Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025

Phillips Wealth Planners LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.13B, Microsoft Corp with a value of $3.22B, Broadcom Inc. with a value of $2.06B, Technology Sector Spdr with a value of $2.06B, and Jpmorgan Chase & CO with a value of $2.02B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $94.6B to 110B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $21.5 Billion
Technology: $18.5 Billion
Financial Services: $16.7 Billion
Healthcare: $11.3 Billion
Industrials: $7.41 Billion
Consumer Defensive: $7.3 Billion
Consumer Cyclical: $7.15 Billion
Energy: $6.97 Billion
Other: $12.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.13 Billion 4.65% of portfolio
9,004
Q2 2025 Added 4.87%
$3.95T
$3.22 Billion 2.92% of portfolio
6,493
Q2 2025 Reduced 2.7%
$127B
$2.06 Billion 1.87% of portfolio
7,581
Q2 2025 Reduced 8.12%
$0
$2.06 Billion 1.87% of portfolio
8,042
Q2 2025 Added 3.46%
$859B
$2.02 Billion 1.83% of portfolio
7,135
Q2 2025 Reduced 2.06%
$70.4B
$1.58 Billion 1.43% of portfolio
27,329
Q2 2025 Added 10.22%
$150B
$1.44 Billion 1.31% of portfolio
4,763
Q2 2025 Added 31.61%
$0
$1.43 Billion 1.3% of portfolio
21,315
Q2 2025 Added 3.38%
$423B
$1.43 Billion 1.3% of portfolio
2
Q1 2023 New
$684B
$1.39 Billion 1.26% of portfolio
5,920
Q2 2025 Reduced 18.21%
$551B
$1.37 Billion 1.24% of portfolio
3,861
Q2 2025 Added 5.2%
$1.78T
$1.36 Billion 1.24% of portfolio
1,892
Q2 2025 Added 13.43%
$351B
$1.36 Billion 1.23% of portfolio
7,143
Q2 2025 Reduced 5.3%
$0
$1.34 Billion 1.22% of portfolio
9,946
Q2 2025 Added 3.16%
$229B
$1.33 Billion 1.21% of portfolio
9,210
Q2 2025 Added 23.18%
$77.3B
$1.31 Billion 1.19% of portfolio
6,641
Q2 2025 Added 6.85%
$155B
$1.24 Billion 1.12% of portfolio
9,885
Q2 2025 Added 13.86%
$0
$1.23 Billion 1.11% of portfolio
12,533
Q2 2025 Reduced 5.84%
$0
$1.21 Billion 1.1% of portfolio
11,369
Q2 2025 Added 3.27%
$405B
$1.21 Billion 1.1% of portfolio
3,303
Q2 2025 Added 4.03%
$0
$1.19 Billion 1.08% of portfolio
22,743
Q2 2025 Added 3.17%
$222B
$1.16 Billion 1.05% of portfolio
3,970
Q2 2025 Added 2.88%
$210B
$1.12 Billion 1.01% of portfolio
3,843
Q2 2025 Reduced 4.14%
$368B
$1.07 Billion 0.97% of portfolio
6,747
Q2 2025 Added 2.91%
$3.69T
$1.02 Billion 0.93% of portfolio
4,876
Q2 2025 Reduced 3.22%
$229B
$1.02 Billion 0.92% of portfolio
7,648
Q2 2025 Added 0.38%
$442B
$1.01 Billion 0.91% of portfolio
8,813
Q2 2025 Added 4.35%
$152B
$986 Million 0.89% of portfolio
3,321
Q2 2025 Added 8.56%
$302B
$939 Million 0.85% of portfolio
6,126
Q2 2025 Added 12.69%
$254B
$941 Million 0.85% of portfolio
1,349
Q2 2025 Reduced 13.41%
$306B
$888 Million 0.8% of portfolio
12,639
Q2 2025 Added 18.6%
$1.21T
$882 Million 0.8% of portfolio
5,059
Q2 2025 Added 4.24%
$314B
$870 Million 0.79% of portfolio
3,688
Q2 2025 Added 10.22%
$0
$846 Million 0.77% of portfolio
10,229
Q2 2025 New
$0
$837 Million 0.76% of portfolio
10,303
Q2 2025 Reduced 49.9%
$0
$797 Million 0.72% of portfolio
3,662
Q2 2025 Added 3.48%
$102B
$780 Million 0.71% of portfolio
1,828
Q2 2025 Added 0.66%
Blackrock Inc
-
$778 Million 0.71% of portfolio
-
Q2 2025 Added 0.7%
$452B
$763 Million 0.69% of portfolio
4,899
Q2 2025 Added 0.86%
$145B
$749 Million 0.68% of portfolio
2,097
Q2 2025 Reduced 0.85%
$281B
$738 Million 0.67% of portfolio
7,606
Q2 2025 Added 173.89%
$232B
$741 Million 0.67% of portfolio
2,709
Q2 2025 Added 1.27%
$173B
$731 Million 0.66% of portfolio
11,777
Q2 2025 Reduced 2.78%
$141B
$734 Million 0.66% of portfolio
20,382
Q2 2025 Added 1.37%
$24.4B
$716 Million 0.65% of portfolio
3,079
Q2 2025 Added 6.25%
$84.1B
$705 Million 0.64% of portfolio
10,345
Q2 2025 Added 28.51%
$108B
$697 Million 0.63% of portfolio
7,343
Q2 2025 Added 20.1%
$0
$693 Million 0.63% of portfolio
8,516
Q2 2025 Added 3.39%
$2.26T
$689 Million 0.62% of portfolio
3,140
Q2 2025 Added 3.12%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $110 Billion
  • Prior Value $94.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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