Phillips Financial Management, LLC New Holdings in Q3 2025

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
2.62K
New
$128.6 - $149.63 $337K - $392K
2.62K $343K
GE
General Electric CO

Industrials
1.08K
New
$244.75 - $305.63 $265K - $331K
1.08K $325K
TXN
Texas Instruments Inc

Technology
1.62K
New
N/A
1.62K $314K
BAC
Bank Of America Corp

Financial Services
5.89K
New
$44.92 - $52.42 $265K - $309K
5.89K $303K
MCD
Mcdonalds Corp

Consumer Cyclical
954
New
$291.67 - $316.99 $278K - $302K
954 $289K
SPYG
Spdr Portfolio

ETFs
2.54K
New
$94.33 - $105.31 $240K - $268K
2.54K $265K
COF
Capital One Financial Corp

Financial Services
1.21K
New
$207.29 - $229.74 $251K - $279K
1.21K $257K
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
APP
App Lovin Corp

Technology
333
New
$335.1 - $718.54 $112K - $239K
333 $239K
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
MO
Altria Group, Inc.

Consumer Defensive
3.3K
New
$57.75 - $67.68 $191K - $223K
3.3K $218K
GS
Goldman Sachs Group Inc

Financial Services
274
New
$696.56 - $806.32 $191K - $221K
274 $218K
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
XLF
Financial Sector Spdr

ETFs
2.58K
New
$51.37 - $54.25 $133K - $140K
2.58K $139K
XLI
Industrial Sector Spdr

ETFs
728
New
$147.94 - $154.99 $108K - $113K
728 $112K
QUAL
Ishares Msci Usa Quality Facto

ETFs
200
New
$182.33 - $194.5 $36.5K - $38.9K
200 $38K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
473
New
$62.54 - $68.42 $29.6K - $32.4K
473 $31K
VOT
Vanguard Mid Cap Growth Index

ETFs
95
New
$282.75 - $294.19 $26.9K - $27.9K
95 $27K
OEF
Ishares S&P 100 ETF

ETFs
90
New
N/A
90 $23K
XLC
Select Sector Spdr Tr Communic

ETFs
135
New
$105.99 - $119.41 $14.3K - $16.1K
135 $15K
IDEV
Ishares Core Msci Intl Develop

ETFs
138
New
$74.68 - $80.26 $10.3K - $11.1K
138 $11K
IQLT
Ishares Msci Intl Quality Fact

ETFs
187
New
$41.43 - $44.2 $7.75K - $8.27K
187 $8K
Linde PLC
424
New
N/A
424 $0
Blackrock Inc
173
New
N/A
173 $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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