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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.38K
+ 27.7%
$57.32 - $62.65 $79K - $86.4K
6.36K $406M
GS
Goldman Sachs Group Inc

Financial Services
38
+ 2.08%
$459.02 - $510.25 $17.4K - $19.4K
1.87K $990M
RTX
Raytheon Technologies Corp

Industrials
243
+ 7.68%
$99.55 - $123.34 $24.2K - $30K
3.41K $430M
USB
Us Bancorp \De\

Financial Services
243
+ 2.06%
$39.04 - $47.23 $9.49K - $11.5K
12.1K $593M
CAT
Caterpillar Inc

Industrials
169
+ 25.38%
$316.8 - $391.12 $53.5K - $66.1K
835 $329M
TT
Trane Technologies PLC

Industrials
49
+ 3.13%
$314.21 - $388.71 $15.4K - $19K
1.61K $637M
GILD
Gilead Sciences, Inc.

Healthcare
193
+ 4.3%
$66.59 - $83.99 $12.9K - $16.2K
4.68K $406M
CVX
Chevron Corp

Energy
950
+ 13.58%
$137.88 - $161.97 $131K - $154K
7.95K $1.18B
BBY
Best Buy CO Inc

Consumer Cyclical
432
+ 10.72%
$80.23 - $103.29 $34.7K - $44.6K
4.46K $440M
FISV
Fiserv Inc

Technology
35
+ 1.98%
N/A
1.81K $357M
HON
Honeywell International Inc

Industrials
333
+ 12.25%
$196.73 - $220.21 $65.5K - $73.3K
3.05K $668M
UNP
Union Pacific Corp

Industrials
189
+ 12.53%
$221.78 - $256.09 $41.9K - $48.4K
1.7K $421M
AMT
American Tower Corp

Real Estate
114
+ 6.54%
$192.27 - $242.73 $21.9K - $27.7K
1.86K $423M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
474
+ 3.75%
$96.25 - $101.98 $45.6K - $48.3K
13.1K $1.31B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
915
+ 5.1%
$69.61 - $79.56 $63.7K - $72.8K
18.8K $1.44B
O
Realty Income Corp

Real Estate
158
+ 2.97%
$52.36 - $63.42 $8.27K - $10K
5.48K $352M
SPGI
S&P Global Inc.

Financial Services
61
+ 11.55%
$446.32 - $527.38 $27.2K - $32.2K
589 $312M
PG
Procter & Gamble CO

Consumer Defensive
176
+ 3.1%
$160.76 - $177.82 $28.3K - $31.3K
5.85K $1.01B
VZ
Verizon Communications Inc

Communication Services
441
+ 2.97%
$38.89 - $45.0 $17.2K - $19.8K
15.3K $671M
WMT
Walmart Inc.

Consumer Defensive
82
+ 1.63%
$66.91 - $81.4 $5.49K - $6.67K
5.13K $416M
KR
Kroger CO

Consumer Defensive
733
+ 13.72%
$50.43 - $57.3 $37K - $42K
6.07K $344M
RMD
Resmed Inc

Healthcare
32
+ 2.93%
$186.94 - $252.92 $5.98K - $8.09K
1.13K $268M
VEU
Vanguard Ftse All World Ex Us

ETFs
314
+ 1.17%
$56.47 - $63.69 $17.7K - $20K
27.2K $1.68B
AAPL
Apple Inc.

Technology
255
+ 4.7%
$207.23 - $234.82 $52.8K - $59.9K
5.68K $1.32B
STE
Steris PLC

Healthcare
111
+ 4.62%
$213.51 - $247.14 $23.7K - $27.4K
2.51K $568M
RJF
Raymond James Financial Inc

Financial Services
19
+ 0.72%
$106.39 - $125.13 $2.02K - $2.38K
2.67K $364M
XLY
Select Sector Spdr Consumer Di

ETFs
92
+ 2.81%
$170.05 - $200.86 $15.6K - $18.5K
3.36K $669M
RPRX
Royalty Pharma PLC

Healthcare
808
+ 10.2%
$25.63 - $29.27 $20.7K - $23.7K
8.73K $246M
TJX
Tjx Companies Inc

Consumer Cyclical
184
+ 4.43%
$107.93 - $120.23 $19.9K - $22.1K
4.34K $509M
FDS
Factset Research Systems Inc

Financial Services
13
+ 2.41%
$397.04 - $469.48 $5.16K - $6.1K
553 $260M
SYK
Stryker Corp

Healthcare
54
+ 8.35%
$315.94 - $371.96 $17.1K - $20.1K
701 $253M
IQV
Iqvia Holdings Inc.

Healthcare
41
+ 3.56%
$206.81 - $251.55 $8.48K - $10.3K
1.19K $278M
KO
Coca Cola CO

Consumer Defensive
79
+ 2.38%
$62.69 - $73.01 $4.95K - $5.77K
3.4K $240M
LHX
L3 Harris Technologies, Inc.

Industrials
29
+ 2.92%
$221.96 - $243.27 $6.44K - $7.05K
1.02K $254M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.8%
$105.53 - $118.34 $1.69K - $1.89K
2.03K $241M
NVDA
Nvidia Corp

Technology
104
+ 4.33%
$98.91 - $134.91 $10.3K - $14K
2.51K $340M
IEMG
Ishares Inc

ETFs
63
+ 1.05%
$53.64 - $53.64 $3.38K - $3.38K
6.04K $344M
EGP
Eastgroup Properties Inc

Real Estate
8
+ 0.61%
$169.51 - $191.71 $1.36K - $1.53K
1.33K $246M
IEF
Ishares Barclays

ETFs
23
+ 0.52%
$92.67 - $99.14 $2.13K - $2.28K
4.42K $426M
IEFA
Ishares Tr

ETFs
36
+ 0.69%
$70.09 - $78.74 $2.52K - $2.83K
5.27K $400M
WSM
Williams Sonoma Inc

Consumer Cyclical
9
+ 0.58%
$128.47 - $280.94 $1.16K - $2.53K
1.57K $237M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
56
+ 1.43%
$55.51 - $61.51 $3.11K - $3.44K
3.98K $235M
APH
Amphenol Corp

Technology
16
+ 0.53%
$58.39 - $70.41 $934 - $1.13K
3.01K $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.1%
$147.95 - $191.05 $444 - $573
3.13K $586M
NVT
N Vent Electric PLC

Industrials
1
+ 0.04%
$60.72 - $81.19 $60.7 - $81.2
2.74K $204M
MU
Micron Technology Inc

Technology
555
+ 18.89%
$86.27 - $136.82 $47.9K - $75.9K
3.49K $382M
NXPI
Nxp Semiconductors N.V.

Technology
53
+ 4.66%
$225.14 - $290.78 $11.9K - $15.4K
1.19K $277M
QCOM
Qualcomm Inc

Technology
106
+ 6.27%
$156.12 - $209.64 $16.5K - $22.2K
1.8K $308M
AMD
Advanced Micro Devices Inc

Technology
48
+ 2.22%
$128.67 - $183.96 $6.18K - $8.83K
2.21K $345M
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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