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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
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12 |
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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 |
|
MCD |
McDonalds Corp |
46 |
New |
$272.38 |
$333,000 |
1,180 |
0.24% |
333,000 |
1,180 |
0 |
Restaurants |
|
|
LIN |
Linde Plc |
47 |
New |
$432.52 |
$325,000 |
699 |
0.23% |
325,000 |
699 |
0 |
N/A |
|
|
ALLY |
Ally Financial Inc |
56 |
New |
$40.12 |
$265,000 |
6,539 |
0.19% |
265,000 |
6,539 |
0.002 |
Mortgage Investment |
|
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EMR |
Emerson Electric Co |
57 |
New |
$112.88 |
$253,000 |
2,230 |
0.18% |
253,000 |
2,230 |
0 |
Industrial Electrical... |
|
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BP |
BP Plc (ADR) |
61 |
New |
$37.49 |
$236,000 |
6,262 |
0.17% |
236,000 |
6,262 |
0 |
Integrated Oil & Gas |
|
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STZ |
Constellation Brands Inc |
63 |
New |
$255.43 |
$232,000 |
855 |
0.16% |
232,000 |
855 |
0.003 |
Beverage - Wineries &... |
|
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JPM |
JP Morgan Chase & Co |
67 |
New |
$204.79 |
$228,000 |
1,140 |
0.16% |
228,000 |
1,140 |
0 |
Domestic Money Center... |
|
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QCOM |
QUALCOMM Inc |
70 |
New |
$193.86 |
$214,000 |
1,265 |
0.15% |
214,000 |
1,265 |
0 |
Communication Equipment |
|
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CVS |
CVS/Caremark Corp |
71 |
New |
$57.68 |
$210,000 |
2,628 |
0.15% |
210,000 |
2,628 |
0 |
Drug Stores |
|
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XOM |
Exxon Mobil Corp |
72 |
New |
$119.64 |
$209,000 |
1,795 |
0.15% |
209,000 |
1,795 |
0 |
Integrated Oil & Gas |
|
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K |
Kellanova |
73 |
New |
$61.56 |
$201,000 |
3,504 |
0.14% |
201,000 |
3,504 |
0.001 |
Food - Major Diversified |
|
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ROP |
Roper Industries Inc |
74 |
New |
$541.89 |
$200,000 |
357 |
0.14% |
200,000 |
357 |
0 |
Diversified Machinery |
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