Phillips Wealth Planners LLC

Q3 2025 13F-HR Holdings

Location
Starkville, MS
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
201
Total value ($000)
$120,440
Net value change ($000)
+10,082 (9.1%)
New positions
27
Sold out positions
14
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/11/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGM 879 NEW
GOOGL 537 60.9%
AAPL 511 49.9%
WFC 490 176.3%
MSFT 463 14.4%
XLU 424 NEW
VOO 399 7.8%
AZN 379 63.5%
DKS 351 NEW
T 350 158.4%
Top Reduces (Value $000, Stocks/ETFs)
IGV -668 -100.0%
ORCL -550 -39.6%
VICI -421 -100.0%
ACN -370 -25.6%
SNY -350 -52.6%
CCOI -285 -100.0%
UPS -283 -100.0%
NVO -280 -100.0%
XLV -236 -17.6%
TXNM -233 -100.0%
Instrument mix + QoQ Δ (ex-options)
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