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
$219B
$341 Million 0.34% of portfolio
5,091
Q4 2024 Reduced 29.29%
$126B
$342 Million 0.34% of portfolio
1,191
Q4 2024 Added 0.76%
$0
$339 Million 0.34% of portfolio
2,401
Q4 2024 Reduced 1.84%
$73.7B
$329 Million 0.33% of portfolio
2,505
Q4 2024 Added 12.58%
$18.9B
$328 Million 0.33% of portfolio
987
Q4 2024 Reduced 0.9%
$177B
$328 Million 0.33% of portfolio
1,725
Q4 2024 Reduced 10.06%
$0
$327 Million 0.33% of portfolio
3,725
Q4 2024 Reduced 1.38%
$7.71B
$327 Million 0.33% of portfolio
3,826
Q4 2024 Added 11.94%
$12B
$318 Million 0.32% of portfolio
3,648
Q4 2024 Reduced 2.59%
$170B
$314 Million 0.31% of portfolio
2,650
Q4 2024 Added 1.3%
$15.9B
$315 Million 0.31% of portfolio
678
Q4 2024 Reduced 16.81%
$74.4B
$315 Million 0.31% of portfolio
1,074
Q4 2024 Added 0.28%
$45.6B
$314 Million 0.31% of portfolio
6,733
Q4 2024 Reduced 15.54%
$0
$311 Million 0.31% of portfolio
6,069
Q4 2024 Added 0.46%
$16.1B
$306 Million 0.31% of portfolio
5,638
Q4 2024 Reduced 0.97%
$63.5B
$314 Million 0.31% of portfolio
2,216
Q4 2024 Reduced 50.94%
$0
$304 Million 0.3% of portfolio
2,410
Q4 2024 Reduced 8.64%
$610B
$287 Million 0.29% of portfolio
649
Q3 2024 Reduced 3.71%
$170B
$293 Million 0.29% of portfolio
606
Q4 2024 Added 2.89%
$76.8B
$287 Million 0.29% of portfolio
2,431
Q4 2024 Added 28.15%
$87.6B
$287 Million 0.29% of portfolio
6,592
Q4 2024 Reduced 1.79%
$89.3B
$293 Million 0.29% of portfolio
2,054
Q4 2024 Reduced 49.87%
$20.5B
$281 Million 0.28% of portfolio
9,020
Q4 2024 Reduced 1.92%
$196B
$284 Million 0.28% of portfolio
810
Q4 2024 Reduced 2.99%
$237B
$276 Million 0.28% of portfolio
940
Q4 2024 Added 11.37%
$1.62B
$279 Million 0.28% of portfolio
4,930
Q4 2024 Added 36.94%
$63.2B
$270 Million 0.27% of portfolio
6,305
Q4 2024 Reduced 0.6%
$266B
$274 Million 0.27% of portfolio
2,950
Q4 2024 Reduced 42.44%
$53.2B
$274 Million 0.27% of portfolio
1,971
Q4 2024 Reduced 1.55%
$294B
$266 Million 0.27% of portfolio
360
Q4 2024 Reduced 2.96%
Te Connectivity PLC
-
$256 Million 0.26% of portfolio
-
Q4 2024 Reduced 0.49%
$29.6B
$262 Million 0.26% of portfolio
2,571
Q4 2024 Added 9.22%
$34.6B
$263 Million 0.26% of portfolio
1,126
Q4 2024 Added 0.09%
$148B
$261 Million 0.26% of portfolio
714
Q4 2024 Added 1.85%
$33.7B
$259 Million 0.26% of portfolio
5,016
Q4 2024 Reduced 8.48%
$90.4B
$260 Million 0.26% of portfolio
1,255
Q4 2024 Added 3.12%
$54.8B
$247 Million 0.25% of portfolio
1,195
Q4 2024 Added 0.42%
$18.1B
$251 Million 0.25% of portfolio
554
Q4 2024 Added 0.18%
$249B
$254 Million 0.25% of portfolio
4,319
Q4 2024 Reduced 9.66%
$0
$247 Million 0.25% of portfolio
3,265
Q4 2024 New
$187B
$251 Million 0.25% of portfolio
2,166
Q4 2024 Reduced 2.04%
$36.8B
$254 Million 0.25% of portfolio
1,147
Q4 2024 Reduced 0.35%
$44.6B
$251 Million 0.25% of portfolio
1,298
Q4 2024 Reduced 2.63%
$19.3B
$252 Million 0.25% of portfolio
3,022
Q4 2024 Reduced 32.29%
$234B
$252 Million 0.25% of portfolio
3,888
Q4 2024 Added 1.14%
$52B
$244 Million 0.24% of portfolio
1,346
Q4 2024 Added 6.74%
$191B
$237 Million 0.24% of portfolio
2,750
Q4 2024 Added 7.97%
$771B
$242 Million 0.24% of portfolio
302
Q4 2024 Added 11.85%
$275B
$227 Million 0.23% of portfolio
3,717
Q4 2024 Added 9.26%

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
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