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
FANG
Diamondback Energy, Inc.

Energy
167
+ 8.66%
$134.53 - $152.5 $22.5K - $25.5K
2.1K $313M
WSM
Williams Sonoma Inc

Consumer Cyclical
12
+ 0.99%
$163.62 - $210.2 $1.96K - $2.52K
1.22K $239M
WM
Waste Management Inc

Industrials
195
+ 15.91%
$213.88 - $237.1 $41.7K - $46.2K
1.42K $309M
NXPI
Nxp Semiconductors N.V.

Technology
144
+ 10.11%
$205.16 - $239.07 $29.5K - $34.4K
1.57K $363M
META
Meta Platforms, Inc.

Communication Services
55
+ 2.91%
$695.21 - $791.73 $38.2K - $43.5K
1.95K $1.39B
G
Genpact LTD

Technology
1.4K
+ 24.22%
$41.06 - $46.13 $57.6K - $64.8K
7.2K $296M
CARR
Carrier Global Corp

Industrials
1.28K
+ 38.34%
$58.75 - $80.73 $75.4K - $104K
4.63K $277M
ADP
Automatic Data Processing Inc

Industrials
156
+ 11.87%
$288.69 - $310.94 $45K - $48.5K
1.47K $427M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 1.06%
$62.09 - $66.51 $4.47K - $4.79K
6.88K $453M
TRNO
Terreno Realty Corp

Real Estate
208
+ 4.65%
$53.01 - $59.08 $11K - $12.3K
4.68K $273M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.23%
$108.46 - $120.63 $542 - $603
2.2K $263M
SHEL
Shell PLC

Energy
66
+ 1.9%
$69.82 - $73.93 $4.61K - $4.88K
3.54K $263M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
48
+ 1.12%
$64.17 - $68.19 $3.08K - $3.27K
4.35K $301M
XOM
Exxon Mobil Corp

Energy
117
+ 1.33%
$105.83 - $117.22 $12.4K - $13.7K
8.93K $1.02B
CB
Chubb LTD

Financial Services
1
+ 0.06%
$265.99 - $289.59 $266 - $290
1.71K $489M
SYK
Stryker Corp

Healthcare
72
+ 10.06%
$368.57 - $403.53 $26.5K - $29.1K
788 $289M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
41
+ 1.13%
$92.18 - $95.14 $3.78K - $3.9K
3.67K $349M
APD
Air Products & Chemicals, Inc.

Basic Materials
115
+ 10.43%
$265.78 - $299.3 $30.6K - $34.4K
1.22K $330M
KMB
Kimberly Clark Corp

Consumer Defensive
382
+ 10.55%
$121.72 - $136.77 $46.5K - $52.2K
4K $482M
IBM
International Business Machines Corp

Technology
17
+ 0.44%
$234.77 - $292.47 $3.99K - $4.97K
3.86K $1.12B
VZ
Verizon Communications Inc

Communication Services
561
+ 3.97%
$40.84 - $45.06 $22.9K - $25.3K
14.7K $609M
TXN
Texas Instruments Inc

Technology
355
+ 18.91%
N/A
2.23K $406M
ICE
Intercontinental Exchange, Inc.

Financial Services
242
+ 11.8%
$167.28 - $188.45 $40.5K - $45.6K
2.29K $365M
ZTS
Zoetis Inc.

Healthcare
115
+ 6.06%
$141.13 - $159.19 $16.2K - $18.3K
2.01K $293M
DEO
Diageo PLC

Consumer Defensive
196
+ 8.22%
$93.64 - $115.33 $18.4K - $22.6K
2.58K $244M
SPGI
S&P Global Inc.

Financial Services
42
+ 6.32%
$484.94 - $564.15 $20.4K - $23.7K
707 $338M
WSO
Watsco Inc

Industrials
48
+ 7.07%
$381.94 - $489.97 $18.3K - $23.5K
727 $298M
KO
Coca Cola CO

Consumer Defensive
548
+ 4.34%
$65.67 - $71.67 $36K - $39.3K
13.2K $872M
PR
Permian Resources Corporation

Energy
23
+ 0.22%
$12.8 - $14.51 $294 - $334
10.4K $131M
TTE
Total Energies Se

Energy
120
+ 1.02%
N/A
11.9K $711M
SBUX
Starbucks Corp

Consumer Cyclical
794
+ 10.81%
$81.9 - $96.86 $65K - $76.9K
8.14K $668M
DXCM
Dexcom Inc

Healthcare
261
+ 9.12%
$66.46 - $89.53 $17.3K - $23.4K
3.12K $207M
JKHY
Henry Jack & Associates Inc

Technology
132
+ 8.19%
$148.45 - $182.09 $19.6K - $24K
1.74K $257M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 2.21%
$915.95 - $994.57 $12.8K - $13.9K
647 $589M
CRM
Salesforce, Inc.

Technology
108
+ 3.99%
$231.66 - $273.65 $25K - $29.6K
2.82K $692M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
583
+ 10.27%
$38.58 - $58.24 $22.5K - $34K
6.26K $261M
FISV
Fiserv Inc

Technology
62
+ 3.2%
N/A
2K $250M
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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