Phillips Wealth Planners LLC Reduced Holdings in Q2 2025

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.09K
- 38.19%
$274.35 - $599.47 $298K - $651K
1.76K $541M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-10.3K
- 49.9%
$65.04 - $82.18 $667K - $843K
10.3K $837M
BMY
Bristol Myers Squibb CO

Healthcare
-3.32K
- 30.61%
$44.12 - $59.6 $147K - $198K
7.54K $354M
EQIX
Equinix Inc

Real Estate
-127
- 17.96%
$740.07 - $914.43 $94K - $116K
580 $445M
BDX
Becton Dickinson & CO

Healthcare
-166
- 7.07%
$165.15 - $226.42 $27.4K - $37.6K
2.18K $381M
SAP
Sap Se

Technology
-445
- 33.11%
$237.53 - $309.8 $106K - $138K
899 $278M
RSG
Republic Services, Inc.

Industrials
-224
- 7.97%
$227.2 - $258.07 $50.9K - $57.8K
2.59K $619M
PFE
Pfizer Inc

Healthcare
-4.4K
- 33.92%
$21.59 - $24.84 $95K - $109K
8.58K $220M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-778
- 5.84%
$96.84 - $99.46 $75.3K - $77.4K
12.5K $1.23B
PM
Philip Morris International Inc.

Consumer Defensive
-970
- 20.13%
$149.23 - $184.95 $145K - $179K
3.85K $684M
GILD
Gilead Sciences, Inc.

Healthcare
-673
- 19.96%
$96.91 - $113.0 $65.2K - $76K
2.7K $300M
AFL
Aflac Inc

Financial Services
-214
- 3.22%
$99.77 - $112.45 $21.4K - $24.1K
6.44K $665M
SNA
Snap On Inc

Industrials
-56
- 5.74%
$292.36 - $342.2 $16.4K - $19.2K
920 $292M
USB
Us Bancorp \De\

Financial Services
-3.2K
- 26.78%
$36.4 - $45.76 $117K - $147K
8.76K $417M
WSO
Watsco Inc

Industrials
-1
- 0.15%
$421.84 - $520.66 $422 - $521
679 $312M
AES
Aes Corp

Utilities
-4.06K
- 17.08%
$9.63 - $12.55 $39.1K - $50.9K
19.7K $218M
WEC
Wec Energy Group, Inc.

Utilities
-108
- 2.68%
$102.24 - $109.76 $11K - $11.9K
3.92K $406M
T
At&T Inc.

Communication Services
-1.24K
- 13.65%
$26.33 - $28.94 $32.5K - $35.8K
7.82K $221M
NOC
Northrop Grumman Corp

Industrials
-15
- 3.3%
$456.3 - $540.39 $6.84K - $8.11K
440 $222M
UNP
Union Pacific Corp

Industrials
-238
- 11.66%
$208.27 - $238.46 $49.6K - $56.8K
1.8K $427M
KR
Kroger CO

Consumer Defensive
-377
- 6.15%
$64.62 - $74.0 $24.4K - $27.9K
5.75K $401M
CNP
Centerpoint Energy Inc

Utilities
-167
- 1.81%
$35.5 - $39.05 $5.93K - $6.52K
9.04K $324M
MRK
Merck & Co., Inc.

Healthcare
-216
- 6.95%
$73.47 - $87.12 $15.9K - $18.8K
2.89K $235M
UL
Unilever PLC

Consumer Defensive
-26
- 0.31%
$57.9 - $65.43 $1.51K - $1.7K
8.37K $510M
WM
Waste Management Inc

Industrials
-16
- 1.29%
$216.47 - $242.1 $3.46K - $3.87K
1.23K $276M
TRP
Tc Energy Corp

Energy
-45
- 0.76%
$44.48 - $51.4 $2K - $2.31K
5.91K $279M
LLY
Eli Lilly & CO

Healthcare
-13
- 4.69%
$713.71 - $898.95 $9.28K - $11.7K
264 $205M
ENB
Enbridge Inc

Energy
-48
- 0.74%
$41.09 - $47.16 $1.97K - $2.26K
6.48K $286M
TRNO
Terreno Realty Corp

Real Estate
-55
- 1.21%
$51.18 - $63.89 $2.81K - $3.51K
4.47K $254M
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.3%
$276.76 - $326.81 $1.11K - $1.31K
1.31K $403M
SHEL
Shell PLC

Energy
-360
- 9.39%
$59.75 - $73.05 $21.5K - $26.3K
3.48K $248M
WELL
Welltower Inc.

Real Estate
-28
- 1.8%
$136.49 - $155.22 $3.82K - $4.35K
1.52K $231M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-31
- 0.85%
$85.42 - $94.39 $2.65K - $2.93K
3.63K $340M
UPS
United Parcel Service Inc

Industrials
-34
- 1.22%
$91.92 - $110.2 $3.13K - $3.75K
2.76K $283M
O
Realty Income Corp

Real Estate
-1
- 0.02%
$52.27 - $58.52 $52.3 - $58.5
5.54K $318M
NVO
Novo Nordisk A S

Healthcare
-28
- 0.69%
$58.08 - $81.05 $1.63K - $2.27K
4.01K $280M
VICI
Vici Properties Inc.

Real Estate
-138
- 1.07%
$29.41 - $32.97 $4.06K - $4.55K
12.8K $421M
MDT
Medtronic PLC

Healthcare
-192
- 2.62%
$80.68 - $88.86 $15.5K - $17.1K
7.13K $632M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 0.36%
$248.61 - $294.96 $994 - $1.18K
1.1K $322M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-55
- 2.33%
$114.78 - $133.31 $6.31K - $7.33K
2.3K $310M
AAPL
Apple Inc.

Technology
-162
- 3.22%
$172.42 - $223.89 $27.9K - $36.3K
4.88K $1.02B
EQH
Equitable Holdings, Inc.

Financial Services
-217
- 4.74%
$43.98 - $56.1 $9.54K - $12.2K
4.36K $239M
ABBV
Abb Vie Inc.

Healthcare
-400
- 5.3%
$170.16 - $206.27 $68.1K - $82.5K
7.14K $1.36B
ASML
Asml Holding Nv

Technology
-11
- 3.05%
$595.37 - $815.24 $6.55K - $8.97K
350 $278M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 2.14%
$496.48 - $617.85 $5.46K - $6.8K
502 $311M
RY
Royal Bank Of Canada

Financial Services
-52
- 2.01%
$108.36 - $131.55 $5.63K - $6.84K
2.54K $334M
VIG
Vanguard Dividend Appreciation

ETFs
-56
- 2.15%
N/A
2.55K $525M
HPE
Hewlett Packard Enterprise CO

Technology
-4.78K
- 22.07%
$12.51 - $20.45 $59.8K - $97.7K
16.9K $351M
RMD
Resmed Inc

Healthcare
-9
- 0.8%
$204.54 - $258.0 $1.84K - $2.32K
1.12K $287M
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
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email