Phillips Wealth Planners LLC Sells 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
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