Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

Philip James Wealth Mangement, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $857 Billion distributed in 177 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 $222B, Exxon Mobil Corp with a value of $52.4B, Occidental Pete Corp Wt Exp 08 with a value of $32.6B, Qualcomm Inc with a value of $26.6B, and Intel Corp with a value of $24.6B.

Examining the 13F form we can see an increase of $72.9B in the current position value, from $784B to 857B.

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 $857 Billion
Financial Services: $281 Billion
ETFs: $136 Billion
Energy: $92.1 Billion
Technology: $88.1 Billion
Consumer Defensive: $68.1 Billion
Healthcare: $65.1 Billion
Consumer Cyclical: $24.8 Billion
Industrials: $19.2 Billion
Other: $6.43 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$222 Billion 25.94% of portfolio
442,092
Q3 2025 Reduced 0.84%
$490B
$52.4 Billion 6.12% of portfolio
464,877
Q3 2025 Reduced 1.03%
-
$32.6 Billion 3.8% of portfolio
-
Q3 2025 Reduced 1.11%
$187B
$26.6 Billion 3.1% of portfolio
159,670
Q3 2025 Added 0.26%
$143B
$24.6 Billion 2.88% of portfolio
734,480
Q3 2025 Reduced 1.61%
$39.8B
$17.3 Billion 2.02% of portfolio
366,417
Q3 2025 Added 0.44%
$235B
$16.1 Billion 1.88% of portfolio
191,963
Q3 2025 Added 0.05%
$522B
$15.9 Billion 1.85% of portfolio
85,704
Q3 2025 Reduced 2.45%
$2.27B
$14.6 Billion 1.7% of portfolio
752,123
Q3 2025 Reduced 1.51%
$123B
$14.3 Billion 1.67% of portfolio
50,788
Q3 2025 Added 244.23%
$104B
$13.7 Billion 1.6% of portfolio
207,319
Q3 2025 Reduced 5.69%
$204B
$11.5 Billion 1.34% of portfolio
81,952
Q3 2025 Added 2.43%
$141B
$10.5 Billion 1.23% of portfolio
412,350
Q3 2025 Added 3.42%
$28.1B
$10.5 Billion 1.22% of portfolio
208,155
Q3 2025 Added 55.02%
$418B
$10.5 Billion 1.22% of portfolio
58,648
Q3 2025 Reduced 15.07%
$123B
$8.5 Billion 0.99% of portfolio
160,203
Q3 2025 Reduced 3.55%
$413B
$7.63 Billion 0.89% of portfolio
147,914
Q3 2025 Reduced 8.75%
$113B
$6.97 Billion 0.81% of portfolio
73,655
Q3 2025 Reduced 1.43%
$68.9B
$6.07 Billion 0.71% of portfolio
25,757
Q3 2025 Reduced 2.45%
$25.4B
$5.77 Billion 0.67% of portfolio
211,744
Q3 2025 Reduced 11.38%
$30.4B
$5.73 Billion 0.67% of portfolio
220,147
Q3 2025 Added 3.49%
$11.8B
$5.48 Billion 0.64% of portfolio
139,893
Q3 2025 Reduced 4.85%
$4.3T
$5.39 Billion 0.63% of portfolio
21,184
Q3 2025 Reduced 0.41%
$9.97B
$5.29 Billion 0.62% of portfolio
25,427
Q3 2025 Added 2,660.8%
$26.3B
$4.75 Billion 0.55% of portfolio
25,412
Q3 2025 Added 1.41%
$1.92B
$4.74 Billion 0.55% of portfolio
444,172
Q3 2025 Reduced 49.4%
$367B
$4.74 Billion 0.55% of portfolio
11,707
Q3 2025 Reduced 1.44%
$266B
$4.54 Billion 0.53% of portfolio
16,091
Q3 2025 Reduced 12.77%
$53B
$4.47 Billion 0.52% of portfolio
46,791
Q3 2025 Added 41.33%
$831M
$4.14 Billion 0.48% of portfolio
1,317,887
Q3 2025 Added 1.07%
$23.5B
$3.94 Billion 0.46% of portfolio
112,253
Q3 2025 Reduced 0.34%
$306B
$3.69 Billion 0.43% of portfolio
55,578
Q3 2025 Reduced 7.08%
$67.6B
$3.71 Billion 0.43% of portfolio
76,825
Q3 2025 Reduced 14.59%
$1.29T
$3.67 Billion 0.43% of portfolio
8,251
Q3 2025 Added 0.41%
$971B
$3.42 Billion 0.4% of portfolio
4,486
Q3 2025 Added 0.16%
$140B
$3.34 Billion 0.39% of portfolio
13,306
Q3 2025 Reduced 1.73%
$71.6B
$3.2 Billion 0.37% of portfolio
47,665
Q3 2025 Added 47.75%
$319B
$2.98 Billion 0.35% of portfolio
43,587
Q3 2025 Reduced 8.75%
$11.6B
$3.04 Billion 0.35% of portfolio
28,010
Q3 2025 Reduced 2.47%
-
$2.82 Billion 0.33% of portfolio
-
Q3 2025 Added 10.08%
$13B
$2.85 Billion 0.33% of portfolio
288,366
Q3 2025 Reduced 25.63%
$183B
$2.68 Billion 0.31% of portfolio
9,495
Q3 2025 Reduced 4.12%
$453B
$2.26 Billion 0.26% of portfolio
3
Q1 2025 New
$8.84B
$2.11 Billion 0.25% of portfolio
16,032
Q3 2025 Added 1.49%
$465B
$2.15 Billion 0.25% of portfolio
11,509
Q3 2025 Added 0.18%
$2.39T
$1.87 Billion 0.22% of portfolio
8,536
Q3 2025 Added 2.63%
$23.8B
$1.82 Billion 0.21% of portfolio
15,357
Q3 2025 Reduced 2.48%
$156B
$1.77 Billion 0.21% of portfolio
15,913
Q3 2025 Reduced 54.49%
$881B
$1.67 Billion 0.2% of portfolio
5,309
Q3 2025 Reduced 6.81%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $857 Billion
  • Prior Value $784 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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