Phillips Financial Management, LLC New Holdings in Q2 2025

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INFL
Listed Fds Tr Horizon Kinetics

ETFs
20.8K
New
$35.95 - $42.85 $748K - $892K
20.8K $877K
ORCL
Oracle Corp

Technology
1.53K
New
$122.82 - $218.63 $188K - $334K
1.53K $334K
BMAY
Innovator U.S. Equity Buffer E

ETFs
6.12K
New
$36.09 - $42.2 $221K - $258K
6.12K $258K
INTU
Intuit Inc

Technology
290
New
$544.07 - $787.63 $158K - $228K
290 $228K
CAT
Caterpillar Inc

Industrials
556
New
$273.94 - $388.21 $152K - $216K
556 $215K
CSCO
Cisco Systems, Inc.

Technology
3K
New
$53.19 - $69.38 $160K - $208K
3K $208K
IBM
International Business Machines Corp

Technology
708
New
$221.03 - $294.78 $156K - $209K
708 $208K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.37K
New
$78.98 - $90.1 $108K - $124K
1.37K $123K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.49K
New
$71.86 - $82.66 $107K - $123K
1.49K $123K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
430
New
$224.16 - $285.86 $96.4K - $123K
430 $122K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
491
New
$85.42 - $94.39 $41.9K - $46.3K
491 $46K
FNDF
Schwab Fundamental Intl Large

ETFs
296
New
$32.25 - $40.02 $9.55K - $11.8K
296 $11K
XLU
Utilities Sector Spdr

ETFs
137
New
$73.09 - $82.77 $10K - $11.3K
137 $11K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
45
New
$180.84 - $240.32 $8.14K - $10.8K
45 $10K
SPTS
Spdr Portfolio Short Term Trea

ETFs
283
New
$29.07 - $29.38 $8.23K - $8.31K
283 $8K
IEF
Ishares Barclays

ETFs
87
New
$93.15 - $96.56 $8.1K - $8.4K
87 $8K
PFF
Ishares Trust Ishares Pfd And

ETFs
247
New
$29.0 - $30.68 $7.16K - $7.58K
247 $7K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
86
New
$72.12 - $76.23 $6.2K - $6.56K
86 $6K
EWI
Ishares Inc Msci Italy ETF

ETFs
111
New
$36.6 - $48.32 $4.06K - $5.36K
111 $5K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
247
New
$15.58 - $18.78 $3.85K - $4.64K
247 $4K
EWS
Ishares Inc Msci Singapore ETF

ETFs
175
New
$20.22 - $26.35 $3.54K - $4.61K
175 $4K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
53
New
$22.54 - $23.17 $1.19K - $1.23K
53 $1K
VTC
Vanguard Scottsdale Fds Total

ETFs
16
New
$74.71 - $77.33 $1.2K - $1.24K
16 $1K
IDV
Ishares Tr

ETFs
44
New
$27.79 - $34.84 $1.22K - $1.53K
44 $1K
EEM
Ishares Msci Emerging Markets

ETFs
25
New
$38.52 - $48.28 $963 - $1.21K
25 $1K
Innovator Etfs Trust
1.75K
New
N/A
1.75K $0
Innovator Etfs Trust
4.51K
New
N/A
4.51K $0
PNOV
Innovator U.S. Equity Power Bu
1.22K
New
N/A
1.22K $0
Innovator Etfs Trust
1.53K
New
N/A
1.53K $0
Activity Summary
Buys All Purchases 111 New Holdings 30 Increased Positions 81 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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