Instuitional Investor - Philip James Wealth Mangement, Llc

Fund Profile
Filing Period:
Fund Name: Philip James Wealth Mangement, Llc
Portfolio Value $888,380,658
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK-B 434,980 $217,659,642 24.5%
2. XOM 423,584 $57,912,338 6.52%
3. CB 104,308 $35,541,857 4%
4. OXY 1,023,537 $27,278,246 3.07%
5. QCOM 146,026 $26,984,210 3.04%