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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
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$486,801
3,584 shares@ $135.83 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$422,505
1,857 shares@ $227.53 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$376,572
12,692 shares@ $29.68 avg price
SNYSanofi
Recent Activity
Exited
0%
$333,881
6,133 shares@ $54.45 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$324,236
3,944 shares@ $82.21 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Exited
0%
$313,616
9,822 shares@ $31.93 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$307,978
1,796 shares@ $171.48 avg price
IQVIqvia Hldgs Inc
Recent Activity
Exited
0%
$278,274
1,194 shares@ $233.07 avg price
FERGFerguson Enterprises Inc
Recent Activity
Exited
0%
$269,534
1,329 shares@ $202.81 avg price
BPBp Plc
Recent Activity
Exited
0%
$269,246
8,705 shares@ $30.94 avg price