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
$0
$5.53 Billion 4.59% of portfolio
8,962
Q3 2025 Reduced 0.47%
$3.78T
$3.69 Billion 3.06% of portfolio
6,977
Q3 2025 Added 7.45%
$881B
$2.25 Billion 1.87% of portfolio
7,285
Q3 2025 Added 2.1%
$139B
$2.24 Billion 1.86% of portfolio
6,685
Q3 2025 Reduced 11.82%
$0
$1.97 Billion 1.64% of portfolio
6,859
Q3 2025 Reduced 14.71%
$414B
$1.63 Billion 1.36% of portfolio
7,091
Q3 2025 Reduced 0.73%
$74.3B
$1.63 Billion 1.35% of portfolio
25,655
Q3 2025 Reduced 6.13%
$4.3T
$1.54 Billion 1.27% of portfolio
5,982
Q3 2025 Added 22.68%
$0
$1.53 Billion 1.27% of portfolio
20,970
Q3 2025 Reduced 1.62%
$453B
$1.5 Billion 1.25% of portfolio
2
Q1 2023 New
$170B
$1.51 Billion 1.25% of portfolio
10,536
Q3 2025 Added 6.59%
$533B
$1.47 Billion 1.22% of portfolio
4,196
Q3 2025 Added 8.68%
$367B
$1.44 Billion 1.19% of portfolio
3,691
Q3 2025 Added 11.75%
$1.65T
$1.42 Billion 1.18% of portfolio
5,665
Q3 2025 Added 11.98%
$1.37T
$1.39 Billion 1.16% of portfolio
1,947
Q3 2025 Added 2.91%
$258B
$1.39 Billion 1.16% of portfolio
8,251
Q3 2025 Reduced 10.41%
$0
$1.28 Billion 1.07% of portfolio
12,850
Q3 2025 Added 2.53%
$74.3B
$1.27 Billion 1.06% of portfolio
6,496
Q3 2025 Reduced 2.18%
$0
$1.28 Billion 1.06% of portfolio
11,007
Q3 2025 Reduced 3.18%
$224B
$1.27 Billion 1.06% of portfolio
4,303
Q3 2025 Added 8.39%
$0
$1.26 Billion 1.05% of portfolio
23,545
Q3 2025 Added 3.53%
$266B
$1.12 Billion 0.93% of portfolio
3,860
Q3 2025 Added 0.44%
$228B
$1.12 Billion 0.93% of portfolio
8,384
Q3 2025 Added 9.62%
$0
$1.11 Billion 0.92% of portfolio
7,677
Q3 2025 Reduced 22.81%
$265B
$1.11 Billion 0.92% of portfolio
1,390
Q3 2025 Added 3.04%
$152B
$1.07 Billion 0.89% of portfolio
4,330
Q3 2025 Reduced 9.09%
$522B
$1.03 Billion 0.86% of portfolio
5,487
Q3 2025 Added 12.0%
$490B
$1.02 Billion 0.85% of portfolio
8,930
Q3 2025 Added 1.33%
$346B
$1.01 Billion 0.84% of portfolio
6,720
Q3 2025 Reduced 0.4%
$303B
$1.02 Billion 0.84% of portfolio
6,602
Q3 2025 Added 7.77%
$183B
$1 Billion 0.83% of portfolio
3,415
Q3 2025 Added 2.83%
$277B
$976 Million 0.81% of portfolio
11,412
Q3 2025 Added 33.91%
$0
$955 Million 0.79% of portfolio
10,153
Q3 2025 Reduced 0.74%
$128B
$932 Million 0.77% of portfolio
9,469
Q3 2025 Added 32.79%
$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
$1.29T
$885 Million 0.73% of portfolio
1,953
Q2 2025 Added 0.88%
$306B
$872 Million 0.72% of portfolio
13,187
Q3 2025 Added 4.34%
$0
$854 Million 0.71% of portfolio
3,559
Q3 2025 Reduced 2.81%
$593B
$838 Million 0.7% of portfolio
2,875
Q3 2025 Reduced 51.44%
$96.9B
$847 Million 0.7% of portfolio
1,993
Q3 2025 Added 9.03%
$317B
$768 Million 0.64% of portfolio
9,515
Q3 2025 Added 179.61%
$0
$767 Million 0.64% of portfolio
9,898
Q3 2025 Added 16.23%
$25.8B
$776 Million 0.64% of portfolio
3,226
Q3 2025 Added 4.77%
Blackrock Inc
-
$761 Million 0.63% of portfolio
-
Q3 2025 Reduced 10.91%
$279B
$756 Million 0.63% of portfolio
7,364
Q3 2025 Reduced 3.18%
$1.46T
$763 Million 0.63% of portfolio
2,524
Q3 2025 Reduced 5.01%
$300B
$760 Million 0.63% of portfolio
2,118
Q3 2025 Added 20.48%
$2.39T
$736 Million 0.61% of portfolio
3,332
Q3 2025 Added 6.11%

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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