Phillips Wealth Planners LLC Incresed Positions in Q3 2025

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
AZN
Astrazeneca PLC

Healthcare
2.89K
+ 33.91%
$68.72 - $82.11 $199K - $237K
11.4K $976M
T
At&T Inc.

Communication Services
14.2K
+ 182.27%
$26.94 - $29.62 $384K - $422K
22.1K $571M
MDT
Medtronic PLC

Healthcare
2.34K
+ 32.79%
$87.67 - $95.74 $205K - $224K
9.47K $932M
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
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.1%
$282.78 - $316.06 $42.4K - $47.4K
7.29K $2.25B
UNH
Unitedhealth Group Inc

Healthcare
360
+ 20.48%
$237.77 - $353.61 $85.6K - $127K
2.12K $760M
AMD
Advanced Micro Devices Inc

Technology
218
+ 8.52%
$134.8 - $184.42 $29.4K - $40.2K
2.78K $566M
GS
Goldman Sachs Group Inc

Financial Services
41
+ 3.04%
$696.56 - $806.32 $28.6K - $33.1K
1.39K $1.11B
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
DUK
Duke Energy Corp

Utilities
170
+ 1.6%
$116.31 - $125.93 $19.8K - $21.4K
10.8K $1.34B
ABT
Abbott Laboratories

Healthcare
736
+ 9.62%
$120.51 - $136.62 $88.7K - $101K
8.38K $1.12B
V
Visa Inc.

Financial Services
335
+ 8.68%
$332.09 - $358.86 $111K - $120K
4.2K $1.47B
CME
Cme Group Inc.

Financial Services
443
+ 19.67%
$258.83 - $287.1 $115K - $127K
2.7K $706M
TFC
Truist Financial Corp

Financial Services
1.8K
+ 21.99%
$42.83 - $47.07 $76.9K - $84.5K
9.96K $451M
IQV
Iqvia Holdings Inc.

Healthcare
124
+ 9.09%
$157.68 - $200.82 $19.6K - $24.9K
1.49K $305M
PEP
Pepsico Inc

Consumer Defensive
477
+ 18.24%
$133.81 - $152.16 $63.8K - $72.6K
3.09K $432M
Ge Vernova Inc
56
+ 9.23%
N/A
663 $400M
CVX
Chevron Corp

Energy
476
+ 7.77%
$145.57 - $161.83 $69.3K - $77K
6.6K $1.02B
XLF
Financial Sector Spdr

ETFs
802
+ 3.53%
$51.37 - $54.25 $41.2K - $43.5K
23.5K $1.26B
XLP
Consumer Staples Sector Spdr

ETFs
1.38K
+ 16.23%
N/A
9.9K $767M
PFE
Pfizer Inc

Healthcare
2.35K
+ 27.42%
$23.29 - $25.88 $54.8K - $60.9K
10.9K $289M
LLY
Eli Lilly & CO

Healthcare
60
+ 22.73%
$625.65 - $812.69 $37.5K - $48.8K
324 $274M
TT
Trane Technologies PLC

Industrials
165
+ 9.03%
$398.96 - $472.54 $65.8K - $78K
1.99K $847M
STE
Steris PLC

Healthcare
147
+ 4.77%
$221.21 - $252.43 $32.5K - $37.1K
3.23K $776M
UNP
Union Pacific Corp

Industrials
244
+ 13.53%
$214.91 - $237.16 $52.4K - $57.9K
2.05K $486M
NVDA
Nvidia Corp

Technology
12
+ 0.54%
$153.3 - $186.58 $1.84K - $2.24K
2.24K $416M
RMD
Resmed Inc

Healthcare
100
+ 8.94%
$252.01 - $293.73 $25.2K - $29.4K
1.22K $343M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
317
+ 2.53%
$97.75 - $100.75 $31K - $31.9K
12.9K $1.28B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
750
+ 21.79%
$61.86 - $71.34 $46.4K - $53.5K
4.19K $289M
BDX
Becton Dickinson & CO

Healthcare
58
+ 2.66%
$172.41 - $199.66 $10K - $11.6K
2.24K $430M
FNF
Fidelity National Financial, Inc.

Financial Services
563
+ 10.03%
$51.22 - $61.07 $28.8K - $34.4K
6.18K $358M
AMZN
Amazon Com Inc

Consumer Cyclical
192
+ 6.11%
$211.65 - $238.24 $40.6K - $45.7K
3.33K $736M
DRI
Darden Restaurants Inc

Consumer Cyclical
344
+ 34.85%
$184.73 - $220.27 $63.5K - $75.8K
1.33K $257M
PAYC
Paycom Software, Inc.

Technology
425
+ 31.84%
$208.14 - $238.8 $88.5K - $101K
1.76K $352M
MA
Mastercard Inc

Financial Services
39
+ 3.72%
$550.18 - $598.96 $21.5K - $23.4K
1.09K $629M
BTI
British American Tobacco P.L.C.

Consumer Defensive
177
+ 2.12%
$46.69 - $59.27 $8.26K - $10.5K
8.54K $437M
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
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email