - $23.88 $57.7K - $65K
10.1K $230M
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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