Phillips Wealth Planners LLC Purchases in Q3 2025

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
6.84K
New
$110.96 - $127.67 $759K - $873K
6.84K $879M
GOOGL
Alphabet Inc.

Communication Services
606
+ 11.98%
$174.36 - $254.72 $106K - $154K
5.67K $1.42B
AAPL
Apple Inc.

Technology
1.11K
+ 22.68%
$202.38 - $256.87 $224K - $284K
5.98K $1.54B
WFC
Wells Fargo & Company

Financial Services
6.11K
+ 179.61%
$77.05 - $85.16 $471K - $520K
9.52K $768M
MSFT
Microsoft Corp

Technology
484
+ 7.45%
$491.09 - $535.64 $238K - $259K
6.98K $3.69B
XLU
Utilities Sector Spdr

ETFs
4.72K
New
$81.14 - $87.32 $383K - $412K
4.72K $424M
AZN
Astrazeneca PLC

Healthcare
2.89K
+ 33.91%
$68.72 - $82.11 $199K - $237K
11.4K $976M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.53K
New
$201.83 - $230.93 $308K - $352K
1.53K $351M
MAA
Mid America Apartment Communities Inc.

Real Estate
2.57K
New
$138.38 - $153.2 $356K - $394K
2.57K $350M
T
At&T Inc.

Communication Services
14.2K
+ 182.27%
$26.94 - $29.62 $384K - $422K
22.1K $571M
EXPD
Expeditors International Of Washington Inc

Industrials
2.65K
New
$111.37 - $124.95 $295K - $331K
2.65K $328M
Te Connectivity PLC
1.43K
New
N/A
1.43K $318M
MDT
Medtronic PLC

Healthcare
2.34K
+ 32.79%
$87.67 - $95.74 $205K - $224K
9.47K $932M
GPC
Genuine Parts CO

Consumer Cyclical
2.1K
New
$122.23 - $142.77 $257K - $300K
2.1K $291M
TJX
Tjx Companies Inc

Consumer Cyclical
651
+ 6.59%
$121.35 - $144.54 $79K - $94.1K
10.5K $1.51B
JNJ
Johnson & Johnson

Healthcare
588
+ 12.0%
$155.17 - $185.42 $91.2K - $109K
5.49K $1.03B
MSI
Motorola Solutions, Inc.

Technology
586
New
$408.73 - $490.3 $240K - $287K
586 $268M
NWE
Northwestern Corp

Utilities
4.46K
New
$51.58 - $58.61 $230K - $261K
4.46K $259M
PLD
Prologis, Inc.

Real Estate
2.18K
New
$104.08 - $115.35 $227K - $251K
2.18K $255M
MKSI
Mks Instruments Inc

Technology
1.81K
New
$89.62 - $129.92 $162K - $235K
1.81K $252M
NVT
N Vent Electric PLC

Industrials
2.43K
New
$72.16 - $100.25 $175K - $244K
2.43K $238M
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.1%
$282.78 - $316.06 $42.4K - $47.4K
7.29K $2.25B
IP
International Paper CO

Consumer Cyclical
5.09K
New
$45.32 - $55.68 $231K - $283K
5.09K $233M
PSX
Phillips 66

Energy
1.73K
New
$118.37 - $139.46 $205K - $241K
1.73K $230M
DE
Deere & CO

Industrials
501
New
$457.26 - $524.37 $229K - $263K
501 $229M
INTU
Intuit Inc

Technology
339
New
$646.03 - $807.39 $219K - $274K
339 $227M
MGRC
Mcgrath Rentcorp

Industrials
1.98K
New
$113.6 - $127.77 $225K - $253K
1.98K $225M
HD
Home Depot, Inc.

Consumer Cyclical
388
+ 11.75%
$357.4 - $423.42 $139K - $164K
3.69K $1.44B
UNH
Unitedhealth Group Inc

Healthcare
360
+ 20.48%
$237.77 - $353.61 $85.6K - $127K
2.12K $760M
CDNS
Cadence Design Systems Inc

Technology
619
New
$309.46 - $373.37 $192K - $231K
619 $219M
SRE
Sempra Energy

Utilities
2.31K
New
$74.14 - $89.98 $172K - $208K
2.31K $214M
AMD
Advanced Micro Devices Inc

Technology
218
+ 8.52%
$134.8 - $184.42 $29.4K - $40.2K
2.78K $566M
AEP
American Electric Power CO Inc

Utilities
1.83K
New
$103.26 - $115.0 $189K - $210K
1.83K $212M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.58K
New
$119.73 - $134.7 $189K - $213K
1.58K $210M
COP
Conocophillips

Energy
2.19K
New
$91.0 - $98.99 $199K - $217K
2.19K $208M
SO
Southern CO

Utilities
2.16K
New
$90.83 - $96.0 $196K - $207K
2.16K $206M
IEF
Ishares Barclays

ETFs
2.11K
New
$93.91 - $97.26 $198K - $205K
2.11K $203M
SAN
Banco Santander, S.A.

Financial Services
18.9K
New
$8.27 - $10.48 $157K - $199K
18.9K $192M
GS
Goldman Sachs Group Inc

Financial Services
41
+ 3.04%
$696.56 - $806.32 $28.6K - $33.1K
1.39K $1.11B
AMCR
Amcor PLC

Consumer Cyclical
20.3K
New
$7.97 - $9.94 $162K - $202K
20.3K $164M
MRK
Merck & Co., Inc.

Healthcare
1.29K
+ 44.61%
$77.6 - $87.37 $100K - $113K
4.19K $372M
APH
Amphenol Corp

Technology
8
+ 0.16%
$97.39 - $125.4 $779 - $1K
4.99K $616M
AXP
American Express CO

Financial Services
297
+ 23.28%
$294.27 - $342.31 $87.4K - $102K
1.57K $522M
MCD
Mcdonalds Corp

Consumer Cyclical
333
+ 8.39%
$291.67 - $316.99 $97.1K - $106K
4.3K $1.27B
BRO
Brown & Brown, Inc.

Financial Services
1.57K
+ 57.34%
$90.88 - $108.93 $143K - $171K
4.32K $408M
CAT
Caterpillar Inc

Industrials
16
+ 1.56%
$390.92 - $477.15 $6.25K - $7.63K
1.04K $517M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.22K
+ 35.4%
$91.44 - $91.77 $111K - $112K
4.66K $426M
ADI
Analog Devices Inc

Technology
467
+ 27.96%
$220.68 - $255.63 $103K - $119K
2.14K $518M
ROK
Rockwell Automation, Inc

Industrials
290
+ 45.38%
$328.67 - $358.52 $95.3K - $104K
929 $324M
Activity Summary
Buys All Purchases 115 New Holdings 27 Increased Positions 88 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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