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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.56B
$379 Million 0.34% of portfolio
6,670
Q2 2025 Reduced 19.71%
$8.21B
$376 Million 0.34% of portfolio
3,822
Q2 2025 Added 0.53%
$60.1B
$371 Million 0.34% of portfolio
8,161
Q2 2025 Added 30.97%
$96.9B
$371 Million 0.34% of portfolio
2,051
Q2 2025 Reduced 0.39%
$197B
$353 Million 0.32% of portfolio
2,615
Q2 2025 Added 10.01%
$100B
$354 Million 0.32% of portfolio
7,535
Q2 2025 Reduced 30.61%
$30.7B
$351 Million 0.32% of portfolio
16,872
Q2 2025 Reduced 22.07%
$68.6B
$353 Million 0.32% of portfolio
11,121
Q2 2025 Added 0.9%
$178B
$350 Million 0.32% of portfolio
665
Q2 2025 Added 1.84%
$426B
$357 Million 0.32% of portfolio
2,229
Q2 2025 Reduced 1.24%
$252B
$353 Million 0.32% of portfolio
2,560
Q2 2025 Added 1.95%
$0
$340 Million 0.31% of portfolio
3,631
Q2 2025 Reduced 0.85%
$258B
$344 Million 0.31% of portfolio
2,435
Q2 2025 Reduced 9.18%
$200B
$334 Million 0.3% of portfolio
2,536
Q2 2025 Reduced 2.01%
$58.7B
$331 Million 0.3% of portfolio
1,424
Q2 2025 Added 1.86%
$79.5B
$330 Million 0.3% of portfolio
1,936
Q2 2025 Added 0.73%
$36.7B
$318 Million 0.29% of portfolio
5,540
Q2 2025 Reduced 0.02%
$68.7B
$324 Million 0.29% of portfolio
2,613
Q2 2025 Added 7.75%
$276B
$325 Million 0.29% of portfolio
4,735
Q2 2025 Added 5.81%
$23.6B
$324 Million 0.29% of portfolio
9,041
Q2 2025 Reduced 1.81%
Ge Vernova Inc
-
$322 Million 0.29% of portfolio
-
Q2 2025 New
$0
$315 Million 0.29% of portfolio
3,441
Q2 2025 Added 39.37%
$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%
$0
$311 Million 0.28% of portfolio
502
Q2 2025 Reduced 2.14%
$641B
$306 Million 0.28% of portfolio
641
Q2 2025 Added 0.16%
$0
$310 Million 0.28% of portfolio
2,302
Q2 2025 Reduced 2.33%
$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%
$0
$286 Million 0.26% of portfolio
4,298
Q2 2025 Added 3.37%
$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%
$1.77B
$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
$40.9B
$287 Million 0.26% of portfolio
1,119
Q2 2025 Reduced 0.8%
$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%

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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