The Analysis of Phillips Wealth Planners LLC's Holdings

Currently, Phillips Wealth Planners LLC holds 188 types of securities in its portfolio with a total value $124.6M. In the most recent quarter, they have increased their positions in SPY (+4.6K shares, valued at $3.1M), WMT (+13.8K shares, valued at $1.7M), VT (+6.6K shares, valued at $956.1K); decreased their positions in IGM (-3.6K shares, valued at $467.3K), MU (-964 shares, valued at $375.1K), N/A (-1.3K shares, valued at $374.5K); initiated new positions in VT (+6.6K shares, valued at $956.1K), N/A (+12.8K shares, valued at $868.1K), N/A (+10.5K shares, valued at $680.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS9.6K shares7.52%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR5.0K shares985.28%2025-12-312026-02-10

MSFT MICROSOFT CORP7.5K shares7.58%2025-12-312026-02-10

WMT WALMART INC21.2K shares187.78%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.7.4K shares2.14%2025-12-312026-02-10

BROADCOM INC BROADCOM INC6.0K shares-10.82%2025-12-312026-02-10

ALPHABET INC ALPHABET INC5.9K shares4.17%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR12.4K shares81.00%2025-12-312026-02-10

Sponsored

TJX TJX COS INC NEW11.2K shares5.99%2025-12-312026-02-10

RTX RTX CORPORATION8.6K shares4.13%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR31.5K shares33.79%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F21.7K shares3.53%2025-12-312026-02-10

WMB WILLIAMS COS INC25.0K shares-2.72%2025-12-312026-02-10

HD HOME DEPOT INC4.1K shares9.78%2025-12-312026-02-10

AAPL APPLE INC5.9K shares-0.79%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-10

Sponsored

V VISA INC4.5K shares6.10%2025-12-312026-02-10

ABBV ABBVIE INC6.4K shares-10.34%2025-12-312026-02-10

AGG ISHARES TR13.5K shares5.25%2025-12-312026-02-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.2K shares3.45%2025-12-312026-02-10

MCD MCDONALDS CORP4.2K shares-3.07%2025-12-312026-02-10

PNC PNC FINL SVCS GROUP INC5.6K shares-13.32%2025-12-312026-02-10

XLC SELECT SECTOR SPDR TR10.9K shares-1.30%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON5.7K shares3.30%2025-12-312026-02-10

Sponsored

XOM EXXON MOBIL CORP9.2K shares3.46%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS4.1K shares5.16%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC1.2K shares-11.65%2025-12-312026-02-10

META META PLATFORMS INC1.8K shares-5.08%2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR7.1K shares-7.49%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC11.1K shares17.12%2025-12-312026-02-10

ABT ABBOTT LABS9.1K shares8.81%2025-12-312026-02-10

CVX CHEVRON CORP NEW6.5K shares-1.41%2025-12-312026-02-10

Sponsored

AMGN AMGEN INC3.1K shares-8.73%2025-12-312026-02-10

CME CME GROUP INC3.7K shares35.58%2025-12-312026-02-10

VPL VANGUARD INTL EQUITY INDEX F10.3K shares1.87%2025-12-312026-02-10

KO COCA COLA CO13.7K shares4.04%2025-12-312026-02-10

EEMA ISHARES INC9.9K shares-2.63%2025-12-312026-02-10

AZN ASTRAZENECA PLC10.8K shares-5.12%2025-12-312026-02-10

VT VANGUARD INTL EQUITY INDEX F6.6K sharesnew addition2025-12-312026-02-10

IJR ISHARES TR7.3K shares231.34%2025-12-312026-02-10

Sponsored

WFC WELLS FARGO CO NEW10.5K shares10.15%2025-12-312026-02-10

XLP SELECT SECTOR SPDR TR10.6K shares7.08%2025-12-312026-02-10

TOTALENERGIES SE TOTALENERGIES SE12.8K sharesnew addition2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares-30.81%2025-12-312026-02-10

TSLA TESLA INC1.9K shares-0.41%2025-12-312026-02-10

STERIS PLC STERIS PLC3.2K shares-2.01%2025-12-312026-02-10

TT TRANE TECHNOLOGIES PLC2.1K shares4.42%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares-0.87%2025-12-312026-02-10

Sponsored

AMZN AMAZON COM INC3.3K shares-0.93%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC4.5K shares17.56%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC2.9K shares5.47%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO4.9K shares-27.62%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC6.4K shares52.02%2025-12-312026-02-10

AFL AFLAC INC6.4K shares0.00%2025-12-312026-02-10

UNILEVER PLC UNILEVER PLC10.5K sharesnew addition2025-12-312026-02-10

ADI ANALOG DEVICES INC2.1K shares0.47%2025-12-312026-02-10

Sponsored

APH AMPHENOL CORP NEW4.1K shares-17.08%2025-12-312026-02-10

SBUX STARBUCKS CORP6.6K shares-18.54%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO1.8K shares12.78%2025-12-312026-02-10

TXN TEXAS INSTRS INC3.3K shares45.88%2025-12-312026-02-10

GLW CORNING INC6.7K shares-22.33%2025-12-312026-02-10

IEFA ISHARES TR6.7K shares25.63%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW610 shares-5.72%2025-12-312026-02-10

CAT CATERPILLAR INC923 shares-11.59%2025-12-312026-02-10

Sponsored

BLACKROCK INC BLACKROCK INC525 shares-18.60%2025-12-312026-02-10

NEE NEXTERA ENERGY INC7.0K shares-4.47%2025-12-312026-02-10

UNP UNION PAC CORP2.5K shares20.07%2025-12-312026-02-10

CRM SALESFORCE INC2.5K shares-13.03%2025-12-312026-02-10

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares35.80%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC1.6K shares-7.93%2025-12-312026-02-10

ORCL ORACLE CORP3.0K shares5.63%2025-12-312026-02-10

MA MASTERCARD INCORPORATED999 shares-8.10%2025-12-312026-02-10

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.3K shares-1.43%2025-12-312026-02-10

CB CHUBB LIMITED1.7K shares1.82%2025-12-312026-02-10

RPRX ROYALTY PHARMA PLC13.1K shares1.88%2025-12-312026-02-10

BIL SPDR SERIES TRUST5.7K shares21.70%2025-12-312026-02-10

RSG REPUBLIC SVCS INC2.4K shares-5.37%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC1.5K shares-31.26%2025-12-312026-02-10

GILD GILEAD SCIENCES INC3.9K shares71.55%2025-12-312026-02-10

ARKK ARK ETF TR6.2K shares-0.31%2025-12-312026-02-10

Sponsored

BTI BRITISH AMERN TOB PLC8.6K shares0.22%2025-12-312026-02-10

TFC TRUIST FINL CORP9.9K shares-0.89%2025-12-312026-02-10

T AT&T INC20.2K shares-8.37%2025-12-312026-02-10

GEV GE VERNOVA INC708 shares6.79%2025-12-312026-02-10

PEP PEPSICO INC3.2K shares2.75%2025-12-312026-02-10

TMUS T-MOBILE US INC2.5K shares-19.94%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares-30.73%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC11.6K shares-20.77%2025-12-312026-02-10

Sponsored

ASML ASML HOLDING N V324 shares-4.71%2025-12-312026-02-10

IEMG ISHARES INC6.1K shares-1.53%2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR3.6K shares-0.06%2025-12-312026-02-10

KMI KINDER MORGAN INC DEL15.0K shares-14.64%2025-12-312026-02-10

IDA IDACORP INC3.2K shares-9.42%2025-12-312026-02-10

IBB ISHARES TR2.4K sharesnew addition2025-12-312026-02-10

IJH ISHARES TR6.0K shares-12.55%2025-12-312026-02-10

EWBC EAST WEST BANCORP INC3.6K shares-2.54%2025-12-312026-02-10

Sponsored

IGM ISHARES TR3.2K shares-53.18%2025-12-312026-02-10

RJF RAYMOND JAMES FINL INC2.4K shares0.63%2025-12-312026-02-10

BAC BANK AMERICA CORP7.9K shares-4.49%2025-12-312026-02-10

RY ROYAL BK CDA2.4K shares-5.07%2025-12-312026-02-10

NXPI NXP SEMICONDUCTORS N V1.7K shares8.16%2025-12-312026-02-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.6K shares8.03%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR9.2K shares94.49%2025-12-312026-02-10

SPGI S&P GLOBAL INC735 shares3.96%2025-12-312026-02-10

Sponsored

PGR PROGRESSIVE CORP1.9K shares2.79%2025-12-312026-02-10

AXS AXIS CAP HLDGS LTD3.7K shares-0.13%2025-12-312026-02-10

IQV IQVIA HLDGS INC1.6K shares6.99%2025-12-312026-02-10

APD AIR PRODS & CHEMS INC1.4K shares17.82%2025-12-312026-02-10

WELL WELLTOWER INC2.0K shares36.90%2025-12-312026-02-10

NVDA NVIDIA CORPORATION2.0K shares-11.33%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC6.3K shares-38.70%2025-12-312026-02-10

MS MORGAN STANLEY2.0K shares0.31%2025-12-312026-02-10

Sponsored

DKS DICKS SPORTING GOODS INC1.7K shares10.69%2025-12-312026-02-10

WSO WATSCO INC924 shares27.10%2025-12-312026-02-10

HPE HEWLETT PACKARD ENTERPRISE C16.7K shares-0.94%2025-12-312026-02-10

MKSI MKS INC.1.6K shares-12.39%2025-12-312026-02-10

IFF INTERNATIONAL FLAVORS&FRAGRA4.9K sharesnew addition2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-8.23%2025-12-312026-02-10

USMV ISHARES TR3.6K shares-1.17%2025-12-312026-02-10

TSCO TRACTOR SUPPLY CO6.4K shares-1.01%2025-12-312026-02-10

Sponsored

KR KROGER CO5.3K shares3.64%2025-12-312026-02-10

LLY ELI LILLY & CO316 shares-2.47%2025-12-312026-02-10

EXPD EXPEDITORS INTL WASH INC2.1K shares-20.94%2025-12-312026-02-10

CNP CENTERPOINT ENERGY INC8.6K shares-0.05%2025-12-312026-02-10

FANG DIAMONDBACK ENERGY INC2.2K shares5.20%2025-12-312026-02-10

IEUR ISHARES TR4.6K shares6.49%2025-12-312026-02-10

O REALTY INCOME CORP5.4K shares1.90%2025-12-312026-02-10

FNF FIDELITY NATIONAL FINANCIAL6.1K shares-0.62%2025-12-312026-02-10

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.4K shares-0.42%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL675 shares5.30%2025-12-312026-02-10

AEM AGNICO EAGLE MINES LTD1.6K sharesnew addition2025-12-312026-02-10

KLAC KLA CORP212 shares-30.49%2025-12-312026-02-10

RPM RPM INTL INC2.8K sharesnew addition2025-12-312026-02-10

SNA SNAP ON INC847 shares-2.64%2025-12-312026-02-10

VYM VANGUARD WHITEHALL FDS2.1K shares-0.80%2025-12-312026-02-10

TRP TC ENERGY CORP5.7K shares-0.88%2025-12-312026-02-10

Sponsored

EQIX EQUINIX INC386 shares-32.04%2025-12-312026-02-10

ROK ROCKWELL AUTOMATION INC730 shares-21.42%2025-12-312026-02-10

NATIONAL GRID PLC NATIONAL GRID PLC3.8K shares-0.29%2025-12-312026-02-10

USB US BANCORP DEL5.5K shares0.75%2025-12-312026-02-10

WM WASTE MGMT INC DEL1.3K shares-5.07%2025-12-312026-02-10

EMR EMERSON ELEC CO2.0K shares-28.11%2025-12-312026-02-10

CARILLON SER TR CARILLON SER TR11.6K sharesnew addition2025-12-312026-02-10

MPC MARATHON PETE CORP1.7K sharesnew addition2025-12-312026-02-10

Sponsored

JKHY HENRY JACK & ASSOC INC1.6K shares-9.41%2025-12-312026-02-10

ENB ENBRIDGE INC6.2K shares-3.29%2025-12-312026-02-10

ALL ALLSTATE CORP1.5K shares12.44%2025-12-312026-02-10

G GENPACT LIMITED6.4K shares-11.33%2025-12-312026-02-10

QSR RESTAURANT BRANDS INTL INC4.3K shares1.96%2025-12-312026-02-10

AMKR AMKOR TECHNOLOGY INC5.4K sharesnew addition2025-12-312026-02-10

RMD RESMED INC1.1K shares-9.68%2025-12-312026-02-10

PLD PROLOGIS INC.2.2K shares-0.23%2025-12-312026-02-10

Sponsored

BDX BECTON DICKINSON & CO1.4K shares-38.73%2025-12-312026-02-10

HLNE HAMILTON LANE INC1.8K sharesnew addition2025-12-312026-02-10

EPD ENTERPRISE PRODS PARTNERS L8.5K shares-21.76%2025-12-312026-02-10

BMY BRISTOL-MYERS SQUIBB CO5.1K shares-13.80%2025-12-312026-02-10

GPC GENUINE PARTS CO2.0K shares-2.90%2025-12-312026-02-10

NWE NORTHWESTERN ENERGY GROUP IN4.0K shares-11.12%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC691 shares-58.25%2025-12-312026-02-10

NVT NVENT ELECTRIC PLC2.4K shares-3.17%2025-12-312026-02-10

Sponsored

DE DEERE & CO495 shares-1.20%2025-12-312026-02-10

BRO BROWN & BROWN INC3.3K shares-22.62%2025-12-312026-02-10

LINDE PLC LINDE PLC593 sharesnew addition2025-12-312026-02-10

MAA MID-AMER APT CMNTYS INC1.9K shares-25.32%2025-12-312026-02-10

TRNO TERRENO RLTY CORP4.1K shares-12.07%2025-12-312026-02-10

SHEL SHELL PLC3.5K shares-2.54%2025-12-312026-02-10

CSCO CISCO SYS INC3.4K shares-7.55%2025-12-312026-02-10

SYK STRYKER CORPORATION691 shares-12.31%2025-12-312026-02-10

Sponsored

PKG PACKAGING CORP AMER1.1K shares5.87%2025-12-312026-02-10

EGP EASTGROUP PPTYS INC1.3K shares-1.97%2025-12-312026-02-10

WSM WILLIAMS SONOMA INC1.1K shares-9.52%2025-12-312026-02-10

WTFC WINTRUST FINL CORP1.6K shares-3.53%2025-12-312026-02-10

AMT AMERICAN TOWER CORP NEW1.3K shares-35.77%2025-12-312026-02-10

LDOS LEIDOS HOLDINGS INC1.2K shares-4.32%2025-12-312026-02-10

SAN BANCO SANTANDER SA18.7K shares-1.10%2025-12-312026-02-10

CFR CULLEN FROST BANKERS INC1.6K shares-3.48%2025-12-312026-02-10

Sponsored

COP CONOCOPHILLIPS2.3K shares5.71%2025-12-312026-02-10

DRI DARDEN RESTAURANTS INC1.1K shares-18.56%2025-12-312026-02-10

XEL XCEL ENERGY INC2.9K shares-8.95%2025-12-312026-02-10

CMG CHIPOTLE MEXICAN GRILL INC5.3K shares-14.61%2025-12-312026-02-10

DGX QUEST DIAGNOSTICS INC1.2K shares-3.51%2025-12-312026-02-10

AES AES CORP14.9K shares1.64%2025-12-312026-02-10

IEF ISHARES TR2.2K shares4.40%2025-12-312026-02-10

IWR ISHARES TR2.0K sharesnew addition2025-12-312026-02-10

Sponsored

FE FIRSTENERGY CORP4.3K sharesnew addition2025-12-312026-02-10

CDNS CADENCE DESIGN SYSTEM INC639 shares3.23%2025-12-312026-02-10

HUBBELL INC HUBBELL INC415 sharesnew addition2025-12-312026-02-10

DOLE DOLE PLC10.6K sharesnew addition2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available