| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 12.4% |
| VANECK ETF TRUST | 3 | Q2 2024 | 9.3% |
| ISHARES TR | 3 | Q2 2024 | 9.3% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 8.6% |
| ISHARES TR | 3 | Q2 2024 | 7.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 7.3% |
| FIRST TR EXCH TRADED FD III | 3 | Q2 2024 | 4.8% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 4.2% |
| LISTED FD TR | 3 | Q2 2024 | 3.1% |
| INNOVATOR ETFS TRUST | 3 | Q2 2024 | 4.1% |
View Philip James Wealth Mangement, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-29 |
View Philip James Wealth Mangement, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.