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.

Portfolio value $150 Billion
ETFs: $124 Billion
Technology: $5.88 Billion
Consumer Cyclical: $2.27 Billion
Consumer Defensive: $1.97 Billion
Industrials: $1.57 Billion
Financial Services: $1.37 Billion
Utilities: $1.09 Billion
Healthcare: $967 Million
Other: $1.15 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $150 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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