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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$155B
$3.33 Billion 0.41% of portfolio
10,688
Q1 2025 Reduced 2.15%
$831M
$3.12 Billion 0.38% of portfolio
1,267,378
Q1 2025 Added 5.05%
$272B
$3.06 Billion 0.37% of portfolio
49,624
Q1 2025 Reduced 1.76%
$0
$2.95 Billion 0.36% of portfolio
63,476
Q1 2025 Reduced 0.25%
$0
$2.82 Billion 0.34% of portfolio
50,785
Q1 2025 Reduced 24.14%
$438B
$2.4 Billion 0.29% of portfolio
3
Q1 2025 New
$0
$2.13 Billion 0.26% of portfolio
42,504
Q1 2025 Added 22.1%
$81B
$2.04 Billion 0.25% of portfolio
31,283
Q1 2025 Reduced 3.5%
$1.02T
$2.02 Billion 0.25% of portfolio
7,802
Q1 2025 Added 5.58%
$57.4B
$1.91 Billion 0.23% of portfolio
18,212
Q1 2025 New
$42.8B
$1.8 Billion 0.22% of portfolio
13,077
Q1 2025 Reduced 11.97%
$0
$1.71 Billion 0.21% of portfolio
33,540
Q1 2025 Added 10.97%
$0
$1.68 Billion 0.2% of portfolio
27,950
Q1 2025 Added 0.32%
$0
$1.62 Billion 0.2% of portfolio
13,924
Q1 2025 Reduced 7.81%
$1.58B
$1.64 Billion 0.2% of portfolio
115,489
Q1 2025 Reduced 9.58%
$216B
$1.58 Billion 0.19% of portfolio
11,962
Q1 2025 Reduced 3.45%
$118B
$1.53 Billion 0.19% of portfolio
5,054
Q1 2025 Added 471.72%
$807B
$1.5 Billion 0.18% of portfolio
6,105
Q1 2025 Reduced 2.71%
$358B
$1.5 Billion 0.18% of portfolio
13,805
Q1 2025 Reduced 25.31%
$113B
$1.45 Billion 0.18% of portfolio
2,991
Q1 2025 New
$0
$1.41 Billion 0.17% of portfolio
23,662
Q1 2025 Reduced 4.76%
$90.6B
$1.4 Billion 0.17% of portfolio
23,311
Q1 2025 Added 3.96%
$6.74B
$1.38 Billion 0.17% of portfolio
11,122
Q1 2025 Added 4.34%
$0
$1.33 Billion 0.16% of portfolio
6,850
Q1 2025 Reduced 3.62%
$22.3B
$1.34 Billion 0.16% of portfolio
15,257
Q1 2025 Reduced 1.29%
$54.9B
$1.24 Billion 0.15% of portfolio
6,510
Q1 2025 Reduced 5.95%
$0
$1.22 Billion 0.15% of portfolio
3,976
Q1 2025 Reduced 1.75%
$27.4B
$1.16 Billion 0.14% of portfolio
5,074
Q1 2025 Reduced 48.19%
$10.3B
$1.06 Billion 0.13% of portfolio
8,921
Q1 2025 Added 8.93%
$0
$1.08 Billion 0.13% of portfolio
21,418
Q1 2025 Added 97.2%
$0
$1.03 Billion 0.12% of portfolio
2,188
Q1 2025 Reduced 3.31%
$8.13B
$1.03 Billion 0.12% of portfolio
8,094
Q1 2025 Reduced 6.07%
$377B
$886 Million 0.11% of portfolio
5,199
Q1 2025 Reduced 0.13%
$0
$874 Million 0.11% of portfolio
14,976
Q1 2025 Reduced 5.34%
$3.56T
$925 Million 0.11% of portfolio
2,464
Q1 2025 Added 24.01%
$31.5B
$853 Million 0.1% of portfolio
14,271
Q1 2025 Added 105.87%
$60B
$781 Million 0.09% of portfolio
6,323
Q1 2025 Added 0.02%
$1.5B
$746 Million 0.09% of portfolio
91,895
Q1 2025 Reduced 10.89%
$152B
$761 Million 0.09% of portfolio
20,628
Q1 2025 Added 21.97%
$0
$717 Million 0.09% of portfolio
14,403
Q1 2025 Reduced 7.2%
$284B
$765 Million 0.09% of portfolio
4,822
Q1 2025 Added 3.9%
$152B
$719 Million 0.09% of portfolio
10,134
Q1 2025 Reduced 7.51%
$32B
$723 Million 0.09% of portfolio
4,046
Q1 2025 Reduced 1.22%
$177B
$712 Million 0.09% of portfolio
3,964
Q1 2025 Reduced 15.75%
$149B
$776 Million 0.09% of portfolio
3,665
Q1 2025 Reduced 1.35%
$102B
$674 Million 0.08% of portfolio
1,913
Q1 2025 Reduced 5.58%
$67.4B
$646 Million 0.08% of portfolio
21,961
Q1 2025 Added 36.84%
$198B
$538 Million 0.07% of portfolio
19,029
Q1 2025 Added 88.65%
$211B
$569 Million 0.07% of portfolio
1,822
Q1 2025 Reduced 21.57%

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