Phillips Wealth Planners LLC
211 holdingsFiling period: 2026-03-31Current AUM: $148.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 9.4K | $6.4M | $7.4M | 4.98% | -205 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 8.6K | $3.6M | $4.5M | 3.02% | +1.1K | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 6.8K | $2.9M | $3.7M | 2.47% | +820 | 2026-03-31 |
| 4 | XLK | SELECT SECTOR SPDR TR | 13.7K | $2.4M | $3.2M | 2.17% | +1.3K | 2026-03-31 |
| 5 | JPM | JPMORGAN CHASE & CO | 7.2K | $2.2M | $2.6M | 1.76% | -200 | 2026-03-31 |
| 6 | WMT | WALMART INC | 17.0K | $2.2M | $1.9M | 1.31% | -4,205 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 6.3K | $1.9M | $2.3M | 1.52% | +396 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 4.5K | $1.8M | $2.2M | 1.47% | -1,381 | 2026-03-31 |
| 9 | WMB | WILLIAMS COS INC | 23.2K | $1.7M | $1.7M | 1.15% | -1,714 | 2026-03-31 |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 20.7K | $1.7M | $1.9M | 1.28% | -1,014 | 2026-03-31 |
| 11 | XLF | SELECT SECTOR SPDR TR | 32.8K | $1.7M | $1.9M | 1.31% | +1.3K | 2026-03-31 |
| 12 | TJX | TJX COS INC NEW | 11.2K | $1.7M | $1.6M | 1.11% | +5 | 2026-03-31 |
| 13 | IEUR | ISHARES TR | 22.0K | $1.6M | $1.8M | 1.22% | +17.4K | 2026-03-31 |
| 14 | SGOV | ISHARES TR | 15.3K | $1.5M | $1.5M | 1.04% | -- | 2026-03-31 |
| 15 | TXN | TEXAS INSTRS INC | 4.9K | $1.4M | $2.1M | 1.39% | +1.6K | 2026-03-31 |
| 16 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 0.97% | -- | 2026-03-31 |
| 17 | DUK | DUKE ENERGY CORP NEW | 11.2K | $1.4M | $1.3M | 0.91% | +57 | 2026-03-31 |
| 18 | CVX | CHEVRON CORPORATION | 7.6K | $1.4M | $1.3M | 0.90% | +1.1K | 2026-03-31 |
| 19 | ABBV | ABBVIE INC | 6.7K | $1.4M | $1.6M | 1.06% | +364 | 2026-03-31 |
| 20 | AGG | ISHARES TR | 13.5K | $1.3M | $1.3M | 0.88% | -62 | 2026-03-31 |
| 21 | PM | PHILIP MORRIS INTL INC | 7.0K | $1.3M | $1.5M | 1.00% | +2.5K | 2026-03-31 |
| 22 | PNC | PNC FINL SVCS GROUP INC | 5.9K | $1.3M | $1.5M | 1.03% | +309 | 2026-03-31 |
| 23 | XLC | SELECT SECTOR SPDR TR | 11.0K | $1.3M | $1.2M | 0.84% | +108 | 2026-03-31 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 2.7K | $1.2M | $2.9M | 1.96% | -233 | 2026-03-31 |
| 25 | MCD | MCDONALDS CORP | 4.5K | $1.2M | $1.1M | 0.72% | +282 | 2026-03-31 |
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