Phillips Wealth Planners
Latest statistics and disclosures from Phillips Wealth Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MSFT, JPM, AVGO, XLK, and represent 13.03% of Phillips Wealth Planners's stock portfolio.
- Added to shares of these 10 stocks: IGM, WFC, XLU, T, DKS, MAA, ROP, EXPD, TEL, GPC.
- Started 27 new stock positions in PLD, SRE, INTU, XLU, HIG, COP, MSI, AMCR, TEL, IEF.
- Reduced shares in these 10 stocks: ORCL, IGV, VICI, SNY, MU, XLK, XLV, AVGO, , UPS.
- Sold out of its positions in ARES, AVT, BKR, CCOI, INGR, IGV, NOC, NVO, TXNM, QCOM. RELX, UPS, VICI, DOX.
- Phillips Wealth Planners was a net buyer of stock by $3.7M.
- Phillips Wealth Planners has $120M in assets under management (AUM), dropping by 9.14%.
- Central Index Key (CIK): 0001962628
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Portfolio Holdings for Phillips Wealth Planners
Phillips Wealth Planners holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $5.5M | 9.0k | 617.40 |
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| Microsoft Corporation (MSFT) | 3.1 | $3.7M | +7% | 7.0k | 528.58 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $2.3M | +2% | 7.3k | 309.19 |
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| Broadcom (AVGO) | 1.9 | $2.2M | -11% | 6.7k | 335.49 |
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| Select Sector Spdr Tr Technology (XLK) | 1.6 | $2.0M | -14% | 6.9k | 287.60 |
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| Abbvie (ABBV) | 1.4 | $1.6M | 7.1k | 230.19 |
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| Williams Companies (WMB) | 1.4 | $1.6M | -6% | 26k | 63.58 |
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| Apple (AAPL) | 1.3 | $1.5M | +22% | 6.0k | 256.67 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $1.5M | 21k | 72.82 |
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| TJX Companies (TJX) | 1.3 | $1.5M | +6% | 11k | 143.11 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $1.5M | 2.00 | 750750.00 |
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| Visa Com Cl A (V) | 1.2 | $1.5M | +8% | 4.2k | 349.28 |
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| Home Depot (HD) | 1.2 | $1.4M | +11% | 3.7k | 389.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.4M | +11% | 5.7k | 250.43 |
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| Meta Platforms Cl A (META) | 1.2 | $1.4M | +2% | 1.9k | 715.66 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $1.4M | -10% | 8.3k | 168.80 |
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| Duke Energy Corp Com New (DUK) | 1.1 | $1.3M | 11k | 124.38 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $1.3M | +2% | 13k | 99.96 |
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| Select Sector Spdr Tr Communication (XLC) | 1.1 | $1.3M | -3% | 11k | 116.51 |
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| McDonald's Corporation (MCD) | 1.1 | $1.3M | +8% | 4.3k | 296.04 |
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| PNC Financial Services (PNC) | 1.1 | $1.3M | -2% | 6.5k | 195.62 |
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| Select Sector Spdr Tr Financial (XLF) | 1.0 | $1.3M | +3% | 24k | 53.70 |
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| Abbott Laboratories (ABT) | 0.9 | $1.1M | +9% | 8.4k | 133.74 |
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| International Business Machines (IBM) | 0.9 | $1.1M | 3.9k | 289.42 |
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| Goldman Sachs (GS) | 0.9 | $1.1M | +3% | 1.4k | 796.78 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $1.1M | -22% | 7.7k | 144.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $1.1M | -9% | 4.3k | 248.17 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.0M | +12% | 5.5k | 188.16 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.0M | 8.9k | 114.20 |
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| Chevron Corporation (CVX) | 0.8 | $1.0M | +7% | 6.6k | 154.03 |
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| Procter & Gamble Company (PG) | 0.8 | $1.0M | 6.7k | 150.42 |
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| Amgen (AMGN) | 0.8 | $1.0M | +2% | 3.4k | 294.12 |
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| Astrazeneca Sponsored Adr (AZN) | 0.8 | $976k | +33% | 11k | 85.49 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.8 | $955k | 10k | 94.10 |
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| Medtronic SHS (MDT) | 0.8 | $932k | +32% | 9.5k | 98.43 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.8 | $915k | 10k | 90.56 |
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| Tesla Motors (TSLA) | 0.7 | $885k | 2.0k | 453.25 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.7 | $879k | NEW | 6.8k | 128.50 |
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| Coca-Cola Company (KO) | 0.7 | $872k | +4% | 13k | 66.10 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $854k | -2% | 3.6k | 239.90 |
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| Trane Technologies SHS (TT) | 0.7 | $847k | +9% | 2.0k | 424.77 |
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| Oracle Corporation (ORCL) | 0.7 | $838k | -51% | 2.9k | 291.62 |
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| Steris Shs Usd (STE) | 0.6 | $776k | +4% | 3.2k | 240.64 |
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| Wells Fargo & Company (WFC) | 0.6 | $768k | +179% | 9.5k | 80.69 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $767k | +16% | 9.9k | 77.46 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $763k | -5% | 2.5k | 302.40 |
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| Blackrock (BLK) | 0.6 | $761k | -10% | 645.00 | 1179.27 |
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| UnitedHealth (UNH) | 0.6 | $760k | +20% | 2.1k | 358.77 |
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| Wal-Mart Stores (WMT) | 0.6 | $756k | -3% | 7.4k | 102.70 |
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| Amazon (AMZN) | 0.6 | $736k | +6% | 3.3k | 220.90 |
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| Corning Incorporated (GLW) | 0.6 | $735k | -21% | 8.6k | 85.34 |
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| AFLAC Incorporated (AFL) | 0.6 | $728k | 6.4k | 113.07 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.6 | $711k | 12k | 59.78 |
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| Cme (CME) | 0.6 | $706k | +19% | 2.7k | 262.05 |
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| Metropcs Communications (TMUS) | 0.6 | $704k | -15% | 3.1k | 224.96 |
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| salesforce (CRM) | 0.6 | $692k | +3% | 2.8k | 245.78 |
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| Starbucks Corporation (SBUX) | 0.6 | $668k | +10% | 8.1k | 82.11 |
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| Eaton Corp SHS (ETN) | 0.5 | $647k | -18% | 1.7k | 380.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $633k | 10k | 61.78 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $629k | +3% | 1.1k | 578.81 |
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| Amphenol Corp Cl A (APH) | 0.5 | $616k | 5.0k | 123.40 |
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| Verizon Communications (VZ) | 0.5 | $609k | +3% | 15k | 41.44 |
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| Nextera Energy (NEE) | 0.5 | $602k | -9% | 7.3k | 82.11 |
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| Costco Wholesale Corporation (COST) | 0.5 | $589k | +2% | 647.00 | 910.94 |
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| Philip Morris International (PM) | 0.5 | $582k | 3.8k | 153.54 |
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| At&t (T) | 0.5 | $571k | +182% | 22k | 25.87 |
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| Republic Services (RSG) | 0.5 | $569k | 2.6k | 223.18 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.5 | $566k | 6.2k | 91.59 |
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| Advanced Micro Devices (AMD) | 0.5 | $566k | +8% | 2.8k | 203.71 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $546k | -13% | 18k | 31.09 |
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| American Express Company (AXP) | 0.4 | $522k | +23% | 1.6k | 331.99 |
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| Analog Devices (ADI) | 0.4 | $518k | +27% | 2.1k | 242.50 |
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| Caterpillar (CAT) | 0.4 | $517k | 1.0k | 495.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $517k | -6% | 2.4k | 217.79 |
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| Kinder Morgan (KMI) | 0.4 | $490k | -14% | 18k | 27.93 |
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| Chubb (CB) | 0.4 | $489k | 1.7k | 286.39 |
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| Union Pacific Corporation (UNP) | 0.4 | $486k | +13% | 2.0k | 237.41 |
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| Unilever Spon Adr New (UL) | 0.4 | $485k | 8.3k | 58.58 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $482k | +10% | 4.0k | 120.54 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $475k | 5.3k | 88.99 |
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| Ida (IDA) | 0.4 | $467k | 3.5k | 133.70 |
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| Royalty Pharma Shs Class A (RPRX) | 0.4 | $465k | 13k | 36.13 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $453k | 6.9k | 65.88 |
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| Truist Financial Corp equities (TFC) | 0.4 | $451k | +21% | 10k | 45.33 |
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| Equinix (EQIX) | 0.4 | $449k | -2% | 568.00 | 789.84 |
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| Progressive Corporation (PGR) | 0.4 | $448k | 1.9k | 240.50 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $437k | +2% | 8.5k | 51.18 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $432k | -36% | 2.9k | 149.15 |
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| Pepsi (PEP) | 0.4 | $432k | +18% | 3.1k | 139.70 |
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| Becton, Dickinson and (BDX) | 0.4 | $430k | +2% | 2.2k | 191.99 |
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| Automatic Data Processing (ADP) | 0.4 | $427k | +11% | 1.5k | 290.55 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $426k | +35% | 4.7k | 91.51 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $424k | NEW | 4.7k | 89.77 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $418k | 17k | 24.79 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $417k | 6.2k | 67.21 |
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| NVIDIA Corporation (NVDA) | 0.3 | $416k | 2.2k | 185.54 |
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| Bank of America Corporation (BAC) | 0.3 | $415k | -32% | 8.2k | 50.39 |
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| Brown & Brown (BRO) | 0.3 | $408k | +57% | 4.3k | 94.44 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $406k | +18% | 2.2k | 181.81 |
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| Raymond James Financial (RJF) | 0.3 | $402k | -10% | 2.4k | 167.64 |
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| Ge Vernova (GEV) | 0.3 | $400k | +9% | 663.00 | 603.22 |
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| East West Ban (EWBC) | 0.3 | $397k | -4% | 3.7k | 107.45 |
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| Wec Energy Group (WEC) | 0.3 | $384k | -14% | 3.3k | 114.55 |
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| American Tower Reit (AMT) | 0.3 | $381k | -2% | 2.1k | 185.57 |
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| Emerson Electric (EMR) | 0.3 | $378k | -15% | 2.8k | 134.77 |
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| Merck & Co (MRK) | 0.3 | $372k | +44% | 4.2k | 88.80 |
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| Rbc Cad (RY) | 0.3 | $369k | 2.5k | 147.03 |
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| Intercontinental Exchange (ICE) | 0.3 | $365k | +11% | 2.3k | 159.06 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $363k | +10% | 1.6k | 231.42 |
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| Fidelity National Financial Com Shs (FNF) | 0.3 | $359k | +10% | 6.2k | 58.05 |
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| Tractor Supply Company (TSCO) | 0.3 | $356k | -2% | 6.5k | 54.69 |
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| Axis Cap Hldgs SHS (AXS) | 0.3 | $355k | -2% | 3.7k | 94.98 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $355k | -2% | 340.00 | 1043.30 |
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| Paycom Software (PAYC) | 0.3 | $352k | +31% | 1.8k | 200.22 |
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| Dick's Sporting Goods (DKS) | 0.3 | $351k | NEW | 1.5k | 229.93 |
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| Mid-America Apartment (MAA) | 0.3 | $350k | NEW | 2.6k | 136.00 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $349k | 3.7k | 95.08 |
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| Kla Corp Com New (KLAC) | 0.3 | $348k | -3% | 305.00 | 1139.71 |
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| Enterprise Products Partners (EPD) | 0.3 | $343k | -2% | 11k | 31.50 |
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| ResMed (RMD) | 0.3 | $343k | +8% | 1.2k | 281.38 |
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| CenterPoint Energy (CNP) | 0.3 | $339k | -4% | 8.6k | 39.46 |
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| S&p Global (SPGI) | 0.3 | $338k | +6% | 707.00 | 478.35 |
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| Kroger (KR) | 0.3 | $334k | -10% | 5.2k | 64.80 |
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| Roper Industries (ROP) | 0.3 | $331k | NEW | 653.00 | 506.99 |
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| Air Products & Chemicals (APD) | 0.3 | $330k | +10% | 1.2k | 270.95 |
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| Expeditors International of Washington (EXPD) | 0.3 | $328k | NEW | 2.7k | 123.67 |
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| Rockwell Automation (ROK) | 0.3 | $324k | +45% | 929.00 | 348.57 |
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| Enbridge (ENB) | 0.3 | $321k | 6.5k | 49.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $321k | 641.00 | 500.02 |
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| Realty Income (O) | 0.3 | $318k | -4% | 5.3k | 59.90 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $318k | NEW | 1.4k | 222.96 |
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| Micron Technology (MU) | 0.3 | $316k | -53% | 1.7k | 190.96 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $315k | -54% | 6.3k | 49.71 |
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| Tc Energy Corp (TRP) | 0.3 | $314k | -2% | 5.8k | 54.49 |
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| Diamondback Energy (FANG) | 0.3 | $313k | +8% | 2.1k | 149.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $310k | -7% | 462.00 | 671.61 |
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| Waste Management (WM) | 0.3 | $309k | +15% | 1.4k | 217.69 |
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| Morgan Stanley Com New (MS) | 0.3 | $309k | -19% | 2.0k | 158.09 |
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| Iqvia Holdings (IQV) | 0.3 | $305k | +9% | 1.5k | 205.02 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.2 | $301k | 4.3k | 69.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $301k | -7% | 2.1k | 141.23 |
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| Honeywell International (HON) | 0.2 | $301k | -8% | 1.4k | 209.00 |
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| Watsco, Incorporated (WSO) | 0.2 | $298k | +7% | 727.00 | 410.17 |
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| Snap-on Incorporated (SNA) | 0.2 | $296k | -5% | 870.00 | 340.56 |
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| Genpact SHS (G) | 0.2 | $296k | +24% | 7.2k | 41.11 |
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| Zoetis Cl A (ZTS) | 0.2 | $293k | +6% | 2.0k | 145.36 |
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| Genuine Parts Company (GPC) | 0.2 | $291k | NEW | 2.1k | 138.45 |
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| Pfizer (PFE) | 0.2 | $289k | +27% | 11k | 26.43 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $289k | +21% | 4.2k | 68.87 |
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| Stryker Corporation (SYK) | 0.2 | $289k | +10% | 788.00 | 366.28 |
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| Allstate Corporation (ALL) | 0.2 | $282k | -8% | 1.4k | 208.77 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $281k | -2% | 3.8k | 73.90 |
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| EOG Resources (EOG) | 0.2 | $280k | -3% | 2.5k | 110.45 |
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| Carrier Global Corporation (CARR) | 0.2 | $277k | +38% | 4.6k | 59.81 |
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| Eli Lilly & Co. (LLY) | 0.2 | $274k | +22% | 324.00 | 845.05 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $273k | +4% | 4.7k | 58.39 |
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| Bristol Myers Squibb (BMY) | 0.2 | $268k | -21% | 5.9k | 45.14 |
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| Motorola Solutions Com New (MSI) | 0.2 | $268k | NEW | 586.00 | 457.13 |
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| Shell Spon Ads (SHEL) | 0.2 | $263k | 3.5k | 74.27 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $263k | 2.2k | 119.77 |
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| Us Bancorp Del Com New (USB) | 0.2 | $261k | -37% | 5.5k | 47.72 |
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| Xcel Energy (XEL) | 0.2 | $261k | -3% | 3.2k | 81.00 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $261k | +10% | 6.3k | 41.63 |
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| Northwestern Energy Group In Com New (NWE) | 0.2 | $259k | NEW | 4.5k | 58.11 |
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| Gilead Sciences (GILD) | 0.2 | $259k | -15% | 2.3k | 113.59 |
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| Jack Henry & Associates (JKHY) | 0.2 | $257k | +8% | 1.7k | 147.69 |
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| Darden Restaurants (DRI) | 0.2 | $257k | +34% | 1.3k | 193.27 |
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| Cisco Systems (CSCO) | 0.2 | $257k | -21% | 3.7k | 68.92 |
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| Welltower Inc Com reit (WELL) | 0.2 | $255k | -3% | 1.5k | 174.14 |
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| Prologis (PLD) | 0.2 | $255k | NEW | 2.2k | 117.13 |
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| MKS Instruments (MKSI) | 0.2 | $252k | NEW | 1.8k | 139.47 |
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| Leidos Holdings (LDOS) | 0.2 | $252k | 1.3k | 198.04 |
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| Fiserv (FI) | 0.2 | $250k | +3% | 2.0k | 125.05 |
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| Diageo Spon Adr New (DEO) | 0.2 | $244k | +8% | 2.6k | 94.38 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $242k | -17% | 3.0k | 79.99 |
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| Williams-Sonoma (WSM) | 0.2 | $239k | 1.2k | 196.15 |
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| Nvent Electric SHS (NVT) | 0.2 | $238k | NEW | 2.4k | 98.00 |
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| International Paper Company (IP) | 0.2 | $233k | NEW | 5.1k | 45.88 |
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| Phillips 66 (PSX) | 0.2 | $230k | NEW | 1.7k | 132.92 |
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| Deere & Company (DE) | 0.2 | $229k | NEW | 501.00 | 457.31 |
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| Packaging Corporation of America (PKG) | 0.2 | $229k | 1.1k | 212.93 |
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| Intuit (INTU) | 0.2 | $227k | NEW | 339.00 | 670.09 |
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| EastGroup Properties (EGP) | 0.2 | $227k | 1.3k | 171.78 |
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| McGrath Rent (MGRC) | 0.2 | $225k | NEW | 2.0k | 113.34 |
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| Cadence Design Systems (CDNS) | 0.2 | $219k | NEW | 619.00 | 353.36 |
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| Wintrust Financial Corporation (WTFC) | 0.2 | $215k | 1.6k | 132.64 |
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| Sempra Energy (SRE) | 0.2 | $214k | NEW | 2.3k | 92.46 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $214k | -2% | 1.2k | 178.43 |
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| Sap Se Spon Adr (SAP) | 0.2 | $213k | -13% | 777.00 | 274.28 |
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| American Electric Power Company (AEP) | 0.2 | $212k | NEW | 1.8k | 115.66 |
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| Cullen/Frost Bankers (CFR) | 0.2 | $210k | 1.6k | 127.97 |
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| Hartford Financial Services (HIG) | 0.2 | $210k | NEW | 1.6k | 132.54 |
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| AES Corporation (AES) | 0.2 | $209k | -25% | 15k | 14.27 |
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| ConocoPhillips (COP) | 0.2 | $208k | NEW | 2.2k | 94.91 |
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| Equitable Holdings (EQH) | 0.2 | $208k | -6% | 4.1k | 50.93 |
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| Dex (DXCM) | 0.2 | $207k | +9% | 3.1k | 66.36 |
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| Southern Company (SO) | 0.2 | $206k | NEW | 2.2k | 95.51 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $203k | NEW | 2.1k | 96.12 |
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| Banco Santander Adr (SAN) | 0.2 | $192k | NEW | 19k | 10.11 |
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| Amcor Ord (AMCR) | 0.1 | $164k | NEW | 20k | 8.07 |
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| Permian Resources Corp Class A Com (PR) | 0.1 | $131k | 10k | 12.61 |
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Past Filings by Phillips Wealth Planners
SEC 13F filings are viewable for Phillips Wealth Planners going back to 2022
- Phillips Wealth Planners 2025 Q3 filed Nov. 7, 2025
- Phillips Wealth Planners 2025 Q2 filed July 11, 2025
- Phillips Wealth Planners 2025 Q1 filed April 23, 2025
- Phillips Wealth Planners 2024 Q4 filed Jan. 17, 2025
- Phillips Wealth Planners 2024 Q3 filed Oct. 29, 2024
- Phillips Wealth Planners 2024 Q2 filed Aug. 2, 2024
- Phillips Wealth Planners 2024 Q1 filed April 29, 2024
- Phillips Wealth Planners 2023 Q4 filed Feb. 12, 2024
- Phillips Wealth Planners 2023 Q3 filed Oct. 30, 2023
- Phillips Wealth Planners 2023 Q2 filed July 26, 2023
- Phillips Wealth Planners 2023 Q1 filed May 15, 2023
- Phillips Wealth Planners 2022 Q4 filed Feb. 14, 2023