Phillips Wealth Planners LLC Reduced Holdings in Q4 2024

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.81K
- 25.0%
$57.29 - $63.1 $390K - $430K
20.4K $1.16B
TGT
Target Corp

Consumer Defensive
-2.3K
- 50.94%
$121.59 - $160.69 $280K - $370K
2.22K $314M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.04K
- 49.87%
$148.29 - $166.93 $303K - $341K
2.05K $293M
JNJ
Johnson & Johnson

Healthcare
-1.52K
- 30.26%
$143.34 - $165.86 $217K - $251K
3.49K $496M
AES
Aes Corp

Utilities
-13.8K
- 56.98%
$12.44 - $20.24 $172K - $280K
10.4K $125M
ORCL
Oracle Corp

Technology
-950
- 12.03%
$165.41 - $192.43 $157K - $183K
6.95K $1.07B
AMGN
Amgen Inc

Healthcare
-328
- 10.58%
$258.78 - $328.31 $84.9K - $108K
2.77K $727M
PEP
Pepsico Inc

Consumer Defensive
-791
- 18.05%
$151.29 - $176.1 $120K - $139K
3.59K $512M
AAPL
Apple Inc.

Technology
-1.15K
- 20.3%
$221.69 - $259.02 $256K - $299K
4.53K $1.07B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.42K
- 39.74%
$59.25 - $72.99 $143K - $176K
3.66K $206M
CVX
Chevron Corp

Energy
-1.66K
- 20.92%
$141.15 - $162.53 $235K - $270K
6.28K $962M
CMCSA
Comcast Corp

Communication Services
-2.85K
- 14.52%
$37.39 - $45.14 $107K - $129K
16.8K $610M
MRK
Merck & Co., Inc.

Healthcare
-1.09K
- 12.04%
$96.31 - $114.76 $105K - $126K
7.99K $793M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.44K
- 32.29%
$85.2 - $101.35 $123K - $146K
3.02K $252M
MDT
Medtronic PLC

Healthcare
-1.25K
- 17.87%
$79.61 - $92.24 $99.4K - $115K
5.74K $463M
PLD
Prologis, Inc.

Real Estate
-469
- 11.12%
$101.4 - $126.96 $47.6K - $59.5K
3.75K $388M
VZ
Verizon Communications Inc

Communication Services
-1.34K
- 8.79%
$39.6 - $45.21 $53.1K - $60.7K
13.9K $527M
WMT
Walmart Inc.

Consumer Defensive
-2.18K
- 42.44%
$79.1 - $95.7 $172K - $208K
2.95K $274M
NEE
Nextera Energy Inc

Utilities
-25
- 0.32%
$69.77 - $85.43 $1.74K - $2.14K
7.86K $529M
TTE
Total Energies Se

Energy
-1.1K
- 12.79%
N/A
7.49K $425M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.5%
$385.02 - $431.37 $6.93K - $7.76K
3.61K $1.41B
AMD
Advanced Micro Devices Inc

Technology
-45
- 2.04%
$118.88 - $172.8 $5.35K - $7.78K
2.17K $251M
O
Realty Income Corp

Real Estate
-465
- 8.48%
$51.76 - $64.71 $24.1K - $30.1K
5.02K $259M
EMN
Eastman Chemical CO

Basic Materials
-97
- 2.59%
$90.03 - $110.64 $8.73K - $10.7K
3.65K $318M
WSO
Watsco Inc

Industrials
-137
- 16.81%
$466.57 - $568.78 $63.9K - $77.9K
678 $315M
VICI
Vici Properties Inc.

Real Estate
-622
- 4.7%
$28.27 - $33.19 $17.6K - $20.6K
12.6K $355M
KMB
Kimberly Clark Corp

Consumer Defensive
-132
- 4.49%
$130.37 - $146.09 $17.2K - $19.3K
2.81K $350M
WMB
Williams Companies, Inc.

Energy
-3.74K
- 11.8%
$46.37 - $59.74 $173K - $223K
27.9K $1.55B
PM
Philip Morris International Inc.

Consumer Defensive
-465
- 8.8%
$118.38 - $133.06 $55K - $61.9K
4.82K $564M
GLW
Corning Inc

Technology
-1.66K
- 17.89%
$44.11 - $49.76 $73.1K - $82.5K
7.61K $359M
FANG
Diamondback Energy, Inc.

Energy
-310
- 19.71%
$153.06 - $199.5 $47.4K - $61.8K
1.26K $221M
TRP
Tc Energy Corp

Energy
-1.24K
- 15.54%
$44.03 - $50.23 $54.6K - $62.2K
6.73K $314M
IBM
International Business Machines Corp

Technology
-38
- 0.99%
$204.9 - $238.04 $7.79K - $9.05K
3.81K $837M
VIG
Vanguard Dividend Appreciation

ETFs
-193
- 6.87%
N/A
2.62K $505M
MS
Morgan Stanley

Financial Services
-586
- 15.16%
$104.42 - $134.99 $61.2K - $79.1K
3.28K $405M
TXN
Texas Instruments Inc

Technology
-193
- 10.06%
N/A
1.73K $328M
FNF
Fidelity National Financial, Inc.

Financial Services
-55
- 0.97%
$55.19 - $63.83 $3.04K - $3.51K
5.64K $306M
CARR
Carrier Global Corp

Industrials
-13
- 0.38%
$66.69 - $82.65 $867 - $1.07K
3.41K $227M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-219
- 3.04%
$178.39 - $215.0 $39.1K - $47.1K
6.98K $1.32B
CAT
Caterpillar Inc

Industrials
-25
- 2.99%
$360.37 - $416.88 $9.01K - $10.4K
810 $284M
TRNO
Terreno Realty Corp

Real Estate
-124
- 3.08%
$58.62 - $66.94 $7.27K - $8.3K
3.9K $226M
ADI
Analog Devices Inc

Technology
-41
- 1.79%
$206.35 - $236.48 $8.46K - $9.7K
2.25K $478M
ABT
Abbott Laboratories

Healthcare
-5
- 0.07%
$111.93 - $119.39 $560 - $597
7.64K $858M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-228
- 8.64%
$126.68 - $134.74 $28.9K - $30.7K
2.41K $304M
EGP
Eastgroup Properties Inc

Real Estate
-8
- 0.6%
$158.74 - $185.14 $1.27K - $1.48K
1.32K $206M
UNP
Union Pacific Corp

Industrials
-1
- 0.06%
$223.15 - $249.32 $223 - $249
1.7K $382M
HBAN
Huntington Bancshares Inc

Financial Services
-2.37K
- 19.06%
$14.18 - $18.2 $33.5K - $43K
10K $161M
USB
Us Bancorp \De\

Financial Services
-257
- 2.13%
$43.98 - $53.66 $11.3K - $13.8K
11.8K $559M
GILD
Gilead Sciences, Inc.

Healthcare
-511
- 10.91%
$83.95 - $97.9 $42.9K - $50K
4.17K $375M
Activity Summary
Buys All Purchases 84 New Holdings 7 Increased Positions 77 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email