Stock Taper

PHILIP JAMES WEALTH MANGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Palo Alto Networks, Inc.PANW1.49K$507.78K
Vertex Pharmaceuticals IncorporatedVRTX1.46K$727.21K
Space Exploration Technologies Corp.SPCX1.32K$226.21K
Humana Inc.HUM1.3K$514.84K
United Therapeutics CorporationUTHR1.27K$690.83K
CrowdStrike Holdings, Inc.CRWD1.27K$969.19K
Honeywell International Inc.HON1.21K$271.59K
Capital One Financial CorporationCOF1.2K$239.69K
McDonald's CorporationMCD1.1K$297.12K
LPL Financial Holdings Inc.LPLA1.04K$293.33K
Generac Holdings Inc.GNRC881$257.97K
Meta Platforms, Inc.META646$363.61K
Mastercard IncorporatedMA638$327.6K
Cummins Inc.CMI503$358.75K
Caterpillar Inc.CAT256$273.03K
Berkshire Hathaway Inc.BRK-A3$2.25M