Phillips Wealth Planners LLC Purchases in Q3 2025

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
170
+ 1.6%
$116.31 - $125.93 $19.8K - $21.4K
10.8K $1.34B
ABT
Abbott Laboratories

Healthcare
736
+ 9.62%
$120.51 - $136.62 $88.7K - $101K
8.38K $1.12B
V
Visa Inc.

Financial Services
335
+ 8.68%
$332.09 - $358.86 $111K - $120K
4.2K $1.47B
CME
Cme Group Inc.

Financial Services
443
+ 19.67%
$258.83 - $287.1 $115K - $127K
2.7K $706M
TFC
Truist Financial Corp

Financial Services
1.8K
+ 21.99%
$42.83 - $47.07 $76.9K - $84.5K
9.96K $451M
IQV
Iqvia Holdings Inc.

Healthcare
124
+ 9.09%
$157.68 - $200.82 $19.6K - $24.9K
1.49K $305M
PEP
Pepsico Inc

Consumer Defensive
477
+ 18.24%
$133.81 - $152.16 $63.8K - $72.6K
3.09K $432M
Ge Vernova Inc
56
+ 9.23%
N/A
663 $400M
CVX
Chevron Corp

Energy
476
+ 7.77%
$145.57 - $161.83 $69.3K - $77K
6.6K $1.02B
XLF
Financial Sector Spdr

ETFs
802
+ 3.53%
$51.37 - $54.25 $41.2K - $43.5K
23.5K $1.26B
PFE
Pfizer Inc

Healthcare
2.35K
+ 27.42%
$23.29 - $25.88 $54.8K - $60.9K
10.9K $289M
LLY
Eli Lilly & CO

Healthcare
60
+ 22.73%
$625.65 - $812.69 $37.5K - $48.8K
324 $274M
TT
Trane Technologies PLC

Industrials
165
+ 9.03%
$398.96 - $472.54 $65.8K - $78K
1.99K $847M
STE
Steris PLC

Healthcare
147
+ 4.77%
$221.21 - $252.43 $32.5K - $37.1K
3.23K $776M
UNP
Union Pacific Corp

Industrials
244
+ 13.53%
$214.91 - $237.16 $52.4K - $57.9K
2.05K $486M
NVDA
Nvidia Corp

Technology
12
+ 0.54%
$153.3 - $186.58 $1.84K - $2.24K
2.24K $416M
RMD
Resmed Inc

Healthcare
100
+ 8.94%
$252.01 - $293.73 $25.2K - $29.4K
1.22K $343M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
317
+ 2.53%
$97.75 - $100.75 $31K - $31.9K
12.9K $1.28B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
750
+ 21.79%
$61.86 - $71.34 $46.4K - $53.5K
4.19K $289M
BDX
Becton Dickinson & CO

Healthcare
58
+ 2.66%
$172.41 - $199.66 $10K - $11.6K
2.24K $430M
FNF
Fidelity National Financial, Inc.

Financial Services
563
+ 10.03%
$51.22 - $61.07 $28.8K - $34.4K
6.18K $358M
AMZN
Amazon Com Inc

Consumer Cyclical
192
+ 6.11%
$211.65 - $238.24 $40.6K - $45.7K
3.33K $736M
DRI
Darden Restaurants Inc

Consumer Cyclical
344
+ 34.85%
$184.73 - $220.27 $63.5K - $75.8K
1.33K $257M
PAYC
Paycom Software, Inc.

Technology
425
+ 31.84%
$208.14 - $238.8 $88.5K - $101K
1.76K $352M
MA
Mastercard Inc

Financial Services
39
+ 3.72%
$550.18 - $598.96 $21.5K - $23.4K
1.09K $629M
BTI
British American Tobacco P.L.C.

Consumer Defensive
177
+ 2.12%
$46.69 - $59.27 $8.26K - $10.5K
8.54K $437M
FANG
Diamondback Energy, Inc.

Energy
167
+ 8.66%
$134.53 - $152.5 $22.5K - $25.5K
2.1K $313M
WSM
Williams Sonoma Inc

Consumer Cyclical
12
+ 0.99%
$163.62 - $210.2 $1.96K - $2.52K
1.22K $239M
WM
Waste Management Inc

Industrials
195
+ 15.91%
$213.88 - $237.1 $41.7K - $46.2K
1.42K $309M
NXPI
Nxp Semiconductors N.V.

Technology
144
+ 10.11%
$205.16 - $239.07 $29.5K - $34.4K
1.57K $363M
META
Meta Platforms, Inc.

Communication Services
55
+ 2.91%
$695.21 - $791.73 $38.2K - $43.5K
1.95K $1.39B
G
Genpact LTD

Technology
1.4K
+ 24.22%
$41.06 - $46.13 $57.6K - $64.8K
7.2K $296M
CARR
Carrier Global Corp

Industrials
1.28K
+ 38.34%
$58.75 - $80.73 $75.4K - $104K
4.63K $277M
ADP
Automatic Data Processing Inc

Industrials
156
+ 11.87%
$288.69 - $310.94 $45K - $48.5K
1.47K $427M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 1.06%
$62.09 - $66.51 $4.47K - $4.79K
6.88K $453M
TRNO
Terreno Realty Corp

Real Estate
208
+ 4.65%
$53.01 - $59.08 $11K - $12.3K
4.68K $273M
AMGN
Amgen Inc

Healthcare
94
+ 2.83%
$271.18 - $309.22 $25.5K - $29.1K
3.42K $1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.23%
$108.46 - $120.63 $542 - $603
2.2K $263M
SHEL
Shell PLC

Energy
66
+ 1.9%
$69.82 - $73.93 $4.61K - $4.88K
3.54K $263M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
48
+ 1.12%
$64.17 - $68.19 $3.08K - $3.27K
4.35K $301M
XOM
Exxon Mobil Corp

Energy
117
+ 1.33%
$105.83 - $117.22 $12.4K - $13.7K
8.93K $1.02B
CB
Chubb LTD

Financial Services
1
+ 0.06%
$265.99 - $289.59 $266 - $290
1.71K $489M
SYK
Stryker Corp

Healthcare
72
+ 10.06%
$368.57 - $403.53 $26.5K - $29.1K
788 $289M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
41
+ 1.13%
$92.18 - $95.14 $3.78K - $3.9K
3.67K $349M
APD
Air Products & Chemicals, Inc.

Basic Materials
115
+ 10.43%
$265.78 - $299.3 $30.6K - $34.4K
1.22K $330M
KMB
Kimberly Clark Corp

Consumer Defensive
382
+ 10.55%
$121.72 - $136.77 $46.5K - $52.2K
4K $482M
IBM
International Business Machines Corp

Technology
17
+ 0.44%
$234.77 - $292.47 $3.99K - $4.97K
3.86K $1.12B
VZ
Verizon Communications Inc

Communication Services
561
+ 3.97%
$40.84 - $45.06 $22.9K - $25.3K
14.7K $609M
TXN
Texas Instruments Inc

Technology
355
+ 18.91%
N/A
2.23K $406M
Activity Summary
Buys All Purchases 115 New Holdings 27 Increased Positions 88 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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