Phillips Financial Management, LLC Purchases and Sells in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

Top Buys

Incresed Positions

104 operations
Stock Shares change Price Range Shares Held Trade History
6.82K
+ 2.76%
$620.67 - $670.08 $4.23M - $4.57M
253K $170M
333K
+ 16.33%
$41.8 - $43.15 $13.9M - $14.4M
2.37M $101M
165K
+ 6.49%
$30.76 - $33.01 $5.08M - $5.45M
2.71M $88.9M
172K
+ 12.67%
$47.86 - $48.43 $8.23M - $8.33M
1.53M $73.7M
143K
+ 13.27%
$35.76 - $37.93 $5.12M - $5.43M
1.22M $46.2M
55.4K
+ 7.82%
$53.36 - $59.69 $2.96M - $3.31M
764K $44.4M
View all

New Holdings

34 operations
Stock Shares change Price Range Shares Held Trade History
2.62K
New
$128.6 - $149.63 $337K - $392K
2.62K $343K
1.08K
New
$244.75 - $305.63 $265K - $331K
1.08K $325K
1.62K
New
N/A
1.62K $314K
5.89K
New
$44.92 - $52.42 $265K - $309K
5.89K $303K
954
New
$291.67 - $316.99 $278K - $302K
954 $289K
2.54K
New
$94.33 - $105.31 $240K - $268K
2.54K $265K
View all

Top Sells

Reduced Positions

88 operations
Stock Shares change Price Range Shares Held Trade History
-31.3K
- 42.17%
$78.96 - $80.04 $2.47M - $2.5M
42.9K $3.43M
-15.8K
- 9.17%
$81.75 - $84.54 $1.29M - $1.34M
157K $13.2M
-13.5K
- 4.95%
$97.75 - $100.75 $1.32M - $1.36M
259K $26M
-17.9K
- 7.09%
$50.85 - $51.35 $908K - $917K
234K $12M
-9.16K
- 11.18%
$50.52 - $50.75 $463K - $465K
72.8K $3.69M
-5.79K
- 14.61%
$105.03 - $112.54 $608K - $651K
33.8K $3.73M
View all
Activity Summary
Buys All Purchases 138 New Holdings 34 Increased Positions 104 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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