Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

Phillips Wealth Planners LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.53B, Microsoft Corp with a value of $3.69B, Jpmorgan Chase & CO with a value of $2.25B, Broadcom Inc. with a value of $2.24B, and Technology Sector Spdr with a value of $1.97B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $110B to 120B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $23.3 Billion
Technology: $19.8 Billion
Financial Services: $18 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $9.18 Billion
Industrials: $8.42 Billion
Energy: $7.27 Billion
Consumer Defensive: $6.86 Billion
Other: $13.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$589 Million 0.49% of portfolio
647
Q3 2025 Added 2.21%
$237B
$582 Million 0.48% of portfolio
3,792
Q3 2025 Reduced 1.46%
$388B
$566 Million 0.47% of portfolio
2,778
Q3 2025 Added 8.52%
$181B
$571 Million 0.47% of portfolio
22,062
Q3 2025 Added 182.27%
$66.3B
$569 Million 0.47% of portfolio
2,550
Q3 2025 Reduced 1.43%
$120B
$546 Million 0.45% of portfolio
17,576
Q3 2025 Reduced 13.77%
$291B
$517 Million 0.43% of portfolio
1,044
Q3 2025 Added 1.56%
$255B
$522 Million 0.43% of portfolio
1,573
Q3 2025 Added 23.28%
$118B
$518 Million 0.43% of portfolio
2,137
Q3 2025 Added 27.96%
$61.6B
$490 Million 0.41% of portfolio
17,540
Q3 2025 Reduced 14.91%
$123B
$489 Million 0.41% of portfolio
1,706
Q3 2025 Added 0.06%
$35.1B
$482 Million 0.4% of portfolio
4,002
Q3 2025 Added 10.55%
$150B
$485 Million 0.4% of portfolio
8,280
Q3 2025 Reduced 1.1%
$136B
$486 Million 0.4% of portfolio
2,048
Q3 2025 Added 13.53%
$6.49B
$467 Million 0.39% of portfolio
3,492
Q3 2025 Reduced 0.54%
$17.1B
$465 Million 0.39% of portfolio
12,871
Q3 2025 Reduced 0.82%
$71.5B
$449 Million 0.37% of portfolio
568
Q3 2025 Reduced 2.07%
$59.5B
$451 Million 0.37% of portfolio
9,956
Q3 2025 Added 21.99%
$204B
$432 Million 0.36% of portfolio
3,092
Q3 2025 Added 18.24%
$123B
$437 Million 0.36% of portfolio
8,541
Q3 2025 Added 2.12%
$54.5B
$430 Million 0.36% of portfolio
2,241
Q3 2025 Added 2.66%
$29.4B
$418 Million 0.35% of portfolio
16,846
Q3 2025 Reduced 0.15%
$104B
$427 Million 0.35% of portfolio
1,470
Q3 2025 Added 11.87%
$465B
$416 Million 0.35% of portfolio
2,241
Q3 2025 Added 0.54%
$413B
$415 Million 0.34% of portfolio
8,226
Q3 2025 Reduced 32.95%
$177B
$406 Million 0.34% of portfolio
2,232
Q3 2025 Added 18.91%
$22.8B
$408 Million 0.34% of portfolio
4,319
Q3 2025 Added 57.34%
$34.1B
$402 Million 0.33% of portfolio
2,398
Q3 2025 Reduced 10.86%
$14.5B
$397 Million 0.33% of portfolio
3,698
Q3 2025 Reduced 4.62%
$84B
$381 Million 0.32% of portfolio
2,055
Q3 2025 Reduced 2.79%
$35B
$384 Million 0.32% of portfolio
3,348
Q3 2025 Reduced 14.5%
$75.4B
$378 Million 0.31% of portfolio
2,807
Q3 2025 Reduced 15.6%
$235B
$372 Million 0.31% of portfolio
4,185
Q3 2025 Added 44.61%
$205B
$368 Million 0.31% of portfolio
2,506
Q3 2025 Reduced 1.18%
$51.8B
$363 Million 0.3% of portfolio
1,568
Q3 2025 Added 10.11%
$16.1B
$358 Million 0.3% of portfolio
6,175
Q3 2025 Added 10.03%
$6.15B
$356 Million 0.3% of portfolio
6,504
Q3 2025 Reduced 2.49%
$84.9B
$365 Million 0.3% of portfolio
2,293
Q3 2025 Added 11.8%
$15.1B
$350 Million 0.29% of portfolio
2,571
Q3 2025 New
$8.65B
$355 Million 0.29% of portfolio
3,740
Q3 2025 Reduced 2.15%
$12B
$351 Million 0.29% of portfolio
1,525
Q3 2025 New
$405B
$355 Million 0.29% of portfolio
340
Q3 2025 Reduced 2.86%
$9.97B
$352 Million 0.29% of portfolio
1,760
Q3 2025 Added 31.84%
$161B
$348 Million 0.29% of portfolio
305
Q3 2025 Reduced 3.17%
$47.8B
$334 Million 0.28% of portfolio
5,160
Q3 2025 Reduced 10.25%
$159B
$338 Million 0.28% of portfolio
707
Q3 2025 Added 6.32%
$25B
$339 Million 0.28% of portfolio
8,589
Q3 2025 Reduced 5.0%
$70.2B
$343 Million 0.28% of portfolio
10,895
Q3 2025 Reduced 2.03%
$35.8B
$343 Million 0.28% of portfolio
1,219
Q3 2025 Added 8.94%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $120 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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