Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

Phillips Wealth Planners LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.6 Billion distributed in 173 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 $4.21B, Microsoft Corp with a value of $2.59B, Jpmorgan Chase & CO with a value of $1.72B, Unitedhealth Group Inc with a value of $1.7B, and Berkshire Hathaway Inc with a value of $1.57B.

Examining the 13F form we can see an decrease of $5.5B in the current position value, from $100B to 94.6B.

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 $94.6 Billion
ETFs: $18.5 Billion
Financial Services: $14.3 Billion
Technology: $13.3 Billion
Healthcare: $11.1 Billion
Industrials: $6.42 Billion
Energy: $6.38 Billion
Consumer Defensive: $6.16 Billion
Consumer Cyclical: $5.92 Billion
Other: $11.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$602 Million 0.64% of portfolio
13,766
Q1 2025 Reduced 1.16%
$117B
$587 Million 0.62% of portfolio
2,115
Q1 2025 Added 17.7%
$1.88T
$563 Million 0.59% of portfolio
3,045
Q1 2025 Added 1.06%
$107B
$551 Million 0.58% of portfolio
10,859
Q1 2025 Reduced 7.76%
$99.6B
$547 Million 0.58% of portfolio
2,092
Q1 2025 Reduced 5.64%
$78.4B
$549 Million 0.58% of portfolio
707
Q1 2025 Reduced 2.48%
$59.1B
$538 Million 0.57% of portfolio
20,337
Q1 2025 Reduced 7.52%
$93.4B
$540 Million 0.57% of portfolio
8,050
Q1 2025 Added 119.83%
$523B
$538 Million 0.57% of portfolio
1,055
Q1 2025 Added 1.83%
$97.4B
$522 Million 0.55% of portfolio
6,114
Q1 2025 Added 18.58%
$131B
$521 Million 0.55% of portfolio
7,920
Q1 2025 Added 0.8%
$161B
$520 Million 0.55% of portfolio
8,398
Q1 2025 Reduced 6.38%
$0
$506 Million 0.54% of portfolio
5,808
Q1 2025 New
$138B
$492 Million 0.52% of portfolio
9,550
Q1 2025 New
$891B
$488 Million 0.52% of portfolio
1,936
Q1 2025 Reduced 0.62%
$119B
$482 Million 0.51% of portfolio
1,702
Q1 2025 Added 18.19%
$165B
$487 Million 0.51% of portfolio
1,767
Q1 2025 Reduced 23.74%
$59.1B
$474 Million 0.5% of portfolio
2,349
Q1 2025 Added 48.95%
$59.9B
$453 Million 0.48% of portfolio
11,958
Q1 2025 Added 1.35%
$133B
$446 Million 0.47% of portfolio
2,042
Q1 2025 Added 20.4%
$5.62B
$429 Million 0.45% of portfolio
8,307
Q1 2025 Reduced 2.45%
$34.5B
$430 Million 0.45% of portfolio
4,024
Q1 2025 Reduced 0.98%
$51.7B
$418 Million 0.44% of portfolio
6,126
Q1 2025 Added 1.09%
$105B
$413 Million 0.44% of portfolio
1,938
Q1 2025 New
$864B
$417 Million 0.44% of portfolio
2,656
Q1 2025 Reduced 10.6%
$0
$403 Million 0.43% of portfolio
4,311
Q1 2025 Reduced 2.69%
$5.97B
$405 Million 0.43% of portfolio
3,449
Q1 2025 Reduced 0.17%
$125B
$395 Million 0.42% of portfolio
1,318
Q1 2025 Added 10.66%
$44.5B
$399 Million 0.42% of portfolio
2,853
Q1 2025 Added 1.53%
$30.8B
$400 Million 0.42% of portfolio
12,896
Q1 2025 Added 2.36%
$0
$394 Million 0.42% of portfolio
5,366
Q1 2025 Reduced 11.1%
$79.5B
$400 Million 0.42% of portfolio
1,922
Q1 2025 Added 3.78%
$23.5B
$402 Million 0.42% of portfolio
1,867
Q1 2025 Reduced 0.11%
$0
$364 Million 0.38% of portfolio
6,699
Q1 2025 Added 4.82%
$29.5B
$363 Million 0.38% of portfolio
2,681
Q1 2025 Added 0.34%
$134B
$349 Million 0.37% of portfolio
3,372
Q1 2025 Reduced 19.16%
$14.3B
$353 Million 0.37% of portfolio
11,051
Q1 2025 New
$8.16B
$353 Million 0.37% of portfolio
3,802
Q1 2025 Reduced 0.63%
$45.8B
$352 Million 0.37% of portfolio
5,381
Q1 2025 Added 71.1%
$199B
$353 Million 0.37% of portfolio
1,404
Q1 2025 Added 49.36%
$342B
$348 Million 0.37% of portfolio
1,344
Q1 2025 Reduced 4.07%
$15.3B
$346 Million 0.37% of portfolio
680
Q1 2025 Added 0.29%
$222B
$336 Million 0.36% of portfolio
5,075
Q1 2025 Reduced 0.31%
$187B
$343 Million 0.36% of portfolio
2,377
Q1 2025 Reduced 33.83%
$24.4B
$337 Million 0.36% of portfolio
9,208
Q1 2025 Added 2.08%
$0
$330 Million 0.35% of portfolio
3,662
Q1 2025 Reduced 1.69%
$16.7B
$328 Million 0.35% of portfolio
976
Q1 2025 Reduced 1.11%
$17.7B
$334 Million 0.35% of portfolio
5,576
Q1 2025 Reduced 1.1%
$694B
$335 Million 0.35% of portfolio
640
Q1 2025 Reduced 1.39%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $94.6 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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