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
IEURIshares Tr Recent Activity Increased 9.48%	0.24%	$234,898 4,354 shares@ $53.95 avg price	Increased 9.48%
JKHYHenry Jack & Assoc Inc Recent Activity Increased 10.6%	0.24%	$231,684 1,347 shares@ $172.0 avg price	Increased 10.6%
ARESAres Management Corporation Recent Activity Increased 2.74%	0.24%	$230,353 1,316 shares@ $175.05 avg price	Increased 2.74%
TAt&t Inc Recent Activity Increased 2.6%	0.23%	$227,547 10,491 shares@ $21.69 avg price	Increased 2.6%
KOCoca Cola Co Recent Activity Increased 9.26%	0.23%	$226,997 3,717 shares@ $61.07 avg price	Increased 9.26%
APHAmphenol Corp New Recent Activity Increased 4.46%	0.23%	$220,779 3,145 shares@ $70.2 avg price	Increased 4.46%
NOCNorthrop Grumman Corp Recent Activity Increased 2.06%	0.21%	$205,493 448 shares@ $458.69 avg price	Increased 2.06%