Instuitional Investor - Philip James Wealth Mangement, Llc

Fund Profile
Filing Period:
Fund Name: Philip James Wealth Mangement, Llc
Portfolio Value $863,153,159
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 438,054 $220,187,843 25.51%
2. XOM 462,810 $55,694,579 6.45%
3. QCOM 157,827 $26,996,362 3.13%
4. INTC 695,834 $25,676,275 2.97%
5. OXY 1,230,875 $23,716,879 2.75%