Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025

Philip James Wealth Mangement, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $784 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $217B, Exxon Mobil Corp with a value of $50.6B, Occidental Pete Corp Wt Exp 08 with a value of $26.8B, Qualcomm Inc with a value of $25.4B, and Intel Corp with a value of $16.7B.

Examining the 13F form we can see an decrease of $37.9B in the current position value, from $822B to 784B.

Philip James Wealth Mangement, LLC is based out at Milton, GA

Below you can find more details about Philip James Wealth Mangement, LLC portfolio as well as his latest detailed transactions.

Portfolio value $784 Billion
Financial Services: $263 Billion
ETFs: $128 Billion
Energy: $85.9 Billion
Technology: $72.7 Billion
Healthcare: $66.4 Billion
Consumer Defensive: $60.8 Billion
Consumer Cyclical: $20.4 Billion
Industrials: $19 Billion
Other: $5.81 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$611B
$217 Billion 27.62% of portfolio
445,835
Q2 2025 Reduced 6.08%
$444B
$50.6 Billion 6.46% of portfolio
469,721
Q2 2025 Reduced 1.51%
-
$26.8 Billion 3.42% of portfolio
-
Q2 2025 Added 4.06%
$164B
$25.4 Billion 3.24% of portfolio
159,263
Q2 2025 Added 0.08%
$83.8B
$16.7 Billion 2.13% of portfolio
746,492
Q2 2025 Added 0.13%
$0
$15.8 Billion 2.02% of portfolio
168,555
Q2 2025 Added 0.94%
$39.6B
$15.3 Billion 1.95% of portfolio
364,823
Q2 2025 Reduced 3.13%
$201B
$15.2 Billion 1.94% of portfolio
191,874
Q2 2025 Added 103.96%
$446B
$13.4 Billion 1.71% of portfolio
87,853
Q2 2025 Added 13.48%
$0
$13.2 Billion 1.68% of portfolio
206,586
Q2 2025 Added 1.23%
$0
$12.9 Billion 1.65% of portfolio
42,499
Q2 2025 Reduced 0.03%
$113B
$12.9 Billion 1.64% of portfolio
219,826
Q2 2025 Reduced 0.56%
$0
$11.4 Billion 1.45% of portfolio
224,432
Q2 2025 Added 1.97%
$2.51B
$10.8 Billion 1.38% of portfolio
763,667
Q2 2025 Reduced 0.33%
J P Morgan Exchange Traded F
-
$10.7 Billion 1.37% of portfolio
-
Q2 2025 Added 0.68%
$194B
$10.6 Billion 1.35% of portfolio
80,008
Q2 2025 Added 201.63%
$2.22B
$8.5 Billion 1.08% of portfolio
877,837
Q2 2025 Reduced 0.84%
$0
$8.14 Billion 1.04% of portfolio
122,878
Q2 2025 Added 0.19%
$0
$8.15 Billion 1.04% of portfolio
173,171
Q2 2025 Added 2.07%
$0
$7.95 Billion 1.01% of portfolio
319,333
Q2 2025 Added 0.5%
$320B
$7.83 Billion 1.0% of portfolio
69,052
Q2 2025 Reduced 22.1%
$126B
$7.86 Billion 1.0% of portfolio
166,103
Q2 2025 Reduced 0.76%
$364B
$7.67 Billion 0.98% of portfolio
162,094
Q2 2025 Reduced 12.74%
$299B
$7.32 Billion 0.93% of portfolio
51,148
Q2 2025 Added 41.25%
$29.3B
$6.96 Billion 0.89% of portfolio
134,278
Q2 2025 Added 840.92%
$0
$6.8 Billion 0.87% of portfolio
62,311
Q2 2025 Reduced 0.08%
$119B
$6.71 Billion 0.86% of portfolio
74,720
Q2 2025 Reduced 1.09%
Ea Series Trust
-
$6.39 Billion 0.82% of portfolio
-
Q2 2025 Added 2.98%
First Tr Exchange Traded Fd
-
$6.39 Billion 0.82% of portfolio
-
Q2 2025 Added 1.31%
$0
$6.36 Billion 0.81% of portfolio
150,777
Q2 2025 Added 1.24%
$58.9B
$6 Billion 0.77% of portfolio
26,404
Q2 2025 Added 2.89%
$25.9B
$5.84 Billion 0.75% of portfolio
238,944
Q2 2025 Reduced 16.24%
$11.2B
$5.73 Billion 0.73% of portfolio
147,028
Q2 2025 Reduced 33.39%
First Tr Exchange Traded Fd
-
$5.64 Billion 0.72% of portfolio
-
Q2 2025 Added 2.47%
$0
$5.55 Billion 0.71% of portfolio
207,438
Q2 2025 Added 4.21%
$33.4B
$5.49 Billion 0.7% of portfolio
212,729
Q2 2025 Added 14.02%
$226B
$5.44 Billion 0.69% of portfolio
18,446
Q2 2025 Reduced 15.9%
$3.43T
$4.36 Billion 0.56% of portfolio
21,271
Q1 2025 Reduced 1.99%
$396B
$4.36 Billion 0.56% of portfolio
11,878
Q2 2025 Reduced 2.75%
$112B
$4.27 Billion 0.55% of portfolio
14,754
Q2 2025 Added 191.93%
$301B
$4.23 Billion 0.54% of portfolio
59,815
Q2 2025 Reduced 13.03%
$27.7B
$4.16 Billion 0.53% of portfolio
25,058
Q2 2025 Added 1,367.1%
$0
$4.06 Billion 0.52% of portfolio
115,151
Q2 2025 Added 0.1%
$66B
$4.07 Billion 0.52% of portfolio
89,947
Q2 2025 Reduced 17.13%
$138B
$3.88 Billion 0.49% of portfolio
34,963
Q2 2025 Reduced 25.05%
$21.2B
$3.58 Billion 0.46% of portfolio
112,634
Q2 2025 Added 10.64%
$709B
$3.49 Billion 0.45% of portfolio
4,479
Q2 2025 Reduced 25.09%
$10.6B
$3.46 Billion 0.44% of portfolio
387,735
Q2 2025 Reduced 37.7%
$831M
$3.43 Billion 0.44% of portfolio
1,303,872
Q2 2025 Added 2.88%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $784 Billion
  • Prior Value $822 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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