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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.4B
$735 Million 0.61% of portfolio
8,609
Q3 2025 Reduced 21.99%
$72.3B
$728 Million 0.6% of portfolio
6,439
Q2 2025 Reduced 3.22%
$100B
$706 Million 0.59% of portfolio
2,695
Q3 2025 Added 19.67%
$173B
$711 Million 0.59% of portfolio
11,897
Q3 2025 Added 1.02%
$269B
$704 Million 0.58% of portfolio
3,130
Q3 2025 Reduced 15.13%
$237B
$692 Million 0.57% of portfolio
2,817
Q3 2025 Added 3.99%
$97.3B
$668 Million 0.55% of portfolio
8,137
Q3 2025 Added 10.81%
$140B
$647 Million 0.54% of portfolio
1,702
Q3 2025 Reduced 18.84%
$76.2B
$633 Million 0.53% of portfolio
10,241
Q3 2025 Reduced 1.01%
$512B
$629 Million 0.52% of portfolio
1,087
Q3 2025 Added 3.72%
$172B
$609 Million 0.51% of portfolio
14,701
Q3 2025 Added 3.97%
$79.6B
$616 Million 0.51% of portfolio
4,989
Q3 2025 Added 0.16%
$168B
$602 Million 0.5% of portfolio
7,332
Q3 2025 Reduced 9.62%
$404B
$589 Million 0.49% of portfolio
647
Q3 2025 Added 2.21%
$237B
$582 Million 0.48% of portfolio
3,792
Q3 2025 Reduced 1.46%
$388B
$566 Million 0.47% of portfolio
2,778
Q3 2025 Added 8.52%
$0
$566 Million 0.47% of portfolio
6,183
Q1 2025 Reduced 1.12%
$66.3B
$569 Million 0.47% of portfolio
2,550
Q3 2025 Reduced 1.43%
$120B
$546 Million 0.45% of portfolio
17,576
Q3 2025 Reduced 13.77%
$0
$517 Million 0.43% of portfolio
2,373
Q3 2025 Reduced 6.94%
$291B
$517 Million 0.43% of portfolio
1,044
Q3 2025 Added 1.56%
$255B
$522 Million 0.43% of portfolio
1,573
Q3 2025 Added 23.28%
$118B
$518 Million 0.43% of portfolio
2,137
Q3 2025 Added 27.96%
$61.6B
$490 Million 0.41% of portfolio
17,540
Q3 2025 Reduced 14.91%
$123B
$489 Million 0.41% of portfolio
1,706
Q3 2025 Added 0.06%
$35.1B
$482 Million 0.4% of portfolio
4,002
Q3 2025 Added 10.55%
$150B
$485 Million 0.4% of portfolio
8,280
Q3 2025 Reduced 1.1%
$136B
$486 Million 0.4% of portfolio
2,048
Q3 2025 Added 13.53%
$6.49B
$467 Million 0.39% of portfolio
3,492
Q3 2025 Reduced 0.54%
$17.1B
$465 Million 0.39% of portfolio
12,871
Q3 2025 Reduced 0.82%
$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%
$132B
$448 Million 0.37% of portfolio
1,864
Q3 2025 Reduced 0.11%
$71.5B
$449 Million 0.37% of portfolio
568
Q3 2025 Reduced 2.07%
$59.5B
$451 Million 0.37% of portfolio
9,956
Q3 2025 Added 21.99%
$204B
$432 Million 0.36% of portfolio
3,092
Q3 2025 Added 18.24%
$123B
$437 Million 0.36% of portfolio
8,541
Q3 2025 Added 2.12%
$54.5B
$430 Million 0.36% of portfolio
2,241
Q3 2025 Added 2.66%
Lam Research Corp
-
$432 Million 0.36% of portfolio
-
Q3 2025 Reduced 36.94%
$0
$426 Million 0.35% of portfolio
4,659
Q3 2025 Added 35.4%
$29.4B
$418 Million 0.35% of portfolio
16,846
Q3 2025 Reduced 0.15%
$104B
$427 Million 0.35% of portfolio
1,470
Q3 2025 Added 11.87%
$0
$424 Million 0.35% of portfolio
4,721
Q3 2025 New
$465B
$416 Million 0.35% of portfolio
2,241
Q3 2025 Added 0.54%
$0
$417 Million 0.35% of portfolio
6,203
Q3 2025 Reduced 0.32%
$413B
$415 Million 0.34% of portfolio
8,226
Q3 2025 Reduced 32.95%
$177B
$406 Million 0.34% of portfolio
2,232
Q3 2025 Added 18.91%
$22.8B
$408 Million 0.34% of portfolio
4,319
Q3 2025 Added 57.34%
$34.1B
$402 Million 0.33% of portfolio
2,398
Q3 2025 Reduced 10.86%

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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