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
EOG
Eog Resources Inc

Energy
188
+ 7.75%
$104.61 - $129.97 $19.7K - $24.4K
2.61K $324M
CRM
Salesforce, Inc.

Technology
34
+ 1.27%
$236.26 - $291.15 $8.03K - $9.9K
2.71K $741M
CMCSA
Comcast Corp

Communication Services
276
+ 1.37%
$32.84 - $36.72 $9.06K - $10.1K
20.4K $734M
IEFA
Ishares Tr

ETFs
3
+ 0.06%
$67.83 - $84.09 $203 - $252
5.37K $447M
AMT
American Tower Corp

Real Estate
176
+ 9.08%
$203.96 - $228.19 $35.9K - $40.2K
2.11K $467M
ABT
Abbott Laboratories

Healthcare
29
+ 0.38%
$123.95 - $138.08 $3.59K - $4K
7.65K $1.02B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
286
+ 5.3%
$45.98 - $56.15 $13.2K - $16.1K
5.68K $315M
SPGI
S&P Global Inc.

Financial Services
12
+ 1.84%
$438.31 - $527.29 $5.26K - $6.33K
665 $350M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
140
+ 3.37%
$53.75 - $67.21 $7.53K - $9.41K
4.3K $286M
KMI
Kinder Morgan, Inc.

Energy
276
+ 1.36%
$25.21 - $29.4 $6.96K - $8.11K
20.6K $580M
FANG
Diamondback Energy, Inc.

Energy
69
+ 3.71%
$119.25 - $161.49 $8.23K - $11.1K
1.93K $277M
PR
Permian Resources Corporation

Energy
193
+ 1.9%
$10.36 - $14.93 $2K - $2.88K
10.4K $150M
XLP
Consumer Staples Sector Spdr

ETFs
279
+ 3.39%
N/A
8.52K $693M
SYK
Stryker Corp

Healthcare
4
+ 0.56%
$337.37 - $395.63 $1.35K - $1.58K
716 $279M
PAYC
Paycom Software, Inc.

Technology
14
+ 1.06%
$193.07 - $265.71 $2.7K - $3.72K
1.34K $312M
JNJ
Johnson & Johnson

Healthcare
42
+ 0.86%
$146.36 - $159.82 $6.15K - $6.71K
4.9K $763M
EPD
Enterprise Products Partners L.P.

Energy
99
+ 0.9%
$28.95 - $34.22 $2.87K - $3.39K
11.1K $353M
JKHY
Henry Jack & Associates Inc

Technology
73
+ 4.75%
$163.54 - $186.02 $11.9K - $13.6K
1.61K $290M
PNM
Pnm Resources Inc

Utilities
76
+ 1.87%
N/A
4.13K $233M
XLV
Select Sector Spdr Fund Health

ETFs
305
+ 3.16%
$128.77 - $144.3 $39.3K - $44K
9.95K $1.34B
AXS
Axis Capital Holdings LTD

Financial Services
20
+ 0.53%
$87.23 - $106.93 $1.74K - $2.14K
3.82K $376M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
30
+ 0.88%
$60.03 - $72.0 $1.8K - $2.16K
3.44K $235M
EGP
Eastgroup Properties Inc

Real Estate
7
+ 0.53%
$145.28 - $176.09 $1.02K - $1.23K
1.33K $224M
BKR
Baker Hughes CO

Energy
59
+ 1.06%
$35.0 - $44.92 $2.07K - $2.65K
5.63K $226M
NGG
National Grid PLC

Utilities
59
+ 1.53%
$62.74 - $74.79 $3.7K - $4.41K
3.91K $276M
PEP
Pepsico Inc

Consumer Defensive
238
+ 10.01%
$128.02 - $151.37 $30.5K - $36K
2.62K $353M
ALL
Allstate Corp

Financial Services
42
+ 2.94%
$180.53 - $212.64 $7.58K - $8.93K
1.47K $285M
VZ
Verizon Communications Inc

Communication Services
374
+ 2.72%
$41.67 - $45.62 $15.6K - $17.1K
14.1K $609M
TMUS
T Mobile Us, Inc.

Communication Services
342
+ 10.22%
$220.99 - $268.54 $75.6K - $91.8K
3.69K $870M
G
Genpact LTD

Technology
205
+ 3.67%
$40.65 - $50.56 $8.33K - $10.4K
5.8K $267M
IDA
Idacorp Inc

Utilities
62
+ 1.8%
$111.01 - $119.72 $6.88K - $7.42K
3.51K $407M
XEL
Xcel Energy Inc

Utilities
97
+ 3.0%
$65.65 - $72.39 $6.37K - $7.02K
3.33K $225M
CB
Chubb LTD

Financial Services
3
+ 0.18%
$274.32 - $302.46 $823 - $907
1.71K $477M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
73
+ 1.3%
$45.71 - $61.66 $3.34K - $4.5K
5.7K $285M
PGR
Progressive Corp

Financial Services
99
+ 5.6%
$255.27 - $288.74 $25.3K - $28.6K
1.87K $470M
BRO
Brown & Brown, Inc.

Financial Services
86
+ 3.23%
$104.48 - $124.43 $8.99K - $10.7K
2.75K $294M
FNF
Fidelity National Financial, Inc.

Financial Services
36
+ 0.65%
$53.62 - $66.59 $1.93K - $2.4K
5.61K $310M
PG
Procter & Gamble CO

Consumer Defensive
191
+ 2.91%
$157.66 - $172.39 $30.1K - $32.9K
6.75K $1.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.16%
$483.48 - $539.8 $483 - $540
641 $306M
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 2.88%
$285.55 - $321.23 $31.7K - $35.7K
3.97K $1.16B
FISV
Fiserv Inc

Technology
14
+ 0.73%
N/A
1.94K $330M
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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