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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
PGRProgressive Corp
Recent Activity
Increased 0.96%
0.55%
$545,908
2,317 shares@ $235.61 avg price
STESteris Plc
Recent Activity
Increased 0.28%
0.52%
$518,259
2,519 shares@ $205.74 avg price
CMECme Group Inc
Recent Activity
Increased 15.96%
0.51%
$508,136
2,217 shares@ $229.2 avg price
ULUnilever Plc
Recent Activity
Increased 2.2%
0.5%
$494,516
8,970 shares@ $55.13 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Increased 43.25%
0.5%
$491,633
22,266 shares@ $22.08 avg price
RTXRtx Corporation
Recent Activity
Increased 24.34%
0.49%
$487,491
4,235 shares@ $115.12 avg price
SBUXStarbucks Corp
Recent Activity
Increased 50.9%
0.48%
$475,641
5,156 shares@ $92.25 avg price
TSCOTractor Supply Co
Recent Activity
Increased 468.12%
0.47%
$464,888
8,516 shares@ $54.59 avg price
IEFAIshares Tr
Recent Activity
Increased 14.47%
0.43%
$421,011
6,036 shares@ $69.75 avg price
CCOICogent Communications Hldgs
Recent Activity
Increased 6.59%
0.41%
$404,916
5,645 shares@ $71.74 avg price