Instuitional Investor - Philip James Wealth Mangement, Llc

Fund Profile
Filing Period:
Fund Name: Philip James Wealth Mangement, Llc
Portfolio Value $869,654,204
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK-B 436,381 $209,113,775 24.05%
2. XOM 440,240 $74,691,148 8.59%
3. OXY 1,167,341 $50,010,489 5.75%
4. CB 91,299 $29,756,958 3.42%
5. OXY 423,306 $27,514,912 3.16%