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
FANG
Diamondback Energy, Inc.

Energy
597
+ 47.27%
$139.9 - $180.18 $83.5K - $108K
1.86K $240M
MA
Mastercard Inc

Financial Services
19
+ 1.83%
$504.67 - $576.31 $9.59K - $10.9K
1.06K $538M
IEMG
Ishares Inc

ETFs
203
+ 3.34%
N/A
6.27K $324M
SPGI
S&P Global Inc.

Financial Services
47
+ 7.76%
$478.26 - $543.77 $22.5K - $25.6K
653 $304M
CAT
Caterpillar Inc

Industrials
196
+ 24.2%
$326.75 - $407.63 $64K - $79.9K
1.01K $295M
JPM
Jpmorgan Chase & CO

Financial Services
147
+ 2.06%
$225.19 - $279.95 $33.1K - $41.2K
7.29K $1.72B
CSCO
Cisco Systems, Inc.

Technology
156
+ 3.61%
$58.74 - $64.87 $9.16K - $10.1K
4.48K $257M
TT
Trane Technologies PLC

Industrials
142
+ 8.48%
$332.0 - $400.86 $47.1K - $56.9K
1.82K $628M
NEE
Nextera Energy Inc

Utilities
63
+ 0.8%
$66.96 - $76.16 $4.22K - $4.8K
7.92K $521M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
463
+ 9.39%
$47.79 - $59.89 $22.1K - $27.7K
5.39K $268M
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.72%
$427.5 - $476.51 $1.71K - $1.91K
558 $237M
AMD
Advanced Micro Devices Inc

Technology
345
+ 15.93%
$96.63 - $129.55 $33.3K - $44.7K
2.51K $235M
APD
Air Products & Chemicals, Inc.

Basic Materials
33
+ 3.07%
$283.24 - $338.07 $9.35K - $11.2K
1.11K $298M
RMD
Resmed Inc

Healthcare
2
+ 0.18%
$219.7 - $257.65 $439 - $515
1.13K $241M
CARR
Carrier Global Corp

Industrials
8
+ 0.23%
$62.07 - $70.55 $497 - $564
3.42K $202M
ASML
Asml Holding Nv

Technology
1
+ 0.28%
$662.63 - $776.99 $663 - $777
361 $241M
ETN
Eaton Corp PLC

Industrials
318
+ 17.7%
$271.83 - $371.23 $86.4K - $118K
2.12K $587M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
308
+ 4.82%
$57.21 - $65.8 $17.6K - $20.3K
6.7K $364M
META
Meta Platforms, Inc.

Communication Services
118
+ 7.61%
$576.36 - $736.67 $68K - $86.9K
1.67K $907M
TGT
Target Corp

Consumer Defensive
646
+ 29.15%
$103.65 - $142.5 $67K - $92.1K
2.86K $266M
RJF
Raymond James Financial Inc

Financial Services
9
+ 0.34%
$137.62 - $172.64 $1.24K - $1.55K
2.68K $363M
XLY
Select Sector Spdr Consumer Di

ETFs
261
+ 7.96%
$192.6 - $233.2 $50.3K - $60.9K
3.54K $671M
TXN
Texas Instruments Inc

Technology
10
+ 0.58%
N/A
1.74K $256M
AAPL
Apple Inc.

Technology
510
+ 11.26%
$209.68 - $247.1 $107K - $126K
5.04K $998M
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 1.06%
$190.26 - $242.06 $6.09K - $7.75K
3.05K $563M
USB
Us Bancorp \De\

Financial Services
159
+ 1.35%
$40.92 - $50.9 $6.51K - $8.09K
12K $453M
ORCL
Oracle Corp

Technology
292
+ 4.2%
$139.81 - $186.47 $40.8K - $54.4K
7.24K $958M
GOOGL
Alphabet Inc.

Communication Services
200
+ 4.3%
$154.33 - $206.19 $30.9K - $41.2K
4.85K $763M
MSFT
Microsoft Corp

Technology
172
+ 2.65%
$375.39 - $447.2 $64.6K - $76.9K
6.67K $2.59B
ACN
Accenture PLC

Technology
215
+ 6.32%
$300.91 - $398.25 $64.7K - $85.6K
3.62K $1.03B
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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