CIK 2002630
Philip James Wealth Mangement, LLC
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 8K | $1M+ | SH |
| KHC | KRAFT HEINZ CO | 145K | $1M+ | SH |
| VTRS | VIATRIS INC | 270K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 56K | $1M+ | SH |
| CSCO | CISCO SYS INC | 42K | $1M+ | SH |
| LOW | LOWES COS INC | 13K | $1M+ | SH |
| ACWX | ISHARES TR | 47K | $1M+ | SH |
| AMGN | AMGEN INC | 9K | $1M+ | SH |
| HPQ | HP INC | 138K | $1M+ | SH |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 146K | $1M+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 16K | $1M+ | SH |
| SJM | SMUCKER J M CO | 25K | $1M+ | SH |
| SOLV | SOLVENTUM CORP | 30K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 46K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| SLB | SLB LIMITED | 52K | $1M+ | SH |
| TAIL | CAMBRIA ETF TR | 168K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 16K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 36K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| NTAP | NETAPP INC | 15K | $1M+ | SH |
| OGN | ORGANON & CO | 229K | $1M+ | SH |
| RIO | RIO TINTO PLC | 20K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 4K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| ACWV | ISHARES INC | 10K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| MMM | 3M CO | 7K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 5K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 22K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 23K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 7K | $1M+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 15K | $500K+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 39K | $500K+ | SH |
| RRR | RED ROCK RESORTS INC | 14K | $500K+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 5K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| IJH | ISHARES TR | 12K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| PSX | PHILLIPS 66 | 6K | $500K+ | SH |