Phillips Wealth Planners LLC Incresed Positions in Q4 2024

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.18%
$449.69 - $495.72 $450 - $496
554 $251M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34
+ 0.53%
$61.68 - $67.87 $2.1K - $2.31K
6.39K $396M
KO
Coca Cola CO

Consumer Defensive
315
+ 9.26%
$61.74 - $71.71 $19.4K - $22.6K
3.72K $227M
RY
Royal Bank Of Canada

Financial Services
34
+ 1.3%
$119.72 - $128.02 $4.07K - $4.35K
2.65K $314M
SPGI
S&P Global Inc.

Financial Services
17
+ 2.89%
$480.36 - $529.17 $8.17K - $9K
606 $293M
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.05%
$92.94 - $101.82 $186 - $204
4.06K $380M
IEF
Ishares Barclays

ETFs
6
+ 0.14%
$92.08 - $98.18 $552 - $589
4.43K $405M
PG
Procter & Gamble CO

Consumer Defensive
368
+ 6.29%
$161.05 - $179.7 $59.3K - $66.1K
6.22K $986M
NOC
Northrop Grumman Corp

Industrials
9
+ 2.05%
$466.52 - $543.88 $4.2K - $4.89K
448 $205M
CBOE
Cboe Global Markets, Inc.

Financial Services
41
+ 2.24%
$191.61 - $217.84 $7.86K - $8.93K
1.87K $357M
MU
Micron Technology Inc

Technology
29
+ 0.83%
$84.16 - $113.41 $2.44K - $3.29K
3.52K $350M
IEMG
Ishares Inc

ETFs
28
+ 0.46%
N/A
6.07K $311M
CB
Chubb LTD

Financial Services
58
+ 4.2%
$271.57 - $301.89 $15.8K - $17.5K
1.44K $371M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.28%
$285.5 - $335.62 $857 - $1.01K
1.07K $315M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
349
+ 6.59%
$74.18 - $85.35 $25.9K - $29.8K
5.65K $405M
PGR
Progressive Corp

Financial Services
22
+ 0.96%
$239.6 - $268.88 $5.27K - $5.92K
2.32K $546M
DUK
Duke Energy Corp

Utilities
267
+ 5.01%
$105.76 - $120.76 $28.2K - $32.2K
5.6K $593M
STE
Steris PLC

Healthcare
7
+ 0.28%
$204.34 - $235.7 $1.43K - $1.65K
2.52K $518M
MCD
Mcdonalds Corp

Consumer Cyclical
179
+ 5.35%
$288.47 - $316.54 $51.6K - $56.7K
3.53K $995M
UL
Unilever PLC

Consumer Defensive
193
+ 2.2%
$56.7 - $64.64 $10.9K - $12.5K
8.97K $495M
NVO
Novo Nordisk A S

Healthcare
203
+ 7.97%
$85.0 - $120.04 $17.3K - $24.4K
2.75K $237M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
848
+ 4.5%
$70.63 - $78.23 $59.9K - $66.3K
19.7K $1.38B
ABBV
Abb Vie Inc.

Healthcare
188
+ 2.73%
$164.99 - $203.87 $31K - $38.3K
7.06K $1.24B
XOM
Exxon Mobil Corp

Energy
193
+ 2.92%
$105.51 - $125.37 $20.4K - $24.2K
6.81K $726M
UNH
Unitedhealth Group Inc

Healthcare
117
+ 4.42%
$485.52 - $625.25 $56.8K - $73.2K
2.77K $1.44B
AFL
Aflac Inc

Financial Services
100
+ 1.55%
$100.37 - $115.27 $10K - $11.5K
6.55K $662M
Activity Summary
Buys All Purchases 84 New Holdings 7 Increased Positions 77 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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