Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.9B
$285 Million 0.04% of portfolio
3,257
Q3 2024 Added 0.22%
$64.4B
$354 Million 0.04% of portfolio
2,987
Q3 2024 Added 19.43%
$22.9B
$305 Million 0.04% of portfolio
2,822
Q3 2024 New
$15.4B
$304 Million 0.04% of portfolio
808
Q3 2024 Reduced 0.37%
$37.3B
$289 Million 0.04% of portfolio
3,701
Q3 2024 Added 17.75%
$38.1B
$309 Million 0.04% of portfolio
2,057
Q3 2024 Added 0.24%
$117B
$255 Million 0.03% of portfolio
883
Q3 2024 Added 0.23%
$78.3B
$208 Million 0.03% of portfolio
2,003
Q3 2024 New
$13.5B
$265 Million 0.03% of portfolio
2,403
Q3 2024 Added 0.54%
$38.7B
$220 Million 0.03% of portfolio
855
Q3 2024 Added 0.35%
$89.1B
$208 Million 0.03% of portfolio
6,633
Q3 2024 Added 3.67%
$11.9B
$247 Million 0.03% of portfolio
2,036
Q3 2024 New
$112B
$261 Million 0.03% of portfolio
2,900
Q3 2024 Added 10.64%
$163B
$282 Million 0.03% of portfolio
12,807
Q3 2024 New
$69.2B
$211 Million 0.03% of portfolio
7,240
Q3 2024 New
$47.2B
$232 Million 0.03% of portfolio
1,654
Q3 2024 New
$37.9B
$277 Million 0.03% of portfolio
3,747
Q3 2024 New
$147B
$215 Million 0.03% of portfolio
1,065
Q3 2024 Added 0.19%
$87.6B
$251 Million 0.03% of portfolio
2,180
Q3 2024 New
$76.3B
$221 Million 0.03% of portfolio
2,023
Q3 2024 Added 11.21%
$95.3B
$269 Million 0.03% of portfolio
691
Q3 2024 New
$177B
$201 Million 0.02% of portfolio
4,472
Q3 2024 New
$18.3B
$201 Million 0.02% of portfolio
3,376
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $814 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 88 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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