Portfolio (Quarterly)
Guide ↗
Phillip James Consulting Co.
· CIK 0002111830| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | FT VEST LADDERED BUFFER ETF | — | 300 | $10K | 0.01% | SOLD |
| 102 | HON | HONEYWELL INTERNATIONAL INC | Industrials | 46 | $10K | 0.01% | SOLD |
| 103 | — | ISHARES ESG MSCI KLD 400 ETF | — | 88 | $10K | 0.01% | SOLD |
| 104 | — | SCHWAB US LARGE-CAP GROWTH ETF | — | 310 | $9K | 0.01% | SOLD |
| 105 | WY | WASTE MANAGEMENT INC | Real Estate | 40 | $9K | 0.01% | SOLD |
| 106 | — | INTER PARFUMS INC | — | 93 | $8K | 0.01% | SOLD |
| 107 | — | ISHARES BITCOIN TRUST ETF | — | 233 | $8K | 0.01% | SOLD |
| 108 | — | WATTS WATER TECHNOLOGIES INC | — | 28 | $8K | 0.01% | SOLD |
| 109 | — | EXXON MOBIL CORP | — | 44 | $7K | 0.01% | SOLD |
| 110 | — | TEXAS INSTRUMENTS INC | — | 39 | $7K | 0.01% | SOLD |
| 111 | — | PACER US CASH COWS 100 ETF | — | 100 | $6K | 0.01% | SOLD |
| 112 | CP | CANADIAN PACIFIC KANSAS CITY LTD | Industrials | 55 | $4K | 0.00% | SOLD |
| 113 | — | MILLROSE PROPERTIES INC | — | 175 | $4K | 0.00% | SOLD |
| 114 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED ETF | — | 100 | $4K | 0.00% | SOLD |
| 115 | — | YUM CHINA HOLDINGS INC | — | 90 | $4K | 0.00% | SOLD |
| 116 | — | CENTERPOINT ENERGY INC | — | 75 | $3K | 0.00% | SOLD |
| 117 | — | GE AEROSPACE | — | 12 | $3K | 0.00% | SOLD |
| 118 | — | ISHARES ESG AWARE MSCI EM ETF | — | 78 | $3K | 0.00% | SOLD |
| 119 | — | RAYMOND JAMES FINANCIAL INC | — | 24 | $3K | 0.00% | SOLD |
| 120 | XLK | HEALTH CARE SELECT SECTOR SPDR ETF | — | 25 | $3K | 0.00% | SOLD |
Sector Allocation
Financial Services
50.9%
Technology
18.7%
Healthcare
13.2%
Consumer Cyclical
6.3%
Industrials
3.3%
Communication Services
3.2%
Consumer Defensive
3.1%
Real Estate
0.6%
Basic Materials
0.4%
Utilities
0.2%