Phillips Wealth Planners LLC New Holdings in Q3 2024

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
New
$72.51 - $98.6 $248K - $337K
3.42K $326M
HPE
Hewlett Packard Enterprise CO

Technology
15.5K
New
$16.1 - $21.44 $250K - $333K
15.5K $325M
PAYX
Paychex Inc

Industrials
2K
New
$116.17 - $135.19 $233K - $271K
2K $285M
CARR
Carrier Global Corp

Industrials
3.42K
New
$61.9 - $80.88 $212K - $277K
3.42K $277M
Ferguson Enterprises Inc
1.33K
New
N/A
1.33K $270M
Te Connectivity PLC
1.83K
New
N/A
1.83K $265M
ALL
Allstate Corp

Financial Services
1.26K
New
$158.43 - $192.86 $200K - $243K
1.26K $247M
AXP
American Express CO

Financial Services
844
New
$225.92 - $271.17 $191K - $229K
844 $238M
NOC
Northrop Grumman Corp

Industrials
439
New
$423.73 - $533.14 $186K - $234K
439 $233M
JKHY
Henry Jack & Associates Inc

Technology
1.22K
New
$160.87 - $177.06 $196K - $216K
1.22K $226M
JEF
Jefferies Financial Group Inc.

Financial Services
3.29K
New
$49.97 - $62.49 $164K - $206K
3.29K $219M
ETR
Entergy Corp

Utilities
1.63K
New
$104.75 - $131.61 $171K - $215K
1.63K $219M
PNM
Pnm Resources Inc

Utilities
4.98K
New
$35.99 - $42.21 $179K - $210K
4.98K $218M
Ul Solutions Inc
4.02K
New
N/A
4.02K $218M
PRMW
Primo Water Corp

Consumer Defensive
7.95K
New
$20.4 - $25.47 $162K - $202K
7.95K $214M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.6K
New
$49.83 - $62.75 $179K - $226K
3.6K $213M
XEL
Xcel Energy Inc

Utilities
3.3K
New
$52.11 - $65.3 $172K - $215K
3.3K $211M
ARES
Ares Management Corp

Financial Services
1.28K
New
$133.73 - $158.05 $171K - $202K
1.28K $209M
INGR
Ingredion Inc

Consumer Defensive
1.54K
New
$111.98 - $137.59 $173K - $212K
1.54K $209M
EQH
Equitable Holdings, Inc.

Financial Services
4.66K
New
$37.05 - $43.61 $173K - $203K
4.66K $208M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.68K
New
$97.66 - $119.74 $164K - $201K
1.68K $207M
PSA
Public Storage

Real Estate
594
New
$283.13 - $365.01 $168K - $217K
594 $206M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.16K
New
$59.66 - $72.78 $188K - $230K
3.16K $204M
DOX
Amdocs LTD

Technology
2.27K
New
$78.13 - $87.85 $178K - $200K
2.27K $204M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.69K
New
$98.71 - $117.61 $167K - $199K
1.69K $202M
VALE
Vale S.A.

Basic Materials
10.7K
New
$9.9 - $11.8 $106K - $126K
10.7K $118M
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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