Phillips Wealth Planners LLC
217 holdingsFiling period: 2026-06-30Current AUM: $137.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 9.1K | $6.2M | $6.1M | 4.46% | -349 | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 9.1K | $3.5M | $5.0M | 3.64% | +423 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 6.8K | $2.5M | $2.0M | 1.43% | +24 | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 7.3K | $2.5M | $2.5M | 1.83% | +13 | 2026-06-30 |
| 5 | XLK | Select Sector Spdr TR | 13.7K | $2.5M | $2.1M | 1.54% | -17 | 2026-06-30 |
| 6 | IEUR | iShares TR | 28.7K | $2.2M | $2.1M | 1.56% | +6.7K | 2026-06-30 |
| 7 | AAPL | Apple Inc | 6.5K | $2.0M | $2.4M | 1.73% | +143 | 2026-06-30 |
| 8 | ABBV | Abbvie Inc | 7.6K | $1.9M | $2.2M | 1.62% | +852 | 2026-06-30 |
| 9 | XLF | Select Sector Spdr TR | 34.0K | $1.9M | $2.0M | 1.48% | +1.2K | 2026-06-30 |
| 10 | WMT | Walmart Inc | 17.0K | $1.9M | $2.1M | 1.53% | +32 | 2026-06-30 |
| 11 | VEU | Vanguard Intl Equity Index F | 21.3K | $1.8M | $1.7M | 1.22% | +629 | 2026-06-30 |
| 12 | WMB | Williams Cos Inc | 23.4K | $1.8M | $1.5M | 1.10% | +114 | 2026-06-30 |
| 13 | TJX | Tjx Cos Inc New | 11.0K | $1.7M | $1.5M | 1.10% | -131 | 2026-06-30 |
| 14 | GOOGL | Alphabet Inc | 4.6K | $1.7M | $1.3M | 0.98% | +71 | 2026-06-30 |
| 15 | BRK-A | Berkshire Hathaway Inc Del | 2 | $1.5M | $1.5M | 1.10% | -- | 2026-06-30 |
| 16 | JNJ | Johnson & Johnson | 5.6K | $1.5M | $1.6M | 1.19% | +593 | 2026-06-30 |
| 17 | CVX | Chevron Corporation | 8.3K | $1.4M | $1.8M | 1.34% | +724 | 2026-06-30 |
| 18 | PNC | PNC Finl Svcs Group Inc | 5.5K | $1.4M | $1.3M | 0.93% | -418 | 2026-06-30 |
| 19 | AMD | Advanced Micro Devices Inc | 2.7K | $1.4M | $1.1M | 0.78% | +11 | 2026-06-30 |
| 20 | PM | Philip Morris Intl Inc | 7.4K | $1.4M | $1.5M | 1.10% | +356 | 2026-06-30 |
| 21 | SGOV | iShares TR | 13.6K | $1.4M | $1.4M | 0.99% | -1,656 | 2026-06-30 |
| 22 | TXN | Texas Instrs Inc | 4.6K | $1.3M | $1.3M | 0.91% | -267 | 2026-06-30 |
| 23 | HD | Home Depot Inc | 3.8K | $1.3M | $1.3M | 0.93% | +31 | 2026-06-30 |
| 24 | DUK | Duke Energy Corp New | 10.2K | $1.3M | $1.3M | 0.96% | -1,023 | 2026-06-30 |
| 25 | MCD | McDonalds Corp | 4.6K | $1.3M | $1.3M | 0.96% | +125 | 2026-06-30 |
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