Phillips Financial Management, LLC ETFs

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58,000 0.0% of portfolio
581
Q4 2024 Reduced 44.3%
$0
$53,000 0.0% of portfolio
2,040
Q4 2024 Added 200.0%
$0
$50,000 0.0% of portfolio
370
Q3 2022 New
$0
$49,000 0.0% of portfolio
857
Q3 2022 New
$0
$49,000 0.0% of portfolio
974
Q4 2024 Reduced 63.18%
$0
$46,000 0.0% of portfolio
751
Q3 2024 Reduced 40.02%
$0
$46,000 0.0% of portfolio
900
Q3 2022 New
$0
$41,000 0.0% of portfolio
450
Q4 2024 Reduced 60.53%
$0
$41,000 0.0% of portfolio
1,558
Q1 2024 Reduced 7.37%
$0
$36,000 0.0% of portfolio
347
Q4 2024 Reduced 32.36%
$0
$33,000 0.0% of portfolio
152
Q4 2024 Reduced 6.75%
$0
$32,000 0.0% of portfolio
621
Q4 2024 Added 0.16%
$0
$30,000 0.0% of portfolio
1,216
Q2 2024 Reduced 77.28%
$0
$30,000 0.0% of portfolio
320
Q2 2024 Added 59.2%
$0
$26,000 0.0% of portfolio
243
Q1 2024 Added 737.93%
$0
$26,000 0.0% of portfolio
650
Q3 2022 New
$0
$25,000 0.0% of portfolio
196
Q1 2024 Reduced 21.6%
$0
$22,000 0.0% of portfolio
36
Q3 2022 New
$0
$22,000 0.0% of portfolio
812
Q4 2024 Added 22.84%
$0
$21,000 0.0% of portfolio
1,925
Q3 2024 New
$0
$21,000 0.0% of portfolio
876
Q4 2024 Added 100.0%
$0
$20,000 0.0% of portfolio
818
Q4 2024 Added 0.86%
$0
$20,000 0.0% of portfolio
405
Q3 2022 New
$0
$20,000 0.0% of portfolio
457
Q1 2023 Added 30.2%
$0
$19,000 0.0% of portfolio
450
Q3 2024 Reduced 82.11%
$0
$18,000 0.0% of portfolio
775
Q3 2022 New
$0
$18,000 0.0% of portfolio
247
Q4 2024 New
$0
$18,000 0.0% of portfolio
209
Q1 2024 New
$0
$18,000 0.0% of portfolio
429
Q4 2024 Reduced 35.87%
$0
$14,000 0.0% of portfolio
205
Q4 2024 Reduced 50.72%
$0
$11,000 0.0% of portfolio
309
Q4 2024 Reduced 2.52%
$0
$11,000 0.0% of portfolio
59
Q1 2024 Reduced 14.49%
$0
$11,000 0.0% of portfolio
200
Q2 2024 Added 100.0%
$0
$9,000 0.0% of portfolio
95
Q2 2024 New
$0
$8,000 0.0% of portfolio
96
Q3 2022 New
$0
$7,000 0.0% of portfolio
325
Q2 2023 Reduced 17.72%
$0
$7,000 0.0% of portfolio
250
Q4 2024 Added 1.21%
$0
$5,000 0.0% of portfolio
92
Q2 2024 Reduced 30.3%
$0
$4,000 0.0% of portfolio
56
Q3 2022 New
$0
$4,000 0.0% of portfolio
32
Q4 2024 Reduced 70.64%
$0
$3,000 0.0% of portfolio
50
Q3 2022 New
$0
$3,000 0.0% of portfolio
100
Q4 2024 Reduced 6.54%
$0
$3,000 0.0% of portfolio
50
Q1 2023 New
$0
$3,000 0.0% of portfolio
130
Q3 2024 New
$0
$2,000 0.0% of portfolio
50
Q2 2024 Reduced 76.85%
$0
$2,000 0.0% of portfolio
56
Q2 2023 Reduced 97.84%
$0
$2,000 0.0% of portfolio
43
Q4 2023 New
$0
$0 0.0% of portfolio
10
Q1 2024 New
$0
$0 0.0% of portfolio
42
Q2 2023 Reduced 97.39%
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