PJWM
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Philip James Wealth Mangement’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Philip James Wealth Mangement’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.89M Sell
81,617
-38,017
-32% -$3.94M 0.91% 24
2025
Q4 		$12.4M Buy
119,634
+1,482
+1% +$151K 1.44% 14
2025
Q3 		$11.7M Sell
118,152
-50,403
-30% -$4.92M 1.37% 15
2025
Q2 		$15.8M Buy
168,555
+1,568
+0.9% +$138K 2.02% 6
2025
Q1 		$14.7M Sell
166,987
-49
-0% -$4.51K 1.79% 7
2024
Q4 		$15.5M Buy
167,036
+3,761
+2% +$362K 2% 7
2024
Q3 		$15.8M Buy
163,275
+2,293
+1% +$210K 1.94% 6
2024
Q2 		$13.9M Buy
160,982
+22,113
+16% +$1.92M 9.28% 2
2024
Q1 		$12.5M Buy
138,869
+6,645
+5% +$570K 8.84% 2
2023
Q4 		$11.2M Buy
+132,224
New +$10.3M 8.69% 2

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return