Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

Phillips Wealth Planners LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 176 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 $5B, Spdr S&P 500 ETF Trust with a value of $3.6B, Microsoft Corp with a value of $2.72B, Broadcom Inc. with a value of $2.06B, and Jpmorgan Chase & CO with a value of $1.71B.

Examining the 13F form we can see an decrease of $4.26B in the current position value, from $104B to 100B.

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 $100 Billion
ETFs: $24.5 Billion
Technology: $15.7 Billion
Financial Services: $15.6 Billion
Healthcare: $9.28 Billion
Consumer Cyclical: $6.76 Billion
Energy: $6.51 Billion
Industrials: $6.3 Billion
Consumer Defensive: $4.89 Billion
Other: $9.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $100 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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