Phillips Wealth Planners LLC Purchases and Sells in Q4 2024

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	5.7K + 1139.8%	$567.81 - $607.81 $3.24M - $3.46M	6.2K $3.6B
XLF	7.62K + 35.94%	$44.89 - $51.34 $342K - $391K	28.8K $1.36B
TSLA	12 + 0.62%	$213.65 - $479.86 $2.56K - $5.76K	1.95K $769M
VOO	615 + 7.04%	$521.84 - $558.82 $321K - $344K	9.36K $5B
META	352 + 29.38%	$554.08 - $632.68 $195K - $223K	1.55K $955M
TJX	1.51K + 34.76%	$112.15 - $127.2 $169K - $192K	5.84K $701M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	10.4K New	$117.09 - $123.07 $1.22M - $1.28M	10.4K $1.21B
BLACKROCK INC	790 New	N/A	790 $755M
AOA	3.27K New	$76.61 - $79.88 $250K - $261K	3.27K $247M
PAYC	1.16K New	$159.94 - $240.25 $186K - $280K	1.16K $235M
CHK	2.09K New	$81.46 - $87.57 $170K - $183K	2.09K $214M
WTFC	1.65K New	$104.15 - $138.5 $171K - $228K	1.65K $205M

Top Sells

Reduced Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	-6.81K - 25.0%	$57.29 - $63.1 $390K - $430K	20.4K $1.16B
TGT	-2.3K - 50.94%	$121.59 - $160.69 $280K - $370K	2.22K $314M
ICE	-2.04K - 49.87%	$148.29 - $166.93 $303K - $341K	2.05K $293M
JNJ	-1.52K - 30.26%	$143.34 - $165.86 $217K - $251K	3.49K $496M
AES	-13.8K - 56.98%	$12.44 - $20.24 $172K - $280K	10.4K $125M
ORCL	-950 - 12.03%	$165.41 - $192.43 $157K - $183K	6.95K $1.07B

Activity Summary All Purchases 84 New Holdings 7 Increased Positions 77 All Sells 88 Reductions 88 Sold out 0 Calls 0 Puts 0

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