Phillips Wealth Planners LLC Portfolio Holdings by Sector
Phillips Wealth Planners LLC
- $120 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO XLK VEU AGG XLC XLF XLV EEMA 24 stocks |
$22.4 Million
18.92% of portfolio
|
11
|
12
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ AMGN AZN MRK SNY PFE LLY 10 stocks |
$6.42 Million
5.42% of portfolio
|
6
|
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO TSM AMD ADI NVDA TXN NXPI MU 8 stocks |
$5.59 Million
4.72% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$4.53 Million
3.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC EWBC RY SAN 6 stocks |
$4.39 Million
3.71% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK NEE IDA WEC CNP NGG XEL AEP 9 stocks |
$4.1 Million
3.46% of portfolio
|
3
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT STE SYK DXCM 5 stocks |
$3.33 Million
2.81% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN G JKHY LDOS FISV 6 stocks |
$3.25 Million
2.74% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB KMI EPD ENB TRP 5 stocks |
$3.1 Million
2.62% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX TTE SHEL 4 stocks |
$3.01 Million
2.54% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$2.81 Million
2.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX QSR CMG DRI 5 stocks |
$2.75 Million
2.32% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$2.62 Million
2.21% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS VZ T CMCSA 4 stocks |
$2.43 Million
2.05% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC TFC USB WTFC CFR 5 stocks |
$2.41 Million
2.03% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B HIG EQH 4 stocks |
$2.24 Million
1.89% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL KMB 3 stocks |
$1.98 Million
1.67% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS RJF MS 3 stocks |
$1.82 Million
1.53% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM PAYC INTU CDNS SAP 5 stocks |
$1.7 Million
1.44% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN EMR ROP ROK 4 stocks |
$1.68 Million
1.42% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR AXS ALL 4 stocks |
$1.57 Million
1.33% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.54 Million
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1.51 Million
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.44 Million
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME ICE SPGI 3 stocks |
$1.41 Million
1.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$1.39 Million
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$1.35 Million
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.35 Million
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1.3 Million
1.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO DKS GPC WSM 4 stocks |
$1.24 Million
1.04% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR 2 stocks |
$1.12 Million
0.95% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM BTI 2 stocks |
$1.02 Million
0.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE MSI CSCO 3 stocks |
$942,063
0.79% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG EOG COP PR 4 stocks |
$931,215
0.79% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$914,747
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$885,197
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$878,446
0.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$829,975
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX RMD 2 stocks |
$773,252
0.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$759,875
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
TRNO PLD EGP 3 stocks |
$755,185
0.64% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$746,289
0.63% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$736,039
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$728,058
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML KLAC 2 stocks |
$702,334
0.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
NWE SRE AES 3 stocks |
$681,964
0.58% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$632,689
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP PKG AMCR 3 stocks |
$626,063
0.53% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV DGX 2 stocks |
$518,651
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$486,216
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RPRX 1 stocks |
$465,029
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$427,109
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$407,886
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$358,459
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$349,656
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$334,368
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$330,017
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD 1 stocks |
$327,849
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$318,369
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$300,542
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$298,195
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$296,287
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$292,610
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$255,289
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MKSI 1 stocks |
$252,162
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$243,500
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$242,370
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$238,140
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$229,686
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$224,527
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|