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 Market Cap. of $10 Billions to $200 Billions
