PJ
| |
Philip James Wealth Mangement, LLC13F | |
| Philip James Wealth Mangement, LLC | |
| Last update 2025-07-18 | 169 Stocks (8 new) |
| Value $784.00 Mil | Turnover 6 % |
Philip James Wealth Mangement,... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 445,835 | 216,573.3 | -6.08% | 27.620 | -1.87% | 0.020 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
XOM | Exxon Mobil Corp | 469,721 | 50,635.9 | -1.51% | 6.460 | -0.10% | 0.010 | +2.93% | +4.87% | 477,464.9 | Oil & Gas | |
OXY.WS | Occidental Petroleum Corp | 1,292,759 | 26,775.4 | +4.06% | 3.420 | +0.13% | - | - | - | 0 | Oil & Gas | |
QCOM | Qualcomm Inc | 159,263 | 25,364.3 | +0.08% | 3.240 | 0% | 0.010 | +8.55% | +4.58% | 174,406.3 | Semiconductors | |
INTC | Intel Corp | 746,492 | 16,721.4 | +0.13% | 2.130 | 0% | 0.020 | +5.30% | +12.86% | 98,706.5 | Semiconductors | |
MOAT | VanEck Morningstar Wide Moat ETF | 168,555 | 15,808.8 | +0.94% | 2.020 | +0.02% | 0.130 | +16.41% | +6.73% | 13,113.1 | ||
OXY | Occidental Petroleum Corp | 364,823 | 15,326.2 | -3.13% | 1.950 | -0.07% | 0.040 | +11.17% | -8.71% | 43,921.8 | Oil & Gas | |
MRK | Merck & Co Inc | 191,874 | 15,188.8 | +103.96% | 1.940 | +0.99% | 0.010 | +6.40% | -13.87% | 211,202.8 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 87,853 | 13,419.5 | +13.48% | 1.710 | +0.20% | 0.000 | +10.38% | +19.20% | 407,973.8 | Drug Manufacturers | |
DGRO | iShares Core Dividend Growth ETF | 206,586 | 13,209.1 | +1.23% | 1.680 | +0.02% | 0.040 | +10.87% | +7.96% | 32,734.9 |
Philip James Wealth Mangement, LLC's Historical Top Holdings Breakdowns
Philip James Wealth Mangement, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -1.87% | 483.48 ($508.26) 539.8 | $480.60 | -5.44% | Reduce -6.08% | 445,835 | -28,852 | |
MRK | Merck & Co Inc | 2025-06-30 | Add Add | +0.99% | 73.47 ($79.65) 89.76 | $84.11 | 5.60% | Add 103.96% | 191,874 | 97,798 | |
PEP | PepsiCo Inc | 2025-06-30 | Add Add | +0.90% | 128.02 ($134.95) 151.37 | $144.51 | 7.08% | Add 201.63% | 80,008 | 53,483 | |
CEF |
Sprott Physical Gold and Silver Trust
Sprott Physical Gold and Silver Trust
| 2025-06-30 | Reduce Reduce | -0.87% | 26.18 ($29.23) 30.91 | $31.33 | 7.18% | Reduce -78.79% | 68,015 | -252,627 | |
GIS | General Mills Inc | 2025-06-30 | Add Add | +0.80% | 50.37 ($55.25) 60.97 | $50.95 | -7.78% | Add 840.92% | 134,278 | 120,007 | |
HSY | The Hershey Co | 2025-06-30 | Add Add | +0.49% | 151.29 ($164.93) 173.13 | $183.90 | 11.50% | Add 1367.1% | 25,058 | 23,350 | |
CB | Chubb Ltd | 2025-06-30 | Add Add | +0.36% | 274.32 ($288) 302.46 | $270.18 | -6.19% | Add 191.93% | 14,754 | 9,700 | |
MMM | 3M Co | 2025-06-30 | Reduce Reduce | -0.33% | 126.09 ($142.98) 154.15 | $149.30 | 4.42% | Reduce -53.65% | 16,179 | -18,730 | |
ALLY | Ally Financial Inc | 2025-06-30 | Reduce Reduce | -0.33% | 30.09 ($34.68) 38.95 | $38.38 | 10.67% | Reduce -33.39% | 147,028 | -73,712 | |
BABA | Alibaba Group Holding Ltd | 2025-06-30 | Reduce Reduce | -0.32% | 99.37 ($118.61) 134.05 | $121.15 | 2.14% | Reduce -22.1% | 69,052 | -19,590 |
Philip James Wealth Mangement, LLC Total Holding History ($B)
Philip James Wealth Mangement, LLC's Asset Allocation
Philip James Wealth Mangement, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Philip James Wealth Mangement, LLC's Hypothetical Growth since 2025-06-30
Philip James Wealth Mangement, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Philip James Wealth Mangement, LLC's Holdings Heat Map
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Philip James Wealth Mangement, LLC's Holdings Bubble Chart
Philip James Wealth Mangement, LLC News
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