Phillips Wealth Planners LLC Sells in Q3 2025

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RPRX
Royalty Pharma PLC

Healthcare
-106
- 0.82%
$34.9 - $37.91 $3.7K - $4.02K
12.9K $465M
SNA
Snap On Inc

Industrials
-50
- 5.43%
$313.01 - $346.53 $15.7K - $17.3K
870 $296M
NGG
National Grid PLC

Utilities
-108
- 2.76%
$67.98 - $74.38 $7.34K - $8.03K
3.8K $281M
PKG
Packaging Corp Of America

Consumer Cyclical
-15
- 1.38%
$191.41 - $220.25 $2.87K - $3.3K
1.07K $228M
NEE
Nextera Energy Inc

Utilities
-780
- 9.62%
$69.77 - $77.54 $54.4K - $60.5K
7.33K $602M
CNP
Centerpoint Energy Inc

Utilities
-452
- 5.0%
$35.77 - $39.16 $16.2K - $17.7K
8.59K $339M
WMT
Walmart Inc.

Consumer Defensive
-242
- 3.18%
$94.4 - $104.27 $22.8K - $25.2K
7.36K $756M
WELL
Welltower Inc.

Real Estate
-58
- 3.81%
$150.71 - $178.14 $8.74K - $10.3K
1.47K $255M
IEFA
Ishares Tr

ETFs
-35
- 0.65%
$81.7 - $87.53 $2.86K - $3.06K
5.33K $475M
RY
Royal Bank Of Canada

Financial Services
-30
- 1.18%
$128.46 - $148.6 $3.85K - $4.46K
2.51K $368M
XEL
Xcel Energy Inc

Utilities
-115
- 3.45%
$67.56 - $80.65 $7.77K - $9.27K
3.22K $261M
TRP
Tc Energy Corp

Energy
-137
- 2.32%
$46.58 - $54.41 $6.38K - $7.45K
5.77K $314M
IEMG
Ishares Inc

ETFs
-20
- 0.32%
N/A
6.2K $417M
LDOS
Leidos Holdings, Inc.

Technology
-13
- 1.01%
$159.2 - $188.96 $2.07K - $2.46K
1.27K $252M
WMB
Williams Companies, Inc.

Energy
-1.67K
- 6.13%
$56.52 - $64.01 $94.6K - $107K
25.7K $1.63B
XLY
Select Sector Spdr Consumer Di

ETFs
-103
- 2.81%
$216.09 - $242.18 $22.3K - $24.9K
3.56K $854M
KLAC
Kla Corp

Technology
-10
- 3.17%
$843.9 - $1078.6 $8.44K - $10.8K
305 $348M
RTX
Raytheon Technologies Corp

Industrials
-959
- 10.41%
$144.19 - $167.33 $138K - $160K
8.25K $1.39B
IDA
Idacorp Inc

Utilities
-19
- 0.54%
$115.16 - $132.15 $2.19K - $2.51K
3.49K $467M
HPE
Hewlett Packard Enterprise CO

Technology
-26
- 0.15%
$19.81 - $25.24 $515 - $656
16.8K $418M
XLC
Select Sector Spdr Tr Communic

ETFs
-362
- 3.18%
$105.99 - $119.41 $38.4K - $43.2K
11K $1.28B
ASML
Asml Holding Nv

Technology
-10
- 2.86%
$689.63 - $968.09 $6.9K - $9.68K
340 $355M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-202
- 1.96%
$80.54 - $89.67 $16.3K - $18.1K
10.1K $915M
VEU
Vanguard Ftse All World Ex Us

ETFs
-345
- 1.62%
$66.38 - $71.68 $22.9K - $24.7K
21K $1.53B
EEMA
Ishares Msci Emerging Markets

ETFs
-76
- 0.74%
$81.98 - $92.25 $6.23K - $7.01K
10.2K $955M
GLW
Corning Inc

Technology
-2.43K
- 21.99%
$51.6 - $82.03 $125K - $199K
8.61K $735M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-133
- 5.01%
$224.68 - $282.71 $29.9K - $37.6K
2.52K $763M
AVGO
Broadcom Inc.

Technology
-896
- 11.82%
$264.74 - $369.57 $237K - $331K
6.69K $2.24B
ABBV
Abb Vie Inc.

Healthcare
-52
- 0.73%
$184.85 - $231.54 $9.61K - $12K
7.09K $1.63B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-42
- 0.47%
$567.77 - $614.76 $23.8K - $25.8K
8.96K $5.53B
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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