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Home > Institutional Investor > Philip James Wealth Mangement, Llc > Profile

Instuitional Investor - Philip James Wealth Mangement, Llc

Fund Profile
Filing Period:
Fund Name: Philip James Wealth Mangement, Llc
Portfolio Value $784,037,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 445,835 $216,573,257 27.62%
2.
Exxon Mobil Corp
 XOM 469,721 $50,635,880 6.46%
3.
Occidental Petroleum Corp
 OXY 1,292,759 $26,775,431 3.42%
4.
Qualcomm Inc
 QCOM 159,263 $25,364,289 3.24%
5.
Intel Corp
 INTC 746,492 $16,721,421 2.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)