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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.5B
$3.34 Billion 0.43% of portfolio
33,107
Q2 2025 Added 81.79%
$293B
$3.31 Billion 0.42% of portfolio
47,764
Q2 2025 Reduced 3.75%
Solventum Corp
-
$3.21 Billion 0.41% of portfolio
-
Q2 2025 Reduced 10.98%
$0
$3.11 Billion 0.4% of portfolio
50,956
Q2 2025 Added 0.34%
$152B
$3 Billion 0.38% of portfolio
13,540
Q2 2025 Reduced 18.9%
$0
$3 Billion 0.38% of portfolio
64,548
Q2 2025 Added 1.69%
$11.9B
$2.82 Billion 0.36% of portfolio
28,718
Q2 2025 Added 221.91%
$152B
$2.76 Billion 0.35% of portfolio
9,903
Q2 2025 Reduced 7.34%
$1.08T
$2.61 Billion 0.33% of portfolio
8,217
Q2 2025 Added 5.32%
-
$2.55 Billion 0.32% of portfolio
-
Q2 2025 Added 446.86%
$78.6B
$2.4 Billion 0.31% of portfolio
32,261
Q2 2025 Added 3.13%
$87.3B
$2.46 Billion 0.31% of portfolio
16,179
Q2 2025 Reduced 53.65%
$423B
$2.19 Billion 0.28% of portfolio
3
Q1 2025 New
$0
$2.14 Billion 0.27% of portfolio
43,210
Q2 2025 Added 1.66%
$0
$2.05 Billion 0.26% of portfolio
68,015
Q2 2025 Reduced 78.79%
$99.5B
$1.98 Billion 0.25% of portfolio
4,458
Q2 2025 Added 49.05%
$2.26T
$1.82 Billion 0.23% of portfolio
8,317
Q2 2025 Added 2.11%
$456B
$1.81 Billion 0.23% of portfolio
11,488
Q2 2025 Reduced 16.78%
$0
$1.71 Billion 0.22% of portfolio
33,648
Q2 2025 Added 0.32%
$7.1B
$1.68 Billion 0.21% of portfolio
15,797
Q2 2025 Added 42.03%
$0
$1.66 Billion 0.21% of portfolio
14,016
Q2 2025 Added 0.66%
$23.4B
$1.68 Billion 0.21% of portfolio
15,748
Q2 2025 Added 3.22%
$859B
$1.65 Billion 0.21% of portfolio
5,697
Q2 2025 Reduced 6.68%
$0
$1.48 Billion 0.19% of portfolio
23,827
Q2 2025 Added 0.7%
$0
$1.4 Billion 0.18% of portfolio
6,823
Q2 2025 Reduced 0.39%
$57.8B
$1.33 Billion 0.17% of portfolio
6,087
Q2 2025 Reduced 6.5%
$0
$1.35 Billion 0.17% of portfolio
3,975
Q2 2025 Reduced 0.03%
$102B
$1.35 Billion 0.17% of portfolio
23,067
Q2 2025 Reduced 1.05%
$3.95T
$1.27 Billion 0.16% of portfolio
2,553
Q2 2025 Added 3.61%
$12.7B
$1.15 Billion 0.15% of portfolio
8,041
Q2 2025 Reduced 0.65%
$0
$1.2 Billion 0.15% of portfolio
2,182
Q2 2025 Reduced 0.27%
$1.58B
$1.17 Billion 0.15% of portfolio
29,630
Q2 2025 Reduced 74.34%
$229B
$1.15 Billion 0.15% of portfolio
7,849
Q2 2025 Reduced 34.38%
$0
$1.1 Billion 0.14% of portfolio
22,134
Q2 2025 Added 3.34%
$93.6B
$992 Million 0.13% of portfolio
1,948
Q2 2025 Added 1.83%
$22.7B
$1.05 Billion 0.13% of portfolio
4,726
Q2 2025 Reduced 6.86%
$368B
$904 Million 0.12% of portfolio
5,676
Q2 2025 Added 9.17%
$0
$927 Million 0.12% of portfolio
14,947
Q2 2025 Reduced 0.19%
$177B
$825 Million 0.11% of portfolio
3,972
Q2 2025 Added 0.2%
$261B
$872 Million 0.11% of portfolio
4,787
Q2 2025 Reduced 0.73%
$57.7B
$754 Million 0.1% of portfolio
6,324
Q2 2025 Added 0.02%
$0
$750 Million 0.1% of portfolio
14,326
Q2 2025 Reduced 0.53%
$46.7B
$796 Million 0.1% of portfolio
23,544
Q2 2025 Added 302.67%
$227B
$675 Million 0.09% of portfolio
2,116
Q1 2025 Added 0.19%
$75.3B
$710 Million 0.09% of portfolio
21,772
Q2 2025 Reduced 0.86%
$146B
$744 Million 0.09% of portfolio
3,193
Q2 2025 Reduced 12.88%
$1.28B
$603 Million 0.08% of portfolio
26,366
Q1 2025 New
$229B
$594 Million 0.08% of portfolio
4,365
Q2 2025 Added 0.23%
$33B
$666 Million 0.08% of portfolio
3,432
Q2 2025 Reduced 15.18%

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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