Phillips Wealth Planners LLC Reduced Holdings in Q1 2025

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.69K
- 91.72%
$551.42 - $612.93 $3.14M - $3.49M
513 $274M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-771
- 8.24%
$507.05 - $563.67 $391K - $435K
8.59K $4.21B
AVGO
Broadcom Inc.

Technology
-918
- 10.01%
$167.43 - $244.7 $154K - $225K
8.25K $1.5B
MRK
Merck & Co., Inc.

Healthcare
-4.88K
- 61.09%
$83.01 - $101.02 $405K - $493K
3.11K $246M
HON
Honeywell International Inc

Industrials
-1.74K
- 55.0%
$202.75 - $226.52 $353K - $395K
1.43K $283M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-763
- 10.93%
$168.84 - $202.89 $129K - $155K
6.22K $945M
XLF
Financial Sector Spdr

ETFs
-6.76K
- 23.47%
$47.32 - $52.19 $320K - $353K
22K $1.03B
HD
Home Depot, Inc.

Consumer Cyclical
-436
- 12.07%
$347.25 - $424.87 $151K - $185K
3.18K $1.12B
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 0.62%
$222.15 - $428.22 $2.67K - $5.14K
1.94K $488M
GS
Goldman Sachs Group Inc

Financial Services
-273
- 14.91%
$524.81 - $672.19 $143K - $184K
1.56K $770M
CVX
Chevron Corp

Energy
-848
- 13.49%
$146.71 - $167.97 $124K - $142K
5.44K $737M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-315
- 10.6%
$165.25 - $224.62 $52.1K - $70.8K
2.66K $417M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.2K
- 14.18%
$95.85 - $99.25 $211K - $218K
13.3K $1.29B
HPE
Hewlett Packard Enterprise CO

Technology
-617
- 2.77%
$14.77 - $24.42 $9.11K - $15.1K
21.6K $306M
PEP
Pepsico Inc

Consumer Defensive
-1.22K
- 33.83%
$142.64 - $156.42 $173K - $190K
2.38K $343M
WMB
Williams Companies, Inc.

Energy
-3.15K
- 11.29%
$54.02 - $61.09 $170K - $193K
24.8K $1.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.49K
- 37.59%
$91.45 - $91.75 $136K - $136K
2.47K $226M
Blackrock Inc
-71
- 8.99%
N/A
719 $632M
MS
Morgan Stanley

Financial Services
-599
- 18.26%
$111.68 - $141.08 $66.9K - $84.5K
2.68K $290M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-17
- 0.3%
$61.31 - $83.44 $1.04K - $1.42K
5.63K $291M
MU
Micron Technology Inc

Technology
-28
- 0.8%
$86.89 - $109.38 $2.43K - $3.06K
3.49K $243M
BMY
Bristol Myers Squibb CO

Healthcare
-914
- 7.76%
$53.9 - $63.11 $49.3K - $57.7K
10.9K $551M
EQIX
Equinix Inc

Real Estate
-18
- 2.48%
$803.0 - $959.97 $14.5K - $17.3K
707 $549M
EWBC
East West Bancorp Inc

Financial Services
-46
- 1.13%
$84.35 - $103.91 $3.88K - $4.78K
4.04K $291M
NVDA
Nvidia Corp

Technology
-246
- 9.83%
$106.98 - $149.43 $26.3K - $36.8K
2.26K $250M
KMI
Kinder Morgan, Inc.

Energy
-1.65K
- 7.52%
$26.1 - $31.22 $43.1K - $51.6K
20.3K $538M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-70
- 1.12%
$47.25 - $67.02 $3.31K - $4.69K
6.18K $284M
EOG
Eog Resources Inc

Energy
-80
- 3.19%
$120.54 - $138.05 $9.64K - $11K
2.43K $263M
PGR
Progressive Corp

Financial Services
-550
- 23.74%
$235.61 - $291.22 $130K - $160K
1.77K $487M
PAYX
Paychex Inc

Industrials
-448
- 22.73%
$136.06 - $154.52 $61K - $69.2K
1.52K $224M
TFC
Truist Financial Corp

Financial Services
-74
- 1.17%
$39.48 - $48.15 $2.92K - $3.56K
6.23K $221M
TRGP
Targa Resources Corp.

Energy
-59
- 4.55%
$178.44 - $217.22 $10.5K - $12.8K
1.24K $203M
EMR
Emerson Electric CO

Industrials
-45
- 1.85%
$108.64 - $131.17 $4.89K - $5.9K
2.39K $240M
LLY
Eli Lilly & CO

Healthcare
-25
- 8.28%
$725.72 - $929.72 $18.1K - $23.2K
277 $203M
TSCO
Tractor Supply CO

Consumer Cyclical
-209
- 2.45%
$51.66 - $57.94 $10.8K - $12.1K
8.31K $429M
TRP
Tc Energy Corp

Energy
-781
- 11.6%
$44.29 - $49.27 $34.6K - $38.5K
5.95K $283M
EPD
Enterprise Products Partners L.P.

Energy
-57
- 0.51%
$31.75 - $34.14 $1.81K - $1.95K
11K $327M
IEFA
Ishares Tr

ETFs
-670
- 11.1%
$69.57 - $78.65 $46.6K - $52.7K
5.37K $394M
GILD
Gilead Sciences, Inc.

Healthcare
-799
- 19.16%
$89.14 - $117.41 $71.2K - $93.8K
3.37K $349M
VIG
Vanguard Dividend Appreciation

ETFs
-12
- 0.46%
N/A
2.61K $481M
PNM
Pnm Resources Inc

Utilities
-920
- 18.48%
N/A
4.06K $210M
RY
Royal Bank Of Canada

Financial Services
-62
- 2.34%
$108.81 - $123.4 $6.75K - $7.65K
2.59K $293M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-53
- 2.2%
$126.11 - $135.06 $6.68K - $7.16K
2.36K $285M
WMT
Walmart Inc.

Consumer Defensive
-173
- 5.86%
$84.5 - $105.05 $14.6K - $18.2K
2.78K $258M
SHEL
Shell PLC

Energy
-53
- 1.36%
$62.84 - $73.29 $3.33K - $3.88K
3.84K $238M
SYK
Stryker Corp

Healthcare
-2
- 0.28%
$355.18 - $399.9 $710 - $800
712 $249M
EQH
Equitable Holdings, Inc.

Financial Services
-19
- 0.41%
$47.64 - $55.68 $905 - $1.06K
4.57K $212M
AZN
Astrazeneca PLC

Healthcare
-16
- 0.31%
$65.37 - $77.96 $1.05K - $1.25K
5.08K $336M
ENB
Enbridge Inc

Energy
-66
- 1.0%
$41.54 - $45.45 $2.74K - $3K
6.53K $282M
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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