The Analysis of Phillips Wealth Planners LLC's Holdings
Currently, Phillips Wealth Planners LLC holds 201 types of securities in its portfolio with a total value $120.4M. In the most recent quarter, they have increased their positions in IGM (+6.8K shares, valued at $878.6K), WFC (+6.1K shares, valued at $493.2K), XLU (+4.7K shares, valued at $423.8K); decreased their positions in ORCL (-3.0K shares, valued at $888.0K), SNY (-7.5K shares, valued at $370.6K), MU (-1.9K shares, valued at $358.1K); initiated new positions in IGM (+6.8K shares, valued at $878.6K), XLU (+4.7K shares, valued at $423.8K), DKS (+1.5K shares, valued at $350.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS9.0K shares-0.47%2025-09-302025-11-07
MSFT MICROSOFT CORP7.0K shares7.45%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.7.3K shares2.10%2025-09-302025-11-07 AVGO BROADCOM INC6.7K shares-11.82%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR6.9K shares-14.71%2025-09-302025-11-07 ABBV ABBVIE INC7.1K shares-0.73%2025-09-302025-11-07 WMB WILLIAMS COS INC25.7K shares-6.13%2025-09-302025-11-07 AAPL APPLE INC6.0K shares22.68%2025-09-302025-11-07 VEU VANGUARD INTL EQUITY INDEX F21.0K shares-1.62%2025-09-302025-11-07 TJX TJX COS INC NEW10.5K shares6.59%2025-09-302025-11-07 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-07 V VISA INC4.2K shares8.68%2025-09-302025-11-07 HD HOME DEPOT INC3.7K shares11.75%2025-09-302025-11-07 GOOGL ALPHABET INC5.7K shares11.98%2025-09-302025-11-07 META META PLATFORMS INC1.9K shares2.91%2025-09-302025-11-07 RTX RTX CORPORATION8.3K shares-10.41%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW10.8K shares1.60%2025-09-302025-11-07 AGG ISHARES TR12.8K shares2.53%2025-09-302025-11-07 XLC SELECT SECTOR SPDR TR11.0K shares-3.18%2025-09-302025-11-07 MCD MCDONALDS CORP4.3K shares8.39%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC6.5K shares-2.18%2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR23.5K shares3.53%2025-09-302025-11-07 ABT ABBOTT LABS8.4K shares9.62%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS3.9K shares0.44%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC1.4K shares3.04%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR7.7K shares-22.81%2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND4.3K shares-9.09%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON5.5K shares12.00%2025-09-302025-11-07 XOM EXXON MOBIL CORP8.9K shares1.33%2025-09-302025-11-07 CVX CHEVRON CORP NEW6.6K shares7.77%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO6.7K shares-0.40%2025-09-302025-11-07 AMGN AMGEN INC3.4K shares2.83%2025-09-302025-11-07 AZN ASTRAZENECA PLC11.4K shares33.91%2025-09-302025-11-07 EEMA ISHARES INC10.2K shares-0.74%2025-09-302025-11-07 MDT MEDTRONIC PLC9.5K shares32.79%2025-09-302025-11-07 VPL VANGUARD INTL EQUITY INDEX F10.1K shares-1.96%2025-09-302025-11-07 TSLA TESLA INC2.0K shares0.00%2025-09-302025-11-07 IGM ISHARES TR6.8K sharesnew addition2025-09-302025-11-07 KO COCA COLA CO13.2K shares4.34%2025-09-302025-11-07 XLY SELECT SECTOR SPDR TR3.6K shares-2.81%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC2.0K shares9.03%2025-09-302025-11-07 ORCL ORACLE CORP2.9K shares-51.44%2025-09-302025-11-07 STE STERIS PLC3.2K shares4.77%2025-09-302025-11-07 WFC WELLS FARGO CO NEW9.5K shares179.61%2025-09-302025-11-07 XLP SELECT SECTOR SPDR TR9.9K shares16.23%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares-5.01%2025-09-302025-11-07 BLK BLACKROCK INC645 shares-10.91%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC2.1K shares20.48%2025-09-302025-11-07 WMT WALMART INC7.4K shares-3.18%2025-09-302025-11-07 AMZN AMAZON COM INC3.3K shares6.11%2025-09-302025-11-07 GLW CORNING INC8.6K shares-21.99%2025-09-302025-11-07 AFL AFLAC INC6.4K shares0.00%2025-09-302025-11-07 TTE TOTALENERGIES SE11.9K shares1.02%2025-09-302025-11-07 CME CME GROUP INC2.7K shares19.67%2025-09-302025-11-07 TMUS T-MOBILE US INC3.1K shares-15.13%2025-09-302025-11-07 CRM SALESFORCE INC2.8K shares3.99%2025-09-302025-11-07 SBUX STARBUCKS CORP8.1K shares10.81%2025-09-302025-11-07 ETN EATON CORP PLC1.7K shares-18.84%2025-09-302025-11-07 MDLZ MONDELEZ INTL INC10.2K shares-1.01%2025-09-302025-11-07 MA MASTERCARD INCORPORATED1.1K shares3.72%2025-09-302025-11-07 APH AMPHENOL CORP NEW5.0K shares0.16%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC14.7K shares3.97%2025-09-302025-11-07 NEE NEXTERA ENERGY INC7.3K shares-9.62%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW647 shares2.21%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC3.8K shares-1.46%2025-09-302025-11-07 T AT&T INC22.1K shares182.27%2025-09-302025-11-07 RSG REPUBLIC SVCS INC2.5K shares-1.43%2025-09-302025-11-07 ARKK ARK ETF TR6.2K shares0.00%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC2.8K shares8.52%2025-09-302025-11-07 CMCSA COMCAST CORP NEW17.6K shares-13.77%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO1.6K shares23.28%2025-09-302025-11-07 ADI ANALOG DEVICES INC2.1K shares27.96%2025-09-302025-11-07 CAT CATERPILLAR INC1.0K shares1.56%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS2.4K shares-6.94%2025-09-302025-11-07 KMI KINDER MORGAN INC DEL17.5K shares-14.91%2025-09-302025-11-07 CB CHUBB LIMITED1.7K shares0.06%2025-09-302025-11-07 UNP UNION PAC CORP2.0K shares13.53%2025-09-302025-11-07 UL UNILEVER PLC8.3K shares-1.10%2025-09-302025-11-07 KMB KIMBERLY-CLARK CORP4.0K shares10.55%2025-09-302025-11-07 IEFA ISHARES TR5.3K shares-0.65%2025-09-302025-11-07 IDA IDACORP INC3.5K shares-0.54%2025-09-302025-11-07 RPRX ROYALTY PHARMA PLC12.9K shares-0.82%2025-09-302025-11-07 IJH ISHARES TR6.9K shares1.06%2025-09-302025-11-07 TFC TRUIST FINL CORP10.0K shares21.99%2025-09-302025-11-07 EQIX EQUINIX INC568 shares-2.07%2025-09-302025-11-07 PGR PROGRESSIVE CORP1.9K shares-0.11%2025-09-302025-11-07 BTI BRITISH AMERN TOB PLC8.5K shares2.12%2025-09-302025-11-07 LRCX LAM RESEARCH CORP2.9K shares-36.94%2025-09-302025-11-07 PEP PEPSICO INC3.1K shares18.24%2025-09-302025-11-07 BDX BECTON DICKINSON & CO2.2K shares2.66%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN1.5K shares11.87%2025-09-302025-11-07 BIL SPDR SERIES TRUST4.7K shares35.40%2025-09-302025-11-07 XLU SELECT SECTOR SPDR TR4.7K sharesnew addition2025-09-302025-11-07 HPE HEWLETT PACKARD ENTERPRISE C16.8K shares-0.15%2025-09-302025-11-07 IEMG ISHARES INC6.2K shares-0.32%2025-09-302025-11-07 NVDA NVIDIA CORPORATION2.2K shares0.54%2025-09-302025-11-07 BAC BANK AMERICA CORP8.2K shares-32.95%2025-09-302025-11-07 BRO BROWN & BROWN INC4.3K shares57.34%2025-09-302025-11-07 TXN TEXAS INSTRS INC2.2K shares18.91%2025-09-302025-11-07 RJF RAYMOND JAMES FINL INC2.4K shares-10.86%2025-09-302025-11-07 GEV GE VERNOVA INC663 shares9.23%2025-09-302025-11-07 EWBC EAST WEST BANCORP INC3.7K shares-4.62%2025-09-302025-11-07 WEC WEC ENERGY GROUP INC3.3K shares-14.50%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW2.1K shares-2.79%2025-09-302025-11-07 EMR EMERSON ELEC CO2.8K shares-15.60%2025-09-302025-11-07 MRK MERCK & CO INC4.2K shares44.61%2025-09-302025-11-07 RY ROYAL BK CDA2.5K shares-1.18%2025-09-302025-11-07 ICE INTERCONTINENTAL EXCHANGE IN2.3K shares11.80%2025-09-302025-11-07 NXPI NXP SEMICONDUCTORS N V1.6K shares10.11%2025-09-302025-11-07 FNF FIDELITY NATIONAL FINANCIAL6.2K shares10.03%2025-09-302025-11-07 TSCO TRACTOR SUPPLY CO6.5K shares-2.49%2025-09-302025-11-07 AXS AXIS CAP HLDGS LTD3.7K shares-2.15%2025-09-302025-11-07 ASML ASML HOLDING N V340 shares-2.86%2025-09-302025-11-07 PAYC PAYCOM SOFTWARE INC1.8K shares31.84%2025-09-302025-11-07 DKS DICKS SPORTING GOODS INC1.5K sharesnew addition2025-09-302025-11-07 MAA MID-AMER APT CMNTYS INC2.6K sharesnew addition2025-09-302025-11-07 USMV ISHARES TR3.7K shares1.13%2025-09-302025-11-07 KLAC KLA CORP305 shares-3.17%2025-09-302025-11-07 EPD ENTERPRISE PRODS PARTNERS L10.9K shares-2.03%2025-09-302025-11-07 RMD RESMED INC1.2K shares8.94%2025-09-302025-11-07 CNP CENTERPOINT ENERGY INC8.6K shares-5.00%2025-09-302025-11-07 SPGI S&P GLOBAL INC707 shares6.32%2025-09-302025-11-07 KR KROGER CO5.2K shares-10.25%2025-09-302025-11-07 ROP ROPER TECHNOLOGIES INC653 sharesnew addition2025-09-302025-11-07 APD AIR PRODS & CHEMS INC1.2K shares10.43%2025-09-302025-11-07 EXPD EXPEDITORS INTL WASH INC2.7K sharesnew addition2025-09-302025-11-07 ROK ROCKWELL AUTOMATION INC929 shares45.38%2025-09-302025-11-07 ENB ENBRIDGE INC6.5K shares-0.40%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL641 shares0.00%2025-09-302025-11-07 O REALTY INCOME CORP5.3K shares-4.06%2025-09-302025-11-07 TEL TE CONNECTIVITY PLC1.4K sharesnew addition2025-09-302025-11-07 MU MICRON TECHNOLOGY INC1.7K shares-53.12%2025-09-302025-11-07 SNY SANOFI SA6.3K shares-54.05%2025-09-302025-11-07 TRP TC ENERGY CORP5.8K shares-2.32%2025-09-302025-11-07 FANG DIAMONDBACK ENERGY INC2.1K shares8.66%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR462 shares-7.97%2025-09-302025-11-07 WM WASTE MGMT INC DEL1.4K shares15.91%2025-09-302025-11-07 MS MORGAN STANLEY2.0K shares-19.75%2025-09-302025-11-07 IQV IQVIA HLDGS INC1.5K shares9.09%2025-09-302025-11-07 IEUR ISHARES TR4.3K shares1.12%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS2.1K shares-7.52%2025-09-302025-11-07 HON HONEYWELL INTL INC1.4K shares-8.99%2025-09-302025-11-07 WSO WATSCO INC727 shares7.07%2025-09-302025-11-07 SNA SNAP ON INC870 shares-5.43%2025-09-302025-11-07 G GENPACT LIMITED7.2K shares24.22%2025-09-302025-11-07 ZTS ZOETIS INC2.0K shares6.06%2025-09-302025-11-07 GPC GENUINE PARTS CO2.1K sharesnew addition2025-09-302025-11-07 PFE PFIZER INC10.9K shares27.42%2025-09-302025-11-07 QSR RESTAURANT BRANDS INTL INC4.2K shares21.79%2025-09-302025-11-07 SYK STRYKER CORPORATION788 shares10.06%2025-09-302025-11-07 ALL ALLSTATE CORP1.4K shares-8.28%2025-09-302025-11-07 NGG NATIONAL GRID PLC3.8K shares-2.76%2025-09-302025-11-07 EOG EOG RES INC2.5K shares-3.10%2025-09-302025-11-07 CARR CARRIER GLOBAL CORPORATION4.6K shares38.34%2025-09-302025-11-07 LLY ELI LILLY & CO324 shares22.73%2025-09-302025-11-07 TRNO TERRENO RLTY CORP4.7K shares4.65%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO5.9K shares-21.17%2025-09-302025-11-07 MSI MOTOROLA SOLUTIONS INC586 sharesnew addition2025-09-302025-11-07 SHEL SHELL PLC3.5K shares1.90%2025-09-302025-11-07 IJR ISHARES TR2.2K shares0.23%2025-09-302025-11-07 USB US BANCORP DEL5.5K shares-37.54%2025-09-302025-11-07 XEL XCEL ENERGY INC3.2K shares-3.45%2025-09-302025-11-07 CMG CHIPOTLE MEXICAN GRILL INC6.3K shares10.27%2025-09-302025-11-07 NWE NORTHWESTERN ENERGY GROUP IN4.5K sharesnew addition2025-09-302025-11-07 GILD GILEAD SCIENCES INC2.3K shares-15.60%2025-09-302025-11-07 JKHY HENRY JACK & ASSOC INC1.7K shares8.19%2025-09-302025-11-07 DRI DARDEN RESTAURANTS INC1.3K shares34.85%2025-09-302025-11-07 CSCO CISCO SYS INC3.7K shares-21.37%2025-09-302025-11-07 WELL WELLTOWER INC1.5K shares-3.81%2025-09-302025-11-07 PLD PROLOGIS INC.2.2K sharesnew addition2025-09-302025-11-07 MKSI MKS INC.1.8K sharesnew addition2025-09-302025-11-07 LDOS LEIDOS HOLDINGS INC1.3K shares-1.01%2025-09-302025-11-07 FI FISERV INC2.0K shares3.20%2025-09-302025-11-07 DEO DIAGEO PLC2.6K shares8.22%2025-09-302025-11-07 ARE ALEXANDRIA REAL ESTATE EQ IN3.0K shares-17.80%2025-09-302025-11-07 WSM WILLIAMS SONOMA INC1.2K shares0.99%2025-09-302025-11-07 NVT NVENT ELECTRIC PLC2.4K sharesnew addition2025-09-302025-11-07 IP INTERNATIONAL PAPER CO5.1K sharesnew addition2025-09-302025-11-07 PSX PHILLIPS 661.7K sharesnew addition2025-09-302025-11-07 DE DEERE & CO501 sharesnew addition2025-09-302025-11-07 PKG PACKAGING CORP AMER1.1K shares-1.38%2025-09-302025-11-07 INTU INTUIT339 sharesnew addition2025-09-302025-11-07 EGP EASTGROUP PPTYS INC1.3K shares-0.68%2025-09-302025-11-07 MGRC MCGRATH RENTCORP2.0K sharesnew addition2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC619 sharesnew addition2025-09-302025-11-07 WTFC WINTRUST FINL CORP1.6K shares-0.98%2025-09-302025-11-07 SRE SEMPRA2.3K sharesnew addition2025-09-302025-11-07 DGX QUEST DIAGNOSTICS INC1.2K shares-2.44%2025-09-302025-11-07 SAP SAP SE777 shares-13.57%2025-09-302025-11-07 AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-09-302025-11-07 CFR CULLEN FROST BANKERS INC1.6K shares-0.61%2025-09-302025-11-07 HIG HARTFORD INSURANCE GROUP INC1.6K sharesnew addition2025-09-302025-11-07 AES AES CORP14.6K shares-25.67%2025-09-302025-11-07 COP CONOCOPHILLIPS2.2K sharesnew addition2025-09-302025-11-07 EQH EQUITABLE HLDGS INC4.1K shares-6.43%2025-09-302025-11-07 DXCM DEXCOM INC3.1K shares9.12%2025-09-302025-11-07 SO SOUTHERN CO2.2K sharesnew addition2025-09-302025-11-07 IEF ISHARES TR2.1K sharesnew addition2025-09-302025-11-07 SAN BANCO SANTANDER S.A.18.9K sharesnew addition2025-09-302025-11-07 AMCR AMCOR PLC20.3K sharesnew addition2025-09-302025-11-07 PR PERMIAN RESOURCES CORP10.4K shares0.22%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available