Phillip James Consulting
Latest statistics and disclosures from Phillip James Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Schwab Short-term Us Treasury Etf, BND, Schwab Us Broad Market Etf, Ishares Msci Eafe Value Etf, Schwab Us Large-cap Value Etf, and represent 30.53% of Phillip James Consulting's stock portfolio.
- Added to shares of these 10 stocks: Schwab Short-term Us Treasury Etf (+$11M), BND (+$8.4M), Schwab Us Broad Market Etf (+$8.3M), Ishares Msci Eafe Value Etf (+$7.0M), Schwab Us Large-cap Value Etf (+$5.9M), Vanguard Ftse All-world Ex-us Small-cap Etf (+$5.8M), Vanguard Small-cap Etf (+$5.7M), Schwab Intl Equity Etf (+$5.1M), Vanguard Small-cap Value Etf (+$5.1M), VTI.
- Started 305 new stock positions in VRTX, AIA, SHM, AWK, PTON, MDLZ, SPHY, CMCSA, LEN, PANW.
- Reduced shares in these 10 stocks: PH, , VLTO, MS, SOFI, IPAR, , TXN, TSCO, YUMC.
- Sold out of its positions in AMP, CNP, CR, CXT, IPAR, J, KTB, PTC, PH, RAL. RJF, REZI, Sealed Air, SOFI, SOLS, TXN, TSCO, VLTO, VSNT, VNT, WM, YUMC.
- Phillip James Consulting was a net buyer of stock by $126M.
- Phillip James Consulting has $132M in assets under management (AUM), dropping by 2227.20%.
- Central Index Key (CIK): 0002111830
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Portfolio Holdings for Phillip James Consulting
Phillip James Consulting holds 378 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Short-term Us Treasury Etf Etf | 8.1 | $11M | NEW | 544k | 19.67 |
|
| Vanguard Short-term Bond Etf Etf (BND) | 6.4 | $8.4M | NEW | 114k | 74.06 |
|
| Schwab Us Broad Market Etf Etf | 6.3 | $8.3M | NEW | 329k | 25.10 |
|
| Ishares Msci Eafe Value Etf Etf | 5.3 | $7.0M | NEW | 94k | 74.35 |
|
| Schwab Us Large-cap Value Etf Etf | 4.5 | $5.9M | NEW | 193k | 30.50 |
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Etf | 4.4 | $5.8M | NEW | 40k | 145.77 |
|
| Vanguard Small-cap Etf Etf | 4.3 | $5.7M | NEW | 22k | 261.90 |
|
| Schwab Intl Equity Etf Etf | 3.9 | $5.1M | NEW | 207k | 24.75 |
|
| Vanguard Small-cap Value Etf Etf | 3.9 | $5.1M | NEW | 24k | 217.23 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 3.5 | $4.7M | NEW | 15k | 320.78 |
|
| Schwab Us Small-cap Etf Etf | 3.2 | $4.2M | NEW | 144k | 29.08 |
|
| Spdr Portfolio Sp 500 Momentum Etf Etf (SHM) | 2.9 | $3.8M | NEW | 50k | 76.52 |
|
| Wisdomtree Intl Smallcap Dividend Fund Etf (DWM) | 2.3 | $3.0M | NEW | 37k | 81.49 |
|
| Vanguard Value Etf Etf | 2.0 | $2.6M | NEW | 13k | 196.13 |
|
| Spdr Portfolio Emerging Markets Etf Etf (SPHY) | 1.9 | $2.5M | NEW | 54k | 46.89 |
|
| Avantis Intl Small Cap Value Etf Etf | 1.9 | $2.5M | NEW | 25k | 99.82 |
|
| Vanguard Information Technology Etf Etf | 1.7 | $2.3M | NEW | 3.3k | 697.55 |
|
| Wisdomtree True Developed Intl Fund Etf (DIM) | 1.6 | $2.1M | NEW | 31k | 67.96 |
|
| Schwab Intl Small-cap Equity Etf Etf | 1.5 | $2.0M | NEW | 44k | 46.72 |
|
| Ishares Select Dividend Etf Etf (IWB) | 1.4 | $1.8M | NEW | 12k | 151.38 |
|
| Schwab Emerging Markets Equity Etf Etf | 1.3 | $1.7M | NEW | 52k | 32.94 |
|
| Spdr Sp 600 Small Cap Value Etf Etf (SPYD) | 1.2 | $1.6M | NEW | 17k | 94.56 |
|
| Apple (AAPL) | 1.2 | $1.6M | +2% | 6.3k | 253.75 |
|
| Spdr Portfolio Sp 600 Small Cap Etf Etf | 1.2 | $1.6M | NEW | 33k | 48.29 |
|
| Berkshire Hathaway Com Cl B (BRK.B) | 1.2 | $1.6M | NEW | 3.3k | 478.83 |
|
| Ishares Russell 3000 Etf Etf (IWP) | 1.0 | $1.3M | NEW | 3.4k | 370.46 |
|
| Vanguard Total Intl Stock Etf Etf | 0.9 | $1.2M | NEW | 15k | 77.08 |
|
| Ishares Russell 1000 Value Etf Etf (IWR) | 0.8 | $1.1M | NEW | 5.1k | 213.56 |
|
| Vanguard Ftse Emerging Markets Etf Etf | 0.8 | $1.0M | NEW | 19k | 54.02 |
|
| Ishares Core Sp Small-cap Etf Etf (IYF) | 0.7 | $954k | NEW | 7.7k | 124.20 |
|
| Vanguard Consumer Discretionary Etf Etf (BIV) | 0.6 | $840k | NEW | 2.3k | 358.97 |
|
| Vanguard Sp 500 Etf Etf | 0.6 | $795k | NEW | 1.3k | 596.85 |
|
| Invesco Bulletshares 2026 Corp Bond Etf Etf (EFAA) | 0.6 | $779k | NEW | 40k | 19.51 |
|
| Vanguard Short-term Corp Bond Etf Etf (BSV) | 0.6 | $749k | NEW | 9.5k | 79.24 |
|
| Invesco Sp 500 Low Volatility Etf Etf | 0.6 | $742k | NEW | 10k | 73.05 |
|
| Berkshire Hathaway Com Cl A (BRK.A) | 0.5 | $718k | NEW | 1.00 | 718000.00 |
|
| Medtronic SHS (MDT) | 0.5 | $687k | NEW | 7.9k | 86.60 |
|
| Vanguard Health Care Etf Etf | 0.5 | $683k | NEW | 2.5k | 272.11 |
|
| Vanguard Russell 1000 Value Etf Etf (VBK) | 0.5 | $682k | NEW | 7.3k | 93.69 |
|
| Wisdomtree Intl Equity Fund Etf (DGS) | 0.5 | $674k | NEW | 9.7k | 69.83 |
|
| Invesco Rafi Developed Markets Ex-us Etf Etf | 0.5 | $661k | NEW | 9.5k | 69.89 |
|
| Vanguard Dividend Appreciation Etf Etf | 0.5 | $659k | NEW | 3.1k | 215.01 |
|
| Vanguard Growth Etf Etf | 0.5 | $618k | NEW | 1.4k | 436.13 |
|
| Vanguard Financials Etf Etf | 0.4 | $591k | NEW | 4.9k | 120.61 |
|
| Spdr Sp Intl Small Cap Etf Etf | 0.4 | $519k | NEW | 12k | 42.18 |
|
| Vanguard Sp Small-cap 600 Value Etf Etf (VOT) | 0.3 | $451k | NEW | 4.4k | 101.74 |
|
| Ishares Msci Eafe Small-cap Etf Etf (AIA) | 0.3 | $447k | NEW | 5.7k | 78.32 |
|
| UnitedHealth (UNH) | 0.3 | $424k | +61% | 1.6k | 271.97 |
|
| Microsoft Corporation (MSFT) | 0.3 | $423k | +6% | 1.1k | 370.08 |
|
| Invesco Bulletshares 2027 Corp Bond Etf Etf (ICLO) | 0.3 | $406k | NEW | 21k | 19.60 |
|
| Spdr Nuveen Bloomberg Short Term Muni Etf Etf | 0.3 | $375k | NEW | 7.8k | 47.78 |
|
| Wisdomtree Us Smallcap Dividend Fund Etf (DES) | 0.3 | $361k | NEW | 10k | 35.85 |
|
| Ishares Morningstar Small-cap Etf Etf | 0.3 | $341k | NEW | 5.2k | 65.08 |
|
| Veeva Systems Com Cl A (VEEV) | 0.3 | $332k | NEW | 1.9k | 175.29 |
|
| Ishares Core Sp Total Us Stock Market Etf Etf (TLH) | 0.2 | $306k | NEW | 2.2k | 142.33 |
|
| Invesco Bulletshares 2028 Corp Bond Etf Etf (GTOS) | 0.2 | $296k | NEW | 15k | 20.36 |
|
| Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IDAT) | 0.2 | $288k | NEW | 13k | 22.88 |
|
| Schwab Fundamental Intl Equity Etf Etf (SCHF) | 0.2 | $273k | NEW | 5.6k | 48.84 |
|
| Vanguard Industrials Etf Etf | 0.2 | $265k | NEW | 850.00 | 311.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $265k | NEW | 925.00 | 286.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $263k | NEW | 915.00 | 287.43 |
|
| Ishares Tips Bond Etf Etf (HYG) | 0.2 | $261k | NEW | 2.4k | 110.13 |
|
| Amazon (AMZN) | 0.2 | $255k | +7% | 1.2k | 207.99 |
|
| Spdr Portfolio Sp 500 Value Etf Etf (ONEV) | 0.2 | $244k | NEW | 4.3k | 56.52 |
|
| Johnson & Johnson (JNJ) | 0.2 | $236k | +2% | 966.00 | 244.31 |
|
| Best Buy (BBY) | 0.2 | $227k | 3.5k | 64.00 |
|
|
| Target Corporation (TGT) | 0.2 | $226k | NEW | 1.9k | 120.98 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $220k | NEW | 3.5k | 62.50 |
|
| Vanguard Total World Stock Etf Etf | 0.2 | $212k | NEW | 1.5k | 138.02 |
|
| Corning Incorporated (GLW) | 0.1 | $195k | 1.4k | 135.42 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $190k | NEW | 207.00 | 917.87 |
|
| Cisco Systems (CSCO) | 0.1 | $180k | +4560% | 2.3k | 77.25 |
|
| Meta Platforms Com Cl A (META) | 0.1 | $172k | NEW | 301.00 | 571.43 |
|
| Invesco Rafi Developed Markets Ex-us Sm Etf Etf | 0.1 | $154k | NEW | 3.6k | 43.32 |
|
| American Express Company (AXP) | 0.1 | $140k | 466.00 | 300.43 |
|
|
| Spdr Portfolio Short Term Corp Bond Etf Etf (ROKT) | 0.1 | $136k | NEW | 4.5k | 29.93 |
|
| O'reilly Automotive (ORLY) | 0.1 | $134k | NEW | 1.5k | 92.10 |
|
| Visa Com Cl A (V) | 0.1 | $131k | NEW | 435.00 | 301.15 |
|
| Willis Towers Watson (WTW) | 0.1 | $124k | NEW | 427.00 | 290.40 |
|
| Tesla Motors (TSLA) | 0.1 | $121k | +8% | 326.00 | 371.17 |
|
| Ishares Sp Small-cap 600 Value Etf Etf (IYJ) | 0.1 | $118k | NEW | 1.0k | 117.76 |
|
| Illinois Tool Works (ITW) | 0.1 | $111k | 427.00 | 259.95 |
|
|
| Spdr Bloomberg 1-3 Month T-bill Etf Etf (FITE) | 0.1 | $109k | NEW | 1.2k | 91.06 |
|
| Walt Disney Company (DIS) | 0.1 | $109k | +2% | 1.1k | 95.95 |
|
| Ross Stores (ROST) | 0.1 | $107k | 495.00 | 216.16 |
|
|
| Vanguard Large-cap Etf Etf | 0.1 | $104k | NEW | 349.00 | 297.99 |
|
| Advanced Micro Devices (AMD) | 0.1 | $103k | NEW | 510.00 | 201.96 |
|
| Ishares Ibonds Dec 2026 Term Corp Etf Etf | 0.1 | $100k | NEW | 4.2k | 24.10 |
|
| Ishares Ibonds Dec 2028 Term Corp Etf Etf | 0.1 | $99k | NEW | 3.9k | 25.13 |
|
| Ishares Ibonds Dec 2027 Term Corp Etf Etf | 0.1 | $99k | NEW | 4.1k | 24.00 |
|
| Merck & Co (MRK) | 0.1 | $95k | +2% | 792.00 | 119.95 |
|
| Life Time Group Holdings | 0.1 | $91k | NEW | 3.4k | 26.72 |
|
| Ametek | 0.1 | $87k | NEW | 408.00 | 213.24 |
|
| Vanguard Sp Small-cap 600 Etf Etf (VNQ) | 0.1 | $84k | NEW | 735.00 | 114.29 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $83k | NEW | 1.2k | 69.75 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $83k | 72.00 | 1152.78 |
|
|
| Danaher Corporation (DHR) | 0.1 | $81k | 430.00 | 188.37 |
|
|
| Ishares Sp 100 Etf Etf (IWM) | 0.1 | $79k | NEW | 251.00 | 314.74 |
|
| Procter & Gamble Company (PG) | 0.1 | $75k | NEW | 523.00 | 143.40 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $74k | 142.00 | 521.13 |
|
|
| Welltower | 0.1 | $73k | NEW | 374.00 | 195.19 |
|
| Ishares Msci Eafe Etf Etf | 0.1 | $72k | NEW | 750.00 | 96.00 |
|
| Schneider Electric Se Adr | 0.1 | $72k | NEW | 1.3k | 54.14 |
|
| Spdr Nuveen Bloomberg Short Term Mun Bd Etf Etf | 0.1 | $72k | NEW | 4.2k | 17.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $70k | +14% | 240.00 | 291.67 |
|
| Church & Dwight (CHD) | 0.1 | $69k | 750.00 | 92.00 |
|
|
| Booking Holdings (BKNG) | 0.1 | $67k | NEW | 16.00 | 4187.50 |
|
| Intercontinental Exchange (ICE) | 0.1 | $66k | NEW | 425.00 | 155.29 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $62k | +5% | 525.00 | 118.10 |
|
| Pepsi (PEP) | 0.0 | $62k | +2% | 403.00 | 153.85 |
|
| General Mills (GIS) | 0.0 | $61k | NEW | 1.6k | 37.22 |
|
| Bank of America Corporation (BAC) | 0.0 | $60k | NEW | 1.2k | 48.74 |
|
| Prudential Financial (PRU) | 0.0 | $60k | +192% | 622.00 | 96.46 |
|
| Vanguard Mid-cap Etf Etf (VSGAX) | 0.0 | $58k | NEW | 205.00 | 282.93 |
|
| Ecolab (ECL) | 0.0 | $58k | 219.00 | 264.84 |
|
|
| Penn National Gaming (PENN) | 0.0 | $57k | NEW | 64.00 | 890.62 |
|
| Ishares Msci Intl Small-cap Multifactor Etf Etf | 0.0 | $57k | NEW | 1.4k | 41.61 |
|
| Moody's Corporation (MCO) | 0.0 | $54k | 125.00 | 432.00 |
|
|
| Emerson Electric (EMR) | 0.0 | $53k | 405.00 | 130.86 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $52k | +4% | 360.00 | 144.44 |
|
| Dover Corporation (DOV) | 0.0 | $51k | 245.00 | 208.16 |
|
|
| Citigroup (C) | 0.0 | $50k | +7% | 446.00 | 112.11 |
|
| Motorola Solutions (MSI) | 0.0 | $49k | 113.00 | 433.63 |
|
|
| Coca-Cola Company (KO) | 0.0 | $48k | +6% | 639.00 | 75.12 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $47k | +3% | 32.00 | 1468.75 |
|
| Ameriprise Financial | 0.0 | $45k | NEW | 103.00 | 436.89 |
|
| Vanguard High Dividend Yield Etf Etf | 0.0 | $42k | NEW | 286.00 | 146.85 |
|
| Erste Group Bank Adr | 0.0 | $42k | NEW | 775.00 | 54.19 |
|
| Comcast Corp Com Cl A (CMCSA) | 0.0 | $42k | NEW | 1.5k | 28.59 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $41k | 61.00 | 672.13 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $40k | NEW | 232.00 | 172.41 |
|
| Abbvie (ABBV) | 0.0 | $40k | +10% | 185.00 | 216.22 |
|
| Spdr Portfolio Short Term Treasury Etf Etf | 0.0 | $39k | NEW | 1.4k | 28.78 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $38k | +4% | 78.00 | 487.18 |
|
| Ishares Msci Emerging Markets Etf Etf | 0.0 | $36k | NEW | 640.00 | 56.25 |
|
| First Trust Global Wind Energy Etf Etf | 0.0 | $34k | NEW | 1.4k | 24.29 |
|
| Chevron Corporation (CVX) | 0.0 | $34k | +7% | 169.00 | 201.18 |
|
| State Street Corporation (STT) | 0.0 | $31k | +4% | 250.00 | 124.00 |
|
| Lennar Corp Com Cl A (LEN) | 0.0 | $30k | NEW | 350.00 | 85.71 |
|
| Hartford Financial Services (HIG) | 0.0 | $29k | NEW | 215.00 | 134.88 |
|
| Synopsys (SNPS) | 0.0 | $28k | 71.00 | 394.37 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $28k | NEW | 357.00 | 78.43 |
|
| Amplify Lithium Battery Technology Etf Etf | 0.0 | $27k | NEW | 1.8k | 14.79 |
|
| Starbucks Corporation (SBUX) | 0.0 | $26k | 300.00 | 86.67 |
|
|
| Vanguard Sp 500 Value Etf Etf | 0.0 | $26k | NEW | 130.00 | 200.00 |
|
| Daiichi Sankyo Adr | 0.0 | $24k | NEW | 1.4k | 17.20 |
|
| PNC Financial Services (PNC) | 0.0 | $24k | NEW | 120.00 | 200.00 |
|
| Mondelez International Com Cl A (MDLZ) | 0.0 | $24k | NEW | 422.00 | 56.87 |
|
| Vanguard Ftse All-world Ex-us Etf Etf | 0.0 | $24k | NEW | 325.00 | 73.85 |
|
| Boeing Company (BA) | 0.0 | $23k | +5% | 118.00 | 194.92 |
|
| Lvmh Moet Hennessy Louis Vuitton Se Adr | 0.0 | $22k | NEW | 210.00 | 104.76 |
|
| Spdr Portfolio Sp 1500 Comp Stk Mkt Etf Etf | 0.0 | $22k | NEW | 280.00 | 78.57 |
|
| Invesco Solar Etf Etf | 0.0 | $22k | NEW | 410.00 | 53.66 |
|
| Eaton Corp SHS (ETN) | 0.0 | $21k | NEW | 61.00 | 344.26 |
|
| Home Depot (HD) | 0.0 | $20k | 62.00 | 322.58 |
|
|
| International Business Machines (IBM) | 0.0 | $20k | NEW | 85.00 | 235.29 |
|
| Impax Global Infrastructure Etf Etf (QAI) | 0.0 | $20k | NEW | 785.00 | 25.48 |
|
| Goldman Sachs (GS) | 0.0 | $19k | +9% | 23.00 | 826.09 |
|
| Constellation Energy Corp | 0.0 | $19k | NEW | 70.00 | 271.43 |
|
| Hannon Armstrong (HASI) | 0.0 | $18k | NEW | 503.00 | 35.79 |
|
| Cognizant Technology Solutions Corp Com Cl A (CTSH) | 0.0 | $18k | NEW | 300.00 | 60.00 |
|
| Alps Clean Energy Etf Etf (SDOG) | 0.0 | $18k | NEW | 550.00 | 32.73 |
|
| Global X Clean Water Etf Etf | 0.0 | $17k | NEW | 945.00 | 17.99 |
|
| Wal-Mart Stores (WMT) | 0.0 | $17k | +27% | 141.00 | 120.57 |
|
| Abbott Laboratories (ABT) | 0.0 | $17k | 168.00 | 101.19 |
|
|
| Hca Holdings (HCA) | 0.0 | $17k | +2% | 38.00 | 447.37 |
|
| Ishares Core Sp 500 Etf Etf | 0.0 | $17k | NEW | 27.00 | 629.63 |
|
| Toyota Motor Corp Adr | 0.0 | $17k | NEW | 83.00 | 204.82 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $17k | +8% | 285.00 | 59.65 |
|
| Proshares Sp 500 Dividend Aristocrats Etf Etf | 0.0 | $17k | NEW | 165.00 | 103.03 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $16k | 143.00 | 111.89 |
|
|
| Api Group Corp | 0.0 | $16k | NEW | 397.00 | 40.30 |
|
| Pfizer (PFE) | 0.0 | $16k | +6% | 581.00 | 27.54 |
|
| Trane Technologies SHS (TT) | 0.0 | $14k | NEW | 34.00 | 411.76 |
|
| Keysight Technologies (KEYS) | 0.0 | $14k | NEW | 50.00 | 280.00 |
|
| Cardinal Health (CAH) | 0.0 | $14k | 69.00 | 202.90 |
|
|
| Lam Research Corporation | 0.0 | $14k | NEW | 66.00 | 212.12 |
|
| Broadcom (AVGO) | 0.0 | $13k | NEW | 44.00 | 295.45 |
|
| Yum! Brands (YUM) | 0.0 | $13k | 90.00 | 144.44 |
|
|
| Vodafone | 0.0 | $12k | NEW | 142.00 | 84.51 |
|
| Invesco Qqq Tr Etf | 0.0 | $12k | NEW | 21.00 | 571.43 |
|
| Siemens Adr | 0.0 | $12k | NEW | 100.00 | 120.00 |
|
| Ssr Mining Adr | 0.0 | $12k | NEW | 300.00 | 40.00 |
|
| Ishares Global Equity Factor Etf Etf (PICK) | 0.0 | $12k | NEW | 232.00 | 51.72 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $11k | 100.00 | 110.00 |
|
|
| Fortive (FTV) | 0.0 | $11k | NEW | 200.00 | 55.00 |
|
| Applied Materials (AMAT) | 0.0 | $10k | +40% | 31.00 | 322.58 |
|
| Honeywell International (HON) | 0.0 | $10k | +15% | 46.00 | 217.39 |
|
| Ishares Esg Msci Kld 400 Etf Etf | 0.0 | $10k | NEW | 88.00 | 113.64 |
|
| Fiserv (FISV) | 0.0 | $10k | 182.00 | 54.95 |
|
|
| Ft Vest Laddered Buffer Etf Etf | 0.0 | $10k | NEW | 300.00 | 33.33 |
|
| Schwab Us Large-cap Growth Etf Etf | 0.0 | $9.0k | NEW | 310.00 | 29.03 |
|
| Weyerhaeuser Company (WY) | 0.0 | $9.0k | NEW | 40.00 | 225.00 |
|
| Exelon Corporation (EXC) | 0.0 | $9.0k | 200.00 | 45.00 |
|
|
| Inter Parfums | 0.0 | $8.0k | NEW | 93.00 | 86.02 |
|
| Union Pacific Corporation (UNP) | 0.0 | $8.0k | +26% | 33.00 | 242.42 |
|
| Watts Water Technologies Com Cl A | 0.0 | $8.0k | NEW | 28.00 | 285.71 |
|
| Ishares Bitcoin Trust Etf Etf | 0.0 | $8.0k | NEW | 233.00 | 34.33 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $7.0k | +16% | 94.00 | 74.47 |
|
| Akamai Technologies (AKAM) | 0.0 | $7.0k | 62.00 | 112.90 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $7.0k | NEW | 22.00 | 318.18 |
|
| Texas Instruments | 0.0 | $7.0k | NEW | 39.00 | 179.49 |
|
| Exxon Mobil Corp | 0.0 | $7.0k | NEW | 44.00 | 159.09 |
|
| Pacer Us Cash Cows 100 Etf Etf | 0.0 | $6.0k | NEW | 100.00 | 60.00 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $5.0k | NEW | 76.00 | 65.79 |
|
| Exelixis (EXEL) | 0.0 | $5.0k | 125.00 | 40.00 |
|
|
| Prologis (PLD) | 0.0 | $5.0k | NEW | 40.00 | 125.00 |
|
| Cigna Corp (CI) | 0.0 | $5.0k | 21.00 | 238.10 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $5.0k | NEW | 71.00 | 70.42 |
|
| Millrose Properties Com Cl A | 0.0 | $4.0k | NEW | 175.00 | 22.86 |
|
| Principal Financial (PFG) | 0.0 | $4.0k | NEW | 50.00 | 80.00 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $4.0k | NEW | 5.00 | 800.00 |
|
| Micron Technology (MU) | 0.0 | $4.0k | NEW | 13.00 | 307.69 |
|
| Vanguard Short-term Inflation-protected Etf Etf | 0.0 | $4.0k | NEW | 100.00 | 40.00 |
|
| Canadian Pacific Railway | 0.0 | $4.0k | NEW | 55.00 | 72.73 |
|
| Stratasys SHS (SSYS) | 0.0 | $4.0k | NEW | 639.00 | 6.26 |
|
| Yum China Holdings | 0.0 | $4.0k | NEW | 90.00 | 44.44 |
|
| V.F. Corporation (VFC) | 0.0 | $4.0k | 236.00 | 16.95 |
|
|
| Ishares Esg Aware Msci Em Etf Etf | 0.0 | $3.0k | NEW | 78.00 | 38.46 |
|
| Tractor Supply | 0.0 | $3.0k | NEW | 70.00 | 42.86 |
|
| Mastercard Com Cl A (MA) | 0.0 | $3.0k | NEW | 7.00 | 428.57 |
|
| General Electric Company | 0.0 | $3.0k | NEW | 12.00 | 250.00 |
|
| CenturyLink | 0.0 | $3.0k | NEW | 75.00 | 40.00 |
|
| D.R. Horton (DHI) | 0.0 | $3.0k | +20% | 24.00 | 125.00 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $3.0k | 13.00 | 230.77 |
|
|
| MetLife (MET) | 0.0 | $3.0k | 48.00 | 62.50 |
|
|
| Health Care Select Sector Spdr Etf Etf (XLK) | 0.0 | $3.0k | NEW | 25.00 | 120.00 |
|
| Palantir Technologies Com Cl A (PLTR) | 0.0 | $3.0k | NEW | 25.00 | 120.00 |
|
| Raymond James Financial | 0.0 | $3.0k | NEW | 24.00 | 125.00 |
|
| U.S. Bancorp (USB) | 0.0 | $3.0k | 63.00 | 47.62 |
|
|
| Netflix (NFLX) | 0.0 | $3.0k | NEW | 38.00 | 78.95 |
|
| Dell Technologies Com Cl C (DELL) | 0.0 | $3.0k | NEW | 19.00 | 157.89 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $3.0k | NEW | 17.00 | 176.47 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.0k | NEW | 174.00 | 11.49 |
|
| Intel Corporation (INTC) | 0.0 | $2.0k | +152% | 53.00 | 37.74 |
|
| Dow (DOW) | 0.0 | $2.0k | NEW | 53.00 | 37.74 |
|
| Philip Morris International (PM) | 0.0 | $2.0k | NEW | 14.00 | 142.86 |
|
| Ingersoll Rand (IR) | 0.0 | $2.0k | +33% | 36.00 | 55.56 |
|
| Thomson Reuters Corp | 0.0 | $2.0k | NEW | 30.00 | 66.67 |
|
| Caterpillar (CAT) | 0.0 | $2.0k | NEW | 4.00 | 500.00 |
|
| McDonald's Corporation (MCD) | 0.0 | $2.0k | +250% | 7.00 | 285.71 |
|
| Cummins (CMI) | 0.0 | $2.0k | 4.00 | 500.00 |
|
|
| Analog Devices (ADI) | 0.0 | $2.0k | NEW | 7.00 | 285.71 |
|
| Gartner (IT) | 0.0 | $2.0k | 13.00 | 153.85 |
|
|
| ConocoPhillips (COP) | 0.0 | $2.0k | NEW | 17.00 | 117.65 |
|
| Nextera Energy (NEE) | 0.0 | $2.0k | NEW | 22.00 | 90.91 |
|
| PC Connection (CNXN) | 0.0 | $2.0k | NEW | 15.00 | 133.33 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.0k | NEW | 7.00 | 285.71 |
|
| Linde SHS (LIN) | 0.0 | $2.0k | NEW | 6.00 | 333.33 |
|
| Ge Vernova | 0.0 | $2.0k | NEW | 3.00 | 666.67 |
|
| Jacobs Solutions | 0.0 | $2.0k | NEW | 17.00 | 117.65 |
|
| Kontoor Brands | 0.0 | $2.0k | NEW | 33.00 | 60.61 |
|
| Ishares Short Treasury Bond Etf Etf | 0.0 | $2.0k | NEW | 25.00 | 80.00 |
|
| Vontier Corp | 0.0 | $2.0k | NEW | 80.00 | 25.00 |
|
| At&t (T) | 0.0 | $2.0k | NEW | 89.00 | 22.47 |
|
| Proshares Ultra Financials Etf | 0.0 | $2.0k | NEW | 38.00 | 52.63 |
|
| Peloton Interactive Com Cl A (PTON) | 0.0 | $1.0k | NEW | 49.00 | 20.41 |
|
| BlackRock | 0.0 | $1.0k | NEW | 1.00 | 1000.00 |
|
| Cme Group Com Cl A (CME) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Progressive Corporation (PGR) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 |
|
| CSX Corporation (CSX) | 0.0 | $999.999000 | NEW | 26.00 | 38.46 |
|
| M&T Bank Corporation (MTB) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Martin Marietta Materials (MLM) | 0.0 | $1.0k | NEW | 1.00 | 1000.00 |
|
| Norfolk Southern (NSC) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Dominion Resources (D) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 |
|
| Pulte (PHM) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| United Parcel Service Com Cl B (UPS) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 |
|
| 3M Company (MMM) | 0.0 | $1.0k | NEW | 5.00 | 200.00 |
|
| Autodesk (ADSK) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Carnival Corporation (CCL) | 0.0 | $999.999000 | NEW | 26.00 | 38.46 |
|
| Digital Realty Trust (DLR) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Edwards Lifesciences (EW) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $1.0k | NEW | 1.00 | 1000.00 |
|
| Microchip Technology (MCHP) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Travelers Companies (TRV) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Morgan Stanley (MS) | 0.0 | $1.0k | -91% | 8.00 | 125.00 |
|
| Verizon Communications (VZ) | 0.0 | $999.999000 | NEW | 35.00 | 28.57 |
|
| Charles River Laboratories (CRL) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Laboratory Corp. of America Holdings | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Darden Restaurants (DRI) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Cadence Design Systems (CDNS) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Waters Corporation (WAT) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.0k | NEW | 11.00 | 90.91 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Allstate Corporation (ALL) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Altria (MO) | 0.0 | $1.0k | NEW | 16.00 | 62.50 |
|
| Amgen (AMGN) | 0.0 | $1.0k | NEW | 5.00 | 200.00 |
|
| Deere & Company (DE) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Halliburton Company (HAL) | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| Intuitive Surgical (ISRG) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Stryker Corporation (SYK) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Biogen Idec (BIIB) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Gilead Sciences (GILD) | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| TJX Companies (TJX) | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| EOG Resources (EOG) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| General Dynamics Corporation (GD) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Lowe's Companies (LOW) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Marriott International Com Cl A (MAR) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Cintas Corporation (CTAS) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 |
|
| Fifth Third Ban (FITB) | 0.0 | $999.999000 | NEW | 22.00 | 45.45 |
|
| Hershey Company (HSY) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Sempra Energy (SRE) | 0.0 | $1.0k | NEW | 15.00 | 66.67 |
|
| Xcel Energy (XEL) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Fastenal Company (FAST) | 0.0 | $1.0k | NEW | 24.00 | 41.67 |
|
| Paccar (PCAR) | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| Resources Connection (RGP) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Constellation Brands Com Cl A (STZ) | 0.0 | $1.0k | NEW | 5.00 | 200.00 |
|
| Ventas (VTR) | 0.0 | $1.0k | NEW | 11.00 | 90.91 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Amphenol Corp Com Cl A (APH) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 |
|
| Illumina (ILMN) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Edison International (EIX) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 |
|
| Key (KEY) | 0.0 | $999.999000 | NEW | 35.00 | 28.57 |
|
| Steel Dynamics (STLD) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Align Technology (ALGN) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Deutsche Bank Adr (DB) | 0.0 | $999.999000 | NEW | 33.00 | 30.30 |
|
| Cheniere Energy (LNG) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Realty Income (O) | 0.0 | $1.0k | NEW | 16.00 | 62.50 |
|
| Repligen Corporation (RGEN) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Eldorado Gold Corp | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| American International (AIG) | 0.0 | $1.0k | +433% | 16.00 | 62.50 |
|
| American Water Works (AWK) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Dollar General (DG) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Insulet Corporation (PODD) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| General Motors Company (GM) | 0.0 | $1.0k | NEW | 16.00 | 62.50 |
|
| Ishares Msci Acwi Etf Etf (SCZ) | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| Cbre Group Com Cl A (CBRE) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 |
|
| Expedia (EXPE) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Duke Energy (DUK) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Diamondback Energy (FANG) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| Synchrony Financial (SYF) | 0.0 | $1.0k | NEW | 18.00 | 55.56 |
|
| Equinix (EQIX) | 0.0 | $1.0k | NEW | 1.00 | 1000.00 |
|
| Baker Hughes Com Cl A (BKR) | 0.0 | $1.0k | NEW | 11.00 | 90.91 |
|
| Uber Technologies (UBER) | 0.0 | $1.0k | NEW | 18.00 | 55.56 |
|
| L3harris Technologies (LHX) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Crowdstrike Holdings Com Cl A (CRWD) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Cloudflare Com Cl A (NET) | 0.0 | $1.0k | NEW | 4.00 | 250.00 |
|
| Doordash Com Cl A (DDOG) | 0.0 | $1.0k | NEW | 6.00 | 166.67 |
|
| Carrier Global Corporation (CARR) | 0.0 | $999.999000 | 22.00 | 45.45 |
|
|
| Draftkings Com Cl A | 0.0 | $1.0k | NEW | 50.00 | 20.00 |
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.0k | 20.00 | 50.00 |
|
|
| Apollo Global Management Com Cl A (APO) | 0.0 | $1.0k | NEW | 5.00 | 200.00 |
|
| Amentum Holdings (AMTM) | 0.0 | $1.0k | NEW | 18.00 | 55.56 |
|
| Crane | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| Crane Nxt | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| Ferguson Enterprises | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Mckesson Corp | 0.0 | $1.0k | NEW | 1.00 | 1000.00 |
|
| Monster Beverage Corp | 0.0 | $999.999700 | NEW | 7.00 | 142.86 |
|
| Insulet Corp | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Sealed Air Corp | 0.0 | $1.0k | NEW | 40.00 | 25.00 |
|
| SLB | 0.0 | $1.0k | NEW | 8.00 | 125.00 |
|
| Snowflake Com Cl A | 0.0 | $999.999900 | NEW | 3.00 | 333.33 |
|
| Truist Financial Corp | 0.0 | $999.999000 | NEW | 26.00 | 38.46 |
|
| United Rentals | 0.0 | $1.0k | NEW | 1.00 | 1000.00 |
|
| Xylem | 0.0 | $1.0k | NEW | 5.00 | 200.00 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.0k | NEW | 14.00 | 71.43 |
|
| Qualcomm (QCOM) | 0.0 | $1.0k | NEW | 14.00 | 71.43 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $1.0k | NEW | 14.00 | 71.43 |
|
| PG&E Corporation (PCG) | 0.0 | $999.999000 | NEW | 27.00 | 37.04 |
|
| Arista Networks | 0.0 | $999.999600 | NEW | 12.00 | 83.33 |
|
| Citizens Financial (CFG) | 0.0 | $1.0k | NEW | 19.00 | 52.63 |
|
| Eversource Energy (ES) | 0.0 | $1.0k | NEW | 13.00 | 76.92 |
|
| Kkr & Co (KKR) | 0.0 | $1.0k | NEW | 19.00 | 52.63 |
|
| Viacomcbs (PARA) | 0.0 | $1.0k | NEW | 31.00 | 32.26 |
|
| European Equity Fund | 0.0 | $999.997400 | NEW | 122.00 | 8.20 |
|
| Southern | 0.0 | $1.0k | NEW | 14.00 | 71.43 |
|
| Regions Financial Corporation (RF) | 0.0 | $1.0k | NEW | 69.00 | 14.49 |
|
| Kinder Morgan (KMI) | 0.0 | $999.998400 | NEW | 48.00 | 20.83 |
|
Past Filings by Phillip James Consulting
SEC 13F filings are viewable for Phillip James Consulting going back to 2025
- Phillip James Consulting 2026 Q1 filed May 12, 2026
- Phillip James Consulting 2025 Q4 filed Feb. 23, 2026