Phillips Wealth Planners LLC Reduced Holdings in Q1 2025

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
-57
- 4.07%
$241.4 - $293.69 $13.8K - $16.7K
1.34K $348M
IEF
Ishares Barclays

ETFs
-119
- 2.69%
$91.17 - $95.39 $10.8K - $11.4K
4.31K $403M
SNA
Snap On Inc

Industrials
-11
- 1.11%
$324.09 - $358.62 $3.56K - $3.94K
976 $328M
XLP
Consumer Staples Sector Spdr

ETFs
-427
- 4.93%
N/A
8.24K $662M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 2.47%
$890.62 - $1076.86 $14.2K - $17.2K
633 $610M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-63
- 1.69%
$87.68 - $94.52 $5.52K - $5.95K
3.66K $330M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-196
- 4.5%
$53.69 - $62.68 $10.5K - $12.3K
4.16K $243M
T
At&T Inc.

Communication Services
-1.44K
- 13.72%
$21.56 - $28.28 $31K - $40.7K
9.05K $243M
XEL
Xcel Energy Inc

Utilities
-33
- 1.01%
$63.37 - $72.1 $2.09K - $2.38K
3.24K $225M
WM
Waste Management Inc

Industrials
-13
- 1.04%
$200.54 - $233.78 $2.61K - $3.04K
1.24K $285M
AXS
Axis Capital Holdings LTD

Financial Services
-24
- 0.63%
$85.54 - $100.24 $2.05K - $2.41K
3.8K $353M
FNF
Fidelity National Financial, Inc.

Financial Services
-62
- 1.1%
$54.25 - $65.27 $3.36K - $4.05K
5.58K $334M
IDA
Idacorp Inc

Utilities
-6
- 0.17%
$105.58 - $119.04 $633 - $714
3.45K $405M
CME
Cme Group Inc.

Financial Services
-125
- 5.64%
$225.82 - $266.54 $28.2K - $33.3K
2.09K $547M
CBOE
Cboe Global Markets, Inc.

Financial Services
-2
- 0.11%
$190.84 - $226.29 $382 - $453
1.87K $402M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 1.39%
$442.66 - $534.52 $3.98K - $4.81K
640 $335M
WEC
Wec Energy Group, Inc.

Utilities
-40
- 0.98%
$92.12 - $108.98 $3.68K - $4.36K
4.02K $430M
VZ
Verizon Communications Inc

Communication Services
-162
- 1.16%
$37.81 - $46.49 $6.13K - $7.53K
13.8K $602M
RSG
Republic Services, Inc.

Industrials
-44
- 1.54%
$200.09 - $242.16 $8.8K - $10.7K
2.81K $686M
ABT
Abbott Laboratories

Healthcare
-20
- 0.26%
$111.1 - $140.22 $2.22K - $2.8K
7.62K $967M
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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