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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89B
$15.4 Billion 1.89% of portfolio
804,262
Q3 2024 New
$7.49B
$5.25 Billion 0.64% of portfolio
586,121
Q3 2024 New
$7.94B
$830 Million 0.1% of portfolio
7,454
Q3 2024 New
$4.03B
$328 Million 0.04% of portfolio
3,816
Q3 2024 Added 0.42%
$2.16B
$234 Million 0.03% of portfolio
7,845
Q3 2024 New
$3.8B
$251 Million 0.03% of portfolio
8,253
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
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