Phillips Wealth Planners LLC New Holdings in Q3 2025

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
6.84K
New
$110.96 - $127.67 $759K - $873K
6.84K $879M
XLU
Utilities Sector Spdr

ETFs
4.72K
New
$81.14 - $87.32 $383K - $412K
4.72K $424M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.53K
New
$201.83 - $230.93 $308K - $352K
1.53K $351M
MAA
Mid America Apartment Communities Inc.

Real Estate
2.57K
New
$138.38 - $153.2 $356K - $394K
2.57K $350M
ROP
Roper Technologies Inc

Industrials
653
New
$495.03 - $573.0 $323K - $374K
653 $331M
EXPD
Expeditors International Of Washington Inc

Industrials
2.65K
New
$111.37 - $124.95 $295K - $331K
2.65K $328M
Te Connectivity PLC
1.43K
New
N/A
1.43K $318M
GPC
Genuine Parts CO

Consumer Cyclical
2.1K
New
$122.23 - $142.77 $257K - $300K
2.1K $291M
MSI
Motorola Solutions, Inc.

Technology
586
New
$408.73 - $490.3 $240K - $287K
586 $268M
NWE
Northwestern Corp

Utilities
4.46K
New
$51.58 - $58.61 $230K - $261K
4.46K $259M
MKSI
Mks Instruments Inc

Technology
1.81K
New
$89.62 - $129.92 $162K - $235K
1.81K $252M
NVT
N Vent Electric PLC

Industrials
2.43K
New
$72.16 - $100.25 $175K - $244K
2.43K $238M
IP
International Paper CO

Consumer Cyclical
5.09K
New
$45.32 - $55.68 $231K - $283K
5.09K $233M
PSX
Phillips 66

Energy
1.73K
New
$118.37 - $139.46 $205K - $241K
1.73K $230M
DE
Deere & CO

Industrials
501
New
$457.26 - $524.37 $229K - $263K
501 $229M
INTU
Intuit Inc

Technology
339
New
$646.03 - $807.39 $219K - $274K
339 $227M
MGRC
Mcgrath Rentcorp

Industrials
1.98K
New
$113.6 - $127.77 $225K - $253K
1.98K $225M
CDNS
Cadence Design Systems Inc

Technology
619
New
$309.46 - $373.37 $192K - $231K
619 $219M
SRE
Sempra Energy

Utilities
2.31K
New
$74.14 - $89.98 $172K - $208K
2.31K $214M
AEP
American Electric Power CO Inc

Utilities
1.83K
New
$103.26 - $115.0 $189K - $210K
1.83K $212M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.58K
New
$119.73 - $134.7 $189K - $213K
1.58K $210M
COP
Conocophillips

Energy
2.19K
New
$91.0 - $98.99 $199K - $217K
2.19K $208M
SO
Southern CO

Utilities
2.16K
New
$90.83 - $96.0 $196K - $207K
2.16K $206M
IEF
Ishares Barclays

ETFs
2.11K
New
$93.91 - $97.26 $198K - $205K
2.11K $203M
SAN
Banco Santander, S.A.

Financial Services
18.9K
New
$8.27 - $10.48 $157K - $199K
18.9K $192M
AMCR
Amcor PLC

Consumer Cyclical
20.3K
New
$7.97 - $9.94 $162K - $202K
20.3K $164M
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
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