StockDriftsStockDriftsTop 50 Philip James Wealth Mangement, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 24.05% | 436.4K | $209.1M | -0.38%(-1.67K) | $433.41(+12.02%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 8.59% | 440.2K | $74.7M | -4.88%(-22.57K) | $116.14(+30.51%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 3.42% | 91.3K | $29.8M | +42.21%(+27.10K) | $297.67(+6.16%) | 2026-03-31 | |
| OXY | OCCIDENTAL PETE CORP | 3.16% | 423.3K | $27.5M | +1.88%(+7.81K) | $54.29(+3.48%) | 2026-03-31 | |
| INTC | INTEL CORP | 3.05% | 601.8K | $26.6M | -13.52%(-94.05K) | $27.21(+342.10%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 2.9% | 195.7K | $25.2M | +23.96%(+37.82K) | $177.69(+19.97%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.55% | 184.6K | $22.2M | -0.21%(-395) | $94.97(+19.46%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.37% | 84.1K | $20.6M | -1.02%(-870) | $154.67(+48.97%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.55% | 65.2K | $13.5M | -1.94%(-1.29K) | $153.08(+21.51%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 1.48% | 194.6K | $12.8M | -5.62%(-11.58K) | $48.07(+48.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.97% | +36.63% |
| Top 20 Holdings Unweighted | +12.95% | +44.09% |
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