Phillips Wealth Planners LLC Sells in Q3 2024

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-2.82K
- 59.54%
$194.6 - $194.6 $549K - $549K
1.92K $385M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.74K
- 34.95%
$82.16 - $90.4 $307K - $338K
6.95K $633M
AZN
Astrazeneca PLC

Healthcare
-3.31K
- 31.52%
$76.67 - $87.62 $254K - $290K
7.2K $564M
XLK
Technology Sector Spdr

ETFs
-689
- 9.63%
$197.34 - $237.68 $136K - $164K
6.46K $1.48B
ASML
Asml Holding Nv

Technology
-7
- 1.85%
$749.82 - $1098.95 $5.25K - $7.69K
371 $254M
XLV
Select Sector Spdr Fund Health

ETFs
-1.4K
- 15.06%
$143.3 - $157.24 $201K - $221K
7.92K $1.21B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.99K
- 34.55%
$83.76 - $91.82 $167K - $183K
3.78K $350M
GOOGL
Alphabet Inc.

Communication Services
-4
- 0.08%
$148.65 - $191.18 $595 - $765
4.96K $819M
FDX
Fedex Corp

Industrials
-329
- 18.69%
$254.64 - $313.52 $83.8K - $103K
1.43K $389M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.28K
- 30.23%
$91.42 - $91.82 $117K - $118K
2.96K $271M
KMB
Kimberly Clark Corp

Consumer Defensive
-812
- 21.63%
$135.05 - $148.35 $110K - $120K
2.94K $429M
AMZN
Amazon Com Inc

Consumer Cyclical
-194
- 6.42%
$161.02 - $200.0 $31.2K - $38.8K
2.83K $528M
KLAC
Kla Corp

Technology
-6
- 1.83%
$696.17 - $892.35 $4.18K - $5.35K
321 $219M
NVO
Novo Nordisk A S

Healthcare
-52
- 2.0%
$119.07 - $145.42 $6.19K - $7.56K
2.55K $301M
TSCO
Tractor Supply CO

Consumer Cyclical
-456
- 23.32%
$251.95 - $290.93 $115K - $133K
1.5K $454M
GLW
Corning Inc

Technology
-1.19K
- 11.4%
$37.76 - $46.2 $45K - $55.1K
9.27K $426M
AMGN
Amgen Inc

Healthcare
-147
- 4.53%
$309.38 - $337.38 $45.5K - $49.6K
3.1K $997M
TTE
Total Energies Se

Energy
-181
- 2.06%
$68.61 - $68.61 $12.4K - $12.4K
8.59K $554M
BP
Bp PLC

Energy
-267
- 2.98%
$30.78 - $37.05 $8.22K - $9.89K
8.71K $269M
UPS
United Parcel Service Inc

Industrials
-261
- 6.79%
$123.32 - $147.38 $32.2K - $38.5K
3.58K $487M
PM
Philip Morris International Inc.

Consumer Defensive
-1.27K
- 19.36%
$101.25 - $127.45 $128K - $162K
5.28K $639M
SHEL
Shell PLC

Energy
-125
- 3.15%
$65.65 - $73.28 $8.21K - $9.16K
3.84K $256M
SO
Southern CO

Utilities
-851
- 26.05%
$77.0 - $90.52 $65.5K - $77K
2.42K $223M
EQIX
Equinix Inc

Real Estate
-125
- 16.94%
$749.0 - $890.01 $93.6K - $111K
613 $540M
WSO
Watsco Inc

Industrials
-82
- 9.14%
$448.73 - $519.89 $36.8K - $42.6K
815 $403M
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 4.71%
$801.83 - $917.05 $25.7K - $29.3K
647 $574M
ADI
Analog Devices Inc

Technology
-2
- 0.09%
$200.56 - $243.33 $401 - $487
2.29K $521M
DUK
Duke Energy Corp

Utilities
-1.09K
- 17.03%
$99.35 - $117.71 $109K - $129K
5.33K $638M
NEE
Nextera Energy Inc

Utilities
-1.54K
- 16.32%
$69.9 - $84.97 $107K - $131K
7.88K $665M
AES
Aes Corp

Utilities
-622
- 2.5%
$16.18 - $20.07 $10.1K - $12.5K
24.3K $434M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-69
- 2.73%
$92.56 - $99.46 $6.39K - $6.86K
2.46K $226M
RSG
Republic Services, Inc.

Industrials
-164
- 5.5%
$189.34 - $208.21 $31.1K - $34.1K
2.82K $579M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.37%
$772.14 - $960.02 $772 - $960
270 $247M
EMR
Emerson Electric CO

Industrials
-41
- 2.12%
$98.19 - $118.87 $4.03K - $4.87K
1.9K $210M
EPD
Enterprise Products Partners L.P.

Energy
-227
- 2.0%
$27.88 - $30.0 $6.33K - $6.81K
11.1K $324M
CME
Cme Group Inc.

Financial Services
-360
- 15.85%
$193.43 - $220.62 $69.6K - $79.4K
1.91K $434M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-317
- 4.82%
$39.47 - $49.4 $12.5K - $15.7K
6.25K $298M
WM
Waste Management Inc

Industrials
-25
- 2.01%
$196.96 - $223.45 $4.92K - $5.59K
1.22K $259M
CNP
Centerpoint Energy Inc

Utilities
-243
- 2.57%
$25.63 - $30.55 $6.23K - $7.42K
9.2K $277M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 4.03%
$517.38 - $573.86 $10.9K - $12.1K
500 $291M
EOG
Eog Resources Inc

Energy
-29
- 1.29%
$117.9 - $132.65 $3.42K - $3.85K
2.23K $283M
TRGP
Targa Resources Corp.

Energy
-273
- 17.0%
$127.86 - $156.46 $34.9K - $42.7K
1.33K $217M
BDX
Becton Dickinson & CO

Healthcare
-56
- 5.32%
$221.47 - $242.41 $12.4K - $13.6K
996 $239M
PFE
Pfizer Inc

Healthcare
-400
- 3.06%
$27.7 - $31.39 $11.1K - $12.6K
12.7K $377M
T
At&T Inc.

Communication Services
-1.27K
- 11.02%
$18.21 - $22.28 $23.1K - $28.2K
10.2K $222M
CSCO
Cisco Systems, Inc.

Technology
-890
- 15.69%
$44.74 - $53.22 $39.8K - $47.4K
4.78K $270M
XLU
Utilities Sector Spdr

ETFs
-538
- 12.0%
$67.67 - $80.78 $36.4K - $43.5K
3.94K $324M
SNY
Sanofi

Healthcare
-63
- 1.02%
$48.54 - $58.53 $3.06K - $3.69K
6.13K $334M
BR
Broadridge Financial Solutions, Inc.

Technology
-18
- 1.54%
$196.56 - $218.55 $3.54K - $3.93K
1.15K $252M
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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