Phillips Financial Management, LLC ETFs

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$751,000 0.06% of portfolio
3,858
Q2 2025 Added 4.02%
$0
$729,000 0.06% of portfolio
15,803
Q1 2025 Reduced 1.86%
$0
$720,000 0.05% of portfolio
4,568
Q4 2023 Reduced 7.7%
$0
$686,000 0.05% of portfolio
5,059
Q3 2024 Reduced 2.45%
$0
$671,000 0.05% of portfolio
12,518
Q2 2025 Added 15.01%
$0
$657,000 0.05% of portfolio
12,470
Q2 2025 Added 1.96%
$0
$593,000 0.04% of portfolio
4,495
Q2 2025 Reduced 6.16%
$0
$590,000 0.04% of portfolio
25,436
Q1 2024 Added 1.74%
$18B
$552,000 0.04% of portfolio
16,841
Q2 2023 Reduced 2.62%
$0
$484,000 0.04% of portfolio
7,951
Q4 2023 Reduced 3.37%
$0
$444,000 0.03% of portfolio
5,364
Q2 2025 Reduced 77.81%
$0
$433,000 0.03% of portfolio
786
Q2 2025 Reduced 1.13%
$0
$429,000 0.03% of portfolio
3,897
Q4 2024 Reduced 0.33%
$0
$376,000 0.03% of portfolio
3,437
Q2 2025 Added 4.37%
$0
$371,000 0.03% of portfolio
874
Q1 2024 Reduced 7.22%
$0
$367,000 0.03% of portfolio
838
Q2 2025 Reduced 34.27%
$1.79B
$297,000 0.02% of portfolio
8,641
Q1 2024 New
$0
$273,000 0.02% of portfolio
2,862
Q4 2024 Reduced 78.89%
$0
$258,000 0.02% of portfolio
6,123
Q2 2025 New
$0
$245,000 0.02% of portfolio
971
Q2 2025 Added 13.04%
$0
$239,000 0.02% of portfolio
7,944
Q4 2024 Reduced 2.56%
$0
$223,000 0.02% of portfolio
6,649
Q2 2025 Added 0.24%
$0
$216,000 0.02% of portfolio
1,632
Q2 2025 Reduced 0.06%
$0
$215,000 0.02% of portfolio
9,251
Q2 2024 Added 67.05%
$0
$204,000 0.02% of portfolio
4,138
Q1 2025 Reduced 5.57%
$0
$201,000 0.02% of portfolio
8,965
Q2 2025 Reduced 33.82%
$0
$191,000 0.01% of portfolio
7,523
Q2 2024 Added 36.56%
$0
$173,000 0.01% of portfolio
3,195
Q3 2024 Reduced 0.25%
$0
$169,000 0.01% of portfolio
2,334
Q1 2025 Reduced 0.13%
$0
$166,000 0.01% of portfolio
473
Q3 2024 Reduced 3.27%
$0
$165,000 0.01% of portfolio
5,534
Q2 2025 Added 0.34%
$0
$163,000 0.01% of portfolio
413
Q1 2025 Reduced 7.19%
$0
$161,000 0.01% of portfolio
2,555
Q2 2023 Reduced 8.26%
$0
$155,000 0.01% of portfolio
2,139
Q2 2025 Added 5.63%
$0
$140,000 0.01% of portfolio
1,315
Q1 2025 Added 0.08%
$0
$137,000 0.01% of portfolio
1,777
Q4 2024 Reduced 61.54%
$0
$123,000 0.01% of portfolio
1,493
Q2 2025 New
$0
$123,000 0.01% of portfolio
1,371
Q2 2025 New
$0
$122,000 0.01% of portfolio
430
Q2 2025 New
$0
$118,000 0.01% of portfolio
5,362
Q1 2025 Added 17.92%
$0
$111,000 0.01% of portfolio
1,314
Q3 2024 Reduced 9.75%
$0
$111,000 0.01% of portfolio
4,500
Q3 2024 Reduced 9.55%
$0
$109,000 0.01% of portfolio
1,363
Q2 2025 Reduced 8.28%
$0
$108,000 0.01% of portfolio
2,601
Q1 2025 Reduced 1.18%
$0
$105,000 0.01% of portfolio
2,480
Q1 2025 Reduced 8.18%
$0
$87,000 0.01% of portfolio
661
Q2 2024 Reduced 5.71%
$0
$86,000 0.01% of portfolio
792
Q3 2022 New
$0
$84,000 0.01% of portfolio
390
Q3 2022 New
$0
$79,000 0.01% of portfolio
2,305
Q2 2025 Added 0.88%
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