Phillips Wealth Planners LLC Reduced Holdings in Q4 2024

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
-16
- 0.6%
$206.1 - $246.94 $3.3K - $3.95K
2.64K $558M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-52
- 1.38%
$88.59 - $94.57 $4.61K - $4.92K
3.73K $327M
MA
Mastercard Inc

Financial Services
-23
- 2.17%
$491.3 - $536.15 $11.3K - $12.3K
1.04K $523M
SAP
Sap Se

Technology
-225
- 13.84%
$218.13 - $255.54 $49.1K - $57.5K
1.4K $352M
CSCO
Cisco Systems, Inc.

Technology
-462
- 9.66%
$52.45 - $60.02 $24.2K - $27.7K
4.32K $254M
TFC
Truist Financial Corp

Financial Services
-38
- 0.6%
$41.51 - $48.1 $1.58K - $1.83K
6.31K $270M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4
- 0.2%
$113.92 - $127.38 $456 - $510
2.02K $229M
PAYX
Paychex Inc

Industrials
-31
- 1.55%
$135.86 - $148.73 $4.21K - $4.61K
1.97K $274M
Te Connectivity PLC
-9
- 0.49%
N/A
1.82K $256M
KLAC
Kla Corp

Technology
-9
- 2.8%
$614.46 - $829.55 $5.53K - $7.47K
312 $213M
FDX
Fedex Corp

Industrials
-8
- 0.56%
$260.5 - $305.15 $2.08K - $2.44K
1.42K $385M
ETN
Eaton Corp PLC

Industrials
-3
- 0.17%
$326.96 - $377.52 $981 - $1.13K
1.8K $614M
NVDA
Nvidia Corp

Technology
-2
- 0.08%
$117.0 - $148.88 $234 - $298
2.5K $340M
BR
Broadridge Financial Solutions, Inc.

Technology
-4
- 0.35%
$209.64 - $236.44 $839 - $946
1.15K $254M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-45
- 1.84%
$127.59 - $153.41 $5.74K - $6.9K
2.4K $339M
EWBC
East West Bancorp Inc

Financial Services
-58
- 1.4%
$80.04 - $111.23 $4.64K - $6.45K
4.09K $382M
PKG
Packaging Corp Of America

Consumer Cyclical
-15
- 1.48%
$211.98 - $248.85 $3.18K - $3.73K
997 $227M
CNP
Centerpoint Energy Inc

Utilities
-177
- 1.92%
$28.58 - $32.66 $5.06K - $5.78K
9.02K $281M
ENB
Enbridge Inc

Energy
-120
- 1.79%
$40.4 - $43.92 $4.85K - $5.27K
6.59K $287M
ASML
Asml Holding Nv

Technology
-11
- 2.96%
$658.43 - $872.27 $7.24K - $9.59K
360 $266M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-24
- 1.43%
$107.98 - $143.92 $2.59K - $3.45K
1.66K $219M
PNM
Pnm Resources Inc

Utilities
-6
- 0.12%
N/A
4.98K $231M
EQH
Equitable Holdings, Inc.

Financial Services
-67
- 1.44%
$41.59 - $50.4 $2.79K - $3.38K
4.59K $221M
KR
Kroger CO

Consumer Defensive
-14
- 0.23%
$55.21 - $63.3 $773 - $886
6.06K $358M
JEF
Jefferies Financial Group Inc.

Financial Services
-7
- 0.21%
$61.95 - $81.75 $434 - $572
3.28K $235M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-46
- 1.46%
$60.17 - $75.64 $2.77K - $3.48K
3.11K $222M
AVGO
Broadcom Inc.

Technology
-2.34K
- 20.3%
$159.67 - $250.0 $373K - $584K
9.17K $2.06B
SNA
Snap On Inc

Industrials
-9
- 0.9%
$285.44 - $371.35 $2.57K - $3.34K
987 $328M
EPD
Enterprise Products Partners L.P.

Energy
-26
- 0.23%
$28.66 - $34.43 $745 - $895
11.1K $356M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-157
- 5.02%
$172.07 - $207.36 $27K - $32.6K
2.97K $619M
TRGP
Targa Resources Corp.

Energy
-35
- 2.63%
$150.58 - $207.69 $5.27K - $7.27K
1.3K $251M
GS
Goldman Sachs Group Inc

Financial Services
-38
- 2.03%
$486.1 - $608.57 $18.5K - $23.1K
1.83K $1.03B
XLY
Select Sector Spdr Consumer Di

ETFs
-84
- 2.5%
$194.8 - $239.43 $16.4K - $20.1K
3.28K $724M
WSM
Williams Sonoma Inc

Consumer Cyclical
-19
- 1.21%
$129.13 - $198.21 $2.45K - $3.77K
1.55K $305M
KMI
Kinder Morgan, Inc.

Energy
-64
- 0.29%
$22.59 - $28.54 $1.45K - $1.83K
22K $619M
GOOGL
Alphabet Inc.

Communication Services
-305
- 6.15%
$161.86 - $196.66 $49.4K - $60K
4.65K $894M
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 1.25%
$205.18 - $250.29 $18.5K - $22.5K
7.14K $1.71B
Activity Summary
Buys All Purchases 84 New Holdings 7 Increased Positions 77 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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