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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
AFLAflac Inc
Recent Activity
Increased 1.55%
0.67%
$661,787
6,553 shares@ $100.99 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 17.42%
0.67%
$661,410
8,664 shares@ $76.35 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.58%
0.66%
$659,666
3,013 shares@ $218.94 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 0.36%
0.66%
$657,299
11,773 shares@ $55.84 avg price
EQIXEquinix Inc
Recent Activity
Increased 18.28%
0.66%
$652,377
725 shares@ $899.84 avg price
CRMSalesforce Inc
Recent Activity
Increased 7.11%
0.65%
$642,057
2,020 shares@ $317.85 avg price
TTTrane Technologies Plc
Recent Activity
Increased 3.85%
0.64%
$631,299
1,674 shares@ $377.13 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.31%
0.61%
$608,074
649 shares@ $936.94 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 5.01%
0.6%
$592,554
5,597 shares@ $105.87 avg price
RSGRepublic Svcs Inc
Recent Activity
Increased 1.28%
0.59%
$588,958
2,855 shares@ $206.3 avg price