Lauren Black

@Phillips Wealth Planners Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$100.139M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ADPAutomatic Data Processing In Recent Activity Increased 0.77%	0.35%	$341,638 1,191 shares@ $286.85 avg price	Increased 0.77%
EOGEog Res Inc Recent Activity Increased 12.59%	0.33%	$329,182 2,505 shares@ $131.41 avg price	Increased 12.59%
AXSAxis Cap Hldgs Ltd Recent Activity Increased 11.94%	0.33%	$327,259 3,826 shares@ $85.54 avg price	Increased 11.94%
APDAir Prods & Chems Inc Recent Activity Increased 0.29%	0.32%	$314,768 1,074 shares@ $293.09 avg price	Increased 0.29%
RYRoyal Bk Cda Recent Activity Increased 1.3%	0.32%	$313,813 2,650 shares@ $118.42 avg price	Increased 1.3%
IEMGIshares Inc Recent Activity Increased 0.47%	0.32%	$310,672 6,069 shares@ $51.19 avg price	Increased 0.47%
SPGIS&p Global Inc Recent Activity Increased 2.89%	0.3%	$292,528 606 shares@ $482.72 avg price	Increased 2.89%
EMREmerson Elec Co Recent Activity Increased 28.15%	0.29%	$286,712 2,431 shares@ $117.94 avg price	Increased 28.15%
CMGChipotle Mexican Grill Inc Recent Activity Increased 36.95%	0.28%	$278,545 4,930 shares@ $56.5 avg price	Increased 36.95%
AXPAmerican Express Co Recent Activity Increased 11.38%	0.28%	$275,702 940 shares@ $293.3 avg price	Increased 11.38%