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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
IEFIshares Tr
Recent Activity
Increased 0.14%
0.41%
$404,592
4,430 shares@ $91.34 avg price
IJHIshares Tr
Recent Activity
Increased 0.54%
0.4%
$395,539
6,391 shares@ $61.9 avg price
WECWec Energy Group Inc
Recent Activity
Increased 0.05%
0.38%
$379,618
4,064 shares@ $93.41 avg price
FIFiserv Inc
Recent Activity
Increased 2.61%
0.38%
$371,345
1,852 shares@ $200.52 avg price
CBChubb Limited
Recent Activity
Increased 4.2%
0.38%
$371,102
1,440 shares@ $257.71 avg price
BDXBecton Dickinson & Co
Recent Activity
Increased 58.34%
0.37%
$368,498
1,577 shares@ $233.68 avg price
IDAIdacorp Inc
Recent Activity
Increased 0.09%
0.37%
$367,992
3,455 shares@ $106.51 avg price
BILSpdr Ser Tr
Recent Activity
Increased 33.83%
0.37%
$362,132
3,956 shares@ $91.54 avg price
CBOECboe Global Mkts Inc
Recent Activity
Increased 2.25%
0.36%
$356,867
1,869 shares@ $190.95 avg price
MUMicron Technology Inc
Recent Activity
Increased 0.84%
0.35%
$349,875
3,522 shares@ $99.34 avg price