Phillips Financial Management, LLC Purchases in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
2.54K
New
$94.33 - $105.31 $240K - $268K
2.54K $265K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
439
+ 18.94%
$459.11 - $506.91 $202K - $223K
2.76K $1.39M
COF
Capital One Financial Corp

Financial Services
1.21K
New
$207.29 - $229.74 $251K - $279K
1.21K $257K
ATO
Atmos Energy Corp

Utilities
10
+ 0.07%
$151.51 - $170.75 $1.52K - $1.71K
15.2K $2.59M
HPQ
Hp Inc

Technology
9.36K
New
$24.45 - $29.35 $229K - $275K
9.36K $254K
NOW
Service Now, Inc.

Technology
269
New
$850.86 - $1044.69 $229K - $281K
269 $247K
COP
Conocophillips

Energy
2.57K
New
$91.0 - $98.99 $234K - $254K
2.57K $243K
ABBV
Abb Vie Inc.

Healthcare
488
+ 17.28%
$184.85 - $231.54 $90.2K - $113K
3.31K $766K
AIG
American International Group, Inc.

Financial Services
3.07K
New
$76.34 - $85.87 $234K - $264K
3.07K $241K
SUB
Ishares Short Term National Mu

ETFs
2.06K
+ 4.96%
$106.17 - $107.3 $219K - $221K
43.6K $4.65M
PEP
Pepsico Inc

Consumer Defensive
1.69K
New
$133.81 - $152.16 $226K - $257K
1.69K $236K
FDX
Fedex Corp

Industrials
994
New
$217.1 - $243.2 $216K - $242K
994 $234K
HOOD
Robinhood Markets, Inc.

Technology
1.63K
New
$91.27 - $143.18 $149K - $233K
1.63K $233K
ADBE
Adobe Inc.

Technology
646
New
$333.65 - $392.1 $216K - $253K
646 $227K
SRE
Sempra Energy

Utilities
2.51K
New
$74.14 - $89.98 $186K - $226K
2.51K $226K
GS
Goldman Sachs Group Inc

Financial Services
274
New
$696.56 - $806.32 $191K - $221K
274 $218K
MO
Altria Group, Inc.

Consumer Defensive
3.3K
New
$57.75 - $67.68 $191K - $223K
3.3K $218K
PG
Procter & Gamble CO

Consumer Defensive
1.45K
+ 71.42%
$150.47 - $161.22 $218K - $234K
3.49K $535K
LMT
Lockheed Martin Corp

Industrials
407
New
$410.74 - $499.21 $167K - $203K
407 $203K
GM
General Motors CO

Consumer Cyclical
3.32K
New
$48.89 - $61.24 $163K - $204K
3.32K $202K
C
Citigroup Inc

Financial Services
1.99K
New
$85.57 - $103.49 $170K - $206K
1.99K $201K
DIS
Walt Disney CO

Communication Services
1.76K
New
$112.25 - $124.0 $197K - $218K
1.76K $200K
SLV
I Shares Silver Trust

ETFs
810
+ 4.81%
$32.73 - $42.5 $26.5K - $34.4K
17.7K $747K
VEA
Vanguard Ftse Developed Market

ETFs
2.52K
+ 17.87%
$56.02 - $60.3 $141K - $152K
16.6K $995K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.35K
+ 343.53%
$52.12 - $55.33 $174K - $185K
4.32K $239K
V
Visa Inc.

Financial Services
606
+ 29.6%
$332.09 - $358.86 $201K - $217K
2.65K $905K
CAT
Caterpillar Inc

Industrials
268
+ 48.2%
$390.92 - $477.15 $105K - $128K
824 $393K
ABT
Abbott Laboratories

Healthcare
1.29K
+ 49.79%
$120.51 - $136.62 $156K - $177K
3.89K $520K
MA
Mastercard Inc

Financial Services
272
+ 28.42%
$550.18 - $598.96 $150K - $163K
1.23K $699K
ORCL
Oracle Corp

Technology
227
+ 14.86%
$218.96 - $328.33 $49.7K - $74.5K
1.76K $493K
IWF
Ishares Russell 1000 Gr ETF

ETFs
247
+ 28.26%
$420.11 - $472.68 $104K - $117K
1.12K $525K
CVX
Chevron Corp

Energy
841
+ 55.81%
$145.57 - $161.83 $122K - $136K
2.35K $364K
XLF
Financial Sector Spdr

ETFs
2.58K
New
$51.37 - $54.25 $133K - $140K
2.58K $139K
VOE
Vanguard Mid Cap Value Index F

ETFs
137
+ 1.26%
$164.63 - $174.58 $22.6K - $23.9K
11K $1.93M
LNC
Lincoln National Corp

Financial Services
254
+ 1.18%
$33.37 - $43.29 $8.48K - $11K
21.9K $881K
XLY
Select Sector Spdr Consumer Di

ETFs
499
+ 127.95%
$216.09 - $242.18 $108K - $121K
889 $213K
HD
Home Depot, Inc.

Consumer Cyclical
155
+ 10.79%
$357.4 - $423.42 $55.4K - $65.6K
1.59K $645K
XLI
Industrial Sector Spdr

ETFs
728
New
$147.94 - $154.99 $108K - $113K
728 $112K
XLV
Select Sector Spdr Fund Health

ETFs
777
+ 210.0%
$129.01 - $139.72 $100K - $109K
1.15K $159K
JNJ
Johnson & Johnson

Healthcare
188
+ 9.2%
$155.17 - $185.42 $29.2K - $34.9K
2.23K $413K
VAW
Vanguard Materials ETF

ETFs
270
+ 7.0%
$193.21 - $210.15 $52.2K - $56.7K
4.13K $845K
WMT
Walmart Inc.

Consumer Defensive
439
+ 5.87%
$94.4 - $104.27 $41.4K - $45.8K
7.92K $815K
DFUS
Dimensional ETF Tr U S Equity

ETFs
22
+ 0.16%
$67.01 - $72.84 $1.47K - $1.6K
13.6K $983K
FELE
Franklin Electric CO Inc

Industrials
301
+ 4.59%
$89.51 - $99.6 $26.9K - $30K
6.86K $652K
QQQ
Invesco Qqq Trust, Series 1

ETFs
40
+ 5.09%
$546.99 - $602.2 $21.9K - $24.1K
826 $495K
RTX
Raytheon Technologies Corp

Industrials
148
+ 8.6%
$144.19 - $167.33 $21.3K - $24.8K
1.87K $312K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
75
+ 0.32%
$41.91 - $44.87 $3.14K - $3.37K
23.7K $1.06M
XOM
Exxon Mobil Corp

Energy
401
+ 16.93%
$105.83 - $117.22 $42.4K - $47K
2.77K $312K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.13K
+ 2.36%
$25.37 - $25.79 $28.8K - $29.2K
49.2K $1.26M
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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