Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025

Philip James Wealth Mangement, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $822 Billion distributed in 167 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 $253B, Exxon Mobil Corp with a value of $56.7B, Occidental Pete Corp Wt Exp 08 with a value of $34.4B, Qualcomm Inc with a value of $24.4B, and Occidental Petroleum Corp with a value of $18.6B.

Examining the 13F form we can see an increase of $48.5B in the current position value, from $774B to 822B.

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 $822 Billion
Financial Services: $304 Billion
ETFs: $122 Billion
Energy: $95.1 Billion
Technology: $72.6 Billion
Healthcare: $68.4 Billion
Consumer Defensive: $41.8 Billion
Consumer Cyclical: $24.6 Billion
Industrials: $22.2 Billion
Other: $5.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$253 Billion 30.76% of portfolio
474,687
Q1 2025 Reduced 4.98%
$474B
$56.7 Billion 6.9% of portfolio
476,922
Q1 2025 Reduced 0.19%
-
$34.4 Billion 4.18% of portfolio
-
Q1 2025 Added 12.91%
$179B
$24.4 Billion 2.97% of portfolio
159,137
Q1 2025 Reduced 0.16%
$42.4B
$18.6 Billion 2.26% of portfolio
376,619
Q1 2025 Reduced 5.47%
$96.2B
$16.9 Billion 2.06% of portfolio
745,509
Q1 2025 Reduced 4.19%
$103B
$13.3 Billion 1.61% of portfolio
221,065
Q1 2025 Reduced 2.28%
$2.52B
$13.2 Billion 1.6% of portfolio
885,305
Q1 2025 Added 1.69%
$409B
$12.8 Billion 1.56% of portfolio
77,415
Q1 2025 Added 1.65%
$275B
$11.7 Billion 1.43% of portfolio
88,642
Q1 2025 Reduced 11.29%
$1.93B
$9.25 Billion 1.13% of portfolio
766,197
Q1 2025 Added 151.44%
$0
$9.11 Billion 1.11% of portfolio
320,642
Q1 2025 Reduced 7.82%
$212B
$8.44 Billion 1.03% of portfolio
94,076
Q1 2025 Added 107.98%
$143B
$8.4 Billion 1.02% of portfolio
331,466
Q1 2025 Added 3.44%
$12.1B
$8.05 Billion 0.98% of portfolio
220,740
Q1 2025 Reduced 2.87%
$120B
$7.93 Billion 0.97% of portfolio
75,541
Q1 2025 Reduced 0.4%
$376B
$7.75 Billion 0.94% of portfolio
185,764
Q1 2025 Reduced 2.58%
$110B
$6.92 Billion 0.84% of portfolio
167,368
Q1 2025 Added 0.92%
$61.5B
$6.26 Billion 0.76% of portfolio
25,663
Q1 2025 Added 4.57%
$300B
$6.06 Billion 0.74% of portfolio
36,212
Q1 2025 Reduced 1.02%
$32.4B
$5.68 Billion 0.69% of portfolio
186,571
Q1 2025 Added 4.33%
$11.2B
$5.42 Billion 0.66% of portfolio
622,322
Q1 2025 Reduced 4.27%
$260B
$5.45 Billion 0.66% of portfolio
21,934
Q1 2025 Reduced 1.66%
$142B
$5.23 Billion 0.64% of portfolio
46,646
Q1 2025 Reduced 5.82%
$86.2B
$5.13 Billion 0.62% of portfolio
34,909
Q1 2025 Reduced 16.48%
$300B
$4.93 Billion 0.6% of portfolio
68,780
Q1 2025 Added 0.07%
$748B
$4.94 Billion 0.6% of portfolio
5,979
Q1 2025 Reduced 3.49%
$3.39T
$4.72 Billion 0.57% of portfolio
21,271
Q1 2025 Reduced 1.99%
$70.3B
$4.58 Billion 0.56% of portfolio
108,541
Q1 2025 Reduced 6.62%
$380B
$4.48 Billion 0.54% of portfolio
12,214
Q1 2025 Reduced 2.26%
$185B
$3.98 Billion 0.48% of portfolio
26,525
Q1 2025 Added 223.55%
$140B
$3.89 Billion 0.47% of portfolio
16,696
Q1 2025 Reduced 1.87%
$22.6B
$3.81 Billion 0.46% of portfolio
101,800
Q1 2025 Added 255.71%
$159B
$3.33 Billion 0.41% of portfolio
10,688
Q1 2025 Reduced 2.15%
$831M
$3.12 Billion 0.38% of portfolio
1,267,378
Q1 2025 Added 5.05%
$284B
$3.06 Billion 0.37% of portfolio
49,624
Q1 2025 Reduced 1.76%
$432B
$2.4 Billion 0.29% of portfolio
3
Q1 2025 New
$86.5B
$2.04 Billion 0.25% of portfolio
31,283
Q1 2025 Reduced 3.5%
$934B
$2.02 Billion 0.25% of portfolio
7,802
Q1 2025 Added 5.58%
$59.6B
$1.91 Billion 0.23% of portfolio
18,212
Q1 2025 New
$43B
$1.8 Billion 0.22% of portfolio
13,077
Q1 2025 Reduced 11.97%
$1.52B
$1.64 Billion 0.2% of portfolio
115,489
Q1 2025 Reduced 9.58%
$215B
$1.58 Billion 0.19% of portfolio
11,962
Q1 2025 Reduced 3.45%
$2.27T
$1.55 Billion 0.19% of portfolio
8,145
Q1 2025 Added 9.37%
$116B
$1.53 Billion 0.19% of portfolio
5,054
Q1 2025 Added 471.72%
$831B
$1.5 Billion 0.18% of portfolio
6,105
Q1 2025 Reduced 2.71%
$406B
$1.5 Billion 0.18% of portfolio
13,805
Q1 2025 Reduced 25.31%
$123B
$1.45 Billion 0.18% of portfolio
2,991
Q1 2025 New
$95.1B
$1.4 Billion 0.17% of portfolio
23,311
Q1 2025 Added 3.96%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $822 Billion
  • Prior Value $774 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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