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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
First Tr Exchange Traded Fd
-
$3.08 Billion 0.36% of portfolio
-
Q3 2025 New
$0
$3.07 Billion 0.36% of portfolio
47,161
Q3 2025 Reduced 7.45%
$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%
Solventum Corp
-
$2.3 Billion 0.27% of portfolio
-
Q3 2025 Reduced 25.62%
$0
$2.35 Billion 0.27% of portfolio
45,987
Q3 2025 Added 36.67%
$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%
$2.39T
$1.87 Billion 0.22% of portfolio
8,536
Q3 2025 Added 2.63%
$0
$1.92 Billion 0.22% of portfolio
162,436
Q3 2025 New
$0
$1.8 Billion 0.21% of portfolio
35,610
Q3 2025 Reduced 17.59%
$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%
$52.4B
$1.74 Billion 0.2% of portfolio
50,537
Q3 2025 Added 114.65%
$111B
$1.59 Billion 0.19% of portfolio
4,059
Q3 2025 Reduced 8.95%
$114B
$1.35 Billion 0.16% of portfolio
20,406
Q3 2025 Reduced 11.54%
$0
$1.33 Billion 0.16% of portfolio
11,109
Q3 2025 Reduced 20.74%
$3.78T
$1.38 Billion 0.16% of portfolio
2,663
Q3 2025 Added 4.31%
$9.65B
$1.3 Billion 0.15% of portfolio
7,737
Q3 2025 Reduced 3.78%
$0
$1.31 Billion 0.15% of portfolio
6,092
Q3 2025 Reduced 10.71%
$91.4B
$1.31 Billion 0.15% of portfolio
8,448
Q3 2025 Reduced 47.78%
$0
$1.19 Billion 0.14% of portfolio
18,245
Q3 2025 Reduced 23.43%
$51.8B
$1.23 Billion 0.14% of portfolio
5,394
Q3 2025 Reduced 11.38%
$0
$1.13 Billion 0.13% of portfolio
1,879
Q3 2025 Reduced 13.89%
$0
$1.11 Billion 0.13% of portfolio
21,881
Q3 2025 Reduced 1.14%
$0
$1.1 Billion 0.13% of portfolio
30,075
Q3 2025 Reduced 55.78%
$24.8B
$989 Million 0.12% of portfolio
4,780
Q3 2025 Added 1.14%
$954M
$952 Million 0.11% of portfolio
26,443
Q3 2025 Reduced 10.76%
$115B
$907 Million 0.11% of portfolio
1,850
Q3 2025 Reduced 5.03%
$0
$900 Million 0.11% of portfolio
2,463
Q3 2025 Reduced 38.04%
$258B
$921 Million 0.11% of portfolio
5,503
Q3 2025 Reduced 29.89%
$346B
$835 Million 0.1% of portfolio
5,432
Q3 2025 Reduced 4.3%
$0
$823 Million 0.1% of portfolio
33,230
Q3 2025 New
$1.74T
$849 Million 0.1% of portfolio
3,486
Q3 2025 Reduced 0.14%
$268B
$751 Million 0.09% of portfolio
4,490
Q3 2025 Added 68.8%
$1.65T
$812 Million 0.09% of portfolio
3,341
Q3 2025 Added 8.69%
$68.5B
$806 Million 0.09% of portfolio
5,926
Q3 2025 Reduced 6.29%
$0
$768 Million 0.09% of portfolio
11,768
Q3 2025 Reduced 21.27%
$181B
$708 Million 0.08% of portfolio
25,070
Q3 2025 Added 27.62%
$32.3B
$649 Million 0.08% of portfolio
3,282
Q3 2025 Reduced 4.37%

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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