Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

Philip James Wealth Mangement, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $814 Billion distributed in 164 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 $238B, Exxon Mobil Corp with a value of $58.2B, Intel Corp with a value of $28.3B, Qualcomm Inc with a value of $27.9B, and Occidental Pete Corp Wt Exp 08 with a value of $25.1B.

Examining the 13F form we can see an increase of $664B in the current position value, from $150B to 814B.

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 $814 Billion
Financial Services: $288 Billion
ETFs: $137 Billion
Technology: $95.5 Billion
Energy: $81.8 Billion
Healthcare: $74.8 Billion
Consumer Defensive: $34.9 Billion
Industrials: $27.6 Billion
Consumer Cyclical: $27 Billion
Other: $8.18 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 1.94% of portfolio
163,275
Q3 2024 Added 1.42%
$0
$15.4 Billion 1.89% of portfolio
269,187
Q3 2024 Added 1.94%
$0
$12.6 Billion 1.55% of portfolio
201,588
Q3 2024 Added 2.61%
$0
$12.7 Billion 1.55% of portfolio
503,462
Q3 2024 Added 3.6%
$0
$12.3 Billion 1.51% of portfolio
241,607
Q3 2024 Added 0.47%
$0
$11.8 Billion 1.45% of portfolio
41,696
Q3 2024 Added 2.03%
$0
$7.63 Billion 0.94% of portfolio
120,162
Q3 2024 Added 3.59%
$0
$6 Billion 0.74% of portfolio
62,174
Q3 2024 Added 2.01%
$0
$5.54 Billion 0.68% of portfolio
147,498
Q3 2024 Added 2.23%
$0
$4.54 Billion 0.56% of portfolio
94,032
Q3 2024 Added 2.9%
$0
$4.59 Billion 0.56% of portfolio
153,669
Q3 2024 Added 1.92%
$0
$4.28 Billion 0.52% of portfolio
111,890
Q3 2024 Added 4.35%
$0
$3.19 Billion 0.39% of portfolio
61,939
Q3 2024 Added 4.28%
$0
$2.5 Billion 0.31% of portfolio
43,308
Q3 2024 Added 6.51%
$0
$1.78 Billion 0.22% of portfolio
34,771
Q3 2024 Added 15.2%
$0
$1.71 Billion 0.21% of portfolio
14,943
Q2 2024 Added 0.26%
$0
$1.38 Billion 0.17% of portfolio
27,160
Q3 2024 Added 282.32%
$0
$1.4 Billion 0.17% of portfolio
7,049
Q3 2024 Added 1.4%
$0
$1.27 Billion 0.16% of portfolio
4,047
Q3 2024 Added 0.35%
$0
$1.11 Billion 0.14% of portfolio
2,276
Q3 2024 Added 5.91%
$0
$912 Million 0.11% of portfolio
14,640
Q3 2024 Added 0.29%
$0
$790 Million 0.1% of portfolio
7,276
Q3 2024 Added 0.14%
$0
$702 Million 0.09% of portfolio
15,497
Q3 2024 Reduced 0.4%
$0
$562 Million 0.07% of portfolio
12,241
Q3 2024 Reduced 0.9%
$0
$575 Million 0.07% of portfolio
5,713
Q3 2024 Added 1.37%
$0
$457 Million 0.06% of portfolio
6,006
Q3 2024 Reduced 0.32%
$0
$403 Million 0.05% of portfolio
2,125
Q3 2024 Added 0.52%
$0
$401 Million 0.05% of portfolio
3,038
Q3 2024 Reduced 1.11%
$0
$395 Million 0.05% of portfolio
6,673
Q3 2024 Reduced 9.14%
$0
$434 Million 0.05% of portfolio
2,488
Q3 2024 Added 7.66%
$0
$285 Million 0.04% of portfolio
3,412
Q3 2024 New
$0
$326 Million 0.04% of portfolio
4,128
Q3 2024 Added 2.25%
$0
$242 Million 0.03% of portfolio
2,246
Q3 2024 Added 0.49%
$0
$249 Million 0.03% of portfolio
4,319
Q3 2024 New
$0
$214 Million 0.03% of portfolio
655
Q3 2024 Added 0.31%
$0
$256 Million 0.03% of portfolio
666
Q2 2024 Reduced 0.3%
$0
$247 Million 0.03% of portfolio
5,469
Q3 2024 Added 1.3%
$0
$251 Million 0.03% of portfolio
9,175
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $814 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 88 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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