Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024

Phillips Wealth Planners LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 194 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 $4.68B, Microsoft Corp with a value of $2.69B, Broadcom Inc. with a value of $2.03B, Vanguard Ftse All World Ex Us with a value of $1.68B, and Williams Companies, Inc. with a value of $1.63B.

Examining the 13F form we can see an increase of $9.53B in the current position value, from $94.9B to 104B.

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 $104 Billion
ETFs: $19.6 Billion
Technology: $16.5 Billion
Financial Services: $16.1 Billion
Healthcare: $11.9 Billion
Industrials: $7.32 Billion
Energy: $7.01 Billion
Consumer Defensive: $6.55 Billion
Consumer Cyclical: $6.13 Billion
Other: $12.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.5B
$550 Million 0.53% of portfolio
22,054
Q3 2024 Reduced 2.36%
$85.6B
$540 Million 0.52% of portfolio
613
Q3 2024 Reduced 16.94%
$488B
$544 Million 0.52% of portfolio
1,059
Q3 2024 Reduced 0.09%
$2.26T
$528 Million 0.51% of portfolio
2,827
Q3 2024 Reduced 6.42%
$98.4B
$536 Million 0.51% of portfolio
4,219
Q3 2024 Added 25.98%
$111B
$521 Million 0.5% of portfolio
2,292
Q3 2024 Reduced 0.09%
$139B
$509 Million 0.49% of portfolio
4,335
Q3 2024 Added 4.43%
$91.2B
$487 Million 0.47% of portfolio
3,584
Q3 2024 Reduced 6.79%
$215B
$462 Million 0.44% of portfolio
3,866
Q3 2024 Added 52.44%
$5.98B
$454 Million 0.43% of portfolio
1,499
Q3 2024 Reduced 23.32%
$19B
$440 Million 0.42% of portfolio
4,463
Q3 2024 Added 10.72%
$8.65B
$434 Million 0.42% of portfolio
24,253
Q3 2024 Reduced 2.5%
$79.9B
$437 Million 0.42% of portfolio
6,077
Q3 2024 Added 28.18%
$3.48B
$443 Million 0.42% of portfolio
5,296
Q3 2024 Reduced 2.99%
$81.6B
$434 Million 0.42% of portfolio
1,912
Q3 2024 Reduced 15.85%
$28.2B
$438 Million 0.42% of portfolio
13,221
Q3 2024 Added 43.25%
$169B
$430 Million 0.41% of portfolio
3,406
Q3 2024 Added 7.68%
$40.5B
$426 Million 0.41% of portfolio
9,269
Q3 2024 Reduced 11.4%
$1.25T
$428 Million 0.41% of portfolio
1,936
Q3 2024 Added 1.95%
$82.5B
$423 Million 0.4% of portfolio
1,857
Q3 2024 Added 6.54%
$142B
$421 Million 0.4% of portfolio
1,697
Q3 2024 Added 12.53%
$246B
$416 Million 0.4% of portfolio
5,125
Q3 2024 Added 1.63%
$114B
$406 Million 0.39% of portfolio
4,682
Q3 2024 Added 4.3%
$112B
$405 Million 0.39% of portfolio
1,382
Q3 2024 Reduced 4.43%
$10.6B
$407 Million 0.39% of portfolio
3,745
Q3 2024 Reduced 0.98%
$15.5B
$403 Million 0.39% of portfolio
815
Q3 2024 Reduced 9.14%
$29.4B
$401 Million 0.38% of portfolio
4,062
Q3 2024 Added 25.29%
$177B
$385 Million 0.37% of portfolio
1,918
Q3 2024 Reduced 59.54%
$111B
$382 Million 0.37% of portfolio
3,493
Q3 2024 Added 18.89%
$71.6B
$389 Million 0.37% of portfolio
1,431
Q3 2024 Reduced 18.69%
$20.2B
$385 Million 0.37% of portfolio
1,828
Q3 2024 Reduced 0.98%
$292B
$373 Million 0.36% of portfolio
1,626
Q3 2024 Reduced 1.39%
$13.5B
$380 Million 0.36% of portfolio
4,143
Q3 2024 Reduced 5.06%
$48.3B
$377 Million 0.36% of portfolio
7,972
Q3 2024 Reduced 2.59%
$152B
$377 Million 0.36% of portfolio
12,692
Q3 2024 Reduced 3.06%
$34.2B
$364 Million 0.35% of portfolio
2,672
Q3 2024 Added 0.72%
$5.52B
$361 Million 0.35% of portfolio
3,452
Q3 2024 Reduced 4.48%
$79.5B
$357 Million 0.34% of portfolio
1,805
Q3 2024 Added 1.98%
$63.5B
$350 Million 0.34% of portfolio
1,071
Q3 2024 Reduced 0.56%
$15.6B
$357 Million 0.34% of portfolio
5,693
Q3 2024 Reduced 5.32%
$32.4B
$352 Million 0.34% of portfolio
5,481
Q3 2024 Added 2.97%
$349B
$340 Million 0.33% of portfolio
2,505
Q3 2024 Added 4.33%
$206B
$345 Million 0.33% of portfolio
2,211
Q3 2024 Added 2.22%
$120B
$344 Million 0.33% of portfolio
1,182
Q3 2024 Reduced 0.76%
$42.3B
$344 Million 0.33% of portfolio
6,074
Q3 2024 Added 13.72%
$125B
$334 Million 0.32% of portfolio
6,133
Q3 2024 Reduced 1.02%
$169B
$330 Million 0.32% of portfolio
2,616
Q3 2024 Reduced 2.35%
$107B
$326 Million 0.31% of portfolio
3,417
Q3 2024 New
$28.7B
$325 Million 0.31% of portfolio
15,544
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $104 Billion
  • Prior Value $94.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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