Phillips Financial Management, LLC Purchases in Q3 2024

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
12
+ 0.79%
$136.93 - $162.81 $1.64K - $1.95K
1.54K $247K
LNC
Lincoln National Corp

Financial Services
877
+ 4.71%
$28.71 - $34.05 $25.2K - $29.9K
19.5K $614K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
391
+ 144.81%
$77.02 - $85.06 $30.1K - $33.3K
661 $55K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
995
+ 1.69%
$23.13 - $23.43 $23K - $23.3K
59.9K $1.4M
ICLN
Ishares

ETFs
1.93K
New
$13.26 - $14.77 $25.5K - $28.4K
1.93K $28K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
669
New
$38.03 - $42.06 $25.4K - $28.1K
669 $27K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
754
+ 17.92%
$25.73 - $28.81 $19.4K - $21.7K
4.96K $141K
AMGN
Amgen Inc

Healthcare
61
+ 9.47%
$309.38 - $337.38 $18.9K - $20.6K
705 $227K
IYW
Ishares Dj Us Tech ETF

ETFs
170
+ 1545.45%
$133.16 - $158.73 $22.6K - $27K
181 $27K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
857
+ 1.08%
$23.88 - $24.01 $20.5K - $20.6K
80.1K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 4.87%
$801.83 - $917.05 $10.4K - $11.9K
280 $248K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
438
New
$48.09 - $49.69 $21.1K - $21.8K
438 $21K
XLI
Industrial Sector Spdr

ETFs
150
New
$120.56 - $135.44 $18.1K - $20.3K
150 $20K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 3.41%
$160.76 - $177.82 $7.72K - $8.54K
1.46K $252K
IYC
Ishares U.S. Consumer Discreti

ETFs
200
New
$76.12 - $88.31 $15.2K - $17.7K
200 $17K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2
+ 0.02%
$51.02 - $52.74 $102 - $105
12.2K $643K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
133
+ 5.18%
$41.02 - $46.01 $5.46K - $6.12K
2.7K $122K
IBDV
Ishares Tr

Technology
568
+ 16.32%
$21.11 - $22.24 $12K - $12.6K
4.05K $89K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3
+ 0.13%
$60.13 - $68.17 $180 - $205
2.34K $158K
NFLX
Netflix Inc

Communication Services
1
+ 0.31%
$598.55 - $722.26 $599 - $722
323 $229K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
97
New
$112.99 - $126.45 $11K - $12.3K
97 $12K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13
+ 0.36%
$36.98 - $41.55 $481 - $540
3.65K $149K
HPQ
Hp Inc

Technology
26
+ 0.27%
$32.02 - $38.11 $833 - $991
9.63K $345K
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.05%
$35.8 - $39.69 $35.8 - $39.7
1.94K $77K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 1.24%
$200.87 - $224.6 $402 - $449
163 $36K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
73
+ 9.89%
$24.86 - $26.33 $1.81K - $1.92K
811 $21K
DFIS
Dimensional ETF Tr Dimensional

ETFs
130
New
$24.06 - $26.97 $3.13K - $3.51K
130 $3K
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.61%
$99.14 - $109.18 $99.1 - $109
164 $17K
Dimensional ETF Trust
2.76K
+ 121.1%
N/A
5.03K $0
Dimensional ETF Trust
27.4K
+ 22.41%
N/A
150K $0
Dimensional ETF Trust
108K
+ 14.16%
N/A
870K $0
ADBE
Adobe Inc.

Technology
15
+ 3.65%
$508.13 - $586.55 $7.62K - $8.8K
426 $220K
AVGO
Broadcom Inc.

Technology
1.35K
+ 805.39%
$136.27 - $1745.86 $183K - $2.35M
1.51K $260K
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.4%
$500.12 - $562.29 $1K - $1.12K
499 $259K
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 2.18%
$161.02 - $200.0 $22.5K - $28K
6.57K $1.22M
GOOG
Alphabet Inc.

Communication Services
61
+ 1.61%
$149.54 - $192.66 $9.12K - $11.8K
3.85K $643K
GOOGL
Alphabet Inc.

Communication Services
64
+ 0.99%
$148.65 - $191.18 $9.51K - $12.2K
6.51K $1.08M
Activity Summary
Buys All Purchases 88 New Holdings 13 Increased Positions 75 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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