Phillips Wealth Planners LLC
Q2 2025 13F-HR Detailed Holdings
Net value change ($000)
—
New positions
188
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings
You are on the SEC detailed breakdown page.
Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields),
and are not merged like the standard holdings view.
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Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
|---|
Other Managers
| Num | Name | File Number |
|---|---|---|
| 1 | Active Index Advisors | |
| 2 | Aligned Investors (MD) | |
| 3 | AllianceBernstein Investments | |
| 4 | American Funds Model Portfolios | |
| 5 | Capital Group (MD) | |
| 6 | Capital Wealth Planning, LLC | |
| 7 | Davis Selected Advisors, LP (MD) | |
| 8 | Dearborn Partners, LLC (MD) | |
| 9 | Eagle Asset Management Inc | |
| 10 | Edge Asset Management (MD) | |
| 11 | Federated Investment Counseling | |
| 12 | Franklin Templeton Private Portfoli | |
| 13 | Freedom Foundation | |
| 14 | GQG Partners, LLC (MD) | |
| 15 | Kayne Anderson Rudnick Inv Mgt (MD) | |
| 16 | Neuberger Berman LLC (FI) | |
| 17 | Parnassus Investments (MD) | |
| 18 | River Road Asset Mgmt (MD) | |
| 19 | Russell Investments | |
| 20 | Shelton Capital Management | |
| 21 | Tandem Investment Advisors, Inc. | |
| 22 | WestEnd Advisors (MD) |