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
$20.5B
$281 Million 0.28% of portfolio
9,020
Q4 2024 Reduced 1.92%
$204B
$284 Million 0.28% of portfolio
810
Q4 2024 Reduced 2.99%
$234B
$276 Million 0.28% of portfolio
940
Q4 2024 Added 11.37%
$1.59B
$279 Million 0.28% of portfolio
4,930
Q4 2024 Added 36.94%
$63.2B
$270 Million 0.27% of portfolio
6,305
Q4 2024 Reduced 0.6%
$250B
$274 Million 0.27% of portfolio
2,950
Q4 2024 Reduced 42.44%
$52.7B
$274 Million 0.27% of portfolio
1,971
Q4 2024 Reduced 1.55%
$300B
$266 Million 0.27% of portfolio
360
Q4 2024 Reduced 2.96%
$29.8B
$262 Million 0.26% of portfolio
2,571
Q4 2024 Added 9.22%
$35.1B
$263 Million 0.26% of portfolio
1,126
Q4 2024 Added 0.09%
$145B
$261 Million 0.26% of portfolio
714
Q4 2024 Added 1.85%
$33.7B
$259 Million 0.26% of portfolio
5,016
Q4 2024 Reduced 8.48%
$86.9B
$260 Million 0.26% of portfolio
1,255
Q4 2024 Added 3.12%
$56.6B
$247 Million 0.25% of portfolio
1,195
Q4 2024 Added 0.42%
$17.6B
$251 Million 0.25% of portfolio
554
Q4 2024 Added 0.18%
$247B
$254 Million 0.25% of portfolio
4,319
Q4 2024 Reduced 9.66%
$35.6B
$254 Million 0.25% of portfolio
1,147
Q4 2024 Reduced 0.35%
$48.9B
$251 Million 0.25% of portfolio
1,298
Q4 2024 Reduced 2.63%
$18.4B
$252 Million 0.25% of portfolio
3,022
Q4 2024 Reduced 32.29%
$238B
$252 Million 0.25% of portfolio
3,888
Q4 2024 Added 1.14%
$51.1B
$244 Million 0.24% of portfolio
1,346
Q4 2024 Added 6.74%
$178B
$237 Million 0.24% of portfolio
2,750
Q4 2024 Added 7.97%
$690B
$242 Million 0.24% of portfolio
302
Q4 2024 Added 11.85%
$271B
$227 Million 0.23% of portfolio
3,717
Q4 2024 Added 9.26%
$32.9B
$230 Million 0.23% of portfolio
1,316
Q4 2024 Added 2.73%
$58.3B
$227 Million 0.23% of portfolio
3,407
Q4 2024 Reduced 0.38%
$3.57B
$231 Million 0.23% of portfolio
4,978
Q4 2024 Reduced 0.12%
$159B
$228 Million 0.23% of portfolio
10,491
Q4 2024 Added 2.59%
$12.6B
$232 Million 0.23% of portfolio
1,347
Q4 2024 Added 10.59%
$22.3B
$227 Million 0.23% of portfolio
997
Q4 2024 Reduced 1.48%
$12.6B
$235 Million 0.23% of portfolio
1,164
Q4 2024 New
$17.3B
$235 Million 0.23% of portfolio
3,284
Q4 2024 Reduced 0.21%
$4.62B
$226 Million 0.23% of portfolio
3,896
Q4 2024 Reduced 3.08%
$41.3B
$221 Million 0.22% of portfolio
3,145
Q4 2024 Added 4.45%
$19.4B
$221 Million 0.22% of portfolio
4,593
Q4 2024 Reduced 1.44%
$32B
$221 Million 0.22% of portfolio
1,263
Q4 2024 Reduced 19.71%
$9.18B
$219 Million 0.22% of portfolio
1,655
Q4 2024 Reduced 1.43%
$5.25B
$222 Million 0.22% of portfolio
3,113
Q4 2024 Reduced 1.46%
$74.2B
$205 Million 0.21% of portfolio
448
Q4 2024 Added 2.05%
$79.3B
$206 Million 0.21% of portfolio
3,662
Q4 2024 Reduced 39.74%
$107B
$213 Million 0.21% of portfolio
312
Q4 2024 Reduced 2.8%
$10.4B
$214 Million 0.21% of portfolio
2,093
Q4 2024 New
$7.03B
$206 Million 0.21% of portfolio
1,322
Q4 2024 Reduced 0.6%
$36.5B
$207 Million 0.21% of portfolio
3,270
Q4 2024 Reduced 0.91%
$8.28B
$201 Million 0.2% of portfolio
4,647
Q4 2024 New
$8.2B
$205 Million 0.2% of portfolio
1,645
Q4 2024 New
$24.5B
$161 Million 0.16% of portfolio
10,041
Q4 2024 Reduced 19.06%
$7.89B
$125 Million 0.13% of portfolio
10,434
Q4 2024 Reduced 56.98%

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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