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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
VPLVanguard Intl Equity Index F
Recent Activity
Increased 4.5%
1.38%
$1.376M
19,696 shares@ $69.88 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 35.94%
1.37%
$1.363M
28,806 shares@ $47.33 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
1.33%
$1.326M
2 shares@ $663000.0 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -3.04%
1.32%
$1.319M
6,978 shares@ $189.03 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 14.8%
1.27%
$1.269M
9,087 shares@ $139.65 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.74%
1.24%
$1.237M
7,064 shares@ $175.18 avg price
VTVanguard Intl Equity Index F
Recent Activity
New Position
1.22%
$1.212M
10,438 shares@ $116.16 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 7.9%
1.19%
$1.191M
3,404 shares@ $349.79 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -25%
1.16%
$1.158M
20,425 shares@ $56.69 avg price
VVisa Inc
Recent Activity
Increased 0.2%
1.13%
$1.123M
3,651 shares@ $307.71 avg price