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| Name: |
Philip James Wealth Mangement LLC |
| City: |
MILTON |
| State: |
GA |
| Zip: |
30004-0769 |
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data |
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| Holdings
Found :
12 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PII |
Polaris Industries Inc |
75 |
Closed |
$87.39 |
$0 |
0 |
0% |
-214,000 |
-2,257 |
0 |
Recreational Vehicles |
|
|
SWK |
Stanley Black & Decker Inc |
81 |
Closed |
$82.46 |
$0 |
0 |
0% |
-209,000 |
-2,132 |
0 |
Small Tools & Accesso... |
|
|
ABT |
Abbott Laboratories |
80 |
Closed |
$107.58 |
$0 |
0 |
0% |
-254,000 |
-2,304 |
0 |
Drug Manufacturers - ... |
|
|
O |
Realty Income Corp |
86 |
Closed |
$53.32 |
$0 |
0 |
0% |
-211,000 |
-3,674 |
0 |
REIT - Retail |
|
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WPC |
WP Carey & Co |
79 |
Closed |
$56.21 |
$0 |
0 |
0% |
-274,000 |
-4,232 |
0 |
Property Management |
|
|
GPC |
Genuine Parts Co |
85 |
Closed |
$145.19 |
$0 |
0 |
0% |
-222,000 |
-1,600 |
0 |
Auto Parts Wholesale |
|
|
BKH |
Black Hills Corp |
78 |
Closed |
$53.61 |
$0 |
0 |
0% |
-301,000 |
-5,575 |
0 |
Electric Utilities |
|
|
DEO |
Diageo Plc (ADR) |
84 |
Closed |
$136.06 |
$0 |
0 |
0% |
-213,000 |
-1,462 |
0 |
Beverage - Brewers |
|
|
PEP |
Pepsico Inc |
77 |
Closed |
$171.04 |
$0 |
0 |
0% |
-312,000 |
-1,839 |
0 |
Beverage Soft Drinks... |
|
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APD |
Air Products & Chemicals Inc |
83 |
Closed |
$279.53 |
$0 |
0 |
0% |
-357,000 |
-1,305 |
0 |
Diversified Chemicals |
|
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ADBE |
Adobe Systems Inc |
76 |
Closed |
$465.43 |
$0 |
0 |
0% |
-224,000 |
-376 |
0 |
Application Software |
|
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CHRW |
CH Robinson Worldwide Inc |
82 |
Closed |
$86.98 |
$0 |
0 |
0% |
-270,000 |
-3,125 |
0 |
AirDelivery & Freight... |
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