Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

Phillips Wealth Planners LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.6 Billion distributed in 173 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 $4.21B, Microsoft Corp with a value of $2.59B, Jpmorgan Chase & CO with a value of $1.72B, Unitedhealth Group Inc with a value of $1.7B, and Berkshire Hathaway Inc with a value of $1.57B.

Examining the 13F form we can see an decrease of $5.5B in the current position value, from $100B to 94.6B.

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 $94.6 Billion
ETFs: $18.5 Billion
Financial Services: $14.3 Billion
Technology: $13.3 Billion
Healthcare: $11.1 Billion
Industrials: $6.42 Billion
Energy: $6.38 Billion
Consumer Defensive: $6.16 Billion
Consumer Cyclical: $5.92 Billion
Other: $11.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67B
$327 Million 0.35% of portfolio
11,022
Q1 2025 Reduced 0.51%
$92.9B
$321 Million 0.34% of portfolio
2,059
Q1 2025 Added 0.24%
$0
$324 Million 0.34% of portfolio
6,272
Q1 2025 Added 3.34%
Lam Research Corp
-
$312 Million 0.33% of portfolio
-
Q1 2025 New
$30.5B
$316 Million 0.33% of portfolio
2,659
Q1 2025 Added 3.42%
$160B
$304 Million 0.32% of portfolio
653
Q1 2025 Added 7.76%
$21B
$306 Million 0.32% of portfolio
21,649
Q1 2025 Reduced 2.77%
$35.4B
$306 Million 0.32% of portfolio
5,541
Q1 2025 Added 10.47%
$197B
$290 Million 0.31% of portfolio
2,681
Q1 2025 Reduced 18.26%
$167B
$293 Million 0.31% of portfolio
2,588
Q1 2025 Reduced 2.34%
$12.2B
$291 Million 0.31% of portfolio
4,039
Q1 2025 Reduced 1.13%
$2.63B
$291 Million 0.31% of portfolio
5,628
Q1 2025 Reduced 0.3%
$60.1B
$298 Million 0.31% of portfolio
1,107
Q1 2025 Added 3.07%
$162B
$295 Million 0.31% of portfolio
1,006
Q1 2025 Added 24.2%
$50.8B
$283 Million 0.3% of portfolio
5,952
Q1 2025 Reduced 11.6%
$142B
$283 Million 0.3% of portfolio
1,426
Q1 2025 Reduced 55.0%
$94.4B
$282 Million 0.3% of portfolio
6,526
Q1 2025 Reduced 1.0%
$13.7B
$285 Million 0.3% of portfolio
1,321
Q1 2025 Added 13.49%
$0
$285 Million 0.3% of portfolio
2,357
Q1 2025 Reduced 2.2%
$0
$284 Million 0.3% of portfolio
6,183
Q1 2025 Reduced 1.12%
$134B
$284 Million 0.3% of portfolio
12,979
Q1 2025 New
$53.7B
$276 Million 0.29% of portfolio
1,431
Q1 2025 Added 6.32%
$0
$274 Million 0.29% of portfolio
513
Q1 2025 Reduced 91.72%
$70.6B
$271 Million 0.29% of portfolio
2,795
Q1 2025 New
$12.6B
$266 Million 0.28% of portfolio
1,538
Q1 2025 Added 14.18%
$1.4B
$268 Million 0.28% of portfolio
5,393
Q1 2025 Added 9.39%
$147B
$262 Million 0.28% of portfolio
4,042
Q1 2025 Added 46.98%
$44.6B
$266 Million 0.28% of portfolio
2,862
Q1 2025 Added 29.15%
$8.97B
$264 Million 0.28% of portfolio
5,591
Q1 2025 Added 20.31%
$66.2B
$263 Million 0.28% of portfolio
2,425
Q1 2025 Reduced 3.19%
$53.5B
$262 Million 0.28% of portfolio
3,849
Q1 2025 New
$177B
$256 Million 0.27% of portfolio
1,735
Q1 2025 Added 0.58%
$261B
$258 Million 0.27% of portfolio
2,777
Q1 2025 Reduced 5.86%
$235B
$257 Million 0.27% of portfolio
4,475
Q1 2025 Added 3.61%
$215B
$246 Million 0.26% of portfolio
3,110
Q1 2025 Reduced 61.09%
$272B
$250 Million 0.26% of portfolio
2,257
Q1 2025 Reduced 9.83%
$83.6B
$243 Million 0.26% of portfolio
3,494
Q1 2025 Reduced 0.8%
$6.93B
$245 Million 0.26% of portfolio
23,746
Q1 2025 Added 127.58%
$0
$243 Million 0.26% of portfolio
4,158
Q1 2025 Reduced 4.5%
$4.28B
$247 Million 0.26% of portfolio
4,528
Q1 2025 Added 16.22%
$34.8B
$241 Million 0.26% of portfolio
1,128
Q1 2025 Added 0.18%
$265B
$241 Million 0.26% of portfolio
361
Q1 2025 Added 0.28%
$195B
$243 Million 0.26% of portfolio
9,052
Q1 2025 Reduced 13.72%
$74.2B
$243 Million 0.26% of portfolio
455
Q1 2025 Added 1.56%
$140B
$249 Million 0.26% of portfolio
712
Q1 2025 Reduced 0.28%
$16.3B
$237 Million 0.25% of portfolio
558
Q1 2025 Added 0.72%
$48B
$236 Million 0.25% of portfolio
1,398
Q1 2025 Added 16.99%
$62.1B
$240 Million 0.25% of portfolio
2,386
Q1 2025 Reduced 1.85%
$99.1B
$232 Million 0.25% of portfolio
1,297
Q1 2025 Reduced 42.38%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $94.6 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email