Phillips Wealth Planners LLC Incresed Positions 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
RTX
Raytheon Technologies Corp

Industrials
3.24K
+ 76.55%
$114.1 - $135.66 $370K - $440K
7.48K $959M
TJX
Tjx Companies Inc

Consumer Cyclical
2.84K
+ 48.61%
$112.81 - $126.16 $320K - $358K
8.68K $1.11B
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.39K
+ 119.83%
$56.12 - $68.15 $246K - $299K
8.05K $540M
XLC
Select Sector Spdr Tr Communic

ETFs
3.76K
+ 51.95%
$94.84 - $105.31 $357K - $396K
11K $1B
TMUS
T Mobile Us, Inc.

Communication Services
704
+ 26.65%
$211.3 - $272.83 $149K - $192K
3.35K $866M
UNH
Unitedhealth Group Inc

Healthcare
77
+ 2.78%
$461.52 - $548.18 $35.5K - $42.2K
2.84K $1.7B
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
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
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
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
XLV
Select Sector Spdr Fund Health

ETFs
554
+ 6.1%
$137.61 - $149.68 $76.2K - $82.9K
9.64K $1.32B
VEU
Vanguard Ftse All World Ex Us

ETFs
193
+ 0.94%
$56.51 - $62.98 $10.9K - $12.2K
20.6K $1.21B
PAYC
Paycom Software, Inc.

Technology
157
+ 13.49%
$199.42 - $225.82 $31.3K - $35.5K
1.32K $285M
KMB
Kimberly Clark Corp

Consumer Defensive
43
+ 1.53%
$124.46 - $147.4 $5.35K - $6.34K
2.85K $399M
AFL
Aflac Inc

Financial Services
100
+ 1.53%
$100.99 - $111.19 $10.1K - $11.1K
6.65K $711M
O
Realty Income Corp

Real Estate
525
+ 10.47%
$51.67 - $58.49 $27.1K - $30.7K
5.54K $306M
SBUX
Starbucks Corp

Consumer Cyclical
958
+ 18.58%
$91.75 - $115.81 $87.9K - $111K
6.11K $522M
VICI
Vici Properties Inc.

Real Estate
297
+ 2.36%
$28.21 - $32.68 $8.38K - $9.71K
12.9K $400M
CRM
Salesforce, Inc.

Technology
655
+ 32.43%
$268.36 - $359.95 $176K - $236K
2.68K $682M
NOC
Northrop Grumman Corp

Industrials
7
+ 1.56%
$433.45 - $513.82 $3.03K - $3.6K
455 $243M
JKHY
Henry Jack & Associates Inc

Technology
191
+ 14.18%
$166.47 - $191.28 $31.8K - $36.5K
1.54K $266M
ALL
Allstate Corp

Financial Services
85
+ 6.32%
$180.99 - $210.18 $15.4K - $17.9K
1.43K $276M
WSO
Watsco Inc

Industrials
2
+ 0.29%
$463.86 - $530.75 $928 - $1.06K
680 $346M
FISV
Fiserv Inc

Technology
70
+ 3.78%
N/A
1.92K $400M
XLK
Technology Sector Spdr

ETFs
1.16K
+ 17.49%
$206.38 - $242.18 $239K - $280K
7.77K $1.54B
ICE
Intercontinental Exchange, Inc.

Financial Services
5
+ 0.24%
$142.8 - $176.36 $714 - $882
2.06K $321M
NVO
Novo Nordisk A S

Healthcare
1.29K
+ 46.98%
$69.3 - $90.95 $89.5K - $118K
4.04K $262M
TRNO
Terreno Realty Corp

Real Estate
632
+ 16.22%
$57.4 - $68.5 $36.3K - $43.3K
4.53K $247M
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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