Phillips Wealth Planners LLC Purchases and Sells in Q2 2025

Phillips Wealth Planners LLC

$110 Billion
Q2 2025

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	418 + 4.87%	$456.74 - $568.03 $191K - $237K	9K $5.13B
XLK	269 + 3.46%	$179.73 - $253.23 $48.3K - $68.1K	8.04K $2.06B
WMT	4.83K + 173.89%	$81.79 - $99.98 $395K - $483K	7.61K $738M
META	224 + 13.43%	$484.66 - $738.09 $109K - $165K	1.89K $1.36B
ACN	1.14K + 31.61%	$279.23 - $323.21 $319K - $370K	4.76K $1.44B
RTX	1.73K + 23.18%	$113.75 - $148.48 $197K - $257K	9.21K $1.33B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EEMA	10.2K New	$64.59 - $83.0 $661K - $849K	10.2K $846M
GLW	11K New	$39.07 - $52.59 $431K - $580K	11K $582M
BAC	12.3K New	$34.39 - $47.46 $422K - $582K	12.3K $578M
GE VERNOVA INC	607 New	N/A	607 $322M
KLAC	315 New	$576.53 - $902.94 $182K - $284K	315 $290M
ARE	3.69K New	$67.83 - $92.33 $250K - $340K	3.69K $284M

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.09K - 38.19%	$274.35 - $599.47 $298K - $651K	1.76K $541M
VPL	-10.3K - 49.9%	$65.04 - $82.18 $667K - $843K	10.3K $837M
BMY	-3.32K - 30.61%	$44.12 - $59.6 $147K - $198K	7.54K $354M
EQIX	-127 - 17.96%	$740.07 - $914.43 $94K - $116K	580 $445M
BDX	-166 - 7.07%	$165.15 - $226.42 $27.4K - $37.6K	2.18K $381M
SAP	-445 - 33.11%	$237.53 - $309.8 $106K - $138K	899 $278M

Activity Summary All Purchases 117 New Holdings 25 Increased Positions 92 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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