Phillips Wealth Planners LLC Purchases in Q2 2025

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
418
+ 4.87%
$456.74 - $568.03 $191K - $237K
9K $5.13B
EEMA
Ishares Msci Emerging Markets

ETFs
10.2K
New
$64.59 - $83.0 $661K - $849K
10.2K $846M
GLW
Corning Inc

Technology
11K
New
$39.07 - $52.59 $431K - $580K
11K $582M
BAC
Bank Of America Corp

Financial Services
12.3K
New
$34.39 - $47.46 $422K - $582K
12.3K $578M
XLK
Technology Sector Spdr

ETFs
269
+ 3.46%
$179.73 - $253.23 $48.3K - $68.1K
8.04K $2.06B
WMT
Walmart Inc.

Consumer Defensive
4.83K
+ 173.89%
$81.79 - $99.98 $395K - $483K
7.61K $738M
META
Meta Platforms, Inc.

Communication Services
224
+ 13.43%
$484.66 - $738.09 $109K - $165K
1.89K $1.36B
ACN
Accenture PLC

Technology
1.14K
+ 31.61%
$279.23 - $323.21 $319K - $370K
4.76K $1.44B
RTX
Raytheon Technologies Corp

Industrials
1.73K
+ 23.18%
$113.75 - $148.48 $197K - $257K
9.21K $1.33B
PNC
Pnc Financial Services Group, Inc.

Financial Services
426
+ 6.85%
$149.76 - $186.42 $63.8K - $79.4K
6.64K $1.31B
KLAC
Kla Corp

Technology
315
New
$576.53 - $902.94 $182K - $284K
315 $290M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.69K
New
$67.83 - $92.33 $250K - $340K
3.69K $284M
WFC
Wells Fargo & Company

Financial Services
3.4K
New
$60.98 - $80.12 $208K - $273K
3.4K $278M
AZN
Astrazeneca PLC

Healthcare
3.45K
+ 67.92%
$64.87 - $75.0 $224K - $259K
8.52K $597M
DEO
Diageo PLC

Consumer Defensive
2.38K
New
$99.86 - $115.75 $238K - $276K
2.38K $251M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.19K
New
$90.56 - $109.49 $198K - $240K
2.19K $245M
DXCM
Dexcom Inc

Healthcare
2.86K
New
$59.83 - $87.57 $171K - $251K
2.86K $240M
ARES
Ares Management Corp

Financial Services
1.32K
New
$118.04 - $175.83 $156K - $232K
1.32K $231M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.65K
New
$105.8 - $131.55 $174K - $217K
1.65K $225M
IQV
Iqvia Holdings Inc.

Healthcare
1.36K
New
$137.0 - $174.37 $187K - $238K
1.36K $224M
VEU
Vanguard Ftse All World Ex Us

ETFs
697
+ 3.38%
$54.19 - $67.22 $37.8K - $46.9K
21.3K $1.43B
EMR
Emerson Electric CO

Industrials
940
+ 39.4%
$94.15 - $133.33 $88.5K - $125K
3.33K $461M
PKG
Packaging Corp Of America

Consumer Cyclical
1.09K
New
$175.97 - $201.36 $191K - $219K
1.09K $221M
WTFC
Wintrust Financial Corp

Financial Services
1.63K
New
$95.17 - $124.21 $155K - $203K
1.63K $217M
ROK
Rockwell Automation, Inc

Industrials
639
New
$218.97 - $332.17 $140K - $212K
639 $216M
DRI
Darden Restaurants Inc

Consumer Cyclical
987
New
$186.58 - $225.78 $184K - $223K
987 $215M
AVT
Avnet Inc

Technology
3.81K
New
$41.51 - $53.08 $158K - $202K
3.81K $215M
DGX
Quest Diagnostics Inc

Healthcare
1.23K
New
N/A
1.23K $212M
RELX
Relx PLC

Communication Services
3.93K
New
$45.31 - $55.66 $178K - $219K
3.93K $210M
XLC
Select Sector Spdr Tr Communic

ETFs
360
+ 3.27%
$86.13 - $108.53 $31K - $39.1K
11.4K $1.21B
DOX
Amdocs LTD

Technology
2.26K
New
$80.46 - $94.08 $182K - $212K
2.26K $209M
LDOS
Leidos Holdings, Inc.

Technology
1.29K
New
$132.9 - $160.3 $171K - $206K
1.29K $208M
INGR
Ingredion Inc

Consumer Defensive
1.52K
New
$123.22 - $140.95 $187K - $214K
1.52K $207M
QCOM
Qualcomm Inc

Technology
1.3K
New
$124.66 - $159.48 $162K - $207K
1.3K $207M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.21K
New
$137.62 - $174.44 $166K - $211K
1.21K $204M
CVX
Chevron Corp

Energy
690
+ 12.69%
$133.73 - $168.51 $92.3K - $116K
6.13K $939M
MU
Micron Technology Inc

Technology
36
+ 1.03%
$64.72 - $127.91 $2.33K - $4.6K
3.53K $439M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.04%
$141.37 - $228.57 $141 - $229
2.66K $605M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.24K
+ 63.2%
$39.43 - $49.34 $128K - $160K
8.36K $401M
WMB
Williams Companies, Inc.

Energy
2.54K
+ 10.22%
$54.33 - $62.87 $138K - $159K
27.3K $1.58B
ADI
Analog Devices Inc

Technology
373
+ 28.76%
$164.6 - $238.02 $61.4K - $88.8K
1.67K $409M
SBUX
Starbucks Corp

Consumer Cyclical
1.23K
+ 20.1%
$79.69 - $99.41 $97.9K - $122K
7.34K $697M
SNY
Sanofi

Healthcare
4.25K
+ 44.45%
$47.62 - $55.44 $202K - $235K
13.8K $665M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.3K
+ 28.51%
$63.54 - $68.5 $146K - $157K
10.3K $705M
IGV
Ishares Expanded Tech Software

ETFs
202
+ 3.48%
$80.15 - $109.5 $16.2K - $22.1K
6.01K $668M
XLF
Financial Sector Spdr

ETFs
698
+ 3.17%
$43.92 - $52.37 $30.7K - $36.6K
22.7K $1.19B
TT
Trane Technologies PLC

Industrials
12
+ 0.66%
$315.21 - $437.41 $3.78K - $5.25K
1.83K $780M
TXN
Texas Instruments Inc

Technology
142
+ 8.18%
N/A
1.88K $407M
TFC
Truist Financial Corp

Financial Services
1.93K
+ 30.97%
$34.79 - $42.99 $67.1K - $83K
8.16K $371M
Activity Summary
Buys All Purchases 117 New Holdings 25 Increased Positions 92 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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