Philip James Wealth Mangement »

Simplify Exchange Traded Fun shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in Simplify Exchange Traded Fun

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0014.521163M4.5211635M4.521164M4.5211645M4.521165M162.106k162.1065k162.107k162.1075k162.108k
Value ($)Share countHistorical CTA position of Philip James Wealth … Source: stockzoa.comValue ($)Share count

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All positions including Simplify Exchange Traded Fun held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.5M 162k 27.89

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Qualcomm (QCOM)
Occidental Petroleum Corporation (OXY)
Intel Corporation (INTC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Organon & Co Common Stock (OGN)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
Altria (MO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Hp (HPQ)

View all positions for Philip James Wealth Mangement

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
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Cambridge Investment Research Advisors
HighTower Advisors
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Pasadena Private Wealth
Longview Financial Advisors

View all funds holding Simplify Exchange Traded Fun