Philip James Wealth Mangement Llc's portfolio and holdings

Philip James Wealth Mangement Llc's portfolio and holdings

As per corporate shareholdings filed for Feb-2025, people matching Philip James Wealth Mangement Llc publicly holds 120 stocks with a net worth of over US$ 591.3 M.

These are shares held by Philip James Wealth Mangement Llc as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
Apr-2025
Mar-2025
Jan-2025
Dec-2024
Nov-2024
Oct-2024
Sep-2024
Aug-2024
Jul-2024
Jun-2024
May-2024
Apr-2024
Mar-2024
Feb-2024
Jan-2024
Dec-2023
Nov-2023
Oct-2023
Sep-2023
Aug-2023
Jul-2023
Jun-2023
May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Conoco Phillips Philip James Wealth Mangement Llc 88.98 75,841 0.01% 0.00 6.7 M
Gilead Sciences, Inc. Philip James Wealth Mangement Llc 104.54 49,529 0.00% 0.00 5.2 M
Alphabet Inc - Ordinary Shares - Class C Philip James Wealth Mangement Llc 153.36 3,910 0.00% 0.00 599.6 K
Alphabet Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 151.16 1,638 0.00% 0.00 247.6 K
International Business Machines Corp. Philip James Wealth Mangement Llc 238.81 22,304 0.00% 0.00 5.3 M
Intel Corp. Philip James Wealth Mangement Llc 18.93 778,081 0.02% 0.00 14.7 M
JPMorgan Chase & Co. Philip James Wealth Mangement Llc 231.96 6,275 0.00% 0.00 1.5 M
Kinder Morgan Inc - Ordinary Shares - Class P Philip James Wealth Mangement Llc 27.10 7,700 0.00% 0.00 208.7 K
Mastercard Incorporated - Ordinary Shares - Class A Philip James Wealth Mangement Llc 517.33 493 0.00% 0.00 255.0 K
Meta Platforms Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 501.48 465 0.00% 0.00 233.2 K
3M Co. Philip James Wealth Mangement Llc 130.21 41,795 0.01% 0.00 5.4 M
Microsoft Corporation Philip James Wealth Mangement Llc 367.78 1,987 0.00% 0.00 730.8 K
M & T Bank Corp Philip James Wealth Mangement Llc 160.23 4,096 0.00% 0.00 656.3 K
Pfizer Inc. Philip James Wealth Mangement Llc 22.14 320,431 0.01% 0.00 7.1 M
Qualcomm, Inc. Philip James Wealth Mangement Llc 136.66 159,399 0.01% 0.00 21.8 M
Southern Company Philip James Wealth Mangement Llc 91.81 3,444 0.00% 0.00 316.2 K
Solventum Corp Philip James Wealth Mangement Llc 66.26 54,432 0.03% 0.00 3.6 M
AT&T, Inc. Philip James Wealth Mangement Llc 27.15 10,087 0.00% 0.00 273.9 K
Texas Instruments Inc. Philip James Wealth Mangement Llc 148.44 4,705 0.00% 0.00 698.4 K
Walgreens Boots Alliance Inc Philip James Wealth Mangement Llc 10.89 582,063 0.07% 0.00 6.3 M
Williams Cos Inc Philip James Wealth Mangement Llc 58.62 4,313 0.00% 0.00 252.8 K
Walmart Inc Philip James Wealth Mangement Llc 93.22 6,008 0.00% 0.00 560.1 K
Exxon Mobil Corp. Philip James Wealth Mangement Llc 106.92 477,826 0.01% 0.00 51.1 M
Apple Inc Philip James Wealth Mangement Llc 196.98 21,703 0.00% 0.00 4.3 M
Abbott Laboratories Philip James Wealth Mangement Llc 130.98 4,334 0.00% 0.00 567.7 K
Adobe Inc Philip James Wealth Mangement Llc 348.80 464 0.00% 0.00 161.8 K
Ally Financial Inc Philip James Wealth Mangement Llc 31.63 227,263 0.07% 0.00 7.2 M
AMGEN Inc. Philip James Wealth Mangement Llc 277.29 10,923 0.00% 0.00 3.0 M
Amazon.com Inc. Philip James Wealth Mangement Llc 172.61 7,447 0.00% 0.00 1.3 M
American Express Co. Philip James Wealth Mangement Llc 251.31 2,112 0.00% 0.00 530.8 K
Alibaba Group Holding Ltd - ADR Philip James Wealth Mangement Llc 108.87 99,928 0.00% 0.00 10.9 M
Bank Of America Corp. Philip James Wealth Mangement Llc 37.41 190,682 0.00% 0.00 7.1 M
BP plc - ADR Philip James Wealth Mangement Llc 28.32 6,910 0.00% 0.00 195.7 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Philip James Wealth Mangement Llc 518.21 499,565 0.02% 0.00 258.9 M
British American Tobacco Plc - ADR Philip James Wealth Mangement Llc 42.37 165,843 0.01% 0.00 7.0 M
Citigroup Inc Philip James Wealth Mangement Llc 63.25 10,957 0.00% 0.00 693.0 K
Conagra Brands Inc Philip James Wealth Mangement Llc 25.33 13,759 0.00% 0.00 348.5 K
Cardinal Health, Inc. Philip James Wealth Mangement Llc 134.71 14,856 0.01% 0.00 2.0 M
Casey`s General Stores, Inc. Philip James Wealth Mangement Llc 460.07 809 0.00% 0.00 372.2 K
Caterpillar Inc. Philip James Wealth Mangement Llc 294.25 1,240 0.00% 0.00 364.9 K
Chubb Limited Philip James Wealth Mangement Llc 285.59 884 0.00% 0.00 252.5 K
Crossfirst Bankshares Inc Philip James Wealth Mangement Llc 15.99 39,500 0.08% 0.00 631.6 K
Check Point Software Technologies Ltd. Philip James Wealth Mangement Llc 214.96 9,793 0.01% 0.00 2.1 M
C.H. Robinson Worldwide, Inc. Philip James Wealth Mangement Llc 91.14 2,417 0.00% 0.00 220.3 K
Comcast Corp - Ordinary Shares - Class A Philip James Wealth Mangement Llc 34.01 16,912 0.00% 0.00 575.2 K
Capital One Financial Corp. Philip James Wealth Mangement Llc 162.77 1,145 0.00% 0.00 186.4 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 375.62 2,026 0.00% 0.00 761.0 K
Cisco Systems, Inc. Philip James Wealth Mangement Llc 55.76 50,512 0.00% 0.00 2.8 M
CSX Corp. Philip James Wealth Mangement Llc 27.68 16,049 0.00% 0.00 444.2 K
Chevron Corp. Philip James Wealth Mangement Llc 137.87 36,587 0.00% 0.00 5.0 M
Discover Financial Services Philip James Wealth Mangement Llc 159.63 1,659 0.00% 0.00 264.8 K
DocuSign Inc Philip James Wealth Mangement Llc 75.42 5,045 0.00% 0.00 380.5 K
Dow Inc Philip James Wealth Mangement Llc 28.15 15,804 0.00% 0.00 444.9 K
Duke Energy Corp. Philip James Wealth Mangement Llc 121.80 2,182 0.00% 0.00 265.8 K
Devon Energy Corp. Philip James Wealth Mangement Llc 30.31 28,619 0.00% 0.00 867.4 K
Emerson Electric Co. Philip James Wealth Mangement Llc 99.57 2,031 0.00% 0.00 202.2 K
Enterprise Products Partners L P - Unit Philip James Wealth Mangement Llc 31.02 7,240 0.00% 0.00 224.6 K
Fedex Corp Philip James Wealth Mangement Llc 207.55 24,541 0.01% 0.00 5.1 M
Graco Inc. Philip James Wealth Mangement Llc 78.58 3,262 0.00% 0.00 256.3 K
General Mills, Inc. Philip James Wealth Mangement Llc 57.51 6,932 0.00% 0.00 398.7 K
Generac Holdings Inc Philip James Wealth Mangement Llc 111.72 8,617 0.01% 0.00 962.7 K
Home Depot, Inc. Philip James Wealth Mangement Llc 355.06 12,496 0.00% 0.00 4.4 M
Honeywell International Inc Philip James Wealth Mangement Llc 196.60 3,715 0.00% 0.00 730.4 K
Helmerich & Payne, Inc. Philip James Wealth Mangement Llc 20.59 6,486 0.01% 0.00 133.5 K
HP Inc Philip James Wealth Mangement Llc 23.83 313,921 0.03% 0.00 7.5 M
Immersion Corp Philip James Wealth Mangement Llc 7.07 17,298 0.05% 0.00 122.3 K
Interpublic Group Of Cos., Inc. Philip James Wealth Mangement Llc 23.94 25,490 0.01% 0.00 610.2 K
Illinois Tool Works, Inc. Philip James Wealth Mangement Llc 230.84 2,270 0.00% 0.00 524.0 K
Jazz Pharmaceuticals plc Philip James Wealth Mangement Llc 102.78 10,659 0.02% 0.00 1.1 M
Johnson & Johnson Philip James Wealth Mangement Llc 157.47 76,158 0.00% 0.00 12.0 M
Nuveen Preferred & Income Opportunities Fund Philip James Wealth Mangement Llc 6.43 10,000 0.00% 0.00 64.3 K
Kellogg Co Philip James Wealth Mangement Llc 82.37 3,587 0.00% 0.00 295.5 K
Kraft Heinz Co Philip James Wealth Mangement Llc 29.46 178,823 0.01% 0.00 5.3 M
Coca-Cola Co Philip James Wealth Mangement Llc 73.00 68,735 0.00% 0.00 5.0 M
Linde Plc. Philip James Wealth Mangement Llc 452.12 656 0.00% 0.00 296.6 K
Lilly(Eli) & Co Philip James Wealth Mangement Llc 839.96 6,195 0.00% 0.00 5.2 M
Lockheed Martin Corp. Philip James Wealth Mangement Llc 464.08 704 0.00% 0.00 326.7 K
Lowe`s Cos., Inc. Philip James Wealth Mangement Llc 219.00 17,014 0.00% 0.00 3.7 M
McDonald`s Corp Philip James Wealth Mangement Llc 311.30 2,323 0.00% 0.00 723.2 K
Mckesson Corporation Philip James Wealth Mangement Llc 697.08 628 0.00% 0.00 437.8 K
Medtronic Plc Philip James Wealth Mangement Llc 82.60 2,822 0.00% 0.00 233.1 K
Altria Group Inc. Philip James Wealth Mangement Llc 58.16 226,217 0.01% 0.00 13.2 M
Merck & Co Inc Philip James Wealth Mangement Llc 78.00 45,234 0.00% 0.00 3.5 M
MSC Industrial Direct Co., Inc. - Ordinary Shares - Class A Philip James Wealth Mangement Llc 77.31 3,848 0.01% 0.00 297.5 K
Nordic American Tankers Ltd Philip James Wealth Mangement Llc 2.51 1,206,410 0.57% 0.00 3.0 M
NextEra Energy Inc Philip James Wealth Mangement Llc 66.31 7,140 0.00% 0.00 473.5 K
Netapp Inc Philip James Wealth Mangement Llc 82.61 15,456 0.01% 0.00 1.3 M
Nucor Corp. Philip James Wealth Mangement Llc 110.50 2,026 0.00% 0.00 223.9 K
NVIDIA Corp Philip James Wealth Mangement Llc 101.49 18,483 0.00% 0.00 1.9 M
NXP Semiconductors NV Philip James Wealth Mangement Llc 170.74 6,922 0.00% 0.00 1.2 M
Organon & Co. Philip James Wealth Mangement Llc 11.12 870,603 0.34% 0.00 9.7 M
Occidental Petroleum Corp. Philip James Wealth Mangement Llc 39.71 398,411 0.04% 0.00 15.8 M
PepsiCo Inc Philip James Wealth Mangement Llc 142.84 8,198 0.00% 0.00 1.2 M
Procter & Gamble Co. Philip James Wealth Mangement Llc 170.63 5,206 0.00% 0.00 888.3 K
Palantir Technologies Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 93.78 2,925 0.00% 0.00 274.3 K
Philip Morris International Inc Philip James Wealth Mangement Llc 163.21 4,641 0.00% 0.00 757.5 K
Phillips 66 Philip James Wealth Mangement Llc 99.10 6,322 0.00% 0.00 626.5 K
Quanta Services, Inc. Philip James Wealth Mangement Llc 267.22 1,051 0.00% 0.00 280.8 K
PayPal Holdings Inc Philip James Wealth Mangement Llc 61.00 32,419 0.00% 0.00 2.0 M
Restaurant Brands International Inc Philip James Wealth Mangement Llc 63.22 5,503 0.00% 0.00 347.9 K
Rio Tinto plc - ADR Philip James Wealth Mangement Llc 58.17 22,424 0.00% 0.00 1.3 M
Rocket Companies Inc - Ordinary Shares Class A Philip James Wealth Mangement Llc 12.04 304,725 0.21% 0.00 3.7 M
Raytheon Technologies Corporation Philip James Wealth Mangement Llc 128.89 12,390 0.00% 0.00 1.6 M
J.M. Smucker Co. Philip James Wealth Mangement Llc 116.44 8,190 0.01% 0.00 953.6 K
NuScale Power Corporation - Ordinary Shares - Class A Philip James Wealth Mangement Llc 14.61 127,719 0.10% 0.00 1.9 M
SoundHound AI Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 7.82 103,130 0.03% 0.00 806.5 K
Constellation Brands Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 186.63 923 0.00% 0.00 172.3 K
Skyworks Solutions, Inc. Philip James Wealth Mangement Llc 55.98 5,698 0.00% 0.00 319.0 K
Synchrony Financial Philip James Wealth Mangement Llc 47.87 6,049 0.00% 0.00 289.6 K
Sysco Corp. Philip James Wealth Mangement Llc 71.74 3,708 0.00% 0.00 266.0 K
Toronto Dominion Bank Philip James Wealth Mangement Llc 60.70 6,162 0.00% 0.00 374.0 K
Tesla Inc Philip James Wealth Mangement Llc 241.37 7,390 0.00% 0.00 1.8 M
Trane Technologies plc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 333.16 691 0.00% 0.00 230.2 K
U.S. Bancorp. Philip James Wealth Mangement Llc 38.20 116,231 0.01% 0.00 4.4 M
United Therapeutics Corp Philip James Wealth Mangement Llc 284.73 1,325 0.00% 0.00 377.3 K
Visa Inc - Ordinary Shares - Class A Philip James Wealth Mangement Llc 329.61 1,226 0.00% 0.00 404.1 K
Vistra Corp Philip James Wealth Mangement Llc 115.42 2,986 0.00% 0.00 344.6 K
Viatris Inc Philip James Wealth Mangement Llc 7.56 650,090 0.05% 0.00 4.9 M
Wesbanco, Inc. Philip James Wealth Mangement Llc 28.30 7,845 0.01% 0.00 222.0 K
Zimmer Biomet Holdings Inc Philip James Wealth Mangement Llc 97.92 1,925 0.00% 0.00 188.5 K
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