Phillips Wealth Planners LLC Purchases in Q3 2024

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
2.15K
+ 126.55%
$175.1 - $223.38 $376K - $480K
3.85K $899M
XLF
Financial Sector Spdr

ETFs
6.6K
+ 45.27%
$40.84 - $45.74 $270K - $302K
21.2K $1.01B
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
New
$72.51 - $98.6 $248K - $337K
3.42K $326M
HPE
Hewlett Packard Enterprise CO

Technology
15.5K
New
$16.1 - $21.44 $250K - $333K
15.5K $325M
PAYX
Paychex Inc

Industrials
2K
New
$116.17 - $135.19 $233K - $271K
2K $285M
CARR
Carrier Global Corp

Industrials
3.42K
New
$61.9 - $80.88 $212K - $277K
3.42K $277M
PEP
Pepsico Inc

Consumer Defensive
1.38K
+ 45.91%
$161.9 - $179.3 $223K - $247K
4.38K $765M
Ferguson Enterprises Inc
1.33K
New
N/A
1.33K $270M
Te Connectivity PLC
1.83K
New
N/A
1.83K $265M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
184
+ 2.15%
$475.2 - $527.7 $87.4K - $97.1K
8.74K $4.68B
UNH
Unitedhealth Group Inc

Healthcare
120
+ 4.74%
$488.01 - $604.18 $58.6K - $72.5K
2.65K $1.51B
ACN
Accenture PLC

Technology
5
+ 0.16%
$295.44 - $355.81 $1.48K - $1.78K
3.16K $1.17B
AXP
American Express CO

Financial Services
844
New
$225.92 - $271.17 $191K - $229K
844 $238M
NOC
Northrop Grumman Corp

Industrials
439
New
$423.73 - $533.14 $186K - $234K
439 $233M
JKHY
Henry Jack & Associates Inc

Technology
1.22K
New
$160.87 - $177.06 $196K - $216K
1.22K $226M
PKG
Packaging Corp Of America

Consumer Cyclical
1.01K
New
$176.32 - $215.7 $178K - $218K
1.01K $224M
JEF
Jefferies Financial Group Inc.

Financial Services
3.29K
New
$49.97 - $62.49 $164K - $206K
3.29K $219M
ETR
Entergy Corp

Utilities
1.63K
New
$104.75 - $131.61 $171K - $215K
1.63K $219M
PNM
Pnm Resources Inc

Utilities
4.98K
New
$35.99 - $42.21 $179K - $210K
4.98K $218M
Ul Solutions Inc
4.02K
New
N/A
4.02K $218M
PRMW
Primo Water Corp

Consumer Defensive
7.95K
New
$20.4 - $25.47 $162K - $202K
7.95K $214M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.6K
New
$49.83 - $62.75 $179K - $226K
3.6K $213M
XEL
Xcel Energy Inc

Utilities
3.3K
New
$52.11 - $65.3 $172K - $215K
3.3K $211M
PNC
Pnc Financial Services Group, Inc.

Financial Services
158
+ 2.24%
$156.14 - $187.2 $24.7K - $29.6K
7.2K $1.37B
ARES
Ares Management Corp

Financial Services
1.28K
New
$133.73 - $158.05 $171K - $202K
1.28K $209M
INGR
Ingredion Inc

Consumer Defensive
1.54K
New
$111.98 - $137.59 $173K - $212K
1.54K $209M
EQH
Equitable Holdings, Inc.

Financial Services
4.66K
New
$37.05 - $43.61 $173K - $203K
4.66K $208M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.68K
New
$97.66 - $119.74 $164K - $201K
1.68K $207M
PSA
Public Storage

Real Estate
594
New
$283.13 - $365.01 $168K - $217K
594 $206M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.16K
New
$59.66 - $72.78 $188K - $230K
3.16K $204M
DOX
Amdocs LTD

Technology
2.27K
New
$78.13 - $87.85 $178K - $200K
2.27K $204M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.69K
New
$98.71 - $117.61 $167K - $199K
1.69K $202M
MS
Morgan Stanley

Financial Services
1.33K
+ 52.44%
$92.07 - $106.96 $122K - $142K
3.87K $462M
JNJ
Johnson & Johnson

Healthcare
833
+ 19.96%
$145.48 - $167.38 $121K - $139K
5.01K $822M
TMUS
T Mobile Us, Inc.

Communication Services
466
+ 21.26%
$175.14 - $206.36 $81.6K - $96.2K
2.66K $584M
VICI
Vici Properties Inc.

Real Estate
3.99K
+ 43.25%
$27.64 - $34.08 $110K - $136K
13.2K $438M
BMY
Bristol Myers Squibb CO

Healthcare
702
+ 6.37%
$39.66 - $51.75 $27.8K - $36.3K
11.7K $626M
META
Meta Platforms, Inc.

Communication Services
217
+ 22.12%
$453.41 - $572.44 $98.4K - $124K
1.2K $691M
CRM
Salesforce, Inc.

Technology
328
+ 21.05%
$238.42 - $276.53 $78.2K - $90.7K
1.89K $549M
V
Visa Inc.

Financial Services
239
+ 7.02%
$253.74 - $291.56 $60.6K - $69.7K
3.64K $1.05B
WEC
Wec Energy Group, Inc.

Utilities
820
+ 25.29%
$77.68 - $96.19 $63.7K - $78.9K
4.06K $401M
XLP
Consumer Staples Sector Spdr

ETFs
1.41K
+ 23.54%
$76.04 - $76.04 $107K - $107K
7.38K $608M
PLD
Prologis, Inc.

Real Estate
870
+ 25.98%
$111.95 - $132.43 $97.4K - $115K
4.22K $536M
ABT
Abbott Laboratories

Healthcare
297
+ 4.04%
$100.07 - $118.13 $29.7K - $35.1K
7.64K $901M
TGT
Target Corp

Consumer Defensive
482
+ 11.95%
$133.47 - $159.25 $64.3K - $76.8K
4.52K $718M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.34K
+ 28.18%
$64.35 - $75.71 $86K - $101K
6.08K $437M
CMCSA
Comcast Corp

Communication Services
735
+ 3.89%
$37.33 - $41.78 $27.4K - $30.7K
19.6K $829M
VALE
Vale S.A.

Basic Materials
10.7K
New
$9.9 - $11.8 $106K - $126K
10.7K $118M
ICE
Intercontinental Exchange, Inc.

Financial Services
218
+ 5.62%
$136.93 - $162.81 $29.9K - $35.5K
4.1K $677M
Activity Summary
Buys All Purchases 103 New Holdings 27 Increased Positions 76 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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