Instuitional Investor - Philip James Wealth Mangement, Llc

Fund Profile
Filing Period:
Fund Name: Philip James Wealth Mangement, Llc
Portfolio Value $821,983,822
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 474,687 $252,808,791 30.76%
2. XOM 476,922 $56,720,331 6.9%
3. OXY 1,242,288 $34,373,709 4.18%
4. QCOM 159,137 $24,445,093 2.97%
5. OXY 376,619 $18,589,914 2.26%