Phillips Wealth Planners LLC Reduced Holdings in Q3 2025

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-3.05K
- 51.44%
$218.96 - $328.33 $667K - $1M
2.88K $838M
ACN
Accenture PLC

Technology
-433
- 9.09%
$232.56 - $304.78 $101K - $132K
4.33K $1.07B
SNY
Sanofi

Healthcare
-7.46K
- 54.05%
$45.07 - $51.35 $336K - $383K
6.34K $315M
XLV
Select Sector Spdr Fund Health

ETFs
-2.27K
- 22.81%
$129.01 - $139.72 $293K - $317K
7.68K $1.11B
CMCSA
Comcast Corp

Communication Services
-2.81K
- 13.77%
$31.41 - $36.33 $88.1K - $102K
17.6K $546M
TMUS
T Mobile Us, Inc.

Communication Services
-558
- 15.13%
$226.02 - $259.01 $126K - $145K
3.13K $704M
BAC
Bank Of America Corp

Financial Services
-4.04K
- 32.95%
$44.92 - $52.42 $182K - $212K
8.23K $415M
USB
Us Bancorp \De\

Financial Services
-3.29K
- 37.54%
$43.94 - $50.41 $144K - $166K
5.47K $261M
MU
Micron Technology Inc

Technology
-1.88K
- 53.12%
$104.88 - $168.89 $197K - $317K
1.66K $316M
ETN
Eaton Corp PLC

Industrials
-395
- 18.84%
$342.99 - $392.76 $135K - $155K
1.7K $647M
KMI
Kinder Morgan, Inc.

Energy
-3.07K
- 14.91%
$26.23 - $28.5 $80.6K - $87.6K
17.5K $490M
XLK
Technology Sector Spdr

ETFs
-1.18K
- 14.71%
$250.97 - $282.66 $297K - $334K
6.86K $1.97B
BMY
Bristol Myers Squibb CO

Healthcare
-1.6K
- 21.17%
$43.31 - $48.98 $69.1K - $78.1K
5.94K $268M
AMT
American Tower Corp

Real Estate
-59
- 2.79%
$192.32 - $232.35 $11.3K - $13.7K
2.06K $381M
EMR
Emerson Electric CO

Industrials
-519
- 15.6%
$128.6 - $149.63 $66.7K - $77.7K
2.81K $378M
HON
Honeywell International Inc

Industrials
-142
- 8.99%
$207.7 - $240.4 $29.5K - $34.1K
1.44K $301M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-104
- 1.01%
$60.9 - $70.75 $6.33K - $7.36K
10.2K $633M
CSCO
Cisco Systems, Inc.

Technology
-1.01K
- 21.37%
$66.2 - $71.79 $67K - $72.7K
3.72K $257M
KR
Kroger CO

Consumer Defensive
-589
- 10.25%
$64.52 - $74.35 $38K - $43.8K
5.16K $334M
SAP
Sap Se

Technology
-122
- 13.57%
$252.42 - $311.93 $30.8K - $38.1K
777 $213M
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.4%
$150.47 - $161.22 $4.06K - $4.35K
6.72K $1.01B
RSG
Republic Services, Inc.

Industrials
-37
- 1.43%
$225.33 - $246.01 $8.34K - $9.1K
2.55K $569M
EOG
Eog Resources Inc

Energy
-81
- 3.1%
$112.12 - $126.1 $9.08K - $10.2K
2.53K $280M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-145
- 2.18%
$185.88 - $207.44 $27K - $30.1K
6.5K $1.27B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-656
- 17.8%
$71.86 - $87.45 $47.1K - $57.4K
3.03K $242M
GILD
Gilead Sciences, Inc.

Healthcare
-421
- 15.6%
$108.22 - $120.47 $45.6K - $50.7K
2.28K $259M
MS
Morgan Stanley

Financial Services
-481
- 19.75%
$139.09 - $161.16 $66.9K - $77.5K
1.95K $309M
EQH
Equitable Holdings, Inc.

Financial Services
-280
- 6.43%
$50.09 - $55.88 $14K - $15.6K
4.08K $208M
Lam Research Corp
-1.7K
- 36.94%
N/A
2.9K $432M
UL
Unilever PLC

Consumer Defensive
-92
- 1.1%
$58.43 - $65.01 $5.38K - $5.98K
8.28K $485M
TSCO
Tractor Supply CO

Consumer Cyclical
-166
- 2.49%
$54.08 - $62.65 $8.98K - $10.4K
6.5K $356M
WEC
Wec Energy Group, Inc.

Utilities
-568
- 14.5%
$103.66 - $114.59 $58.9K - $65.1K
3.35K $384M
EWBC
East West Bancorp Inc

Financial Services
-179
- 4.62%
$97.41 - $109.7 $17.4K - $19.6K
3.7K $397M
RJF
Raymond James Financial Inc

Financial Services
-292
- 10.86%
$154.64 - $176.43 $45.2K - $51.5K
2.4K $402M
PGR
Progressive Corp

Financial Services
-2
- 0.11%
$238.61 - $264.3 $477 - $529
1.86K $448M
AXS
Axis Capital Holdings LTD

Financial Services
-82
- 2.15%
$93.33 - $102.44 $7.65K - $8.4K
3.74K $355M
Blackrock Inc
-79
- 10.91%
N/A
645 $761M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-10
- 0.61%
$122.0 - $138.74 $1.22K - $1.39K
1.64K $210M
EPD
Enterprise Products Partners L.P.

Energy
-226
- 2.03%
$30.74 - $32.14 $6.95K - $7.26K
10.9K $343M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-173
- 7.52%
$132.9 - $142.03 $23K - $24.6K
2.13K $301M
AES
Aes Corp

Utilities
-5.05K
- 25.67%
$10.77 - $13.94 $54.4K - $70.5K
14.6K $209M
VIG
Vanguard Dividend Appreciation

ETFs
-177
- 6.94%
N/A
2.37K $517M
ALL
Allstate Corp

Financial Services
-122
- 8.28%
$192.0 - $214.65 $23.4K - $26.2K
1.35K $282M
WTFC
Wintrust Financial Corp

Financial Services
-16
- 0.98%
$122.55 - $139.81 $1.96K - $2.24K
1.62K $214M
SPY
Spdr S&P 500 ETF Trust

ETFs
-40
- 7.97%
$617.65 - $666.84 $24.7K - $26.7K
462 $310M
O
Realty Income Corp

Real Estate
-225
- 4.06%
$56.13 - $60.79 $12.6K - $13.7K
5.32K $318M
DGX
Quest Diagnostics Inc

Healthcare
-30
- 2.44%
N/A
1.2K $214M
EGP
Eastgroup Properties Inc

Real Estate
-9
- 0.68%
$159.46 - $169.88 $1.44K - $1.53K
1.32K $227M
EQIX
Equinix Inc

Real Estate
-12
- 2.07%
$756.7 - $811.13 $9.08K - $9.73K
568 $449M
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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