Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024

Phillips Wealth Planners LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 194 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 $4.68B, Microsoft Corp with a value of $2.69B, Broadcom Inc. with a value of $2.03B, Vanguard Ftse All World Ex Us with a value of $1.68B, and Williams Companies, Inc. with a value of $1.63B.

Examining the 13F form we can see an increase of $9.53B in the current position value, from $94.9B to 104B.

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 $104 Billion
ETFs: $19.6 Billion
Technology: $16.5 Billion
Financial Services: $16.1 Billion
Healthcare: $11.9 Billion
Industrials: $7.32 Billion
Energy: $7.01 Billion
Consumer Defensive: $6.55 Billion
Consumer Cyclical: $6.13 Billion
Other: $12.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$454 Million 0.43% of portfolio
1,499
Q3 2024 Reduced 23.32%
$8.68B
$434 Million 0.42% of portfolio
24,253
Q3 2024 Reduced 2.5%
$3.71B
$443 Million 0.42% of portfolio
5,296
Q3 2024 Reduced 2.99%
$5.5B
$361 Million 0.35% of portfolio
3,452
Q3 2024 Reduced 4.48%
$7.62B
$279 Million 0.27% of portfolio
3,418
Q3 2024 Reduced 2.48%
$4.46B
$269 Million 0.26% of portfolio
4,020
Q3 2024 Reduced 0.2%
$7.03B
$246 Million 0.24% of portfolio
1,330
Q3 2024 Added 0.61%
$3.57B
$218 Million 0.21% of portfolio
4,984
Q3 2024 New
$4.98B
$204 Million 0.2% of portfolio
3,159
Q3 2024 New
$4.56B
$214 Million 0.2% of portfolio
7,946
Q3 2024 New
$9.05B
$209 Million 0.2% of portfolio
1,544
Q3 2024 New
$8.52B
$207 Million 0.2% of portfolio
1,679
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $104 Billion
  • Prior Value $94.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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