Phillips Wealth Planners
Latest statistics and disclosures from Phillips Wealth Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MSFT, AVGO, JPM, XLK, and represent 12.67% of Phillips Wealth Planners's stock portfolio.
- Added to shares of these 10 stocks: IEUR, XLB, NVDA, KLAC, TEL, SYK, DXCM, AMRZ, LMT, RCL.
- Started 18 new stock positions in VO, AMRZ, SYK, WSM, AGM, HTO, CARR, CMG, XLB, RCL. SO, DXCM, LMT, TEL, MO, HIG, FCX, CR.
- Reduced shares in these 10 stocks: , RTX, , HPE, EEMA, XLC, GLW, B, IQV, VOO.
- Sold out of its positions in B, EW, XOM, HPE, HPE.PC, IQV, EEMA, NVO, RTX, XLP. SNPS.
- Phillips Wealth Planners was a net buyer of stock by $337k.
- Phillips Wealth Planners has $136M in assets under management (AUM), dropping by 2.15%.
- Central Index Key (CIK): 0001962628
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Portfolio Holdings for Phillips Wealth Planners
Phillips Wealth Planners holds 217 positions in its portfolio as reported in the June 2026 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 | $6.2M | -3% | 9.1k | 687.08 |
|
| Microsoft Corporation (MSFT) | 2.6 | $3.5M | +4% | 9.1k | 388.85 |
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| Broadcom (AVGO) | 1.9 | $2.5M | 6.8k | 370.78 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $2.5M | 7.3k | 339.23 |
|
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.8 | $2.5M | 14k | 179.18 |
|
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| Ishares Tr Core Msci Euro (IEUR) | 1.6 | $2.2M | +30% | 29k | 75.56 |
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| Apple (AAPL) | 1.5 | $2.0M | +2% | 6.5k | 310.68 |
|
| Abbvie (ABBV) | 1.4 | $1.9M | +12% | 7.6k | 254.65 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.4 | $1.9M | +3% | 34k | 56.05 |
|
| Wal-Mart Stores (WMT) | 1.4 | $1.9M | 17k | 111.54 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $1.8M | +3% | 21k | 82.94 |
|
| Williams Companies (WMB) | 1.3 | $1.8M | 23k | 75.08 |
|
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| TJX Companies (TJX) | 1.3 | $1.7M | 11k | 154.11 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.7M | 4.6k | 367.03 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $1.5M | 2.00 | 756000.00 |
|
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| Johnson & Johnson (JNJ) | 1.1 | $1.5M | +11% | 5.6k | 267.24 |
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| Chevron Corporation (CVX) | 1.1 | $1.4M | +9% | 8.3k | 174.01 |
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| PNC Financial Services (PNC) | 1.0 | $1.4M | -7% | 5.5k | 254.01 |
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| Advanced Micro Devices (AMD) | 1.0 | $1.4M | 2.7k | 516.11 |
|
|
| Philip Morris International (PM) | 1.0 | $1.4M | +5% | 7.4k | 187.79 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.0 | $1.4M | -10% | 14k | 100.46 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $1.3M | -5% | 4.6k | 293.30 |
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| Home Depot (HD) | 1.0 | $1.3M | 3.8k | 345.21 |
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| Duke Energy Corp Com New (DUK) | 1.0 | $1.3M | -9% | 10k | 128.22 |
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| McDonald's Corporation (MCD) | 1.0 | $1.3M | +2% | 4.6k | 282.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $1.3M | -2% | 13k | 98.21 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.9 | $1.2M | +9% | 7.5k | 164.44 |
|
| Coca-Cola Company (KO) | 0.9 | $1.2M | -4% | 15k | 84.05 |
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| Visa Com Cl A (V) | 0.9 | $1.2M | -8% | 3.3k | 352.20 |
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| Goldman Sachs (GS) | 0.8 | $1.1M | -14% | 1.1k | 1042.98 |
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| Astrazeneca Ord (AZN) | 0.8 | $1.1M | 5.6k | 193.12 |
|
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| Amgen (AMGN) | 0.8 | $1.1M | 2.9k | 368.10 |
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| Cme (CME) | 0.8 | $1.1M | +13% | 4.4k | 240.75 |
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| Procter & Gamble Company (PG) | 0.8 | $1.1M | +9% | 6.9k | 152.75 |
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| Medtronic SHS (MDT) | 0.8 | $1.0M | +2% | 12k | 83.83 |
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| Meta Platforms Cl A (META) | 0.7 | $994k | +21% | 1.6k | 615.58 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $968k | -2% | 6.7k | 145.39 |
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| Totalenergies Se Act (TTE) | 0.7 | $967k | 12k | 77.96 |
|
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| NVIDIA Corporation (NVDA) | 0.7 | $966k | +62% | 4.9k | 196.93 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.7 | $946k | -22% | 8.5k | 111.02 |
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| Wells Fargo & Company (WFC) | 0.7 | $925k | -16% | 11k | 87.18 |
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| International Business Machines (IBM) | 0.7 | $906k | 3.0k | 306.13 |
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| Union Pacific Corporation (UNP) | 0.7 | $903k | +9% | 3.2k | 283.12 |
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| Starbucks Corporation (SBUX) | 0.6 | $865k | +8% | 8.3k | 103.61 |
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| Merck & Co (MRK) | 0.6 | $861k | +28% | 6.7k | 128.86 |
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| Air Products & Chemicals (APD) | 0.6 | $814k | -11% | 2.7k | 305.05 |
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| Abbott Laboratories (ABT) | 0.6 | $805k | +5% | 8.4k | 95.84 |
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| Amazon (AMZN) | 0.6 | $794k | +3% | 3.2k | 245.98 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $793k | 1.8k | 432.57 |
|
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| Tesla Motors (TSLA) | 0.6 | $786k | 2.0k | 402.90 |
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| AFLAC Incorporated (AFL) | 0.6 | $782k | 6.4k | 121.49 |
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| Caterpillar (CAT) | 0.6 | $747k | 795.00 | 940.12 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $743k | 3.1k | 238.89 |
|
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| Amphenol Corp Cl A (APH) | 0.5 | $718k | +4% | 4.5k | 158.61 |
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| Linde SHS (LIN) | 0.5 | $715k | +11% | 1.3k | 538.23 |
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| Ge Vernova (GEV) | 0.5 | $700k | 650.00 | 1077.08 |
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| Royalty Pharma Shs Class A (RPRX) | 0.5 | $690k | +7% | 12k | 57.80 |
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| Eli Lilly & Co. (LLY) | 0.5 | $685k | +32% | 554.00 | 1235.56 |
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| Equinix (EQIX) | 0.5 | $681k | +14% | 666.00 | 1022.93 |
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| UnitedHealth (UNH) | 0.5 | $649k | +13% | 1.5k | 428.19 |
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| Blackrock (BLK) | 0.5 | $636k | +18% | 630.00 | 1009.43 |
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| Nextera Energy (NEE) | 0.5 | $629k | +2% | 7.1k | 88.47 |
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| Trane Technologies SHS (TT) | 0.5 | $627k | 1.3k | 475.74 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $620k | 6.4k | 97.01 |
|
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| British Amern Tob Sponsored Adr (BTI) | 0.5 | $620k | -5% | 10k | 61.80 |
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| Chubb (CB) | 0.5 | $619k | 1.7k | 359.30 |
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| Eaton Corp SHS (ETN) | 0.4 | $610k | 1.5k | 395.68 |
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| Wec Energy Group (WEC) | 0.4 | $600k | +5% | 5.1k | 117.68 |
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| American Express Company (AXP) | 0.4 | $593k | -6% | 1.7k | 349.58 |
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| Pepsi (PEP) | 0.4 | $586k | +5% | 4.0k | 144.98 |
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| Verizon Communications (VZ) | 0.4 | $573k | +3% | 14k | 42.59 |
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| Costco Wholesale Corporation (COST) | 0.4 | $569k | 600.00 | 947.50 |
|
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| Deere & Company (DE) | 0.4 | $567k | +34% | 939.00 | 603.61 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $563k | 322.00 | 1747.28 |
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| Republic Services (RSG) | 0.4 | $563k | +5% | 2.5k | 222.46 |
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| Intercontinental Exchange (ICE) | 0.4 | $563k | +16% | 4.1k | 136.45 |
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| Unilever Spon Adr New (UL) | 0.4 | $562k | 9.0k | 62.74 |
|
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| Watsco, Incorporated (WSO) | 0.4 | $548k | +4% | 1.4k | 389.41 |
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| Oracle Corporation (ORCL) | 0.4 | $545k | +12% | 3.8k | 141.61 |
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| American Tower Reit (AMT) | 0.4 | $511k | 3.1k | 165.25 |
|
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| Ishares Tr Ishares Biotech (IBB) | 0.4 | $500k | +5% | 2.5k | 198.23 |
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| Rbc Cad (RY) | 0.4 | $498k | 2.4k | 209.07 |
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| At&t (T) | 0.4 | $480k | -20% | 23k | 21.09 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $476k | 5.9k | 81.19 |
|
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.3 | $474k | -3% | 5.2k | 91.45 |
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| Welltower Inc Com reit (WELL) | 0.3 | $473k | 2.0k | 237.59 |
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| Gilead Sciences (GILD) | 0.3 | $470k | 3.5k | 136.35 |
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| Ishares Tr Us Trsprtion (IYT) | 0.3 | $467k | 5.4k | 87.17 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.3 | $466k | +5% | 4.0k | 117.39 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $465k | +16% | 7.7k | 60.22 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.3 | $463k | +16% | 10k | 45.70 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.3 | $461k | NEW | 8.9k | 51.51 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $451k | -15% | 2.9k | 156.65 |
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| Progressive Corporation (PGR) | 0.3 | $451k | 1.9k | 234.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $448k | -4% | 5.9k | 75.47 |
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| East West Ban (EWBC) | 0.3 | $446k | 3.4k | 130.49 |
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| Steris Shs Usd (STE) | 0.3 | $445k | -34% | 2.1k | 215.39 |
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| International Flavors & Fragrances (IFF) | 0.3 | $440k | 5.4k | 81.83 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $439k | 826.00 | 531.62 |
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| Dick's Sporting Goods (DKS) | 0.3 | $437k | +3% | 2.0k | 223.13 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $423k | -3% | 5.3k | 79.79 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $422k | 1.5k | 273.15 |
|
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| Analog Devices (ADI) | 0.3 | $421k | -2% | 1.1k | 379.03 |
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| salesforce (CRM) | 0.3 | $415k | -3% | 2.4k | 169.52 |
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| Kinder Morgan (KMI) | 0.3 | $414k | 13k | 32.49 |
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| Raymond James Financial (RJF) | 0.3 | $406k | 2.4k | 167.62 |
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| Paychex (PAYX) | 0.3 | $406k | -2% | 3.8k | 108.12 |
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| Axis Cap Hldgs SHS (AXS) | 0.3 | $376k | 3.3k | 114.52 |
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| Public Storage (PSA) | 0.3 | $363k | 1.1k | 328.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $362k | 980.00 | 369.61 |
|
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| Oneok (OKE) | 0.3 | $362k | 4.0k | 90.67 |
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| Morgan Stanley Com New (MS) | 0.3 | $361k | -4% | 1.6k | 222.04 |
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| Diamondback Energy (FANG) | 0.3 | $360k | -3% | 2.0k | 180.56 |
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| CMS Energy Corporation (CMS) | 0.3 | $357k | +34% | 4.6k | 77.02 |
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| Kla Corp Com New (KLAC) | 0.3 | $357k | +711% | 1.6k | 216.47 |
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| Ida (IDA) | 0.3 | $355k | -10% | 2.3k | 151.64 |
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| Shell Spon Ads (SHEL) | 0.3 | $354k | 4.3k | 81.99 |
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| Paccar (PCAR) | 0.3 | $353k | +39% | 2.8k | 124.46 |
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| Relx Sponsored Adr (RELX) | 0.3 | $352k | 11k | 32.81 |
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| Allstate Corporation (ALL) | 0.3 | $350k | 1.4k | 251.54 |
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| Darden Restaurants (DRI) | 0.3 | $349k | 1.7k | 204.50 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.3 | $346k | -3% | 3.1k | 112.29 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $343k | 3.5k | 98.35 |
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| Roper Industries (ROP) | 0.3 | $343k | +39% | 942.00 | 363.76 |
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| Corning Incorporated (GLW) | 0.3 | $341k | -42% | 1.8k | 185.38 |
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| Truist Financial Corp equities (TFC) | 0.2 | $339k | -29% | 6.6k | 51.36 |
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| Carillon Ser Tr Rj Ea Gcm Di Etf (RJDI) | 0.2 | $338k | 12k | 29.05 |
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| Emerson Electric (EMR) | 0.2 | $337k | 2.4k | 137.91 |
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| RPM International (RPM) | 0.2 | $337k | 3.1k | 108.28 |
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| Rockwell Automation (ROK) | 0.2 | $331k | 706.00 | 468.90 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $331k | +13% | 1.0k | 326.13 |
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| Amcor Com New (AMCR) | 0.2 | $331k | 7.4k | 44.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $331k | 656.00 | 504.00 |
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| Us Bancorp Com New (USB) | 0.2 | $331k | -2% | 5.3k | 62.89 |
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| Snap-on Incorporated (SNA) | 0.2 | $328k | 803.00 | 408.74 |
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| Qualcomm (QCOM) | 0.2 | $328k | +24% | 1.8k | 182.97 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $327k | 4.4k | 73.94 |
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| Automatic Data Processing (ADP) | 0.2 | $327k | +15% | 1.3k | 245.60 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $326k | 2.0k | 160.65 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $325k | -2% | 7.6k | 42.98 |
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| Enterprise Products Partners (EPD) | 0.2 | $324k | 8.6k | 37.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $324k | -2% | 433.00 | 747.71 |
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| Waste Management (WM) | 0.2 | $321k | 1.4k | 237.21 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $319k | 4.6k | 68.77 |
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| Cisco Systems (CSCO) | 0.2 | $317k | -14% | 2.8k | 111.80 |
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| MKS Instruments (MKSI) | 0.2 | $313k | -33% | 896.00 | 349.57 |
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| FedEx Corporation (FDX) | 0.2 | $307k | -23% | 982.00 | 312.88 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $307k | NEW | 1.6k | 197.84 |
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| Enbridge (ENB) | 0.2 | $304k | -5% | 5.5k | 55.05 |
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| S&p Global (SPGI) | 0.2 | $302k | 682.00 | 443.46 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $298k | 1.1k | 266.33 |
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| Expeditors International of Washington (EXPD) | 0.2 | $296k | 1.8k | 165.74 |
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| Atmos Energy Corporation (ATO) | 0.2 | $287k | 1.6k | 177.58 |
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| Applied Materials (AMAT) | 0.2 | $287k | -4% | 517.00 | 554.50 |
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| FirstEnergy (FE) | 0.2 | $282k | -2% | 5.8k | 48.39 |
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| Northwestern Energy Group In Com New (NWE) | 0.2 | $280k | 4.0k | 70.75 |
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| Stryker Corporation (SYK) | 0.2 | $278k | NEW | 843.00 | 329.74 |
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| EastGroup Properties (EGP) | 0.2 | $277k | 1.3k | 214.55 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $277k | 289.00 | 957.51 |
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| Amkor Technology (AMKR) | 0.2 | $276k | -19% | 4.2k | 65.33 |
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| Wintrust Financial Corporation (WTFC) | 0.2 | $275k | +10% | 1.7k | 161.45 |
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| Packaging Corporation of America (PKG) | 0.2 | $275k | +5% | 1.2k | 232.40 |
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| Pfizer (PFE) | 0.2 | $274k | 11k | 24.07 |
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| Dex (DXCM) | 0.2 | $273k | NEW | 3.7k | 73.57 |
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| Amrize SHS (AMRZ) | 0.2 | $273k | NEW | 5.4k | 50.94 |
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| Warner Music Group Corp Com Cl A (WMG) | 0.2 | $273k | 9.6k | 28.44 |
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| Brown & Brown (BRO) | 0.2 | $272k | +2% | 3.9k | 69.27 |
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| Micron Technology (MU) | 0.2 | $272k | -39% | 290.00 | 938.38 |
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| Verisk Analytics (VRSK) | 0.2 | $267k | +5% | 1.4k | 192.25 |
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| Prologis (PLD) | 0.2 | $265k | -3% | 1.8k | 143.61 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $264k | NEW | 493.00 | 535.38 |
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| Metropcs Communications (TMUS) | 0.2 | $263k | -44% | 1.4k | 184.73 |
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| Mid-America Apartment (MAA) | 0.2 | $262k | 1.9k | 141.71 |
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| Becton, Dickinson and (BDX) | 0.2 | $261k | -13% | 1.7k | 156.30 |
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| Kroger (KR) | 0.2 | $259k | -4% | 4.4k | 58.54 |
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| ConocoPhillips (COP) | 0.2 | $257k | 2.4k | 108.44 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $253k | 1.2k | 212.38 |
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| Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD) | 0.2 | $248k | 5.7k | 43.40 |
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| ResMed (RMD) | 0.2 | $247k | 1.1k | 219.75 |
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| Cullen/Frost Bankers (CFR) | 0.2 | $245k | 1.6k | 157.29 |
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| Comfort Systems USA (FIX) | 0.2 | $244k | -2% | 145.00 | 1683.44 |
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| McGrath Rent (MGRC) | 0.2 | $243k | -16% | 2.1k | 113.58 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $242k | NEW | 858.00 | 282.26 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $242k | 12k | 19.81 |
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| Constellation Energy (CEG) | 0.2 | $241k | 1.0k | 239.71 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $240k | +8% | 2.6k | 93.70 |
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| Williams-Sonoma (WSM) | 0.2 | $240k | NEW | 1.1k | 222.49 |
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| Jack Henry & Associates (JKHY) | 0.2 | $237k | 1.6k | 146.71 |
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| Agnico (AEM) | 0.2 | $235k | 1.6k | 150.33 |
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| Realty Income (O) | 0.2 | $235k | -5% | 3.7k | 64.01 |
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| EOG Resources (EOG) | 0.2 | $234k | 1.7k | 134.54 |
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| Cal Maine Foods Com New (CALM) | 0.2 | $234k | 2.7k | 85.41 |
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| Nvent Elec SHS (NVT) | 0.2 | $233k | -12% | 1.5k | 153.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $233k | -42% | 1.6k | 142.14 |
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| CenterPoint Energy (CNP) | 0.2 | $231k | -2% | 5.2k | 44.48 |
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| First Horizon National Corporation (FHN) | 0.2 | $231k | -10% | 8.9k | 25.76 |
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| Littelfuse (LFUS) | 0.2 | $231k | +7% | 570.00 | 404.36 |
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| SJW (HTO) | 0.2 | $227k | NEW | 3.7k | 61.77 |
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| Norfolk Southern (NSC) | 0.2 | $226k | 701.00 | 322.74 |
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| Aptar (ATR) | 0.2 | $225k | 1.8k | 127.69 |
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| Cadence Design Systems (CDNS) | 0.2 | $225k | 606.00 | 371.06 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $223k | 7.3k | 30.48 |
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| Paycom Software (PAYC) | 0.2 | $222k | 1.5k | 143.78 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $222k | +7% | 2.7k | 83.11 |
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| Carrier Global Corporation (CARR) | 0.2 | $213k | NEW | 3.1k | 68.67 |
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| Hartford Financial Services (HIG) | 0.2 | $211k | NEW | 1.5k | 139.64 |
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| Tc Energy Corp (TRP) | 0.2 | $211k | -3% | 3.1k | 68.80 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $211k | NEW | 6.1k | 34.35 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.2 | $211k | NEW | 1.1k | 200.27 |
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| Altria (MO) | 0.2 | $210k | NEW | 2.9k | 72.96 |
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| Sempra Energy (SRE) | 0.2 | $210k | 2.2k | 94.59 |
|
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| Freeport Mcmoran CL B (FCX) | 0.2 | $209k | NEW | 3.5k | 59.33 |
|
| Southern Company (SO) | 0.2 | $208k | NEW | 2.1k | 97.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $205k | NEW | 2.5k | 80.61 |
|
| Crane Company Common Stock (CR) | 0.1 | $203k | NEW | 929.00 | 218.23 |
|
| Hubbell (HUBB) | 0.1 | $202k | +2% | 422.00 | 478.89 |
|
| Dole Ord Shs (DOLE) | 0.1 | $184k | 13k | 14.20 |
|
Past Filings by Phillips Wealth Planners
SEC 13F filings are viewable for Phillips Wealth Planners going back to 2022
- Phillips Wealth Planners 2026 Q2 filed Aug. 7, 2026
- Phillips Wealth Planners 2026 Q1 filed May 14, 2026
- Phillips Wealth Planners 2025 Q4 filed Feb. 10, 2026
- 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