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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$236B
$684 Million 0.62% of portfolio
3,848
Q2 2025 Reduced 20.13%
$0
$668 Million 0.6% of portfolio
6,010
Q2 2025 Added 3.48%
$125B
$665 Million 0.6% of portfolio
13,795
Q2 2025 Added 44.45%
$68.4B
$665 Million 0.6% of portfolio
6,439
Q2 2025 Reduced 3.22%
$415B
$624 Million 0.57% of portfolio
633
Q1 2025 Reduced 2.47%
$127B
$632 Million 0.57% of portfolio
7,131
Q2 2025 Reduced 2.62%
$96.5B
$621 Million 0.56% of portfolio
2,252
Q2 2025 Added 7.65%
$69.8B
$619 Million 0.56% of portfolio
2,587
Q2 2025 Reduced 7.97%
$1.53T
$605 Million 0.55% of portfolio
2,657
Q2 2025 Added 0.04%
$169B
$609 Million 0.55% of portfolio
14,140
Q2 2025 Added 2.72%
$258B
$597 Million 0.54% of portfolio
8,522
Q2 2025 Added 67.92%
$72.8B
$582 Million 0.53% of portfolio
11,036
Q2 2025 New
$61.8B
$580 Million 0.53% of portfolio
20,613
Q2 2025 Added 1.36%
$165B
$588 Million 0.53% of portfolio
8,112
Q2 2025 Added 2.42%
$546B
$589 Million 0.53% of portfolio
1,048
Q2 2025 Reduced 0.66%
$1.4T
$582 Million 0.53% of portfolio
1,953
Q2 2025 Added 0.88%
$342B
$541 Million 0.49% of portfolio
1,758
Q2 2025 Reduced 38.19%
$0
$525 Million 0.48% of portfolio
2,550
Q2 2025 Reduced 2.15%
$158B
$510 Million 0.46% of portfolio
8,372
Q2 2025 Reduced 0.31%
$74B
$485 Million 0.44% of portfolio
4,981
Q2 2025 Reduced 7.43%
$112B
$477 Million 0.43% of portfolio
1,705
Q2 2025 Added 0.18%
$40.5B
$476 Million 0.43% of portfolio
3,620
Q2 2025 Added 26.88%
$130B
$470 Million 0.43% of portfolio
1,866
Q2 2025 Added 5.6%
Lam Research Corp
-
$459 Million 0.42% of portfolio
-
Q2 2025 Reduced 0.67%
$89.6B
$467 Million 0.42% of portfolio
2,114
Q2 2025 Added 9.08%
$16.4B
$461 Million 0.42% of portfolio
12,977
Q2 2025 Added 17.43%
$78.2B
$461 Million 0.42% of portfolio
3,326
Q2 2025 Added 39.4%
$0
$447 Million 0.41% of portfolio
5,369
Q2 2025 Added 0.06%
$0
$438 Million 0.4% of portfolio
6,183
Q1 2025 Reduced 1.12%
$220B
$439 Million 0.4% of portfolio
3,530
Q2 2025 Added 1.03%
$74.9B
$445 Million 0.4% of portfolio
580
Q2 2025 Reduced 17.96%
$139B
$427 Million 0.39% of portfolio
1,804
Q2 2025 Reduced 11.66%
$0
$432 Million 0.39% of portfolio
6,805
Q2 2025 Added 1.58%
$70.7B
$417 Million 0.38% of portfolio
8,756
Q2 2025 Reduced 26.78%
$30B
$421 Million 0.38% of portfolio
12,758
Q2 2025 Reduced 1.07%
$13.9B
$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%
$36.8B
$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%
$118B
$403 Million 0.37% of portfolio
1,314
Q2 2025 Reduced 0.3%
$6.96B
$407 Million 0.37% of portfolio
3,511
Q2 2025 Added 1.8%
$265B
$404 Million 0.37% of portfolio
1,276
Q2 2025 Reduced 9.12%
$127B
$409 Million 0.37% of portfolio
1,670
Q2 2025 Added 28.76%
$277B
$405 Million 0.37% of portfolio
1,028
Q2 2025 Added 2.19%
$48.4B
$401 Million 0.36% of portfolio
5,749
Q2 2025 Reduced 6.15%
$113B
$401 Million 0.36% of portfolio
8,364
Q2 2025 Added 63.2%
$53.9B
$381 Million 0.35% of portfolio
2,183
Q2 2025 Reduced 7.07%
$0
$374 Million 0.34% of portfolio
6,223
Q2 2025 Reduced 0.78%
$141B
$379 Million 0.34% of portfolio
1,580
Q2 2025 Added 10.8%

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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