Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

Phillips Wealth Planners LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.6 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $4.21B, Microsoft Corp with a value of $2.59B, Jpmorgan Chase & CO with a value of $1.72B, Unitedhealth Group Inc with a value of $1.7B, and Berkshire Hathaway Inc with a value of $1.57B.

Examining the 13F form we can see an decrease of $5.5B in the current position value, from $100B to 94.6B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.6 Billion
ETFs: $18.5 Billion
Financial Services: $14.3 Billion
Technology: $13.3 Billion
Healthcare: $11.1 Billion
Industrials: $6.42 Billion
Energy: $6.38 Billion
Consumer Defensive: $6.16 Billion
Consumer Cyclical: $5.92 Billion
Other: $11.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.21 Billion 4.45% of portfolio
8,586
Q1 2025 Reduced 8.24%
$0
$1.54 Billion 1.63% of portfolio
7,773
Q1 2025 Added 17.49%
$0
$1.44 Billion 1.52% of portfolio
20,565
Q1 2025 Added 4.41%
$0
$1.32 Billion 1.39% of portfolio
9,641
Q1 2025 Added 6.1%
$0
$1.29 Billion 1.36% of portfolio
13,311
Q1 2025 Reduced 14.18%
$0
$1.21 Billion 1.28% of portfolio
20,618
Q1 2025 Added 0.94%
$0
$1.03 Billion 1.09% of portfolio
22,045
Q1 2025 Reduced 23.47%
$0
$1 Billion 1.06% of portfolio
11,009
Q1 2025 Added 51.95%
$0
$671 Million 0.71% of portfolio
3,539
Q1 2025 Added 7.96%
$0
$662 Million 0.7% of portfolio
8,237
Q1 2025 Reduced 4.93%
$0
$506 Million 0.54% of portfolio
5,808
Q1 2025 New
$0
$481 Million 0.51% of portfolio
2,606
Q1 2025 Reduced 0.46%
$0
$403 Million 0.43% of portfolio
4,311
Q1 2025 Reduced 2.69%
$0
$394 Million 0.42% of portfolio
5,366
Q1 2025 Reduced 11.1%
$0
$364 Million 0.38% of portfolio
6,699
Q1 2025 Added 4.82%
$0
$330 Million 0.35% of portfolio
3,662
Q1 2025 Reduced 1.69%
$0
$285 Million 0.3% of portfolio
2,357
Q1 2025 Reduced 2.2%
$0
$284 Million 0.3% of portfolio
6,183
Q1 2025 Reduced 1.12%
$0
$274 Million 0.29% of portfolio
513
Q1 2025 Reduced 91.72%
$0
$243 Million 0.26% of portfolio
4,158
Q1 2025 Reduced 4.5%
$0
$226 Million 0.24% of portfolio
2,469
Q1 2025 Reduced 37.59%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $94.6 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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