Philip James Wealth Mangement, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $814 Billion distributed in 164 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 $238B, Exxon Mobil Corp with a value of $58.2B, Intel Corp with a value of $28.3B, Qualcomm Inc with a value of $27.9B, and Occidental Pete Corp Wt Exp 08 with a value of $25.1B.
Examining the 13F form we can see an increase of $664B in the current position value, from $150B to 814B.
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
$814 Billion
Financial Services: $288 Billion
ETFs: $137 Billion
Technology: $95.5 Billion
Energy: $81.8 Billion
Healthcare: $74.8 Billion
Consumer Defensive: $34.9 Billion
Industrials: $27.6 Billion
Consumer Cyclical: $27 Billion
Other: $8.18 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
