Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

Philip James Wealth Mangement, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $774 Billion distributed in 172 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 $226B, Exxon Mobil Corp with a value of $51.4B, Occidental Pete Corp Wt Exp 08 with a value of $30.3B, Qualcomm Inc with a value of $24.5B, and Occidental Petroleum Corp with a value of $19.7B.

Examining the 13F form we can see an decrease of $40.9B in the current position value, from $814B to 774B.

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 $774 Billion
Financial Services: $270 Billion
ETFs: $125 Billion
Energy: $86.6 Billion
Technology: $77.2 Billion
Healthcare: $67.5 Billion
Consumer Defensive: $33.6 Billion
Industrials: $24.8 Billion
Consumer Cyclical: $23.5 Billion
Other: $6.54 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.26 Billion 1.07% of portfolio
347,832
Q4 2024 Reduced 4.83%
$0
$262 Million 0.03% of portfolio
5,828
Q4 2024 Added 2.05%
$0
$78.6 Million 0.01% of portfolio
10,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $774 Billion
  • Prior Value $814 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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