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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.05 Billion 0.26% of portfolio
68,015
Q2 2025 Reduced 78.79%
$0
$80.2 Million 0.01% of portfolio
10,000
Q3 2024 New

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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