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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$610 Million 0.61% of portfolio
16,775
Q4 2024 Reduced 14.52%
$86.2B
$593 Million 0.59% of portfolio
5,597
Q4 2024 Added 5.01%
$68.5B
$589 Million 0.59% of portfolio
2,855
Q4 2024 Added 1.28%
$71B
$559 Million 0.56% of portfolio
11,799
Q4 2024 Reduced 2.13%
$290B
$558 Million 0.56% of portfolio
2,642
Q4 2024 Reduced 0.6%
$202B
$564 Million 0.56% of portfolio
4,818
Q4 2024 Reduced 8.8%
$144B
$546 Million 0.55% of portfolio
2,317
Q4 2024 Added 0.96%
$165B
$527 Million 0.53% of portfolio
13,928
Q4 2024 Reduced 8.79%
$141B
$529 Million 0.53% of portfolio
7,857
Q4 2024 Reduced 0.32%
$530B
$523 Million 0.52% of portfolio
1,036
Q4 2024 Reduced 2.17%
$22.1B
$518 Million 0.52% of portfolio
2,519
Q4 2024 Added 0.28%
$208B
$512 Million 0.51% of portfolio
3,592
Q4 2024 Reduced 18.05%
$85B
$508 Million 0.51% of portfolio
2,217
Q4 2024 Added 15.95%
$398B
$496 Million 0.5% of portfolio
3,491
Q4 2024 Reduced 30.26%
$0
$505 Million 0.5% of portfolio
2,618
Q4 2024 Reduced 6.87%
$27.3B
$492 Million 0.49% of portfolio
22,266
Q4 2024 Added 43.24%
$145B
$495 Million 0.49% of portfolio
8,970
Q4 2024 Added 2.2%
$109B
$478 Million 0.48% of portfolio
2,251
Q4 2024 Reduced 1.79%
$124B
$476 Million 0.47% of portfolio
5,156
Q4 2024 Added 50.89%
$6.03B
$465 Million 0.46% of portfolio
8,516
Q4 2024 Added 468.11%
$121B
$463 Million 0.46% of portfolio
5,737
Q4 2024 Reduced 17.87%
$173B
$425 Million 0.42% of portfolio
7,490
Q4 2024 Reduced 12.79%
$0
$421 Million 0.42% of portfolio
6,036
Q4 2024 Added 14.47%
$36.2B
$412 Million 0.41% of portfolio
2,672
Q3 2024 Added 0.72%
$3.62B
$405 Million 0.4% of portfolio
5,645
Q4 2024 Added 6.59%
$0
$405 Million 0.4% of portfolio
4,430
Q4 2024 Added 0.14%
$235B
$405 Million 0.4% of portfolio
3,280
Q4 2024 Reduced 15.16%
$0
$396 Million 0.39% of portfolio
6,391
Q4 2024 Added 0.53%
$110B
$388 Million 0.39% of portfolio
3,750
Q4 2024 Reduced 11.12%
$14.5B
$382 Million 0.38% of portfolio
4,085
Q4 2024 Reduced 1.4%
$152B
$382 Million 0.38% of portfolio
1,696
Q4 2024 Reduced 0.06%
$68.9B
$385 Million 0.38% of portfolio
1,423
Q4 2024 Reduced 0.56%
$31.3B
$380 Million 0.38% of portfolio
4,064
Q4 2024 Added 0.05%
$113B
$371 Million 0.37% of portfolio
1,440
Q4 2024 Added 4.2%
$122B
$375 Million 0.37% of portfolio
4,171
Q4 2024 Reduced 10.91%
$79.5B
$371 Million 0.37% of portfolio
1,852
Q4 2024 Added 2.6%
$5.56B
$368 Million 0.37% of portfolio
3,455
Q4 2024 Added 0.09%
$70.6B
$368 Million 0.37% of portfolio
1,577
Q4 2024 Added 58.33%
$21.7B
$357 Million 0.36% of portfolio
1,869
Q4 2024 Added 2.24%
$0
$359 Million 0.36% of portfolio
6,253
Q3 2024 Reduced 4.82%
$0
$362 Million 0.36% of portfolio
3,956
Q4 2024 Added 33.83%
$71B
$356 Million 0.36% of portfolio
11,079
Q4 2024 Reduced 0.23%
$44.1B
$358 Million 0.36% of portfolio
6,060
Q4 2024 Reduced 0.23%
$44B
$359 Million 0.36% of portfolio
7,611
Q4 2024 Reduced 17.89%
$323B
$352 Million 0.35% of portfolio
1,401
Q4 2024 Reduced 13.84%
$43.9B
$350 Million 0.35% of portfolio
2,810
Q4 2024 Reduced 4.49%
$28.7B
$355 Million 0.35% of portfolio
12,599
Q4 2024 Reduced 4.7%
$99.2B
$350 Million 0.35% of portfolio
3,522
Q4 2024 Added 0.83%
$299B
$340 Million 0.34% of portfolio
2,503
Q4 2024 Reduced 0.08%

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