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Philip James Wealth Mangement, LLC
Philip James Wealth Mangement, LLC is an institution, managing $841.3M across 174 long positions as of Q3 2025 with 33% Financial Services concentration, 52% concentrated in top 10 holdings, and 26% allocation to BRK.B.
- Portfolio Value
- $841.3M
- Positions
- 174
- Top Holding
- BRK.B at 26.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Philip James Wealth Mangement, LLC's portfolio (52% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $222.3M | 26.42% | -$1.9M Sold | 0.02% 442.1K shares | |
Oil & Gas Integrated Energy | $52.4M | 6.23% | -$546.2K Sold | 0.01% 464.9K shares | |
Oil & Gas Exploration & Production Energy | $32.6M | 3.87% | -$366.9K Sold | — 1.3M shares | |
Semiconductors Technology | $26.6M | 3.16% | +$67.7K Bought | 0.01% 159.7K shares | |
Semiconductors Technology | $24.6M | 2.93% | -$403.0K Sold | 0.02% 734.5K shares | |
Oil & Gas Exploration & Production Energy | $17.3M | 2.06% | +$75.3K Bought | 0.04% 366.4K shares | |
Drug Manufacturers - General Healthcare | $16.1M | 1.92% | +$7.5K Bought | 0.01% 192.0K shares | |
Drug Manufacturers - General Healthcare | $15.9M | 1.89% | -$398.5K Sold | 0.00% 85.7K shares | |
ETF ETF | $15.0M | 1.79% | +$1.1M Bought | — 45.8K shares | |
Financial - Mortgages Financial Services | $14.6M | 1.73% | -$223.7K Sold | 0.04% 752.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Philip James Wealth Mangement, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Philip James Wealth Mangement, LLC
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