Phillips Wealth Planners LLC Purchases and Sells in Q3 2024

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	2.15K + 126.55%	$175.1 - $223.38 $376K - $480K	3.85K $899M
XLF	6.6K + 45.27%	$40.84 - $45.74 $270K - $302K	21.2K $1.01B
PEP	1.38K + 45.91%	$161.9 - $179.3 $223K - $247K	4.38K $765M
VOO	184 + 2.15%	$475.2 - $527.7 $87.4K - $97.1K	8.74K $4.68B
UNH	120 + 4.74%	$488.01 - $604.18 $58.6K - $72.5K	2.65K $1.51B
ACN	5 + 0.16%	$295.44 - $355.81 $1.48K - $1.78K	3.16K $1.17B

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBUX	3.42K New	$72.51 - $98.6 $248K - $337K	3.42K $326M
HPE	15.5K New	$16.1 - $21.44 $250K - $333K	15.5K $325M
PAYX	2K New	$116.17 - $135.19 $233K - $271K	2K $285M
CARR	3.42K New	$61.9 - $80.88 $212K - $277K	3.42K $277M
FERGUSON ENTERPRISES INC	1.33K New	N/A	1.33K $270M
TE CONNECTIVITY PLC	1.83K New	N/A	1.83K $265M

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TXN	-2.82K - 59.54%	$194.6 - $194.6 $549K - $549K	1.92K $385M
XLC	-3.74K - 34.95%	$82.16 - $90.4 $307K - $338K	6.95K $633M
AZN	-3.31K - 31.52%	$76.67 - $87.62 $254K - $290K	7.2K $564M
XLK	-689 - 9.63%	$197.34 - $237.68 $136K - $164K	6.46K $1.48B
ASML	-7 - 1.85%	$749.82 - $1098.95 $5.25K - $7.69K	371 $254M
XLV	-1.4K - 15.06%	$143.3 - $157.24 $201K - $221K	7.92K $1.21B

Activity Summary All Purchases 103 New Holdings 27 Increased Positions 76 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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