Phillips Wealth Planners LLC Incresed Positions in Q3 2024

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
92
+ 2.81%
$170.05 - $200.86 $15.6K - $18.5K
3.36K $669M
RPRX
Royalty Pharma PLC

Healthcare
808
+ 10.2%
$25.63 - $29.27 $20.7K - $23.7K
8.73K $246M
TJX
Tjx Companies Inc

Consumer Cyclical
184
+ 4.43%
$107.93 - $120.23 $19.9K - $22.1K
4.34K $509M
FDS
Factset Research Systems Inc

Financial Services
13
+ 2.41%
$397.04 - $469.48 $5.16K - $6.1K
553 $260M
SYK
Stryker Corp

Healthcare
54
+ 8.35%
$315.94 - $371.96 $17.1K - $20.1K
701 $253M
IQV
Iqvia Holdings Inc.

Healthcare
41
+ 3.56%
$206.81 - $251.55 $8.48K - $10.3K
1.19K $278M
KO
Coca Cola CO

Consumer Defensive
79
+ 2.38%
$62.69 - $73.01 $4.95K - $5.77K
3.4K $240M
LHX
L3 Harris Technologies, Inc.

Industrials
29
+ 2.92%
$221.96 - $243.27 $6.44K - $7.05K
1.02K $254M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.8%
$105.53 - $118.34 $1.69K - $1.89K
2.03K $241M
NVDA
Nvidia Corp

Technology
104
+ 4.33%
$98.91 - $134.91 $10.3K - $14K
2.51K $340M
EGP
Eastgroup Properties Inc

Real Estate
8
+ 0.61%
$169.51 - $191.71 $1.36K - $1.53K
1.33K $246M
IEF
Ishares Barclays

ETFs
23
+ 0.52%
$92.67 - $99.14 $2.13K - $2.28K
4.42K $426M
IEFA
Ishares Tr

ETFs
36
+ 0.69%
$70.09 - $78.74 $2.52K - $2.83K
5.27K $400M
WSM
Williams Sonoma Inc

Consumer Cyclical
9
+ 0.58%
$128.47 - $280.94 $1.16K - $2.53K
1.57K $237M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
56
+ 1.43%
$55.51 - $61.51 $3.11K - $3.44K
3.98K $235M
APH
Amphenol Corp

Technology
16
+ 0.53%
$58.39 - $70.41 $934 - $1.13K
3.01K $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.1%
$147.95 - $191.05 $444 - $573
3.13K $586M
NVT
N Vent Electric PLC

Industrials
1
+ 0.04%
$60.72 - $81.19 $60.7 - $81.2
2.74K $204M
MU
Micron Technology Inc

Technology
555
+ 18.89%
$86.27 - $136.82 $47.9K - $75.9K
3.49K $382M
NXPI
Nxp Semiconductors N.V.

Technology
53
+ 4.66%
$225.14 - $290.78 $11.9K - $15.4K
1.19K $277M
QCOM
Qualcomm Inc

Technology
106
+ 6.27%
$156.12 - $209.64 $16.5K - $22.2K
1.8K $308M
AMD
Advanced Micro Devices Inc

Technology
48
+ 2.22%
$128.67 - $183.96 $6.18K - $8.83K
2.21K $345M
TSLA
Tesla, Inc.

Consumer Cyclical
37
+ 1.95%
$191.76 - $263.26 $7.1K - $9.74K
1.94K $428M
MRK
Merck & Co., Inc.

Healthcare
277
+ 3.14%
$111.15 - $128.97 $30.8K - $35.7K
9.09K $1B
MSFT
Microsoft Corp

Technology
320
+ 5.2%
$395.15 - $467.56 $126K - $150K
6.47K $2.69B
Activity Summary
Buys All Purchases 103 New Holdings 27 Increased Positions 76 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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