Phillips Wealth Planners LLC Purchases in Q1 2025

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
4.47K
+ 79.79%
$105.87 - $121.97 $473K - $545K
10.1K $1.2B
KO
Coca Cola CO

Consumer Defensive
6.94K
+ 186.71%
$60.81 - $72.32 $422K - $502K
10.7K $761M
IGV
Ishares Expanded Tech Software

ETFs
5.81K
New
$88.3 - $107.83 $513K - $626K
5.81K $506M
SNY
Sanofi

Healthcare
9.55K
New
$48.15 - $59.42 $460K - $567K
9.55K $492M
RTX
Raytheon Technologies Corp

Industrials
3.24K
+ 76.55%
$114.1 - $135.66 $370K - $440K
7.48K $959M
AMT
American Tower Corp

Real Estate
1.94K
New
$173.46 - $217.6 $336K - $422K
1.94K $413M
TJX
Tjx Companies Inc

Consumer Cyclical
2.84K
+ 48.61%
$112.81 - $126.16 $320K - $358K
8.68K $1.11B
RPRX
Royalty Pharma PLC

Healthcare
11.1K
New
$25.75 - $33.86 $285K - $374K
11.1K $353M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.39K
+ 119.83%
$56.12 - $68.15 $246K - $299K
8.05K $540M
Lam Research Corp
4.63K
New
N/A
4.63K $312M
TMUS
T Mobile Us, Inc.

Communication Services
704
+ 26.65%
$211.3 - $272.83 $149K - $192K
3.35K $866M
PFE
Pfizer Inc

Healthcare
13K
New
$25.01 - $27.13 $325K - $352K
13K $284M
UPS
United Parcel Service Inc

Industrials
2.8K
New
$109.66 - $136.26 $306K - $381K
2.8K $271M
UNH
Unitedhealth Group Inc

Healthcare
77
+ 2.78%
$461.52 - $548.18 $35.5K - $42.2K
2.84K $1.7B
NGG
National Grid PLC

Utilities
3.85K
New
$56.13 - $65.61 $216K - $253K
3.85K $262M
TTE
Total Energies Se

Energy
4.62K
+ 61.74%
N/A
12.1K $681M
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 39.13%
$142.06 - $167.7 $194K - $229K
4.86K $737M
Ul Solutions Inc
4.01K
New
N/A
4.01K $226M
ZTS
Zoetis Inc.

Healthcare
1.5K
New
$156.48 - $175.67 $235K - $264K
1.5K $225M
WELL
Welltower Inc.

Real Estate
1.55K
New
$124.05 - $156.86 $193K - $243K
1.55K $221M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3.41K
New
$60.44 - $69.57 $206K - $237K
3.41K $215M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.13K
New
$35.35 - $42.74 $181K - $219K
5.13K $213M
SO
Southern CO

Utilities
2.36K
New
$80.96 - $92.96 $191K - $219K
2.36K $212M
BKR
Baker Hughes CO

Energy
5.57K
New
$41.16 - $48.85 $229K - $272K
5.57K $211M
AEP
American Electric Power CO Inc

Utilities
1.92K
New
$90.32 - $109.27 $174K - $210K
1.92K $201M
MCD
Mcdonalds Corp

Consumer Cyclical
333
+ 9.44%
$279.74 - $321.29 $93.2K - $107K
3.86K $1.2B
AMGN
Amgen Inc

Healthcare
287
+ 10.35%
$258.59 - $327.36 $74.2K - $94K
3.06K $875M
XOM
Exxon Mobil Corp

Energy
1.64K
+ 24.02%
$105.44 - $118.93 $172K - $195K
8.45K $871M
MDT
Medtronic PLC

Healthcare
1.59K
+ 27.65%
$79.84 - $94.5 $127K - $150K
7.32K $607M
APH
Amphenol Corp

Technology
2.24K
+ 71.1%
$61.62 - $78.55 $138K - $176K
5.38K $352M
STE
Steris PLC

Healthcare
379
+ 15.05%
$202.46 - $232.74 $76.7K - $88.2K
2.9K $641M
AES
Aes Corp

Utilities
13.3K
+ 127.58%
$9.93 - $13.23 $132K - $176K
23.7K $245M
PR
Permian Resources Corporation

Energy
10.2K
New
$12.33 - $16.0 $126K - $163K
10.2K $112M
CB
Chubb LTD

Financial Services
262
+ 18.19%
$257.71 - $301.99 $67.5K - $79.1K
1.7K $482M
PG
Procter & Gamble CO

Consumer Defensive
339
+ 5.45%
$158.56 - $176.26 $53.8K - $59.8K
6.56K $1.09B
IBM
International Business Machines Corp

Technology
198
+ 5.2%
$217.4 - $264.74 $43K - $52.4K
4.01K $944M
BDX
Becton Dickinson & CO

Healthcare
772
+ 48.95%
$222.79 - $249.08 $172K - $192K
2.35K $474M
V
Visa Inc.

Financial Services
19
+ 0.52%
$306.92 - $362.71 $5.83K - $6.89K
3.67K $1.22B
VALE
Vale S.A.

Basic Materials
10.5K
New
$8.5 - $10.19 $89.1K - $107K
10.5K $96.6M
ABBV
Abb Vie Inc.

Healthcare
479
+ 6.78%
$169.2 - $216.66 $81K - $104K
7.54K $1.32B
AXP
American Express CO

Financial Services
464
+ 49.36%
$255.39 - $325.87 $119K - $151K
1.4K $353M
CMCSA
Comcast Corp

Communication Services
3.33K
+ 19.86%
$33.19 - $38.23 $111K - $127K
20.1K $678M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
869
+ 4.41%
$69.87 - $75.62 $60.7K - $65.7K
20.6K $1.44B
UNP
Union Pacific Corp

Industrials
346
+ 20.4%
$225.21 - $254.42 $77.9K - $88K
2.04K $446M
G
Genpact LTD

Technology
944
+ 20.31%
$42.88 - $55.54 $40.5K - $52.4K
5.59K $264M
KR
Kroger CO

Consumer Defensive
66
+ 1.09%
$58.36 - $67.72 $3.85K - $4.47K
6.13K $418M
CNP
Centerpoint Energy Inc

Utilities
188
+ 2.08%
$30.87 - $36.25 $5.8K - $6.82K
9.21K $337M
BRO
Brown & Brown, Inc.

Financial Services
88
+ 3.42%
$100.54 - $124.4 $8.85K - $10.9K
2.66K $316M
ADP
Automatic Data Processing Inc

Industrials
127
+ 10.66%
$286.85 - $318.64 $36.4K - $40.5K
1.32K $395M
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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