Philip James Wealth Mangement, LLC Portfolio Holdings
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
Philip James Wealth Mangement, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi Ex Us ETF with a value of $14B, Vaneck Morningstar Wide Moat E with a value of $13.9B, Jp Morgan ETF Tr Ultra Short I with a value of $12.1B, First Tr ETF Viii Tcw Unconstr with a value of $11.9B, and Ishares Core Dividend Growth E with a value of $11.3B.
Examining the 13F form we can see an increase of $9.07B in the current position value, from $141B to 150B.
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.