Phillips Financial Management, LLC Incresed Positions in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
VOE
Vanguard Mid Cap Value Index F

ETFs
137
+ 1.26%
$164.63 - $174.58 $22.6K - $23.9K
11K $1.93M
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
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
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
861
+ 15.56%
$29.97 - $32.38 $25.8K - $27.9K
6.4K $203K
VBK
Vanguard Small Cap Growth ETF

ETFs
106
+ 43.62%
$276.51 - $305.12 $29.3K - $32.3K
349 $103K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.08%
$215.01 - $273.02 $215 - $273
1.23K $308K
CSCO
Cisco Systems, Inc.

Technology
574
+ 19.12%
$66.2 - $71.79 $38K - $41.2K
3.58K $244K
XLE
Energy Sector Spdr

ETFs
198
+ 15.07%
$84.25 - $91.99 $16.7K - $18.2K
1.51K $135K
TRV
Travelers Companies, Inc.

Financial Services
29
+ 2.82%
$250.62 - $279.43 $7.27K - $8.1K
1.06K $294K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 11.97%
$915.95 - $994.57 $46.7K - $50.7K
477 $441K
ONB
Old National Bancorp

Financial Services
78
+ 0.28%
$20.4 - $23.47 $1.59K - $1.83K
28.4K $623K
BRO
Brown & Brown, Inc.

Financial Services
940
+ 22.78%
$90.88 - $108.93 $85.4K - $102K
5.07K $475K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
61
+ 0.29%
$47.18 - $48.17 $2.88K - $2.94K
21.4K $1.03M
WMB
Williams Companies, Inc.

Energy
123
+ 1.09%
$56.52 - $64.01 $6.95K - $7.87K
11.4K $719K
EPD
Enterprise Products Partners L.P.

Energy
106
+ 1.07%
$30.74 - $32.14 $3.26K - $3.41K
10K $313K
DFAU
Dimensional ETF Tr

ETFs
2
+ 0.12%
$42.42 - $45.96 $84.8 - $91.9
1.66K $75K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
223
+ 2.49%
$22.36 - $22.52 $4.99K - $5.02K
9.19K $206K
DFAI
Dimensional ETF Tr

ETFs
7
+ 0.3%
$34.05 - $36.55 $238 - $256
2.31K $84K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1
+ 0.05%
$42.21 - $43.91 $42.2 - $43.9
1.83K $80K
IBM
International Business Machines Corp

Technology
39
+ 5.51%
$234.77 - $292.47 $9.16K - $11.4K
747 $210K
IXC
Ishares Tr Global Energy ETF

ETFs
1
+ 2.04%
$39.45 - $42.95 $39.5 - $43
50 $2K
STLD
Steel Dynamics Inc

Basic Materials
8
+ 0.45%
N/A
1.79K $175K
GVI
Ishares Tr

ETFs
2
+ 0.15%
$105.8 - $107.81 $212 - $216
1.32K $141K
Innovator Etfs Trust
1
+ 0.02%
N/A
4.51K $0
Ishares Bitcoin Trust ETF
3.61K
+ 55.35%
N/A
10.1K $0
Dimensional ETF Trust
93.5K
+ 7.11%
N/A
1.41M $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5
+ 1.02%
$25.21 - $25.99 $126 - $130
494 $12K
Dimensional ETF Trust
118K
+ 40.52%
N/A
410K $0
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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