Phillips Wealth Planners LLC New Holdings in Q2 2025

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
Ge Vernova Inc
607
New
N/A
607 $322M
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
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
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
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
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
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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