Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

Phillips Wealth Planners LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 201 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 $5.53B, Microsoft Corp with a value of $3.69B, Jpmorgan Chase & CO with a value of $2.25B, Broadcom Inc. with a value of $2.24B, and Technology Sector Spdr with a value of $1.97B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $110B to 120B.

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 $120 Billion
ETFs: $23.3 Billion
Technology: $19.8 Billion
Financial Services: $18 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $9.18 Billion
Industrials: $8.42 Billion
Energy: $7.27 Billion
Consumer Defensive: $6.86 Billion
Other: $13.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.53 Billion 4.59% of portfolio
8,962
Q3 2025 Reduced 0.47%
$0
$1.97 Billion 1.64% of portfolio
6,859
Q3 2025 Reduced 14.71%
$0
$1.53 Billion 1.27% of portfolio
20,970
Q3 2025 Reduced 1.62%
$0
$1.28 Billion 1.07% of portfolio
12,850
Q3 2025 Added 2.53%
$0
$1.28 Billion 1.06% of portfolio
11,007
Q3 2025 Reduced 3.18%
$0
$1.26 Billion 1.05% of portfolio
23,545
Q3 2025 Added 3.53%
$0
$1.11 Billion 0.92% of portfolio
7,677
Q3 2025 Reduced 22.81%
$0
$955 Million 0.79% of portfolio
10,153
Q3 2025 Reduced 0.74%
$0
$915 Million 0.76% of portfolio
10,101
Q3 2025 Reduced 1.96%
$0
$879 Million 0.73% of portfolio
6,837
Q3 2025 New
$0
$854 Million 0.71% of portfolio
3,559
Q3 2025 Reduced 2.81%
$0
$767 Million 0.64% of portfolio
9,898
Q3 2025 Added 16.23%
$0
$566 Million 0.47% of portfolio
6,183
Q1 2025 Reduced 1.12%
$0
$517 Million 0.43% of portfolio
2,373
Q3 2025 Reduced 6.94%
$0
$475 Million 0.39% of portfolio
5,334
Q3 2025 Reduced 0.65%
$0
$453 Million 0.38% of portfolio
6,877
Q3 2025 Added 1.06%
$0
$424 Million 0.35% of portfolio
4,721
Q3 2025 New
$0
$417 Million 0.35% of portfolio
6,203
Q3 2025 Reduced 0.32%
$0
$349 Million 0.29% of portfolio
3,672
Q3 2025 Added 1.13%
$0
$310 Million 0.26% of portfolio
462
Q3 2025 Reduced 7.97%
$0
$301 Million 0.25% of portfolio
4,346
Q3 2025 Added 1.12%
$0
$301 Million 0.25% of portfolio
2,129
Q3 2025 Reduced 7.52%
$0
$263 Million 0.22% of portfolio
2,195
Q3 2025 Added 0.23%
$0
$203 Million 0.17% of portfolio
2,112
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $120 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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