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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.11 Billion 1.11% of portfolio
320,642
Q1 2025 Reduced 7.82%
$0
$79.6 Million 0.01% of portfolio
10,000
Q3 2024 New

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
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