As per corporate shareholdings filed for Jul-2025, people matching Philip James Wealth Mangement Llc publicly holds 121 stocks with a net worth of over US$ 631.8 M.
These are shares held by Philip James Wealth Mangement Llc as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
| Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
|---|---|---|---|---|---|---|---|---|
| Crossfirst Bankshares Inc | Philip James Wealth Mangement Llc | 15.99 | 39,500 | 0.08% | 0.00 | 631.6 K | ||
| Caterpillar Inc. | Philip James Wealth Mangement Llc | 416.05 | 1,241 | 0.00% | 0.00 | 516.3 K | ||
| Salesforce Inc | Philip James Wealth Mangement Llc | 252.86 | 873 | 0.00% | 0.00 | 220.7 K | ||
| Alphabet Inc - Ordinary Shares - Class C | Philip James Wealth Mangement Llc | 211.99 | 3,491 | 0.00% | 0.00 | 740.1 K | ||
| Alphabet Inc - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 211.35 | 3,074 | 0.00% | 0.00 | 649.7 K | ||
| Kellogg Co | Philip James Wealth Mangement Llc | 78.94 | 3,638 | 0.00% | 0.00 | 287.2 K | ||
| Southern Company | Philip James Wealth Mangement Llc | 92.09 | 3,096 | 0.00% | 0.00 | 285.1 K | ||
| Walmart Inc | Philip James Wealth Mangement Llc | 97.85 | 4,156 | 0.00% | 0.00 | 406.7 K | ||
| Apple Inc | Philip James Wealth Mangement Llc | 229.72 | 21,271 | 0.00% | 0.00 | 4.9 M | ||
| Abbott Laboratories | Philip James Wealth Mangement Llc | 131.46 | 4,365 | 0.00% | 0.00 | 573.8 K | ||
| Adobe Inc | Philip James Wealth Mangement Llc | 345.63 | 745 | 0.00% | 0.00 | 257.5 K | ||
| Ally Financial Inc | Philip James Wealth Mangement Llc | 40.76 | 147,028 | 0.05% | -0.02 | 6.0 M | ||
| Applied Materials Inc. | Philip James Wealth Mangement Llc | 157.57 | 1,099 | 0.00% | NEW | 173.2 K | ||
| AMGEN Inc. | Philip James Wealth Mangement Llc | 286.92 | 9,903 | 0.00% | 0.00 | 2.8 M | ||
| Amazon.com Inc. | Philip James Wealth Mangement Llc | 225.34 | 8,317 | 0.00% | 0.00 | 1.9 M | ||
| American Express Co. | Philip James Wealth Mangement Llc | 331.18 | 2,116 | 0.00% | 0.00 | 700.8 K | ||
| Alibaba Group Holding Ltd - ADR | Philip James Wealth Mangement Llc | 138.55 | 69,052 | 0.00% | 0.00 | 9.6 M | ||
| Bank Of America Corp. | Philip James Wealth Mangement Llc | 50.42 | 162,094 | 0.00% | 0.00 | 8.2 M | ||
| Brown-Forman Corp. - Ordinary Shares - Class B | Philip James Wealth Mangement Llc | 29.14 | 94,596 | 0.02% | 0.02 | 2.8 M | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 751128.29 | 3 | 0.00% | 0.00 | 2.3 M | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | Philip James Wealth Mangement Llc | 501.14 | 445,835 | 0.02% | 0.00 | 223.4 M | ||
| British American Tobacco Plc - ADR | Philip James Wealth Mangement Llc | 55.24 | 166,103 | 0.01% | 0.00 | 9.2 M | ||
| First Busey Corp. | Philip James Wealth Mangement Llc | 24.58 | 26,366 | 0.03% | 0.00 | 648.1 K | ||
| Citigroup Inc | Philip James Wealth Mangement Llc | 94.78 | 6,678 | 0.00% | 0.00 | 632.9 K | ||
| Cardinal Health, Inc. | Philip James Wealth Mangement Llc | 149.55 | 3,100 | 0.00% | 0.00 | 463.6 K | ||
| Casey`s General Stores, Inc. | Philip James Wealth Mangement Llc | 497.98 | 444 | 0.00% | NEW | 221.1 K | ||
| Chubb Limited | Philip James Wealth Mangement Llc | 276.81 | 14,754 | 0.00% | 0.00 | 4.1 M | ||
| Celanese Corp - Ordinary Shares - Series A | Philip James Wealth Mangement Llc | 46.07 | 8,423 | 0.01% | 0.00 | 388.0 K | ||
| Check Point Software Technologies Ltd. | Philip James Wealth Mangement Llc | 190.16 | 4,726 | 0.00% | 0.00 | 898.7 K | ||
| C.H. Robinson Worldwide, Inc. | Philip James Wealth Mangement Llc | 128.89 | 3,100 | 0.00% | 0.00 | 399.6 K | ||
| Comcast Corp - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 34.13 | 15,370 | 0.00% | 0.00 | 524.6 K | ||
| Capital One Financial Corp. | Philip James Wealth Mangement Llc | 223.27 | 1,899 | 0.00% | NEW | 424.0 K | ||
| Conoco Phillips | Philip James Wealth Mangement Llc | 98.99 | 74,720 | 0.01% | 0.00 | 7.4 M | ||
| Crowdstrike Holdings Inc - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 413.50 | 1,948 | 0.00% | 0.00 | 805.5 K | ||
| Cisco Systems, Inc. | Philip James Wealth Mangement Llc | 67.80 | 47,764 | 0.00% | 0.00 | 3.2 M | ||
| CSX Corp. | Philip James Wealth Mangement Llc | 32.19 | 21,772 | 0.00% | 0.00 | 700.8 K | ||
| Chevron Corp. | Philip James Wealth Mangement Llc | 161.83 | 51,148 | 0.00% | 0.00 | 8.3 M | ||
| Diageo plc - ADR | Philip James Wealth Mangement Llc | 110.70 | 33,107 | 0.01% | 0.00 | 3.7 M | ||
| Walt Disney Co (The) | Philip James Wealth Mangement Llc | 118.27 | 1,679 | 0.00% | NEW | 198.6 K | ||
| DocuSign Inc | Philip James Wealth Mangement Llc | 74.07 | 4,398 | 0.00% | 0.00 | 325.8 K | ||
| Duke Energy Corp. | Philip James Wealth Mangement Llc | 121.89 | 2,012 | 0.00% | 0.00 | 245.2 K | ||
| Devon Energy Corp. | Philip James Wealth Mangement Llc | 36.42 | 112,634 | 0.02% | 0.00 | 4.1 M | ||
| Expand Energy Corp. - Ordinary Shares - New | Philip James Wealth Mangement Llc | 98.21 | 2,718 | 0.00% | 0.00 | 266.9 K | ||
| Fedex Corp | Philip James Wealth Mangement Llc | 224.18 | 26,404 | 0.01% | 0.00 | 5.9 M | ||
| Gilead Sciences, Inc. | Philip James Wealth Mangement Llc | 112.71 | 34,963 | 0.00% | 0.00 | 3.9 M | ||
| General Mills, Inc. | Philip James Wealth Mangement Llc | 49.32 | 134,278 | 0.03% | 0.02 | 6.6 M | ||
| Generac Holdings Inc | Philip James Wealth Mangement Llc | 179.51 | 8,041 | 0.01% | 0.00 | 1.4 M | ||
| Home Depot, Inc. | Philip James Wealth Mangement Llc | 406.31 | 11,878 | 0.00% | 0.00 | 4.8 M | ||
| Honeywell International Inc | Philip James Wealth Mangement Llc | 217.60 | 3,193 | 0.00% | 0.00 | 694.8 K | ||
| HP Inc | Philip James Wealth Mangement Llc | 28.94 | 238,944 | 0.03% | 0.00 | 6.9 M | ||
| Hershey Company | Philip James Wealth Mangement Llc | 185.78 | 25,058 | 0.01% | 0.01 | 4.7 M | ||
| Humana Inc. | Philip James Wealth Mangement Llc | 310.06 | 912 | 0.00% | 0.00 | 282.8 K | ||
| International Business Machines Corp. | Philip James Wealth Mangement Llc | 241.50 | 18,446 | 0.00% | 0.00 | 4.5 M | ||
| Intel Corp. | Philip James Wealth Mangement Llc | 24.21 | 746,492 | 0.02% | 0.00 | 18.1 M | ||
| Illinois Tool Works, Inc. | Philip James Wealth Mangement Llc | 262.26 | 1,988 | 0.00% | 0.00 | 521.4 K | ||
| Jazz Pharmaceuticals plc | Philip James Wealth Mangement Llc | 129.66 | 15,797 | 0.03% | 0.01 | 2.0 M | ||
| Johnson & Johnson | Philip James Wealth Mangement Llc | 178.06 | 87,853 | 0.00% | 0.00 | 15.6 M | ||
| Nuveen Preferred & Income Opportunities Fund | Philip James Wealth Mangement Llc | 8.10 | 10,000 | 0.00% | 0.00 | 81 K | ||
| JPMorgan Chase & Co. | Philip James Wealth Mangement Llc | 299.70 | 5,697 | 0.00% | 0.00 | 1.7 M | ||
| Kraft Heinz Co | Philip James Wealth Mangement Llc | 26.02 | 212,729 | 0.02% | 0.00 | 5.5 M | ||
| Kinder Morgan Inc - Ordinary Shares - Class P | Philip James Wealth Mangement Llc | 26.74 | 7,696 | 0.00% | 0.00 | 205.8 K | ||
| Coca-Cola Co | Philip James Wealth Mangement Llc | 69.06 | 59,815 | 0.00% | 0.00 | 4.1 M | ||
| Linde Plc. | Philip James Wealth Mangement Llc | 474.14 | 453 | 0.00% | 0.00 | 214.8 K | ||
| Lilly(Eli) & Co | Philip James Wealth Mangement Llc | 735.19 | 4,479 | 0.00% | 0.00 | 3.3 M | ||
| Lockheed Martin Corp. | Philip James Wealth Mangement Llc | 452.50 | 529 | 0.00% | 0.00 | 239.4 K | ||
| Lowe`s Cos., Inc. | Philip James Wealth Mangement Llc | 258.74 | 13,540 | 0.00% | 0.00 | 3.5 M | ||
| LPL Financial Holdings Inc | Philip James Wealth Mangement Llc | 362.83 | 768 | 0.00% | 0.00 | 278.7 K | ||
| Mastercard Incorporated - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 591.87 | 685 | 0.00% | 0.00 | 405.4 K | ||
| McDonald`s Corp | Philip James Wealth Mangement Llc | 315.76 | 1,739 | 0.00% | 0.00 | 549.1 K | ||
| Mckesson Corporation | Philip James Wealth Mangement Llc | 691.62 | 344 | 0.00% | 0.00 | 237.9 K | ||
| Meta Platforms Inc - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 735.11 | 651 | 0.00% | 0.00 | 478.6 K | ||
| 3M Co. | Philip James Wealth Mangement Llc | 154.27 | 16,179 | 0.00% | 0.00 | 2.5 M | ||
| Altria Group Inc. | Philip James Wealth Mangement Llc | 67.13 | 219,826 | 0.01% | 0.00 | 14.8 M | ||
| Merck & Co Inc | Philip James Wealth Mangement Llc | 85.48 | 191,874 | 0.01% | 0.00 | 16.4 M | ||
| Microsoft Corporation | Philip James Wealth Mangement Llc | 505.12 | 2,553 | 0.00% | 0.00 | 1.3 M | ||
| M & T Bank Corp | Philip James Wealth Mangement Llc | 198.98 | 3,432 | 0.00% | 0.00 | 682.9 K | ||
| Micron Technology Inc. | Philip James Wealth Mangement Llc | 118.48 | 2,660 | 0.00% | 0.00 | 315.2 K | ||
| Nordic American Tankers Ltd | Philip James Wealth Mangement Llc | 3.11 | 1,303,872 | 0.62% | 0.02 | 4.1 M | ||
| Netapp Inc | Philip James Wealth Mangement Llc | 115.37 | 15,748 | 0.01% | 0.00 | 1.8 M | ||
| NVIDIA Corp | Philip James Wealth Mangement Llc | 170.78 | 11,488 | 0.00% | 0.00 | 2.0 M | ||
| NXP Semiconductors NV | Philip James Wealth Mangement Llc | 232.66 | 6,087 | 0.00% | 0.00 | 1.4 M | ||
| Organon & Co. | Philip James Wealth Mangement Llc | 9.42 | 877,837 | 0.34% | 0.00 | 8.3 M | ||
| Occidental Petroleum Corp. | Philip James Wealth Mangement Llc | 48.05 | 364,823 | 0.04% | 0.00 | 17.5 M | ||
| Paycom Software Inc | Philip James Wealth Mangement Llc | 220.00 | 921 | 0.00% | NEW | 202.6 K | ||
| PepsiCo Inc | Philip James Wealth Mangement Llc | 150.28 | 80,008 | 0.01% | 0.00 | 12.0 M | ||
| Pfizer Inc. | Philip James Wealth Mangement Llc | 24.98 | 398,719 | 0.01% | 0.00 | 10.0 M | ||
| Procter & Gamble Co. | Philip James Wealth Mangement Llc | 157.99 | 5,676 | 0.00% | 0.00 | 896.8 K | ||
| Philip Morris International Inc | Philip James Wealth Mangement Llc | 167.40 | 4,787 | 0.00% | 0.00 | 801.3 K | ||
| Phillips 66 | Philip James Wealth Mangement Llc | 133.84 | 6,324 | 0.00% | 0.00 | 846.4 K | ||
| Quanta Services, Inc. | Philip James Wealth Mangement Llc | 374.68 | 1,052 | 0.00% | 0.00 | 394.2 K | ||
| PayPal Holdings Inc | Philip James Wealth Mangement Llc | 69.25 | 32,261 | 0.00% | 0.00 | 2.2 M | ||
| Qualcomm, Inc. | Philip James Wealth Mangement Llc | 158.78 | 159,263 | 0.01% | 0.00 | 25.3 M | ||
| Rio Tinto plc - ADR | Philip James Wealth Mangement Llc | 61.89 | 23,067 | 0.00% | 0.00 | 1.4 M | ||
| Rocket Companies Inc - Ordinary Shares Class A | Philip James Wealth Mangement Llc | 17.16 | 763,667 | 0.04% | 0.00 | 13.1 M | ||
| Raytheon Technologies Corporation | Philip James Wealth Mangement Llc | 158.01 | 7,849 | 0.00% | 0.00 | 1.2 M | ||
| J.M. Smucker Co. | Philip James Wealth Mangement Llc | 109.35 | 28,718 | 0.03% | 0.02 | 3.1 M | ||
| SLB | Philip James Wealth Mangement Llc | 35.90 | 23,544 | 0.00% | 0.00 | 845.2 K | ||
| NuScale Power Corporation - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 37.24 | 29,630 | 0.02% | -0.06 | 1.1 M | ||
| Solventum Corp | Philip James Wealth Mangement Llc | 71.82 | 42,325 | 0.02% | 0.00 | 3.0 M | ||
| Sony Group Corporation - ADR | Philip James Wealth Mangement Llc | 26.95 | 15,953 | 0.00% | 0.00 | 429.9 K | ||
| SoundHound AI Inc - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 13.42 | 30,406 | 0.01% | -0.02 | 408.0 K | ||
| S&P Global Inc | Philip James Wealth Mangement Llc | 539.64 | 530 | 0.00% | 0.00 | 286.0 K | ||
| Synchrony Financial | Philip James Wealth Mangement Llc | 75.62 | 4,278 | 0.00% | 0.00 | 323.5 K | ||
| AT&T, Inc. | Philip James Wealth Mangement Llc | 29.08 | 19,645 | 0.00% | 0.00 | 571.3 K | ||
| Toronto Dominion Bank | Philip James Wealth Mangement Llc | 74.53 | 6,427 | 0.00% | 0.00 | 479.0 K | ||
| Thermo Fisher Scientific Inc. | Philip James Wealth Mangement Llc | 487.53 | 575 | 0.00% | 0.00 | 280.3 K | ||
| Tesla Inc | Philip James Wealth Mangement Llc | 329.36 | 8,217 | 0.00% | 0.00 | 2.7 M | ||
| Trane Technologies plc - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 410.93 | 694 | 0.00% | 0.00 | 285.2 K | ||
| Texas Instruments Inc. | Philip James Wealth Mangement Llc | 199.81 | 3,972 | 0.00% | 0.00 | 793.6 K | ||
| Uber Technologies Inc | Philip James Wealth Mangement Llc | 92.81 | 3,844 | 0.00% | 0.00 | 356.8 K | ||
| U.S. Bancorp. | Philip James Wealth Mangement Llc | 48.52 | 89,947 | 0.01% | 0.00 | 4.4 M | ||
| United Therapeutics Corp | Philip James Wealth Mangement Llc | 404.81 | 1,325 | 0.00% | 0.00 | 536.4 K | ||
| Visa Inc - Ordinary Shares - Class A | Philip James Wealth Mangement Llc | 350.07 | 1,007 | 0.00% | 0.00 | 352.5 K | ||
| Vertex Pharmaceuticals, Inc. | Philip James Wealth Mangement Llc | 401.00 | 4,458 | 0.00% | 0.00 | 1.8 M | ||
| Vistra Corp | Philip James Wealth Mangement Llc | 185.81 | 1,498 | 0.00% | NEW | 278.3 K | ||
| Viatris Inc | Philip James Wealth Mangement Llc | 10.56 | 387,735 | 0.03% | -0.02 | 4.1 M | ||
| Verizon Communications Inc | Philip James Wealth Mangement Llc | 43.80 | 5,152 | 0.00% | 0.00 | 225.7 K | ||
| Walgreens Boots Alliance Inc | Philip James Wealth Mangement Llc | 11.98 | 14,050 | 0.00% | 0.00 | 168.3 K | ||
| Williams Cos Inc | Philip James Wealth Mangement Llc | 57.38 | 3,518 | 0.00% | 0.00 | 201.9 K | ||
| Wesbanco, Inc. | Philip James Wealth Mangement Llc | 32.41 | 7,845 | 0.01% | 0.00 | 254.3 K | ||
| Exxon Mobil Corp. | Philip James Wealth Mangement Llc | 114.69 | 469,721 | 0.01% | 0.00 | 53.9 M | ||
| Restaurant Brands International Inc | 62.50 | - | Investor holds below 1% | |||||
| Conagra Brands Inc | 18.77 | - | Investor holds below 1% | |||||
| Enterprise Products Partners L P - Unit | 32.00 | - | Investor holds below 1% | |||||
| Immersion Corp | 6.99 | - | Investor holds below 1% | |||||
| Dow Inc | 24.41 | - | Investor holds below 1% | |||||
| Tyson Foods, Inc. - Ordinary Shares - Class A | 56.54 | - | Investor holds below 1% |