Long-term investor
Philip James Wealth Mangement, LLC @philipjameswealthmangeme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002002630).
Record
- Tracked since 2025-06-30 (449 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +14.0% · 1 year n/a · all +19.6%
- Max drawdown n/a · win rate 68% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 24.5% · long · since 2025-06-30
- XOM · 6.5% · long · since 2025-06-30
- CB · 4.0% · long · since 2025-06-30
- 674599162 · 3.1% · long · since 2025-06-30
- QCOM · 3.0% · long · since 2025-06-30
- ABT · 2.9% · long · since 2025-06-30
- INTC · 2.6% · long · since 2025-06-30
- GIS · 2.5% · long · since 2025-06-30
- MRK · 2.5% · long · since 2025-06-30
- JNJ · 2.3% · long · since 2025-06-30
- OXY · 2.3% · long · since 2025-06-30
- RKT · 1.5% · long · since 2025-06-30