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Lauren Black

@Phillips Wealth Planners Llc

Latest period2024 - Q4ReportedManaged Assets$100.139MTotal holdings176
Assets growth rate-4.08%Assets growth rate (2-Q avg)2.99%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Phillips Wealth Planners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Phillips Wealth Planners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 100.139M in assets, with a quarterly growth rate of -4.08% and a 2-quarter average growth rate of 2.99%. The portfolio is managed by Lauren Black, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 7.04%
4.99%
$4.996M
9,357 shares@ $533.9 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1139.8%
3.6%
$3.598M
6,199 shares@ $580.5 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.44%
2.72%
$2.724M
6,501 shares@ $418.96 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -20.29%
2.06%
$2.057M
9,169 shares@ $224.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.24%
1.71%
$1.712M
7,138 shares@ $239.88 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -11.79%
1.55%
$1.552M
27,948 shares@ $55.53 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 2.36%
1.52%
$1.514M
6,616 shares@ $228.78 avg price
AGGIshares Tr
Recent Activity
Increased 18.18%
1.49%
$1.488M
15,511 shares@ $95.94 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.42%
1.44%
$1.441M
2,767 shares@ $520.69 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.49%
1.41%
$1.408M
3,611 shares@ $389.9 avg price