Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025

Phillips Wealth Planners LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.13B, Microsoft Corp with a value of $3.22B, Broadcom Inc. with a value of $2.06B, Technology Sector Spdr with a value of $2.06B, and Jpmorgan Chase & CO with a value of $2.02B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $94.6B to 110B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $21.5 Billion
Technology: $18.5 Billion
Financial Services: $16.7 Billion
Healthcare: $11.3 Billion
Industrials: $7.41 Billion
Consumer Defensive: $7.3 Billion
Consumer Cyclical: $7.15 Billion
Energy: $6.97 Billion
Other: $12.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.6B
$324 Million 0.29% of portfolio
9,041
Q2 2025 Reduced 1.81%
$1.09B
$315 Million 0.29% of portfolio
5,679
Q2 2025 Added 5.3%
$16.6B
$310 Million 0.28% of portfolio
5,612
Q2 2025 Added 0.65%
$13.3B
$312 Million 0.28% of portfolio
679
Q2 2025 Reduced 0.15%
$641B
$306 Million 0.28% of portfolio
641
Q2 2025 Added 0.16%
$13.4B
$312 Million 0.28% of portfolio
1,335
Q2 2025 Added 1.06%
$26.4B
$294 Million 0.27% of portfolio
2,745
Q2 2025 Added 3.23%
$145B
$300 Million 0.27% of portfolio
2,699
Q2 2025 Reduced 19.96%
$70.1B
$300 Million 0.27% of portfolio
1,898
Q2 2025 Added 26.28%
$13.7B
$284 Million 0.26% of portfolio
3,686
Q2 2025 New
$11.9B
$290 Million 0.26% of portfolio
1,611
Q2 2025 Added 4.75%
$17.1B
$292 Million 0.26% of portfolio
920
Q2 2025 Reduced 5.74%
$54.1B
$285 Million 0.26% of portfolio
1,473
Q2 2025 Added 2.94%
$1.74B
$285 Million 0.26% of portfolio
5,701
Q2 2025 Added 1.3%
$61.6B
$283 Million 0.26% of portfolio
2,761
Q2 2025 Reduced 1.22%
$130B
$290 Million 0.26% of portfolio
315
Q2 2025 New
$97.9B
$286 Million 0.26% of portfolio
6,478
Q2 2025 Reduced 0.74%
$318B
$278 Million 0.25% of portfolio
899
Q2 2025 Reduced 33.11%
$52.4B
$279 Million 0.25% of portfolio
5,907
Q2 2025 Reduced 0.76%
$307B
$278 Million 0.25% of portfolio
3,403
Q2 2025 New
$51.5B
$276 Million 0.25% of portfolio
3,908
Q2 2025 Added 1.53%
$90B
$276 Million 0.25% of portfolio
1,226
Q2 2025 Reduced 1.29%
$149B
$279 Million 0.25% of portfolio
716
Q2 2025 Added 0.56%
$24.2B
$277 Million 0.25% of portfolio
1,929
Q2 2025 Added 3.71%
$123B
$280 Million 0.25% of portfolio
4,014
Q2 2025 Reduced 0.69%
$320B
$278 Million 0.25% of portfolio
350
Q2 2025 Reduced 3.05%
$8.02B
$267 Million 0.24% of portfolio
5,796
Q2 2025 Added 3.67%
$59.8B
$251 Million 0.23% of portfolio
2,384
Q2 2025 New
$53.1B
$251 Million 0.23% of portfolio
3,349
Q2 2025 Reduced 1.93%
$4.36B
$254 Million 0.23% of portfolio
4,473
Q2 2025 Reduced 1.21%
$256B
$248 Million 0.22% of portfolio
3,475
Q2 2025 Reduced 9.39%
$19.8B
$239 Million 0.22% of portfolio
4,357
Q2 2025 Reduced 4.74%
$30.3B
$240 Million 0.22% of portfolio
2,863
Q2 2025 New
$78.2B
$231 Million 0.21% of portfolio
1,524
Q2 2025 Reduced 1.8%
$214B
$235 Million 0.21% of portfolio
2,894
Q2 2025 Reduced 6.95%
$3.57B
$233 Million 0.21% of portfolio
4,134
Q2 2025 Added 1.87%
$30.1B
$231 Million 0.21% of portfolio
1,321
Q2 2025 New
$18.9B
$235 Million 0.21% of portfolio
3,442
Q2 2025 Added 0.88%
$35.2B
$224 Million 0.2% of portfolio
1,364
Q2 2025 New
$20.1B
$221 Million 0.2% of portfolio
1,088
Q2 2025 New
$88B
$222 Million 0.2% of portfolio
440
Q2 2025 Reduced 3.3%
$139B
$220 Million 0.2% of portfolio
8,577
Q2 2025 Reduced 33.92%
$210B
$221 Million 0.2% of portfolio
7,816
Q2 2025 Reduced 13.65%
$8.5B
$218 Million 0.2% of portfolio
19,689
Q2 2025 Reduced 17.08%
$45.5B
$226 Million 0.2% of portfolio
5,625
Q2 2025 Added 1.06%
$39.6B
$216 Million 0.2% of portfolio
639
Q2 2025 New
$8.38B
$217 Million 0.2% of portfolio
1,633
Q2 2025 New
$7.19B
$224 Million 0.2% of portfolio
1,329
Q2 2025 Added 0.53%
$39.4B
$225 Million 0.2% of portfolio
3,334
Q2 2025 Added 3.0%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $110 Billion
  • Prior Value $94.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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