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 151–170 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APA | APA CORPORATION | 11K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP | 19K | $100K–$500K | SH |
| V | VISA INC | 771 | $100K–$500K | SH |
| WSBC | WESBANCO INC | 8K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 533 | $100K–$500K | SH |
| IWV | ISHARES TR | 664 | $100K–$500K | SH |
| CMI | CUMMINS INC | 503 | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 312 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 652 | $100K–$500K | SH |
| CGNX | COGNEX CORP | 7K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 969 | $100K–$500K | SH |
| KVUE | KENVUE INC | 14K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 23K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 283 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 887 | $100K–$500K | SH |
| MDAI | SPECTRAL AI INC | 12K | $15K–$50K | SH |