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
$77,000 0.01% of portfolio
1,825
Q2 2025 New
$0
$75,000 0.01% of portfolio
843
Q4 2024 Added 9.34%
$0
$70,000 0.01% of portfolio
1,658
Q2 2025 Reduced 14.8%
$0
$67,000 0.01% of portfolio
243
Q1 2025 Reduced 8.65%
$0
$56,000 0.0% of portfolio
2,040
Q4 2024 Added 200.0%
$0
$54,000 0.0% of portfolio
422
Q1 2025 Reduced 37.39%
$0
$51,000 0.0% of portfolio
403
Q1 2025 New
$0
$50,000 0.0% of portfolio
974
Q4 2024 Reduced 63.18%
$0
$50,000 0.0% of portfolio
857
Q3 2022 New
$0
$49,000 0.0% of portfolio
370
Q3 2022 New
$0
$48,000 0.0% of portfolio
751
Q3 2024 Reduced 40.02%
$0
$47,000 0.0% of portfolio
439
Q1 2025 Reduced 24.44%
$0
$46,000 0.0% of portfolio
1,558
Q1 2024 Reduced 7.37%
$0
$46,000 0.0% of portfolio
491
Q2 2025 New
$0
$42,000 0.0% of portfolio
450
Q4 2024 Reduced 60.53%
$0
$39,000 0.0% of portfolio
622
Q2 2025 Added 0.16%
$0
$35,000 0.0% of portfolio
319
Q2 2025 Reduced 0.31%
$0
$35,000 0.0% of portfolio
1,216
Q2 2024 Reduced 77.28%
$0
$32,000 0.0% of portfolio
150
Q1 2025 Reduced 1.32%
$0
$31,000 0.0% of portfolio
1,171
Q2 2025 Added 44.21%
$0
$30,000 0.0% of portfolio
650
Q3 2022 New
$0
$29,000 0.0% of portfolio
405
Q3 2022 New
$0
$29,000 0.0% of portfolio
1,016
Q1 2025 Reduced 67.18%
$0
$26,000 0.0% of portfolio
243
Q1 2024 Added 737.93%
$0
$25,000 0.0% of portfolio
1,925
Q3 2024 New
$0
$25,000 0.0% of portfolio
330
Q3 2024 Reduced 47.28%
$0
$24,000 0.0% of portfolio
196
Q1 2024 Reduced 21.6%
$0
$23,000 0.0% of portfolio
36
Q3 2022 New
$0
$20,000 0.0% of portfolio
457
Q1 2023 Added 30.2%
$0
$20,000 0.0% of portfolio
775
Q3 2022 New
$0
$19,000 0.0% of portfolio
209
Q1 2024 New
$0
$17,000 0.0% of portfolio
72
Q2 2025 Added 22.03%
$0
$17,000 0.0% of portfolio
429
Q4 2024 Reduced 35.87%
$0
$17,000 0.0% of portfolio
687
Q1 2025 Reduced 21.58%
$0
$14,000 0.0% of portfolio
205
Q2 2025 Reduced 63.97%
$0
$12,000 0.0% of portfolio
299
Q1 2025 Reduced 3.24%
$0
$12,000 0.0% of portfolio
200
Q2 2024 Added 100.0%
$0
$12,000 0.0% of portfolio
489
Q2 2025 Added 0.82%
$0
$11,000 0.0% of portfolio
137
Q2 2025 New
$0
$11,000 0.0% of portfolio
296
Q2 2025 New
$0
$10,000 0.0% of portfolio
45
Q2 2025 New
$0
$9,000 0.0% of portfolio
95
Q2 2024 New
$0
$8,000 0.0% of portfolio
96
Q3 2022 New
$0
$8,000 0.0% of portfolio
283
Q2 2025 New
$0
$8,000 0.0% of portfolio
87
Q2 2025 New
$0
$7,000 0.0% of portfolio
247
Q2 2025 New
$0
$6,000 0.0% of portfolio
86
Q2 2025 New
$0
$5,000 0.0% of portfolio
92
Q2 2024 Reduced 30.3%
$0
$4,000 0.0% of portfolio
175
Q2 2025 New
Filter Shares Options
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email