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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
RMDResmed Inc
Recent Activity
Increased 0.09%
0.27%
$263,281
1,126 shares@ $233.82 avg price
BROBrown & Brown Inc
Recent Activity
Increased 9.22%
0.27%
$262,113
2,571 shares@ $101.95 avg price
SYKStryker Corporation
Recent Activity
Increased 1.86%
0.27%
$261,081
714 shares@ $365.66 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 3.13%
0.26%
$260,099
1,255 shares@ $207.26 avg price
SHELShell Plc
Recent Activity
Increased 1.15%
0.26%
$252,487
3,888 shares@ $64.95 avg price
FDSFactset Resh Sys Inc
Recent Activity
Increased 0.19%
0.26%
$250,973
554 shares@ $453.02 avg price
NXPINxp Semiconductors N V
Recent Activity
Increased 0.43%
0.25%
$247,066
1,195 shares@ $206.75 avg price
ALLAllstate Corp
Recent Activity
Increased 6.75%
0.25%
$243,570
1,346 shares@ $180.96 avg price
LLYEli Lilly & Co
Recent Activity
Increased 11.86%
0.25%
$241,570
302 shares@ $799.91 avg price
NVONovo-nordisk A S
Recent Activity
Increased 7.98%
0.24%
$237,215
2,750 shares@ $86.26 avg price