Phillips Wealth Planners LLC Incresed Positions in Q4 2024

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.7K
+ 1139.8%
$567.81 - $607.81 $3.24M - $3.46M
6.2K $3.6B
XLF
Financial Sector Spdr

ETFs
7.62K
+ 35.94%
$44.89 - $51.34 $342K - $391K
28.8K $1.36B
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.62%
$213.65 - $479.86 $2.56K - $5.76K
1.95K $769M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
615
+ 7.04%
$521.84 - $558.82 $321K - $344K
9.36K $5B
META
Meta Platforms, Inc.

Communication Services
352
+ 29.38%
$554.08 - $632.68 $195K - $223K
1.55K $955M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
+ 34.76%
$112.15 - $127.2 $169K - $192K
5.84K $701M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.39K
+ 18.18%
$96.64 - $101.23 $231K - $242K
15.5K $1.49B
HPE
Hewlett Packard Enterprise CO

Technology
6.72K
+ 43.24%
$19.31 - $23.95 $130K - $161K
22.3K $492M
SBUX
Starbucks Corp

Consumer Cyclical
1.74K
+ 50.89%
$87.44 - $102.5 $152K - $178K
5.16K $476M
AMZN
Amazon Com Inc

Consumer Cyclical
186
+ 6.58%
$180.88 - $232.93 $33.6K - $43.3K
3.01K $660M
EQIX
Equinix Inc

Real Estate
112
+ 18.27%
$865.69 - $985.0 $97K - $110K
725 $652M
CRM
Salesforce, Inc.

Technology
134
+ 7.1%
$270.87 - $367.87 $36.3K - $49.3K
2.02K $642M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1K
+ 33.83%
$91.29 - $91.8 $91.3K - $91.8K
3.96K $362M
EMR
Emerson Electric CO

Industrials
534
+ 28.15%
$108.13 - $134.33 $57.7K - $71.7K
2.43K $287M
V
Visa Inc.

Financial Services
7
+ 0.19%
$273.87 - $320.91 $1.92K - $2.25K
3.65K $1.12B
CME
Cme Group Inc.

Financial Services
305
+ 15.95%
$221.17 - $246.02 $67.5K - $75K
2.22K $508M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.33K
+ 36.94%
$55.73 - $66.16 $74.1K - $88K
4.93K $279M
XLC
Select Sector Spdr Tr Communic

ETFs
291
+ 4.18%
$89.66 - $102.16 $26.1K - $29.7K
7.25K $694M
RTX
Raytheon Technologies Corp

Industrials
829
+ 24.34%
$114.45 - $127.21 $94.9K - $105K
4.24K $487M
XLV
Select Sector Spdr Fund Health

ETFs
1.17K
+ 14.79%
$136.28 - $154.74 $160K - $181K
9.09K $1.27B
XLP
Consumer Staples Sector Spdr

ETFs
1.29K
+ 17.41%
N/A
8.66K $661M
AXS
Axis Capital Holdings LTD

Financial Services
408
+ 11.94%
$78.26 - $94.05 $31.9K - $38.4K
3.83K $327M
EOG
Eog Resources Inc

Energy
280
+ 12.58%
$118.22 - $136.54 $33.1K - $38.2K
2.51K $329M
AXP
American Express CO

Financial Services
96
+ 11.37%
$267.35 - $305.57 $25.7K - $29.3K
940 $276M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.31%
$873.59 - $994.69 $1.75K - $1.99K
649 $608M
BMY
Bristol Myers Squibb CO

Healthcare
42
+ 0.36%
$51.92 - $59.94 $2.18K - $2.52K
11.8K $657M
XLK
Technology Sector Spdr

ETFs
152
+ 2.35%
$220.26 - $241.44 $33.5K - $36.7K
6.62K $1.51B
MSFT
Microsoft Corp

Technology
28
+ 0.43%
$406.35 - $454.46 $11.4K - $12.7K
6.5K $2.72B
HON
Honeywell International Inc

Industrials
117
+ 3.83%
$202.84 - $236.0 $23.7K - $27.6K
3.17K $691M
ARES
Ares Management Corp

Financial Services
35
+ 2.73%
$153.38 - $183.7 $5.37K - $6.43K
1.32K $230M
IEFA
Ishares Tr

ETFs
763
+ 14.47%
$70.06 - $77.43 $53.5K - $59.1K
6.04K $421M
APH
Amphenol Corp

Technology
134
+ 4.45%
$62.07 - $75.35 $8.32K - $10.1K
3.15K $221M
ACN
Accenture PLC

Technology
249
+ 7.89%
$343.9 - $376.86 $85.6K - $93.8K
3.4K $1.19B
FISV
Fiserv Inc

Technology
47
+ 2.6%
N/A
1.85K $371M
BRO
Brown & Brown, Inc.

Financial Services
217
+ 9.22%
$100.93 - $113.42 $21.9K - $24.6K
2.57K $262M
TSCO
Tractor Supply CO

Consumer Cyclical
7.02K
+ 468.11%
$52.59 - $303.74 $369K - $2.13M
8.52K $465M
RSG
Republic Services, Inc.

Industrials
36
+ 1.28%
$198.0 - $218.75 $7.13K - $7.88K
2.86K $589M
SYK
Stryker Corp

Healthcare
13
+ 1.85%
$345.14 - $392.15 $4.49K - $5.1K
714 $261M
IDA
Idacorp Inc

Utilities
3
+ 0.09%
$100.11 - $118.96 $300 - $357
3.46K $368M
T
At&T Inc.

Communication Services
265
+ 2.59%
$21.22 - $23.88 $5.62K - $6.33K
10.5K $228M
JKHY
Henry Jack & Associates Inc

Technology
129
+ 10.59%
$171.12 - $186.18 $22.1K - $24K
1.35K $232M
WM
Waste Management Inc

Industrials
38
+ 3.12%
$201.79 - $228.46 $7.67K - $8.68K
1.26K $260M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
377
+ 9.48%
$53.86 - $60.27 $20.3K - $22.7K
4.35K $235M
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.76%
$280.08 - $307.97 $2.52K - $2.77K
1.19K $342M
ALL
Allstate Corp

Financial Services
85
+ 6.74%
$181.25 - $208.2 $15.4K - $17.7K
1.35K $244M
SHEL
Shell PLC

Energy
44
+ 1.14%
$60.63 - $70.23 $2.67K - $3.09K
3.89K $252M
RMD
Resmed Inc

Healthcare
1
+ 0.09%
$228.69 - $256.07 $229 - $256
1.13K $263M
TT
Trane Technologies PLC

Industrials
62
+ 3.85%
$369.35 - $419.14 $22.9K - $26K
1.67K $631M
LLY
Eli Lilly & CO

Healthcare
32
+ 11.85%
$727.2 - $932.06 $23.3K - $29.8K
302 $242M
Activity Summary
Buys All Purchases 84 New Holdings 7 Increased Positions 77 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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