Phillips Financial Management, LLC Portfolio Holdings
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
Phillips Financial Management, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $125M, Ishares Core S&P Mid Cap ETF with a value of $64.4M, Ishares Tr with a value of $55.9M, Ishares S&P 500 Value ETF with a value of $48.2M, and Vanguard Star Fd Vanguard Tota with a value of $39.3M.
Examining the 13F form we can see an decrease of $11.8M in the current position value, from $1.19B to 1.18B.
Below you can find more details about Phillips Financial Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $1.18 Billion
- Prior Value $1.19 Billion
- Filing
- Period Q2 2024
- Filing Date August 08, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 14 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 86 stocks