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
Blackrock Inc
5
+ 0.7%
N/A
724 $778M
V
Visa Inc.

Financial Services
191
+ 5.2%
$308.27 - $373.31 $58.9K - $71.3K
3.86K $1.37B
XOM
Exxon Mobil Corp

Energy
367
+ 4.35%
$99.93 - $119.04 $36.7K - $43.7K
8.81K $1.01B
KO
Coca Cola CO

Consumer Defensive
1.98K
+ 18.6%
$68.37 - $73.9 $136K - $146K
12.6K $888M
AMZN
Amazon Com Inc

Consumer Cyclical
95
+ 3.12%
$167.32 - $223.3 $15.9K - $21.2K
3.14K $689M
XLY
Select Sector Spdr Consumer Di

ETFs
123
+ 3.48%
$176.34 - $218.59 $21.7K - $26.9K
3.66K $797M
TJX
Tjx Companies Inc

Consumer Cyclical
1.2K
+ 13.86%
$119.13 - $135.03 $143K - $162K
9.89K $1.24B
GOOGL
Alphabet Inc.

Communication Services
206
+ 4.24%
$144.7 - $178.6 $29.8K - $36.8K
5.06K $882M
AMD
Advanced Micro Devices Inc

Technology
49
+ 1.95%
$78.21 - $143.81 $3.83K - $7.05K
2.56K $353M
AMGN
Amgen Inc

Healthcare
262
+ 8.56%
$262.28 - $309.85 $68.7K - $81.2K
3.32K $986M
RPRX
Royalty Pharma PLC

Healthcare
1.93K
+ 17.43%
$30.85 - $36.14 $59.4K - $69.6K
13K $461M
HON
Honeywell International Inc

Industrials
154
+ 10.8%
$182.86 - $232.88 $28.2K - $35.9K
1.58K $379M
NXPI
Nxp Semiconductors N.V.

Technology
26
+ 1.86%
$153.5 - $218.72 $3.99K - $5.69K
1.42K $331M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.88%
$221.86 - $362.89 $3.77K - $6.17K
1.95K $582M
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 4.03%
$335.24 - $380.78 $42.9K - $48.7K
3.3K $1.21B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
972
+ 39.37%
$91.43 - $91.74 $88.9K - $89.2K
3.44K $315M
KMB
Kimberly Clark Corp

Consumer Defensive
767
+ 26.88%
$126.84 - $145.22 $97.3K - $111K
3.62K $476M
STE
Steris PLC

Healthcare
181
+ 6.25%
$208.55 - $252.55 $37.7K - $45.7K
3.08K $716M
ZTS
Zoetis Inc.

Healthcare
395
+ 26.28%
$144.41 - $170.3 $57K - $67.3K
1.9K $300M
CME
Cme Group Inc.

Financial Services
160
+ 7.65%
$252.37 - $290.71 $40.4K - $46.5K
2.25K $621M
CSCO
Cisco Systems, Inc.

Technology
260
+ 5.81%
$53.19 - $69.38 $13.8K - $18K
4.74K $325M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
106
+ 1.58%
$51.16 - $62.02 $5.42K - $6.57K
6.81K $432M
NEE
Nextera Energy Inc

Utilities
192
+ 2.42%
$64.11 - $75.0 $12.3K - $14.4K
8.11K $588M
RJF
Raymond James Financial Inc

Financial Services
9
+ 0.34%
$123.65 - $153.88 $1.11K - $1.38K
2.69K $424M
EOG
Eog Resources Inc

Energy
188
+ 7.75%
$104.61 - $129.97 $19.7K - $24.4K
2.61K $324M
CRM
Salesforce, Inc.

Technology
34
+ 1.27%
$236.26 - $291.15 $8.03K - $9.9K
2.71K $741M
CMCSA
Comcast Corp

Communication Services
276
+ 1.37%
$32.84 - $36.72 $9.06K - $10.1K
20.4K $734M
IEFA
Ishares Tr

ETFs
3
+ 0.06%
$67.83 - $84.09 $203 - $252
5.37K $447M
AMT
American Tower Corp

Real Estate
176
+ 9.08%
$203.96 - $228.19 $35.9K - $40.2K
2.11K $467M
ABT
Abbott Laboratories

Healthcare
29
+ 0.38%
$123.95 - $138.08 $3.59K - $4K
7.65K $1.02B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
286
+ 5.3%
$45.98 - $56.15 $13.2K - $16.1K
5.68K $315M
SPGI
S&P Global Inc.

Financial Services
12
+ 1.84%
$438.31 - $527.29 $5.26K - $6.33K
665 $350M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
140
+ 3.37%
$53.75 - $67.21 $7.53K - $9.41K
4.3K $286M
KMI
Kinder Morgan, Inc.

Energy
276
+ 1.36%
$25.21 - $29.4 $6.96K - $8.11K
20.6K $580M
DUK
Duke Energy Corp

Utilities
579
+ 5.75%
$112.46 - $124.05 $65.1K - $71.8K
10.6K $1.24B
FANG
Diamondback Energy, Inc.

Energy
69
+ 3.71%
$119.25 - $161.49 $8.23K - $11.1K
1.93K $277M
PR
Permian Resources Corporation

Energy
193
+ 1.9%
$10.36 - $14.93 $2K - $2.88K
10.4K $150M
XLP
Consumer Staples Sector Spdr

ETFs
279
+ 3.39%
N/A
8.52K $693M
SYK
Stryker Corp

Healthcare
4
+ 0.56%
$337.37 - $395.63 $1.35K - $1.58K
716 $279M
PAYC
Paycom Software, Inc.

Technology
14
+ 1.06%
$193.07 - $265.71 $2.7K - $3.72K
1.34K $312M
JNJ
Johnson & Johnson

Healthcare
42
+ 0.86%
$146.36 - $159.82 $6.15K - $6.71K
4.9K $763M
EPD
Enterprise Products Partners L.P.

Energy
99
+ 0.9%
$28.95 - $34.22 $2.87K - $3.39K
11.1K $353M
JKHY
Henry Jack & Associates Inc

Technology
73
+ 4.75%
$163.54 - $186.02 $11.9K - $13.6K
1.61K $290M
PNM
Pnm Resources Inc

Utilities
76
+ 1.87%
N/A
4.13K $233M
XLV
Select Sector Spdr Fund Health

ETFs
305
+ 3.16%
$128.77 - $144.3 $39.3K - $44K
9.95K $1.34B
AXS
Axis Capital Holdings LTD

Financial Services
20
+ 0.53%
$87.23 - $106.93 $1.74K - $2.14K
3.82K $376M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
30
+ 0.88%
$60.03 - $72.0 $1.8K - $2.16K
3.44K $235M
EGP
Eastgroup Properties Inc

Real Estate
7
+ 0.53%
$145.28 - $176.09 $1.02K - $1.23K
1.33K $224M
BKR
Baker Hughes CO

Energy
59
+ 1.06%
$35.0 - $44.92 $2.07K - $2.65K
5.63K $226M
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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