Phillips Wealth Planners LLC Purchases and Sells in Q1 2024

Phillips Wealth Planners LLC

$87 Billion
Q1 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	1.73K + 26.26%	$102.46 - $129.24 $178K - $224K	8.34K $1.01B
TGT	664 + 19.24%	$137.4 - $177.21 $91.2K - $118K	4.12K $672M
WMB	1.15K + 3.3%	$33.05 - $38.97 $37.8K - $44.6K	35.9K $1.35B
KMB	1.23K + 38.62%	$118.04 - $129.35 $146K - $159K	4.43K $554M
VZ	3.8K + 40.68%	$37.9 - $42.49 $144K - $162K	13.2K $523M
XOM	283 + 4.95%	$96.8 - $116.24 $27.4K - $32.9K	6K $712M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSCO	2.39K New	$212.65 - $266.17 $507K - $635K	2.39K $584M
XLF	14.5K New	$37.27 - $42.12 $542K - $613K	14.5K $576M
VIG	2.84K New	$168.47 - $182.98 $479K - $520K	2.84K $495M
EMR	2.7K New	$91.73 - $113.45 $247K - $306K	2.7K $301M
IEMG	5.98K New	$47.6 - $51.96 $284K - $310K	5.98K $299M
FERG	1.34K New	$184.06 - $221.27 $247K - $297K	1.34K $289M

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-5.19K - 90.63%	$467.28 - $523.17 $2.42M - $2.71M	536 $270M
XLV	-2.26K - 19.55%	$138.48 - $147.86 $313K - $334K	9.29K $1.29B
AMT	-1.23K - 40.91%	$186.68 - $218.81 $229K - $269K	1.77K $306M
XLP	-3.66K - 38.07%	$71.59 - $76.36 $262K - $280K	5.96K $435M
ACN	-400 - 13.86%	$333.82 - $386.91 $134K - $155K	2.49K $781M
MCD	-537 - 13.71%	$278.58 - $300.53 $150K - $161K	3.38K $897M

Activity Summary All Purchases 105 New Holdings 31 Increased Positions 74 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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