Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

Phillips Wealth Planners LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 201 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 $5.53B, Microsoft Corp with a value of $3.69B, Jpmorgan Chase & CO with a value of $2.25B, Broadcom Inc. with a value of $2.24B, and Technology Sector Spdr with a value of $1.97B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $110B to 120B.

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 $120 Billion
ETFs: $23.3 Billion
Technology: $19.8 Billion
Financial Services: $18 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $9.18 Billion
Industrials: $8.42 Billion
Energy: $7.27 Billion
Consumer Defensive: $6.86 Billion
Other: $13.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.5B
$397 Million 0.33% of portfolio
3,698
Q3 2025 Reduced 4.62%
Ge Vernova Inc
-
$400 Million 0.33% of portfolio
-
Q3 2025 Added 9.23%
$84B
$381 Million 0.32% of portfolio
2,055
Q3 2025 Reduced 2.79%
$35B
$384 Million 0.32% of portfolio
3,348
Q3 2025 Reduced 14.5%
$75.4B
$378 Million 0.31% of portfolio
2,807
Q3 2025 Reduced 15.6%
$235B
$372 Million 0.31% of portfolio
4,185
Q3 2025 Added 44.61%
$205B
$368 Million 0.31% of portfolio
2,506
Q3 2025 Reduced 1.18%
$51.8B
$363 Million 0.3% of portfolio
1,568
Q3 2025 Added 10.11%
$16.1B
$358 Million 0.3% of portfolio
6,175
Q3 2025 Added 10.03%
$6.15B
$356 Million 0.3% of portfolio
6,504
Q3 2025 Reduced 2.49%
$84.9B
$365 Million 0.3% of portfolio
2,293
Q3 2025 Added 11.8%
$15.1B
$350 Million 0.29% of portfolio
2,571
Q3 2025 New
$0
$349 Million 0.29% of portfolio
3,672
Q3 2025 Added 1.13%
$8.65B
$355 Million 0.29% of portfolio
3,740
Q3 2025 Reduced 2.15%
$12B
$351 Million 0.29% of portfolio
1,525
Q3 2025 New
$405B
$355 Million 0.29% of portfolio
340
Q3 2025 Reduced 2.86%
$161B
$348 Million 0.29% of portfolio
305
Q3 2025 Reduced 3.17%
$47.8B
$334 Million 0.28% of portfolio
5,160
Q3 2025 Reduced 10.25%
$159B
$338 Million 0.28% of portfolio
707
Q3 2025 Added 6.32%
$25B
$339 Million 0.28% of portfolio
8,589
Q3 2025 Reduced 5.0%
$70.2B
$343 Million 0.28% of portfolio
10,895
Q3 2025 Reduced 2.03%
$35.8B
$343 Million 0.28% of portfolio
1,219
Q3 2025 Added 8.94%
$662B
$321 Million 0.27% of portfolio
641
Q2 2025 Added 0.16%
$22.6B
$328 Million 0.27% of portfolio
2,651
Q3 2025 New
$43.5B
$324 Million 0.27% of portfolio
929
Q3 2025 Added 45.38%
$47.7B
$331 Million 0.27% of portfolio
653
Q3 2025 New
$57.5B
$330 Million 0.27% of portfolio
1,218
Q3 2025 Added 10.43%
$96.7B
$321 Million 0.27% of portfolio
6,452
Q3 2025 Reduced 0.4%
$55.9B
$314 Million 0.26% of portfolio
5,770
Q3 2025 Reduced 2.32%
$0
$310 Million 0.26% of portfolio
462
Q3 2025 Reduced 7.97%
$35.1B
$318 Million 0.26% of portfolio
5,315
Q3 2025 Reduced 4.06%
$268B
$316 Million 0.26% of portfolio
1,655
Q3 2025 Reduced 53.12%
$130B
$315 Million 0.26% of portfolio
6,339
Q3 2025 Reduced 54.05%
$270B
$309 Million 0.26% of portfolio
1,954
Q3 2025 Reduced 19.75%
Te Connectivity PLC
-
$318 Million 0.26% of portfolio
-
Q3 2025 New
$26.5B
$313 Million 0.26% of portfolio
2,096
Q3 2025 Added 8.66%
$85.9B
$309 Million 0.26% of portfolio
1,421
Q3 2025 Added 15.91%
$41B
$305 Million 0.25% of portfolio
1,488
Q3 2025 Added 9.09%
$11.4B
$298 Million 0.25% of portfolio
727
Q3 2025 Added 7.07%
$0
$301 Million 0.25% of portfolio
4,346
Q3 2025 Added 1.12%
$17.5B
$296 Million 0.25% of portfolio
870
Q3 2025 Reduced 5.43%
$0
$301 Million 0.25% of portfolio
2,129
Q3 2025 Reduced 7.52%
$132B
$301 Million 0.25% of portfolio
1,438
Q3 2025 Reduced 8.99%
$8.24B
$296 Million 0.25% of portfolio
7,200
Q3 2025 Added 24.22%
$18B
$291 Million 0.24% of portfolio
2,102
Q3 2025 New
$21B
$289 Million 0.24% of portfolio
4,192
Q3 2025 Added 21.79%
$55.6B
$293 Million 0.24% of portfolio
2,013
Q3 2025 Added 6.06%
$141B
$289 Million 0.24% of portfolio
10,929
Q3 2025 Added 27.42%
$136B
$289 Million 0.24% of portfolio
788
Q3 2025 Added 10.06%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $120 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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