Phillips Wealth Planners LLC Purchases and Sells in Q1 2025

Phillips Wealth Planners LLC

$94.6 Billion
Q1 2025

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUK	4.47K + 79.79%	$105.87 - $121.97 $473K - $545K	10.1K $1.2B
KO	6.94K + 186.71%	$60.81 - $72.32 $422K - $502K	10.7K $761M
RTX	3.24K + 76.55%	$114.1 - $135.66 $370K - $440K	7.48K $959M
TJX	2.84K + 48.61%	$112.81 - $126.16 $320K - $358K	8.68K $1.11B
MDLZ	4.39K + 119.83%	$56.12 - $68.15 $246K - $299K	8.05K $540M
XLC	3.76K + 51.95%	$94.84 - $105.31 $357K - $396K	11K $1B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGV	5.81K New	$88.3 - $107.83 $513K - $626K	5.81K $506M
SNY	9.55K New	$48.15 - $59.42 $460K - $567K	9.55K $492M
AMT	1.94K New	$173.46 - $217.6 $336K - $422K	1.94K $413M
RPRX	11.1K New	$25.75 - $33.86 $285K - $374K	11.1K $353M
LAM RESEARCH CORP	4.63K New	N/A	4.63K $312M
PFE	13K New	$25.01 - $27.13 $325K - $352K	13K $284M

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-5.69K - 91.72%	$551.42 - $612.93 $3.14M - $3.49M	513 $274M
VOO	-771 - 8.24%	$507.05 - $563.67 $391K - $435K	8.59K $4.21B
AVGO	-918 - 10.01%	$167.43 - $244.7 $154K - $225K	8.25K $1.5B
MRK	-4.88K - 61.09%	$83.01 - $101.02 $405K - $493K	3.11K $246M
HON	-1.74K - 55.0%	$202.75 - $226.52 $353K - $395K	1.43K $283M
PNC	-763 - 10.93%	$168.84 - $202.89 $129K - $155K	6.22K $945M

Activity Summary All Purchases 99 New Holdings 18 Increased Positions 81 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.