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CIK: 0001962628
Total reported value
$135.8M
$135.8M
201 檔
11.6%
In Q3 2025, Phillips Wealth Planners LLC's U.S. equity holdings reached a combined market value of $135.8M, distributed across 201 disclosed stock positions.
In Q3 2025, Phillips Wealth Planners LLC displayed an active expansion posture, initiating 16 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.59% | -0.22% | -0.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.08% | +7.45% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.18% | +2.10% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | -0.33% | -11.82% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.64% | -0.02% | -14.71% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.39% | -0.73% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 1.35% | -0.01% | -6.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.09% | +22.68% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.27% | — | -1.62% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.25% | — | +6.59% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.25% | +0.03% | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | -0.02% | +8.68% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.09% | +11.75% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.08% | +11.98% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | +0.13% | +2.91% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.88% | EXIT | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.12% | -0.09% | +1.60% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.05% | +2.53% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.06% | -0.25% | -3.18% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | +0.03% | +8.39% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 1.06% | +0.07% | -2.18% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.05% | +0.15% | +3.53% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | +0.10% | +9.62% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | +0.17% | +0.44% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | -0.07% | +3.04% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | +0.17% | -22.81% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.89% | -0.20% | -9.09% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | +0.27% | +12.00% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.92% | EXIT | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.84% | +0.01% | +7.77% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | +0.10% | -0.40% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.83% | +0.05% | +2.83% | |
| 33 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.81% | — | +33.91% | |
| 34 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.79% | -0.29% | EXIT | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.77% | +0.09% | +32.79% | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.76% | -0.02% | -1.96% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.07% | — | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.73% | -0.07% | — | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | — | +4.34% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.71% | — | -2.81% | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.70% | -0.01% | +9.03% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.10% | -51.44% | |
| 43 | STE | STERIS plc | Stock-Healthcare | 0.64% | -0.15% | +4.77% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.02% | +179.61% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.64% | -0.31% | EXIT | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | +0.03% | -5.01% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.63% | +0.04% | -10.91% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.09% | +20.48% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.23% | -3.18% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.04% | +6.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +33.91% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +11.98% | Add |
| 3 | WMT | Walmart Inc | +0.4% | -3.18% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | +7.45% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | -11.82% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | +22.68% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | — | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | +8.52% | Add |
| 9 | T | At&t Inc | +0.2% | +182.27% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +2.91% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -5.01% | Trim |
| 12 | ADI | Analog Devices Inc | +0.2% | +27.96% | Add |
| 13 | ARKK | Ark Innovation ETF | +0.2% | — | Unchanged |
| 14 | RTX | Rtx CORP | +0.2% | -10.41% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.47% | Add |
| 16 | MDT | Medtronic plc | +0.1% | +32.79% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +3.04% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | +12.00% | Add |
| 19 | TJX | Tjx Companies Inc | +0.1% | +6.59% | Add |
| 20 | PNC | Pnc Financial Services Group | +0.1% | -2.18% | Add |
| 21 | CVX | Chevron CORP | +0.1% | +7.77% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +2.10% | Unchanged |
| 23 | XLK | Ss Technology Select Sector | 0% | -14.71% | Trim |
| 24 | HD | Home Depot Inc | — | +11.75% | Add |
| 25 | XLC | Ss Comm Select Sector Spdr | — | -3.18% | Trim |
| 26 | VEU | Vanguard Ftse All-world Ex-u | 0% | -1.62% | Add |
| 27 | ABBV | Abbvie Inc | 0% | -0.73% | Trim |
| 28 | BMY | Bristol-myers Squibb Co | -0.4% | -21.17% | Trim |
| 29 | VPL | Vanguard Ftse Pacific ETF | -0.8% | -1.96% | Trim |
| 30 | UNH | Unitedhealth Group Inc | -1.2% | +20.48% | Trim |
| 31 | EEMA | Ishares Msci Emerg Mrkt Asia | — | NEW | New buy |
| 32 | IGM | Ishares Expanded Tech Sector | — | NEW | New buy |
| 33 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 34 | GLW | Corning Inc | — | NEW | New buy |
| 35 | IGV | Ishares Expanded Tech-softwa | — | EXIT | Sold out |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 37 | BAC | Bank Of America CORP | — | NEW | New buy |
| 38 | CBOE | Cboe Global Markets Inc | — | EXIT | Sold out |
| 39 | VICI | Vici Properties Inc | — | EXIT | Sold out |
| 40 | GEV | GE Vernova Inc | — | NEW | New buy |
| 41 | DKS | Dick's Sporting Goods Inc | — | NEW | New buy |
| 42 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 43 | KLAC | Kla CORP | — | NEW | New buy |
| 44 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 45 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 46 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 47 | TEL | TE Connectivity plc | — | NEW | New buy |
| 48 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 49 | CCOI | Cogent Communications Holdin | — | EXIT | Sold out |
| 50 | GPC | Genuine Parts Co | — | NEW | New buy |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 201 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, JPM) accounted for 11.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
EEMA
市值: $955.4K
Top Position Liquidated / Trimmed
IGV
前期市值: $506.5K
During Q3 2025, Phillips Wealth Planners LLC's top holdings by market value included VOO (4.6%)、MSFT (3.1%)、JPM (1.9%). The largest single position, VOO, represented 4.6% of total portfolio value.
In Q3 2025, Phillips Wealth Planners LLC made 48 total portfolio adjustments, initiating 16 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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