Phillips Wealth Planners LLC Reduced Holdings in Q3 2024

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TRNO
Terreno Realty Corp

Real Estate
-8
- 0.2%
$59.43 - $71.02 $475 - $568
4.02K $269M
ETN
Eaton Corp PLC

Industrials
-19
- 1.04%
$272.52 - $333.02 $5.18K - $6.33K
1.8K $614M
NGG
National Grid PLC

Utilities
-66
- 1.82%
$57.14 - $70.48 $3.77K - $4.65K
3.55K $242M
LDOS
Leidos Holdings, Inc.

Technology
-36
- 2.5%
$142.66 - $163.02 $5.14K - $5.87K
1.4K $236M
ORCL
Oracle Corp

Technology
-1.66K
- 17.38%
$125.9 - $170.35 $209K - $283K
7.9K $1.38B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 3.71%
$405.19 - $478.57 $10.1K - $12K
649 $302M
IDA
Idacorp Inc

Utilities
-162
- 4.48%
$92.02 - $104.62 $14.9K - $16.9K
3.45K $361M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-39
- 1.46%
$117.9 - $128.2 $4.6K - $5K
2.64K $346M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-105
- 4.12%
$115.73 - $128.74 $12.2K - $13.5K
2.45K $337M
HBAN
Huntington Bancshares Inc

Financial Services
-278
- 2.19%
$12.84 - $15.15 $3.57K - $4.21K
12.4K $197M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-61
- 0.62%
$28.08 - $32.61 $1.71K - $1.99K
9.82K $314M
RY
Royal Bank Of Canada

Financial Services
-63
- 2.35%
$105.65 - $124.73 $6.66K - $7.86K
2.62K $330M
AXS
Axis Capital Holdings LTD

Financial Services
-87
- 2.48%
$69.04 - $79.88 $6.01K - $6.95K
3.42K $279M
CB
Chubb LTD

Financial Services
-64
- 4.43%
$252.51 - $292.2 $16.2K - $18.7K
1.38K $405M
BRO
Brown & Brown, Inc.

Financial Services
-10
- 0.42%
$89.11 - $105.82 $891 - $1.06K
2.35K $250M
SNA
Snap On Inc

Industrials
-4
- 0.4%
$255.35 - $289.77 $1.02K - $1.16K
996 $297M
UL
Unilever PLC

Consumer Defensive
-392
- 4.28%
$54.7 - $65.59 $21.4K - $25.7K
8.78K $555M
ENB
Enbridge Inc

Energy
-88
- 1.29%
$35.27 - $41.18 $3.1K - $3.62K
6.71K $281M
VIG
Vanguard Dividend Appreciation

ETFs
-36
- 1.26%
$182.15 - $182.15 $6.56K - $6.56K
2.81K $565M
XOM
Exxon Mobil Corp

Energy
-167
- 2.46%
$109.72 - $119.0 $18.3K - $19.9K
6.62K $798M
SAP
Sap Se

Technology
-23
- 1.39%
$197.21 - $231.0 $4.54K - $5.31K
1.63K $373M
EMN
Eastman Chemical CO

Basic Materials
-37
- 0.98%
$93.82 - $113.74 $3.47K - $4.21K
3.75K $407M
PGR
Progressive Corp

Financial Services
-264
- 10.32%
$209.46 - $259.24 $55.3K - $68.4K
2.3K $586M
EWBC
East West Bancorp Inc

Financial Services
-221
- 5.06%
$70.41 - $88.25 $15.6K - $19.5K
4.14K $380M
TRP
Tc Energy Corp

Energy
-212
- 2.59%
$37.48 - $47.9 $7.95K - $10.2K
7.97K $377M
FNF
Fidelity National Financial, Inc.

Financial Services
-320
- 5.32%
$48.08 - $62.04 $15.4K - $19.9K
5.69K $357M
ADP
Automatic Data Processing Inc

Industrials
-9
- 0.76%
$233.44 - $279.45 $2.1K - $2.52K
1.18K $344M
WMB
Williams Companies, Inc.

Energy
-5K
- 13.62%
$41.24 - $46.22 $206K - $231K
31.7K $1.63B
CBOE
Cboe Global Markets, Inc.

Financial Services
-18
- 0.98%
$168.57 - $213.65 $3.03K - $3.85K
1.83K $385M
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 0.56%
$247.34 - $300.11 $1.48K - $1.8K
1.07K $350M
JPM
Jpmorgan Chase & CO

Financial Services
-185
- 2.5%
$194.9 - $224.8 $36.1K - $41.6K
7.23K $1.62B
MDT
Medtronic PLC

Healthcare
-103
- 1.45%
$76.84 - $91.03 $7.91K - $9.38K
6.99K $629M
MA
Mastercard Inc

Financial Services
-1
- 0.09%
$429.6 - $500.99 $430 - $501
1.06K $544M
ABBV
Abb Vie Inc.

Healthcare
-399
- 5.48%
$163.84 - $199.33 $65.4K - $79.5K
6.88K $1.31B
KMI
Kinder Morgan, Inc.

Energy
-532
- 2.36%
$19.72 - $22.22 $10.5K - $11.8K
22.1K $550M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-163
- 2.99%
$54.78 - $76.51 $8.93K - $12.5K
5.3K $443M
AFL
Aflac Inc

Financial Services
-89
- 1.36%
$88.52 - $111.8 $7.88K - $9.95K
6.45K $738M
MCD
Mcdonalds Corp

Consumer Cyclical
-160
- 4.56%
$245.82 - $304.51 $39.3K - $48.7K
3.35K $1.05B
HD
Home Depot, Inc.

Consumer Cyclical
-138
- 3.66%
$333.64 - $405.2 $46K - $55.9K
3.63K $1.52B
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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