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 101–150 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPHR | SPHERE ENTERTAINMENT CO | 7K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| T | AT&T INC | 27K | $500K+ | SH |
| MTB | M & T BK CORP | 3K | $500K+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1K | $500K+ | SH |
| BUSE | FIRST BUSEY CORP | 26K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| MGNR | AMERICAN BEACON SELECT FUNDS | 13K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 940 | $500K+ | SH |
| SONY | SONY GROUP CORP | 21K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 938 | $500K+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 5K | $500K+ | SH |
| META | META PLATFORMS INC | 804 | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC | 1K | $500K+ | SH |
| CSX | CSX CORP | 14K | $500K+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 3K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 943 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| CE | CELANESE CORP DEL | 11K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 4K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 948 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| AOR | ISHARES TR | 6K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 4K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| TEAM | ATLASSIAN CORPORATION | 2K | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| HUM | HUMANA INC | 1K | $100K–$500K | SH |
| VAL | VALARIS LTD | 7K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| GPN | GLOBAL PMTS INC | 4K | $100K–$500K | SH |
| ENTG | ENTEGRIS INC | 4K | $100K–$500K | SH |
| AOA | ISHARES TR | 3K | $100K–$500K | SH |
| IMCB | ISHARES TR | 3K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 705 | $100K–$500K | SH |