Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

Phillips Wealth Planners LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5B, Spdr S&P 500 ETF Trust with a value of $3.6B, Microsoft Corp with a value of $2.72B, Broadcom Inc. with a value of $2.06B, and Jpmorgan Chase & CO with a value of $1.71B.

Examining the 13F form we can see an decrease of $4.26B in the current position value, from $104B to 100B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $24.5 Billion
Technology: $15.7 Billion
Financial Services: $15.6 Billion
Healthcare: $9.28 Billion
Consumer Cyclical: $6.76 Billion
Energy: $6.51 Billion
Industrials: $6.3 Billion
Consumer Defensive: $4.89 Billion
Other: $9.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.86T
$2.72 Billion 2.72% of portfolio
6,501
Q4 2024 Added 0.43%
$76.4B
$2.06 Billion 2.05% of portfolio
9,169
Q4 2024 Reduced 20.3%
$689B
$1.71 Billion 1.71% of portfolio
7,138
Q4 2024 Reduced 1.25%
$71.2B
$1.55 Billion 1.55% of portfolio
27,948
Q4 2024 Reduced 11.8%
$471B
$1.44 Billion 1.44% of portfolio
2,767
Q4 2024 Added 4.42%
$358B
$1.41 Billion 1.41% of portfolio
3,611
Q4 2024 Reduced 0.5%
$470B
$1.33 Billion 1.32% of portfolio
2
Q1 2023 New
$70B
$1.32 Billion 1.32% of portfolio
6,978
Q4 2024 Reduced 3.04%
$378B
$1.24 Billion 1.24% of portfolio
7,064
Q4 2024 Added 2.73%
$204B
$1.19 Billion 1.19% of portfolio
3,404
Q4 2024 Added 7.89%
$547B
$1.12 Billion 1.12% of portfolio
3,651
Q4 2024 Added 0.19%
$3.42T
$1.07 Billion 1.07% of portfolio
4,528
Q4 2024 Reduced 20.3%
$403B
$1.07 Billion 1.07% of portfolio
6,946
Q4 2024 Reduced 12.03%
$188B
$1.03 Billion 1.02% of portfolio
1,831
Q4 2024 Reduced 2.03%
$223B
$995 Million 0.99% of portfolio
3,526
Q4 2024 Added 5.35%
$397B
$986 Million 0.98% of portfolio
6,217
Q4 2024 Added 6.29%
$1.31T
$955 Million 0.95% of portfolio
1,550
Q4 2024 Added 29.38%
$960B
$894 Million 0.89% of portfolio
4,653
Q4 2024 Reduced 6.15%
$221B
$858 Million 0.86% of portfolio
7,639
Q4 2024 Reduced 0.07%
$221B
$837 Million 0.84% of portfolio
3,811
Q4 2024 Reduced 0.99%
$240B
$793 Million 0.79% of portfolio
7,992
Q4 2024 Reduced 12.04%
$711B
$769 Million 0.77% of portfolio
1,948
Q4 2024 Added 0.62%
$170B
$727 Million 0.73% of portfolio
2,772
Q4 2024 Reduced 10.58%
$474B
$726 Million 0.72% of portfolio
6,810
Q4 2024 Added 2.92%
$134B
$701 Million 0.7% of portfolio
5,842
Q4 2024 Added 34.76%
$141B
$691 Million 0.69% of portfolio
3,169
Q4 2024 Added 3.83%
$127B
$657 Million 0.66% of portfolio
11,773
Q4 2024 Added 0.36%
$1.96T
$660 Million 0.66% of portfolio
3,013
Q4 2024 Added 6.58%
$67.8B
$662 Million 0.66% of portfolio
6,553
Q4 2024 Added 1.55%
$76.6B
$652 Million 0.65% of portfolio
725
Q4 2024 Added 18.27%
$279B
$642 Million 0.64% of portfolio
2,020
Q4 2024 Added 7.1%
$79.7B
$631 Million 0.63% of portfolio
1,674
Q4 2024 Added 3.85%
$61.9B
$619 Million 0.62% of portfolio
21,990
Q4 2024 Reduced 0.29%
$898B
$619 Million 0.62% of portfolio
2,971
Q4 2024 Reduced 5.02%
$116B
$614 Million 0.61% of portfolio
1,797
Q4 2024 Reduced 0.17%
$397B
$608 Million 0.61% of portfolio
649
Q4 2024 Added 0.31%
$159B
$610 Million 0.61% of portfolio
16,775
Q4 2024 Reduced 14.52%
$93B
$593 Million 0.59% of portfolio
5,597
Q4 2024 Added 5.01%
$73.9B
$589 Million 0.59% of portfolio
2,855
Q4 2024 Added 1.28%
$62.8B
$559 Million 0.56% of portfolio
11,799
Q4 2024 Reduced 2.13%
$324B
$558 Million 0.56% of portfolio
2,642
Q4 2024 Reduced 0.6%
$238B
$564 Million 0.56% of portfolio
4,818
Q4 2024 Reduced 8.8%
$166B
$546 Million 0.55% of portfolio
2,317
Q4 2024 Added 0.96%
$186B
$527 Million 0.53% of portfolio
13,928
Q4 2024 Reduced 8.79%
$139B
$529 Million 0.53% of portfolio
7,857
Q4 2024 Reduced 0.32%
$506B
$523 Million 0.52% of portfolio
1,036
Q4 2024 Reduced 2.17%
$22.8B
$518 Million 0.52% of portfolio
2,519
Q4 2024 Added 0.28%
$205B
$512 Million 0.51% of portfolio
3,592
Q4 2024 Reduced 18.05%
$95.8B
$508 Million 0.51% of portfolio
2,217
Q4 2024 Added 15.95%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $100 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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