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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
ACNAccenture Plc Ireland
Recent Activity
Increased 7.9%
1.19%
$1.191M
3,404 shares@ $349.79 avg price
VVisa Inc
Recent Activity
Increased 0.2%
1.13%
$1.123M
3,651 shares@ $307.71 avg price
MCDMcdonalds Corp
Recent Activity
Increased 5.35%
1%
$995,425
3,526 shares@ $282.31 avg price
PGProcter And Gamble Co
Recent Activity
Increased 6.3%
0.99%
$985,808
6,217 shares@ $158.57 avg price
METAMeta Platforms Inc
Recent Activity
Increased 29.39%
0.96%
$954,583
1,550 shares@ $615.86 avg price
TSLATesla Inc
Recent Activity
Increased 0.62%
0.77%
$768,954
1,948 shares@ $394.75 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.92%
0.73%
$725,551
6,810 shares@ $106.55 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 34.77%
0.71%
$701,391
5,842 shares@ $120.07 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 4.19%
0.7%
$694,143
7,245 shares@ $95.81 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 3.84%
0.7%
$691,444
3,169 shares@ $218.19 avg price