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Home > Institutional Investor > Philip James Wealth Mangement, Llc > 13F Holdings

Instuitional Investor - Philip James Wealth Mangement, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 318,712 $16,008,887 12.39%
2.
Vaneck Etf Trust
 132,224 $11,221,849 8.68%
3.
First Tr Exchng Traded Fd Vi
 450,187 $11,137,634 8.62%
4.
Ishares Tr
 215,889 $11,019,000 8.53%
5.
Ishares Tr
 172,629 $9,290,893 7.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)