Phillips Wealth Planners LLC Incresed Positions 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
PEP
Pepsico Inc

Consumer Defensive
1.38K
+ 45.91%
$161.9 - $179.3 $223K - $247K
4.38K $765M
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
158
+ 2.24%
$156.14 - $187.2 $24.7K - $29.6K
7.2K $1.37B
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
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
ICE
Intercontinental Exchange, Inc.

Financial Services
218
+ 5.62%
$136.93 - $162.81 $29.9K - $35.5K
4.1K $677M
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
AVGO
Broadcom Inc.

Technology
10.4K
+ 933.6%
$136.27 - $1745.86 $1.42M - $18.1M
11.5K $2.03B
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
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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