Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $110 Billion
  • Q2 2025

Phillips Wealth Planners LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 188 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 $5.13B, Microsoft Corp with a value of $3.22B, Broadcom Inc. with a value of $2.06B, Technology Sector Spdr with a value of $2.06B, and Jpmorgan Chase & CO with a value of $2.02B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $94.6B to 110B.

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 $110 Billion
ETFs: $21.5 Billion
Technology: $18.5 Billion
Financial Services: $16.7 Billion
Healthcare: $11.3 Billion
Industrials: $7.41 Billion
Consumer Defensive: $7.3 Billion
Consumer Cyclical: $7.15 Billion
Energy: $6.97 Billion
Other: $12.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137B
$588 Million 0.53% of portfolio
8,112
Q2 2025 Added 2.42%
$560B
$589 Million 0.53% of portfolio
1,048
Q2 2025 Reduced 0.66%
$1.09T
$582 Million 0.53% of portfolio
1,953
Q2 2025 Added 0.88%
$397B
$578 Million 0.52% of portfolio
12,268
Q2 2025 New
$300B
$541 Million 0.49% of portfolio
1,758
Q2 2025 Reduced 38.19%
$162B
$510 Million 0.46% of portfolio
8,372
Q2 2025 Reduced 0.31%
$65.8B
$485 Million 0.44% of portfolio
4,981
Q2 2025 Reduced 7.43%
$115B
$477 Million 0.43% of portfolio
1,705
Q2 2025 Added 0.18%
$43.8B
$476 Million 0.43% of portfolio
3,620
Q2 2025 Added 26.88%
$144B
$470 Million 0.43% of portfolio
1,866
Q2 2025 Added 5.6%
$90.2B
$467 Million 0.42% of portfolio
2,114
Q2 2025 Added 9.08%
$15.6B
$461 Million 0.42% of portfolio
12,977
Q2 2025 Added 17.43%
$78.5B
$461 Million 0.42% of portfolio
3,326
Q2 2025 Added 39.4%
$143B
$439 Million 0.4% of portfolio
3,530
Q2 2025 Added 1.03%
$69.7B
$445 Million 0.4% of portfolio
580
Q2 2025 Reduced 17.96%
$134B
$427 Million 0.39% of portfolio
1,804
Q2 2025 Reduced 11.66%
$32.1B
$421 Million 0.38% of portfolio
12,758
Q2 2025 Reduced 1.07%
$15.4B
$419 Million 0.38% of portfolio
3,877
Q2 2025 Reduced 4.01%
$35.7B
$424 Million 0.38% of portfolio
2,690
Q2 2025 Added 0.34%
$33.9B
$406 Million 0.37% of portfolio
3,916
Q2 2025 Reduced 2.68%
$177B
$407 Million 0.37% of portfolio
1,877
Q2 2025 Added 8.18%
$124B
$403 Million 0.37% of portfolio
1,314
Q2 2025 Reduced 0.3%
$6.25B
$407 Million 0.37% of portfolio
3,511
Q2 2025 Added 1.8%
$243B
$404 Million 0.37% of portfolio
1,276
Q2 2025 Reduced 9.12%
$128B
$409 Million 0.37% of portfolio
1,670
Q2 2025 Added 28.76%
$223B
$405 Million 0.37% of portfolio
1,028
Q2 2025 Added 2.19%
$48.7B
$401 Million 0.36% of portfolio
5,749
Q2 2025 Reduced 6.15%
$126B
$401 Million 0.36% of portfolio
8,364
Q2 2025 Added 63.2%
$54.6B
$381 Million 0.35% of portfolio
2,183
Q2 2025 Reduced 7.07%
$144B
$379 Million 0.34% of portfolio
1,580
Q2 2025 Added 10.8%
$6.67B
$379 Million 0.34% of portfolio
6,670
Q2 2025 Reduced 19.71%
$8.3B
$376 Million 0.34% of portfolio
3,822
Q2 2025 Added 0.53%
$61B
$371 Million 0.34% of portfolio
8,161
Q2 2025 Added 30.97%
$97.1B
$371 Million 0.34% of portfolio
2,051
Q2 2025 Reduced 0.39%
$195B
$353 Million 0.32% of portfolio
2,615
Q2 2025 Added 10.01%
$99.3B
$354 Million 0.32% of portfolio
7,535
Q2 2025 Reduced 30.61%
$30.2B
$351 Million 0.32% of portfolio
16,872
Q2 2025 Reduced 22.07%
$68.5B
$353 Million 0.32% of portfolio
11,121
Q2 2025 Added 0.9%
$178B
$350 Million 0.32% of portfolio
665
Q2 2025 Added 1.84%
$419B
$357 Million 0.32% of portfolio
2,229
Q2 2025 Reduced 1.24%
$244B
$353 Million 0.32% of portfolio
2,560
Q2 2025 Added 1.95%
$252B
$344 Million 0.31% of portfolio
2,435
Q2 2025 Reduced 9.18%
$201B
$334 Million 0.3% of portfolio
2,536
Q2 2025 Reduced 2.01%
$59.2B
$331 Million 0.3% of portfolio
1,424
Q2 2025 Added 1.86%
$79.5B
$330 Million 0.3% of portfolio
1,936
Q2 2025 Added 0.73%
$64.1B
$322 Million 0.29% of portfolio
1,103
Q2 2025 Reduced 0.36%
$36.5B
$318 Million 0.29% of portfolio
5,540
Q2 2025 Reduced 0.02%
$68.9B
$324 Million 0.29% of portfolio
2,613
Q2 2025 Added 7.75%
$275B
$325 Million 0.29% of portfolio
4,735
Q2 2025 Added 5.81%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $110 Billion
  • Prior Value $94.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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