Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024

Phillips Wealth Planners LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 194 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 $4.68B, Microsoft Corp with a value of $2.69B, Broadcom Inc. with a value of $2.03B, Vanguard Ftse All World Ex Us with a value of $1.68B, and Williams Companies, Inc. with a value of $1.63B.

Examining the 13F form we can see an increase of $9.53B in the current position value, from $94.9B to 104B.

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 $104 Billion
ETFs: $19.6 Billion
Technology: $16.5 Billion
Financial Services: $16.1 Billion
Healthcare: $11.9 Billion
Industrials: $7.32 Billion
Energy: $7.01 Billion
Consumer Defensive: $6.55 Billion
Consumer Cyclical: $6.13 Billion
Other: $12.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.68 Billion 4.48% of portfolio
8,742
Q3 2024 Added 2.15%
$3.27T
$2.69 Billion 2.58% of portfolio
6,473
Q3 2024 Added 5.2%
$97.1B
$2.03 Billion 1.95% of portfolio
11,504
Q3 2024 Added 933.6%
$0
$1.68 Billion 1.61% of portfolio
27,235
Q3 2024 Added 1.17%
$66.5B
$1.63 Billion 1.56% of portfolio
31,687
Q3 2024 Reduced 13.62%
$711B
$1.62 Billion 1.55% of portfolio
7,228
Q3 2024 Reduced 2.5%
$406B
$1.52 Billion 1.46% of portfolio
3,629
Q3 2024 Reduced 3.66%
$473B
$1.51 Billion 1.45% of portfolio
2,650
Q3 2024 Added 4.74%
$0
$1.48 Billion 1.42% of portfolio
6,464
Q3 2024 Reduced 9.63%
$0
$1.44 Billion 1.38% of portfolio
18,848
Q3 2024 Added 5.1%
$412B
$1.4 Billion 1.34% of portfolio
2
Q1 2023 New
$462B
$1.38 Billion 1.32% of portfolio
7,896
Q3 2024 Reduced 17.38%
$78.4B
$1.37 Billion 1.31% of portfolio
7,197
Q3 2024 Added 2.24%
$0
$1.31 Billion 1.26% of portfolio
13,125
Q3 2024 Added 3.75%
$4.15T
$1.32 Billion 1.26% of portfolio
5,681
Q3 2024 Added 4.7%
$318B
$1.31 Billion 1.25% of portfolio
6,876
Q3 2024 Reduced 5.48%
$282B
$1.18 Billion 1.13% of portfolio
7,946
Q3 2024 Added 13.58%
$228B
$1.17 Billion 1.12% of portfolio
3,155
Q3 2024 Added 0.16%
$524B
$1.05 Billion 1.0% of portfolio
3,644
Q3 2024 Added 7.02%
$216B
$1.05 Billion 1.0% of portfolio
3,347
Q3 2024 Reduced 4.56%
$400B
$1.01 Billion 0.97% of portfolio
5,849
Q3 2024 Added 3.1%
$0
$1.01 Billion 0.96% of portfolio
21,191
Q3 2024 Added 45.27%
$252B
$1 Billion 0.96% of portfolio
9,086
Q3 2024 Added 3.14%
$141B
$997 Million 0.96% of portfolio
3,100
Q3 2024 Reduced 4.53%
$199B
$990 Million 0.95% of portfolio
1,869
Q3 2024 Added 2.08%
$201B
$901 Million 0.86% of portfolio
7,644
Q3 2024 Added 4.04%
$201B
$899 Million 0.86% of portfolio
3,849
Q3 2024 Added 126.55%
$169B
$829 Million 0.79% of portfolio
19,624
Q3 2024 Added 3.89%
$381B
$822 Million 0.79% of portfolio
5,006
Q3 2024 Added 19.96%
$1.17T
$819 Million 0.78% of portfolio
4,958
Q3 2024 Reduced 0.08%
$443B
$798 Million 0.76% of portfolio
6,617
Q3 2024 Reduced 2.46%
$211B
$765 Million 0.73% of portfolio
4,383
Q3 2024 Added 45.91%
$65.2B
$738 Million 0.71% of portfolio
6,453
Q3 2024 Reduced 1.36%
$60.9B
$718 Million 0.69% of portfolio
4,517
Q3 2024 Added 11.95%
$1.37T
$691 Million 0.66% of portfolio
1,198
Q3 2024 Added 22.12%
$84B
$677 Million 0.65% of portfolio
4,097
Q3 2024 Added 5.62%
$0
$669 Million 0.64% of portfolio
3,362
Q3 2024 Added 2.81%
$143B
$665 Million 0.64% of portfolio
7,882
Q3 2024 Reduced 16.32%
$154B
$668 Million 0.64% of portfolio
3,052
Q3 2024 Added 12.25%
$167B
$671 Million 0.64% of portfolio
15,270
Q3 2024 Added 2.97%
$0
$633 Million 0.61% of portfolio
6,954
Q3 2024 Reduced 34.95%
$83.9B
$638 Million 0.61% of portfolio
5,330
Q3 2024 Reduced 17.03%
$88B
$637 Million 0.61% of portfolio
1,612
Q3 2024 Added 3.13%
$191B
$639 Million 0.61% of portfolio
5,283
Q3 2024 Reduced 19.36%
$123B
$626 Million 0.6% of portfolio
11,731
Q3 2024 Added 6.37%
$108B
$629 Million 0.6% of portfolio
6,985
Q3 2024 Reduced 1.45%
$136B
$614 Million 0.59% of portfolio
1,800
Q3 2024 Reduced 1.04%
$0
$608 Million 0.58% of portfolio
7,379
Q3 2024 Added 23.54%
$72.6B
$593 Million 0.57% of portfolio
12,056
Q3 2024 Added 2.06%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $104 Billion
  • Prior Value $94.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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