Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

Phillips Wealth Planners LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.6 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $4.21B, Microsoft Corp with a value of $2.59B, Jpmorgan Chase & CO with a value of $1.72B, Unitedhealth Group Inc with a value of $1.7B, and Berkshire Hathaway Inc with a value of $1.57B.

Examining the 13F form we can see an decrease of $5.5B in the current position value, from $100B to 94.6B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.6 Billion
ETFs: $18.5 Billion
Financial Services: $14.3 Billion
Technology: $13.3 Billion
Healthcare: $11.1 Billion
Industrials: $6.42 Billion
Energy: $6.38 Billion
Consumer Defensive: $6.16 Billion
Consumer Cyclical: $5.92 Billion
Other: $11.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.21 Billion 4.45% of portfolio
8,586
Q1 2025 Reduced 8.24%
$2.94T
$2.59 Billion 2.74% of portfolio
6,673
Q1 2025 Added 2.65%
$718B
$1.72 Billion 1.82% of portfolio
7,285
Q1 2025 Added 2.06%
$383B
$1.7 Billion 1.8% of portfolio
2,844
Q1 2025 Added 2.78%
$481B
$1.57 Billion 1.66% of portfolio
2
Q1 2023 New
$0
$1.54 Billion 1.63% of portfolio
7,773
Q1 2025 Added 17.49%
$77.4B
$1.5 Billion 1.59% of portfolio
8,251
Q1 2025 Reduced 10.01%
$0
$1.44 Billion 1.52% of portfolio
20,565
Q1 2025 Added 4.41%
$72.7B
$1.4 Billion 1.48% of portfolio
24,794
Q1 2025 Reduced 11.29%
$342B
$1.32 Billion 1.4% of portfolio
7,543
Q1 2025 Added 6.78%
$0
$1.32 Billion 1.39% of portfolio
9,641
Q1 2025 Added 6.1%
$0
$1.29 Billion 1.36% of portfolio
13,311
Q1 2025 Reduced 14.18%
$558B
$1.22 Billion 1.29% of portfolio
3,670
Q1 2025 Added 0.52%
$0
$1.21 Billion 1.28% of portfolio
20,618
Q1 2025 Added 0.94%
$93.7B
$1.2 Billion 1.26% of portfolio
10,063
Q1 2025 Added 79.79%
$231B
$1.2 Billion 1.26% of portfolio
3,859
Q1 2025 Added 9.44%
$149B
$1.11 Billion 1.18% of portfolio
8,682
Q1 2025 Added 48.61%
$385B
$1.09 Billion 1.16% of portfolio
6,556
Q1 2025 Added 5.45%
$0
$1.03 Billion 1.09% of portfolio
22,045
Q1 2025 Reduced 23.47%
$188B
$1.03 Billion 1.09% of portfolio
3,619
Q1 2025 Added 6.32%
$0
$1 Billion 1.06% of portfolio
11,009
Q1 2025 Added 51.95%
$3.39T
$998 Million 1.05% of portfolio
5,038
Q1 2025 Added 11.26%
$229B
$967 Million 1.02% of portfolio
7,619
Q1 2025 Reduced 0.26%
$185B
$959 Million 1.01% of portfolio
7,477
Q1 2025 Added 76.55%
$380B
$958 Million 1.01% of portfolio
7,238
Q1 2025 Added 4.2%
$215B
$944 Million 1.0% of portfolio
4,009
Q1 2025 Added 5.2%
$64.9B
$945 Million 1.0% of portfolio
6,215
Q1 2025 Reduced 10.93%
$1.25T
$907 Million 0.96% of portfolio
1,668
Q1 2025 Added 7.61%
$452B
$871 Million 0.92% of portfolio
8,446
Q1 2025 Added 24.02%
$154B
$875 Million 0.92% of portfolio
3,059
Q1 2025 Added 10.35%
$301B
$866 Million 0.91% of portfolio
3,346
Q1 2025 Added 26.65%
$957B
$763 Million 0.81% of portfolio
4,853
Q1 2025 Added 4.3%
$187B
$770 Million 0.81% of portfolio
1,558
Q1 2025 Reduced 14.91%
$313B
$761 Million 0.8% of portfolio
10,657
Q1 2025 Added 186.71%
$408B
$737 Million 0.78% of portfolio
4,857
Q1 2025 Added 39.13%
$264B
$741 Million 0.78% of portfolio
4,818
Q4 2024 Reduced 8.8%
$273B
$737 Million 0.78% of portfolio
5,436
Q1 2025 Reduced 13.49%
$68.6B
$711 Million 0.75% of portfolio
6,653
Q1 2025 Added 1.53%
$173B
$681 Million 0.72% of portfolio
12,114
Q1 2025 Added 61.74%
$78.3B
$686 Million 0.72% of portfolio
2,811
Q1 2025 Reduced 1.54%
$268B
$682 Million 0.72% of portfolio
2,675
Q1 2025 Added 32.43%
$149B
$678 Million 0.72% of portfolio
20,106
Q1 2025 Added 19.86%
$0
$671 Million 0.71% of portfolio
3,539
Q1 2025 Added 7.96%
$0
$662 Million 0.7% of portfolio
8,237
Q1 2025 Reduced 4.93%
$22.4B
$641 Million 0.68% of portfolio
2,898
Q1 2025 Added 15.05%
Blackrock Inc
-
$632 Million 0.67% of portfolio
-
Q1 2025 Reduced 8.99%
$81.9B
$628 Million 0.66% of portfolio
1,816
Q1 2025 Added 8.48%
$439B
$610 Million 0.64% of portfolio
633
Q1 2025 Reduced 2.47%
$112B
$607 Million 0.64% of portfolio
7,323
Q1 2025 Added 27.65%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $94.6 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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