Holdings
Philip James Wealth Mangement, LLC
As of Jun 30, 2026, Philip James Wealth Mangement, LLC reported 106 positions worth US$691M. Largest: Berkshire Hathaway Inc., Exxon Mobil Corporation and Qualcomm Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 439K | US$220M | −1,407 | Jun 30, 2026 |
| Exxon Mobil Corporation | 424K | US$57.9M | −16,656 | Jun 30, 2026 |
| Qualcomm Incorporated | 146K | US$27M | −49,624 | Jun 30, 2026 |
| Abbott Laboratories | 282K | US$25.6M | +278K | Jun 30, 2026 |
| Intel Corporation | 163K | US$22.8M | −438K | Jun 30, 2026 |
| General Mills, Inc. | 644K | US$22.4M | +309K | Jun 30, 2026 |
| Merck & Company, Inc. | 174K | US$22.3M | −10,855 | Jun 30, 2026 |
| Johnson & Johnson | 81,906 | US$20.8M | −2,239 | Jun 30, 2026 |
| Occidental Petroleum Corporation | 419K | US$20.4M | −4,153 | Jun 30, 2026 |
| Rocket Companies, Inc. | 868K | US$13.7M | +124K | Jun 30, 2026 |