Phillips Wealth Planners LLC Incresed Positions in Q2 2025

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
418
+ 4.87%
$456.74 - $568.03 $191K - $237K
9K $5.13B
XLK
Technology Sector Spdr

ETFs
269
+ 3.46%
$179.73 - $253.23 $48.3K - $68.1K
8.04K $2.06B
WMT
Walmart Inc.

Consumer Defensive
4.83K
+ 173.89%
$81.79 - $99.98 $395K - $483K
7.61K $738M
META
Meta Platforms, Inc.

Communication Services
224
+ 13.43%
$484.66 - $738.09 $109K - $165K
1.89K $1.36B
ACN
Accenture PLC

Technology
1.14K
+ 31.61%
$279.23 - $323.21 $319K - $370K
4.76K $1.44B
RTX
Raytheon Technologies Corp

Industrials
1.73K
+ 23.18%
$113.75 - $148.48 $197K - $257K
9.21K $1.33B
PNC
Pnc Financial Services Group, Inc.

Financial Services
426
+ 6.85%
$149.76 - $186.42 $63.8K - $79.4K
6.64K $1.31B
AZN
Astrazeneca PLC

Healthcare
3.45K
+ 67.92%
$64.87 - $75.0 $224K - $259K
8.52K $597M
VEU
Vanguard Ftse All World Ex Us

ETFs
697
+ 3.38%
$54.19 - $67.22 $37.8K - $46.9K
21.3K $1.43B
EMR
Emerson Electric CO

Industrials
940
+ 39.4%
$94.15 - $133.33 $88.5K - $125K
3.33K $461M
CVX
Chevron Corp

Energy
690
+ 12.69%
$133.73 - $168.51 $92.3K - $116K
6.13K $939M
MU
Micron Technology Inc

Technology
36
+ 1.03%
$64.72 - $127.91 $2.33K - $4.6K
3.53K $439M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.04%
$141.37 - $228.57 $141 - $229
2.66K $605M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.24K
+ 63.2%
$39.43 - $49.34 $128K - $160K
8.36K $401M
WMB
Williams Companies, Inc.

Energy
2.54K
+ 10.22%
$54.33 - $62.87 $138K - $159K
27.3K $1.58B
ADI
Analog Devices Inc

Technology
373
+ 28.76%
$164.6 - $238.02 $61.4K - $88.8K
1.67K $409M
SBUX
Starbucks Corp

Consumer Cyclical
1.23K
+ 20.1%
$79.69 - $99.41 $97.9K - $122K
7.34K $697M
SNY
Sanofi

Healthcare
4.25K
+ 44.45%
$47.62 - $55.44 $202K - $235K
13.8K $665M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.3K
+ 28.51%
$63.54 - $68.5 $146K - $157K
10.3K $705M
IGV
Ishares Expanded Tech Software

ETFs
202
+ 3.48%
$80.15 - $109.5 $16.2K - $22.1K
6.01K $668M
XLF
Financial Sector Spdr

ETFs
698
+ 3.17%
$43.92 - $52.37 $30.7K - $36.6K
22.7K $1.19B
TT
Trane Technologies PLC

Industrials
12
+ 0.66%
$315.21 - $437.41 $3.78K - $5.25K
1.83K $780M
TXN
Texas Instruments Inc

Technology
142
+ 8.18%
N/A
1.88K $407M
TFC
Truist Financial Corp

Financial Services
1.93K
+ 30.97%
$34.79 - $42.99 $67.1K - $83K
8.16K $371M
Blackrock Inc
5
+ 0.7%
N/A
724 $778M
V
Visa Inc.

Financial Services
191
+ 5.2%
$308.27 - $373.31 $58.9K - $71.3K
3.86K $1.37B
XOM
Exxon Mobil Corp

Energy
367
+ 4.35%
$99.93 - $119.04 $36.7K - $43.7K
8.81K $1.01B
KO
Coca Cola CO

Consumer Defensive
1.98K
+ 18.6%
$68.37 - $73.9 $136K - $146K
12.6K $888M
AMZN
Amazon Com Inc

Consumer Cyclical
95
+ 3.12%
$167.32 - $223.3 $15.9K - $21.2K
3.14K $689M
XLY
Select Sector Spdr Consumer Di

ETFs
123
+ 3.48%
$176.34 - $218.59 $21.7K - $26.9K
3.66K $797M
TJX
Tjx Companies Inc

Consumer Cyclical
1.2K
+ 13.86%
$119.13 - $135.03 $143K - $162K
9.89K $1.24B
GOOGL
Alphabet Inc.

Communication Services
206
+ 4.24%
$144.7 - $178.6 $29.8K - $36.8K
5.06K $882M
AMD
Advanced Micro Devices Inc

Technology
49
+ 1.95%
$78.21 - $143.81 $3.83K - $7.05K
2.56K $353M
AMGN
Amgen Inc

Healthcare
262
+ 8.56%
$262.28 - $309.85 $68.7K - $81.2K
3.32K $986M
CAT
Caterpillar Inc

Industrials
22
+ 2.19%
$273.94 - $388.21 $6.03K - $8.54K
1.03K $405M
RPRX
Royalty Pharma PLC

Healthcare
1.93K
+ 17.43%
$30.85 - $36.14 $59.4K - $69.6K
13K $461M
HON
Honeywell International Inc

Industrials
154
+ 10.8%
$182.86 - $232.88 $28.2K - $35.9K
1.58K $379M
NXPI
Nxp Semiconductors N.V.

Technology
26
+ 1.86%
$153.5 - $218.72 $3.99K - $5.69K
1.42K $331M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.88%
$221.86 - $362.89 $3.77K - $6.17K
1.95K $582M
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 4.03%
$335.24 - $380.78 $42.9K - $48.7K
3.3K $1.21B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
972
+ 39.37%
$91.43 - $91.74 $88.9K - $89.2K
3.44K $315M
KMB
Kimberly Clark Corp

Consumer Defensive
767
+ 26.88%
$126.84 - $145.22 $97.3K - $111K
3.62K $476M
STE
Steris PLC

Healthcare
181
+ 6.25%
$208.55 - $252.55 $37.7K - $45.7K
3.08K $716M
ZTS
Zoetis Inc.

Healthcare
395
+ 26.28%
$144.41 - $170.3 $57K - $67.3K
1.9K $300M
CME
Cme Group Inc.

Financial Services
160
+ 7.65%
$252.37 - $290.71 $40.4K - $46.5K
2.25K $621M
CSCO
Cisco Systems, Inc.

Technology
260
+ 5.81%
$53.19 - $69.38 $13.8K - $18K
4.74K $325M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
106
+ 1.58%
$51.16 - $62.02 $5.42K - $6.57K
6.81K $432M
NEE
Nextera Energy Inc

Utilities
192
+ 2.42%
$64.11 - $75.0 $12.3K - $14.4K
8.11K $588M
RJF
Raymond James Financial Inc

Financial Services
9
+ 0.34%
$123.65 - $153.88 $1.11K - $1.38K
2.69K $424M
Activity Summary
Buys All Purchases 117 New Holdings 25 Increased Positions 92 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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