Phillips Wealth Planners LLC

RIA/Wealth

Phillips Wealth Planners LLC is a RIA/Wealth based in Oklahoma City, OK led by Lynn Marie Phillips-Gaines, reporting $286.6M in AUM as of Q3 2025 with VOO as the largest holding (5% allocation).

Managing PartnerLynn Marie Phillips-Gaines

Portfolio Value: $120.4M
Positions: 201
Top Holding: VOO at 4.59%
Last Reported: Q3 2025

Address3401 Nw 63rd St. Ste 500, Oklahoma City, OK, 73116, United States

Top Holdings

Largest long holdings in Phillips Wealth Planners LLC's portfolio (19.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$5.5M	4.59%	-$25.9K Sold	— 9.0K shares	Q4 2022 Held for 2y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$3.7M	3.06%	+$255.8K Bought	0.00% 7.0K shares	Q4 2022 Held for 2y 11m
3 JPMorgan Chase JPM	Banks - Diversified Financial Services	$2.3M	1.87%	+$46.4K Bought	0.00% 7.3K shares	Q4 2022 Held for 2y 11m
4 Broadcom Inc. AVGO	Semiconductors Technology	$2.2M	1.86%	-$300.6K Sold	0.00% 6.7K shares	Q4 2022 Held for 2y 11m
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$2.0M	1.64%	-$340.2K Sold	— 6.9K shares	Q4 2022 Held for 2y 11m
6 AbbVie ABBV	Drug Manufacturers - General Healthcare	$1.6M	1.36%	-$12.0K Sold	0.00% 7.1K shares	Q1 2023 Held for 2y 8m
7 Williams Companies WMB	Oil & Gas Midstream Energy	$1.6M	1.35%	-$106.4K Sold	0.00% 25.7K shares	Q4 2022 Held for 2y 11m
8 Apple AAPL	Consumer Electronics Technology	$1.5M	1.27%	+$283.9K Bought	0.00% 6.0K shares	Q1 2023 Held for 2y 8m
9 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$1.5M	1.27%	-$25.1K Sold	— 21.0K shares	Q4 2022 Held for 2y 11m
10 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$1.5M	1.25%	+$93.2K Bought	0.00% 10.5K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Phillips Wealth Planners LLC's latest filing

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Market Value

$120.4M

Prior: $110.4M

Q/Q Change

+9.14%

+$10.1M

Net Flows % of MV

+0.572%

Turnover Ratio

9.5%

New Purchases

15 stocks

$4.5M

Added To

88 stocks

+$5.8M

Sold Out Of

14 stocks

$3.9M

Reduced Holdings

81 stocks

-$5.7M

Increased Positions

Position	Shares Δ	Change
1 iShares Expanded Tech Sector ETF IGM	New	0 → 6.8K +$878.6K
2 Dick's Sporting Goods DKS	New	0 → 1.5K +$350.6K
3 Mid-America Apartment Communities MAA	New	0 → 2.6K +$349.7K
4 Roper Technologies, Inc. ROP	New	0 → 653.0 +$331.1K
5 Expeditors International of Washington EXPD	New	0 → 2.7K +$327.8K

Decreased Positions

Position	Shares Δ	Change
1 iShares Expanded Tech-Software Sector IGV	Sold	6.0K → 0 −$667.6K
2 VICI Properties Inc. VICI	Sold	12.8K → 0 −$421.1K
3 Cogent Communications Holdings CCOI	Sold	5.7K → 0 −$284.6K
4 United Parcel Service, Inc. UPS	Sold	2.8K → 0 −$282.7K
5 NVO Novo Nordisk NVO	Sold	4.0K → 0 −$279.5K

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Analytics

Portfolio insights and performance metrics for Phillips Wealth Planners LLC

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Sector Allocation

ETF

19.00%

Technology

16.60%

Financial Services

15.40%

Healthcare

9.40%

Consumer Cyclical

7.60%

Industrials

7.00%

Energy

5.20%

Consumer Defensive

4.70%

Communication Services

4.40%

Utilities

4.10%

Real Estate

2.30%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

35.19%

Large Cap ($10B - $200B)

38.50%

Mid Cap ($2B - $10B)

2.59%

N/A (ETF or Unknown)

23.73%

Portfolio Concentration

Top 10 Holdings %

19.53%

Top 20 Holdings %

30.98%

Top 50 Holdings %

54.39%

Top 100 Holdings %

76.2%