Filer Name: PHILIP JAMES WEALTH MANGEMENT, LLC
CIK: 2002630
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 172
Portfolio Value: $0.77B

Philip James Wealth Mangement, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 499,565 $226M 29.27% -3.6% -
XOM US EXXON MOBIL CORP 477,826 $51M 6.64% -3.8% -
OXY/WS US OCCIDENTAL PETROLEUM-CW27 1,100,245 $30M 3.92% 30.2% -
QCOM US QUALCOMM INC 159,399 $24M 3.17% -2.9% -
OXY US OCCIDENTAL PETROLEUM CORP 398,411 $20M 2.54% 198.6% -
INTC US INTEL CORP 778,081 $16M 2.02% -35.5% -
MOAT US VANECK MORNINGSTAR WIDE MOAT 167,036 $15M 2.00% 2.3% -
OGN US ORGANON & CO 870,603 $13M 1.68% 8.2% -
DGRO US ISHARES CORE DIVIDEND GROWTH 205,155 $13M 1.63% 1.8% -
VTI US VANGUARD TOTAL STOCK MKT ETF 41,991 $12M 1.57% 0.7% -
MO US ALTRIA GROUP INC 226,217 $12M 1.53% -0.7% -
JPST US JPMORGAN ULTRA-SHORT INCOME 234,702 $12M 1.53% -2.9% -
JNJ US JOHNSON & JOHNSON 76,158 $11M 1.42% -2.2% -
HELO US JPMORGAN HEDGED EQUITY ETF 166,229 $10M 1.33% 0.9% -
HPQ US HP INC 313,921 $10M 1.32% -20.7% -
PFE US PFIZER INC 320,431 $9M 1.10% -8.3% -
BABA US ALIBABA GROUP HOLDING-SP ADR 99,928 $8M 1.10% -9.9% -
UCON US FIRST TRUST TCW UNCONSTRAINE 344,411 $8M 1.10% -31.6% -
BAC US BANK OF AMERICA CORP 190,682 $8M 1.08% -21.8% -
CEF US SPROTT PHYSICAL GOLD AND SIL 347,832 $8M 1.07% -4.8% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us