Philip James Wealth Mangement, LLC
CIK: 0002002630SEC EDGAR →
Portfolio Value
$863.2B
Holdings
170
As of
Q4 2025
New Positions
170
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 438,054 | $220.2B | 25.51% |
| 2 | EXXON MOBIL CORP | 462,810 | $55.7B | 6.45% |
| 3 | QUALCOMM INC | 157,827 | $27.0B | 3.13% |
| 4 | INTEL CORP | 695,834 | $25.7B | 2.97% |
| 5 | OCCIDENTAL PETE CORP | 1,230,875 | $23.7B | 2.75% |
| 6 | CHUBB LIMITED | 64,200 | $20.0B | 2.32% |
| 7 | MERCK & CO INC | 184,977 | $19.5B | 2.26% |
| 8 | JOHNSON & JOHNSON | 85,015 | $17.6B | 2.04% |
| 9 | OCCIDENTAL PETE CORP | 415,493 | $17.1B | 1.98% |
| 10 | VANGUARD INDEX FDS | 46,234 | $15.5B | 1.80% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (170)
$220.2B · 438K shares
$55.7B · 463K shares
$27.0B · 158K shares
$25.7B · 696K shares
$23.7B · 1.2M shares
$20.0B · 64K shares
$19.5B · 185K shares
$17.6B · 85K shares
$17.1B · 415K shares
$15.5B · 46K shares
$14.6B · 756K shares
$13.1B · 189K shares
$13.0B · 195K shares
$12.4B · 120K shares
$11.9B · 206K shares
$11.6B · 250K shares
$11.5B · 80K shares
$10.1B · 407K shares
$10.1B · 66K shares
$9.9B · 268K shares
$9.4B · 133K shares
$9.3B · 196K shares
$9.2B · 183K shares
$9.0B · 159K shares
$8.3B · 68K shares
$8.2B · 56K shares
$8.1B · 259K shares
$8.1B · 297K shares
$7.9B · 143K shares
$7.3B · 25K shares
$6.8B · 399K shares
$6.7B · 71K shares
$6.6B · 148K shares
$6.1B · 288K shares
$6.0B · 239K shares
$5.9B · 131K shares
$5.9B · 161K shares
$5.6B · 21K shares
$5.3B · 61K shares
$5.1B · 32K shares
$4.6B · 25K shares
$4.6B · 4K shares
$4.6B · 16K shares
$4.5B · 1.3M shares
$4.1B · 157K shares
$4.0B · 76K shares
$4.0B · 12K shares
$3.8B · 77K shares
$3.8B · 50K shares
$3.8B · 55K shares
$3.7B · 8K shares
$3.5B · 145K shares
$3.4B · 270K shares
$3.3B · 56K shares
$3.2B · 42K shares
$3.2B · 13K shares
$3.1B · 47K shares
$3.1B · 9K shares
$3.1B · 138K shares
$3.0B · 146K shares
$2.7B · 16K shares
$2.5B · 25K shares
$2.4B · 30K shares
$2.4B · 46K shares
$2.3B · 3 shares
$2.0B · 11K shares
$2.0B · 9K shares
$2.0B · 52K shares
$1.9B · 168K shares
$1.9B · 16K shares
$1.8B · 36K shares
$1.7B · 5K shares
$1.6B · 15K shares
$1.6B · 229K shares
$1.6B · 20K shares
$1.3B · 3K shares
$1.3B · 6K shares
$1.3B · 4K shares
$1.2B · 3K shares
$1.2B · 10K shares
$1.2B · 2K shares
$1.2B · 7K shares
$1.1B · 5K shares
$1.1B · 22K shares
$1.1B · 3K shares
$1.1B · 3K shares
$1.1B · 23K shares
$1.0B · 7K shares
$988.0M · 5K shares
$983.0M · 15K shares
$961.0M · 39K shares
$878.0M · 14K shares
$877.0M · 5K shares
$870.0M · 2K shares
$852.0M · 2K shares
$787.0M · 5K shares
$780.0M · 2K shares
$779.0M · 12K shares
$762.0M · 5K shares
$757.0M · 6K shares
$710.0M · 7K shares
$690.0M · 1K shares
$668.0M · 27K shares
$657.0M · 3K shares
$645.0M · 1K shares
$627.0M · 26K shares
$626.0M · 3K shares
$594.0M · 13K shares
$589.0M · 940 shares
$541.0M · 21K shares
$535.0M · 938 shares
$534.0M · 5K shares
$530.0M · 804 shares
$528.0M · 3K shares
$517.0M · 4K shares
$516.0M · 1K shares
$506.0M · 14K shares
$505.0M · 3K shares
$496.0M · 6K shares
$492.0M · 943 shares
$489.0M · 2K shares
$483.0M · 2K shares
$465.0M · 11K shares
$465.0M · 2K shares
$463.0M · 2K shares
$460.0M · 4K shares
$442.0M · 3K shares
$409.0M · 2K shares
$399.0M · 948 shares
$395.0M · 2K shares
$392.0M · 2K shares
$389.0M · 6K shares
$382.0M · 3K shares
$381.0M · 4K shares
$369.0M · 3K shares
$368.0M · 2K shares
$362.0M · 3K shares
$360.0M · 2K shares
$359.0M · 4K shares
$356.0M · 1K shares
$351.0M · 7K shares
$342.0M · 4K shares
$341.0M · 3K shares
$333.0M · 3K shares
$316.0M · 6K shares
$310.0M · 4K shares
$309.0M · 4K shares
$302.0M · 3K shares
$287.0M · 3K shares
$282.0M · 705 shares
$281.0M · 11K shares
$271.0M · 19K shares
$270.0M · 771 shares
$260.0M · 8K shares
$259.0M · 533 shares
$257.0M · 664 shares
$256.0M · 3K shares
$256.0M · 503 shares
$255.0M · 312 shares
$253.0M · 652 shares
$252.0M · 7K shares
$249.0M · 969 shares
$239.0M · 14K shares
$232.0M · 23K shares
$230.0M · 1K shares
$223.0M · 3K shares
$213.0M · 283 shares
$209.0M · 2K shares
$202.0M · 887 shares
$17.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 12 | $266.6B | 30.9% |
| Financial Services | 60 | $236.2B | 27.4% |
| Energy | 10 | $99.4B | 11.5% |
| Technology | 24 | $84.1B | 9.7% |
| Healthcare | 20 | $71.4B | 8.3% |
| Consumer Defensive | 11 | $56.2B | 6.5% |
| Consumer Cyclical | 7 | $22.5B | 2.6% |
| Industrials | 16 | $19.8B | 2.3% |
| Communication Services | 5 | $4.1B | 0.5% |
| Basic Materials | 2 | $2.0B | 0.2% |
| Utilities | 3 | $736.0M | 0.1% |