Phillips Wealth Planners LLC Purchases in Q1 2025

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
554
+ 6.1%
$137.61 - $149.68 $76.2K - $82.9K
9.64K $1.32B
VEU
Vanguard Ftse All World Ex Us

ETFs
193
+ 0.94%
$56.51 - $62.98 $10.9K - $12.2K
20.6K $1.21B
PAYC
Paycom Software, Inc.

Technology
157
+ 13.49%
$199.42 - $225.82 $31.3K - $35.5K
1.32K $285M
KMB
Kimberly Clark Corp

Consumer Defensive
43
+ 1.53%
$124.46 - $147.4 $5.35K - $6.34K
2.85K $399M
AFL
Aflac Inc

Financial Services
100
+ 1.53%
$100.99 - $111.19 $10.1K - $11.1K
6.65K $711M
O
Realty Income Corp

Real Estate
525
+ 10.47%
$51.67 - $58.49 $27.1K - $30.7K
5.54K $306M
SBUX
Starbucks Corp

Consumer Cyclical
958
+ 18.58%
$91.75 - $115.81 $87.9K - $111K
6.11K $522M
VICI
Vici Properties Inc.

Real Estate
297
+ 2.36%
$28.21 - $32.68 $8.38K - $9.71K
12.9K $400M
CRM
Salesforce, Inc.

Technology
655
+ 32.43%
$268.36 - $359.95 $176K - $236K
2.68K $682M
NOC
Northrop Grumman Corp

Industrials
7
+ 1.56%
$433.45 - $513.82 $3.03K - $3.6K
455 $243M
ALL
Allstate Corp

Financial Services
85
+ 6.32%
$180.99 - $210.18 $15.4K - $17.9K
1.43K $276M
WSO
Watsco Inc

Industrials
2
+ 0.29%
$463.86 - $530.75 $928 - $1.06K
680 $346M
FISV
Fiserv Inc

Technology
70
+ 3.78%
N/A
1.92K $400M
XLK
Technology Sector Spdr

ETFs
1.16K
+ 17.49%
$206.38 - $242.18 $239K - $280K
7.77K $1.54B
ICE
Intercontinental Exchange, Inc.

Financial Services
5
+ 0.24%
$142.8 - $176.36 $714 - $882
2.06K $321M
NVO
Novo Nordisk A S

Healthcare
1.29K
+ 46.98%
$69.3 - $90.95 $89.5K - $118K
4.04K $262M
TRNO
Terreno Realty Corp

Real Estate
632
+ 16.22%
$57.4 - $68.5 $36.3K - $43.3K
4.53K $247M
FANG
Diamondback Energy, Inc.

Energy
597
+ 47.27%
$139.9 - $180.18 $83.5K - $108K
1.86K $240M
MA
Mastercard Inc

Financial Services
19
+ 1.83%
$504.67 - $576.31 $9.59K - $10.9K
1.06K $538M
IEMG
Ishares Inc

ETFs
203
+ 3.34%
N/A
6.27K $324M
SPGI
S&P Global Inc.

Financial Services
47
+ 7.76%
$478.26 - $543.77 $22.5K - $25.6K
653 $304M
CAT
Caterpillar Inc

Industrials
196
+ 24.2%
$326.75 - $407.63 $64K - $79.9K
1.01K $295M
JPM
Jpmorgan Chase & CO

Financial Services
147
+ 2.06%
$225.19 - $279.95 $33.1K - $41.2K
7.29K $1.72B
CSCO
Cisco Systems, Inc.

Technology
156
+ 3.61%
$58.74 - $64.87 $9.16K - $10.1K
4.48K $257M
TT
Trane Technologies PLC

Industrials
142
+ 8.48%
$332.0 - $400.86 $47.1K - $56.9K
1.82K $628M
NEE
Nextera Energy Inc

Utilities
63
+ 0.8%
$66.96 - $76.16 $4.22K - $4.8K
7.92K $521M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
463
+ 9.39%
$47.79 - $59.89 $22.1K - $27.7K
5.39K $268M
NXPI
Nxp Semiconductors N.V.

Technology
203
+ 16.99%
$189.99 - $245.86 $38.6K - $49.9K
1.4K $236M
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.72%
$427.5 - $476.51 $1.71K - $1.91K
558 $237M
AMD
Advanced Micro Devices Inc

Technology
345
+ 15.93%
$96.63 - $129.55 $33.3K - $44.7K
2.51K $235M
APD
Air Products & Chemicals, Inc.

Basic Materials
33
+ 3.07%
$283.24 - $338.07 $9.35K - $11.2K
1.11K $298M
RMD
Resmed Inc

Healthcare
2
+ 0.18%
$219.7 - $257.65 $439 - $515
1.13K $241M
CARR
Carrier Global Corp

Industrials
8
+ 0.23%
$62.07 - $70.55 $497 - $564
3.42K $202M
ASML
Asml Holding Nv

Technology
1
+ 0.28%
$662.63 - $776.99 $663 - $777
361 $241M
ETN
Eaton Corp PLC

Industrials
318
+ 17.7%
$271.83 - $371.23 $86.4K - $118K
2.12K $587M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
308
+ 4.82%
$57.21 - $65.8 $17.6K - $20.3K
6.7K $364M
META
Meta Platforms, Inc.

Communication Services
118
+ 7.61%
$576.36 - $736.67 $68K - $86.9K
1.67K $907M
TGT
Target Corp

Consumer Defensive
646
+ 29.15%
$103.65 - $142.5 $67K - $92.1K
2.86K $266M
RJF
Raymond James Financial Inc

Financial Services
9
+ 0.34%
$137.62 - $172.64 $1.24K - $1.55K
2.68K $363M
XLY
Select Sector Spdr Consumer Di

ETFs
261
+ 7.96%
$192.6 - $233.2 $50.3K - $60.9K
3.54K $671M
TXN
Texas Instruments Inc

Technology
10
+ 0.58%
N/A
1.74K $256M
AAPL
Apple Inc.

Technology
510
+ 11.26%
$209.68 - $247.1 $107K - $126K
5.04K $998M
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 1.06%
$190.26 - $242.06 $6.09K - $7.75K
3.05K $563M
USB
Us Bancorp \De\

Financial Services
159
+ 1.35%
$40.92 - $50.9 $6.51K - $8.09K
12K $453M
ORCL
Oracle Corp

Technology
292
+ 4.2%
$139.81 - $186.47 $40.8K - $54.4K
7.24K $958M
GOOGL
Alphabet Inc.

Communication Services
200
+ 4.3%
$154.33 - $206.19 $30.9K - $41.2K
4.85K $763M
MSFT
Microsoft Corp

Technology
172
+ 2.65%
$375.39 - $447.2 $64.6K - $76.9K
6.67K $2.59B
ACN
Accenture PLC

Technology
215
+ 6.32%
$300.91 - $398.25 $64.7K - $85.6K
3.62K $1.03B
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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