Philip James Wealth Mangement, LLC New Holdings in Q1 2025

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4B
DEO
Diageo PLC

Consumer Defensive
18.2K
New
$104.79 - $126.12 $1.91M - $2.3M
18.2K $1.91B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.99K
New
$402.49 - $513.76 $1.2M - $1.54M
2.99K $1.45B
BFB
Brown Forman Corp Cl B
17.3K
New
N/A
17.3K $587M
BUSE
First Busey Corp

Financial Services
26.4K
New
$21.26 - $25.35 $561K - $668K
26.4K $570M
CE
Celanese Corp

Basic Materials
7.42K
New
$47.02 - $74.12 $349K - $550K
7.42K $421M
SONY
Sony Group Corp

Technology
15K
New
$19.88 - $25.64 $298K - $385K
15K $381M
CHK
Chesapeake Energy Corp

Energy
2.7K
New
N/A
2.7K $300M
HSY
Hershey CO

Consumer Defensive
1.71K
New
$144.74 - $186.36 $247K - $318K
1.71K $292M
TMO
Thermo Fisher Scientific Inc.

Healthcare
539
New
$497.6 - $606.74 $268K - $327K
539 $268M
SPGI
S&P Global Inc.

Financial Services
517
New
$478.26 - $543.77 $247K - $281K
517 $263M
LPLA
Lpl Financial Holdings Inc.

Financial Services
771
New
$308.87 - $383.33 $238K - $296K
771 $252M
SLB
Schlumberger Limited

Energy
5.85K
New
$38.4 - $43.74 $225K - $256K
5.85K $244M
CRM
Salesforce, Inc.

Technology
873
New
$268.36 - $359.95 $234K - $314K
873 $234M
HUM
Humana Inc

Healthcare
885
New
$249.11 - $303.11 $220K - $268K
885 $234M
MU
Micron Technology Inc

Technology
2.58K
New
$86.89 - $109.38 $224K - $282K
2.58K $224M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.38K
New
$54.27 - $63.81 $183K - $215K
3.38K $215M
VZ
Verizon Communications Inc

Communication Services
4.49K
New
$37.81 - $46.49 $170K - $209K
4.49K $204M
Activity Summary
Buys All Purchases 73 New Holdings 19 Increased Positions 54 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email