Phillips Wealth Planners LLC Purchases and Sells in Q3 2025

Phillips Wealth Planners LLC

$120 Billion
Q3 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	606 + 11.98%	$174.36 - $254.72 $106K - $154K	5.67K $1.42B
AAPL	1.11K + 22.68%	$202.38 - $256.87 $224K - $284K	5.98K $1.54B
WFC	6.11K + 179.61%	$77.05 - $85.16 $471K - $520K	9.52K $768M
MSFT	484 + 7.45%	$491.09 - $535.64 $238K - $259K	6.98K $3.69B
AZN	2.89K + 33.91%	$68.72 - $82.11 $199K - $237K	11.4K $976M
T	14.2K + 182.27%	$26.94 - $29.62 $384K - $422K	22.1K $571M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGM	6.84K New	$110.96 - $127.67 $759K - $873K	6.84K $879M
XLU	4.72K New	$81.14 - $87.32 $383K - $412K	4.72K $424M
DKS	1.53K New	$201.83 - $230.93 $308K - $352K	1.53K $351M
MAA	2.57K New	$138.38 - $153.2 $356K - $394K	2.57K $350M
ROP	653 New	$495.03 - $573.0 $323K - $374K	653 $331M
EXPD	2.65K New	$111.37 - $124.95 $295K - $331K	2.65K $328M

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	-3.05K - 51.44%	$218.96 - $328.33 $667K - $1M	2.88K $838M
ACN	-433 - 9.09%	$232.56 - $304.78 $101K - $132K	4.33K $1.07B
SNY	-7.46K - 54.05%	$45.07 - $51.35 $336K - $383K	6.34K $315M
XLV	-2.27K - 22.81%	$129.01 - $139.72 $293K - $317K	7.68K $1.11B
CMCSA	-2.81K - 13.77%	$31.41 - $36.33 $88.1K - $102K	17.6K $546M
TMUS	-558 - 15.13%	$226.02 - $259.01 $126K - $145K	3.13K $704M

Activity Summary All Purchases 115 New Holdings 27 Increased Positions 88 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

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