Philip James Wealth Mangement, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $774 Billion distributed in 172 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 $226B, Exxon Mobil Corp with a value of $51.4B, Occidental Pete Corp Wt Exp 08 with a value of $30.3B, Qualcomm Inc with a value of $24.5B, and Occidental Petroleum Corp with a value of $19.7B.
Examining the 13F form we can see an decrease of $40.9B in the current position value, from $814B to 774B.
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
$774 Billion
Financial Services: $270 Billion
ETFs: $125 Billion
Energy: $86.6 Billion
Technology: $77.2 Billion
Healthcare: $67.5 Billion
Consumer Defensive: $33.6 Billion
Industrials: $24.8 Billion
Consumer Cyclical: $23.5 Billion
Other: $6.54 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
