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, XLK, JPM, and represent 13.16% of Phillips Wealth Planners's stock portfolio.
- Added to shares of these 10 stocks: SGOV, IEUR, AZN, FDX, APD, TXN, MSFT, PM, IYT, PAYX.
- Started 40 new stock positions in AZN, ET, EW, CEG, ROP, HPE.PC, FDX, PSA, ATO, VRSK.
- Reduced shares in these 10 stocks: SPY, AstraZeneca, VT, VPL, EEMA, GLW, GOOGL, WMT, XLP, ADI.
- Sold out of its positions in AES, AstraZeneca, SAN, BAC, BMY, CMG, FNF, GPC, HLNE, IWR. LDOS, SYK, TSCO, VT, WSM, XEL, G, TEL.
- Phillips Wealth Planners was a net buyer of stock by $1.4M.
- Phillips Wealth Planners has $133M in assets under management (AUM), dropping by 6.63%.
- Central Index Key (CIK): 0001962628
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Portfolio Holdings for Phillips Wealth Planners
Phillips Wealth Planners holds 210 positions in its portfolio as reported in the March 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) | 4.8 | $6.4M | -2% | 9.4k | 679.52 |
|
| Microsoft Corporation (MSFT) | 2.7 | $3.6M | +15% | 8.6k | 412.67 |
|
| Broadcom (AVGO) | 2.2 | $2.9M | +13% | 6.8k | 428.43 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.8 | $2.4M | +10% | 14k | 177.88 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.2M | -2% | 7.2k | 300.01 |
|
| Wal-Mart Stores (WMT) | 1.6 | $2.2M | -19% | 17k | 127.59 |
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| Apple (AAPL) | 1.4 | $1.9M | +6% | 6.3k | 292.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.8M | -23% | 4.5k | 388.64 |
|
| Williams Companies (WMB) | 1.3 | $1.7M | -6% | 23k | 74.18 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $1.7M | -4% | 21k | 83.21 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.3 | $1.7M | +4% | 33k | 51.18 |
|
| TJX Companies (TJX) | 1.3 | $1.7M | 11k | 148.91 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 1.2 | $1.7M | +375% | 22k | 74.92 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $1.5M | NEW | 15k | 100.49 |
|
| Texas Instruments Incorporated (TXN) | 1.1 | $1.4M | +49% | 4.9k | 297.76 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $1.4M | 2.00 | 721000.00 |
|
|
| Duke Energy Corp Com New (DUK) | 1.1 | $1.4M | 11k | 124.90 |
|
|
| Chevron Corporation (CVX) | 1.1 | $1.4M | +16% | 7.6k | 184.73 |
|
| Abbvie (ABBV) | 1.0 | $1.4M | +5% | 6.7k | 202.78 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $1.3M | 14k | 98.92 |
|
|
| Philip Morris International (PM) | 1.0 | $1.3M | +57% | 7.0k | 182.11 |
|
| PNC Financial Services (PNC) | 1.0 | $1.3M | +5% | 5.9k | 214.59 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 1.0 | $1.3M | 11k | 115.58 |
|
|
| Advanced Micro Devices (AMD) | 0.9 | $1.2M | -7% | 2.7k | 458.79 |
|
| McDonald's Corporation (MCD) | 0.9 | $1.2M | +6% | 4.5k | 274.60 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $1.2M | -11% | 8.1k | 149.69 |
|
| Goldman Sachs (GS) | 0.9 | $1.2M | +3% | 1.3k | 944.86 |
|
| Coca-Cola Company (KO) | 0.9 | $1.2M | +10% | 15k | 78.66 |
|
| Home Depot (HD) | 0.9 | $1.2M | -6% | 3.8k | 311.40 |
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| Visa Com Cl A (V) | 0.9 | $1.2M | -19% | 3.6k | 323.86 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $1.2M | -24% | 6.5k | 178.61 |
|
| Totalenergies Se Act (TTE) | 0.9 | $1.1M | -2% | 13k | 90.69 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.1M | -11% | 5.0k | 221.43 |
|
| Cme (CME) | 0.8 | $1.1M | +5% | 3.8k | 282.58 |
|
| Astrazeneca Ord (AZN) | 0.8 | $1.0M | NEW | 5.6k | 181.86 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $982k | -3% | 6.9k | 143.04 |
|
| Amgen (AMGN) | 0.7 | $965k | -6% | 2.9k | 329.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $937k | -6% | 6.8k | 137.35 |
|
| Wells Fargo & Company (WFC) | 0.7 | $935k | +21% | 13k | 73.58 |
|
| Air Products & Chemicals (APD) | 0.7 | $917k | +109% | 3.0k | 304.50 |
|
| Procter & Gamble Company (PG) | 0.7 | $898k | +28% | 6.3k | 143.35 |
|
| Medtronic SHS (MDT) | 0.7 | $894k | +8% | 12k | 74.54 |
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| Tesla Motors (TSLA) | 0.7 | $865k | 1.9k | 445.00 |
|
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| Amazon (AMZN) | 0.6 | $837k | -5% | 3.1k | 268.99 |
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| Starbucks Corporation (SBUX) | 0.6 | $811k | +15% | 7.7k | 105.74 |
|
| Meta Platforms Cl A (META) | 0.6 | $793k | -28% | 1.3k | 598.86 |
|
| Union Pacific Corporation (UNP) | 0.6 | $768k | +18% | 2.9k | 263.35 |
|
| Caterpillar (CAT) | 0.6 | $752k | -12% | 811.00 | 926.79 |
|
| AFLAC Incorporated (AFL) | 0.6 | $744k | 6.4k | 115.48 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $731k | -27% | 1.8k | 404.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $714k | +33% | 3.1k | 228.29 |
|
| At&t (T) | 0.5 | $709k | +41% | 29k | 24.87 |
|
| Ge Vernova (GEV) | 0.5 | $690k | -9% | 643.00 | 1073.08 |
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| Corning Incorporated (GLW) | 0.5 | $665k | -52% | 3.2k | 207.37 |
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| International Business Machines (IBM) | 0.5 | $665k | -26% | 3.0k | 223.55 |
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| Oracle Corporation (ORCL) | 0.5 | $664k | +12% | 3.4k | 193.86 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $661k | +51% | 3.0k | 219.44 |
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| Nextera Energy (NEE) | 0.5 | $660k | 7.0k | 94.84 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $657k | -12% | 8.0k | 82.56 |
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| British Amern Tob Sponsored Adr (BTI) | 0.5 | $644k | +24% | 11k | 60.44 |
|
| Steris Shs Usd (STE) | 0.5 | $640k | 3.2k | 201.85 |
|
|
| Eaton Corp SHS (ETN) | 0.5 | $640k | -2% | 1.5k | 419.00 |
|
| Equinix (EQIX) | 0.5 | $634k | +51% | 584.00 | 1086.22 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $630k | -3% | 6.5k | 97.09 |
|
| Trane Technologies SHS (TT) | 0.5 | $627k | -36% | 1.3k | 476.50 |
|
| Verizon Communications (VZ) | 0.5 | $613k | +11% | 13k | 47.23 |
|
| Linde SHS (LIN) | 0.5 | $602k | +101% | 1.2k | 504.40 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $602k | 602.00 | 999.47 |
|
|
| Merck & Co (MRK) | 0.4 | $578k | -18% | 5.2k | 111.28 |
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| Blackrock (BLK) | 0.4 | $575k | 532.00 | 1081.32 |
|
|
| Royalty Pharma Shs Class A (RPRX) | 0.4 | $573k | -15% | 11k | 51.65 |
|
| Pepsi (PEP) | 0.4 | $570k | +20% | 3.8k | 149.41 |
|
| Watsco, Incorporated (WSO) | 0.4 | $570k | +45% | 1.3k | 424.72 |
|
| American Express Company (AXP) | 0.4 | $570k | +2% | 1.8k | 312.32 |
|
| Intercontinental Exchange (ICE) | 0.4 | $560k | +13% | 3.5k | 157.82 |
|
| American Tower Reit (AMT) | 0.4 | $551k | +135% | 3.1k | 177.47 |
|
| Chubb (CB) | 0.4 | $549k | 1.7k | 320.26 |
|
|
| Wec Energy Group (WEC) | 0.4 | $544k | +33% | 4.8k | 112.77 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $530k | +4% | 4.3k | 122.47 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $527k | +5% | 3.4k | 155.36 |
|
| Unilever Spon Adr New (UL) | 0.4 | $515k | -14% | 9.0k | 57.24 |
|
| UnitedHealth (UNH) | 0.4 | $513k | -8% | 1.3k | 384.44 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $504k | 322.00 | 1565.81 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.4 | $494k | -4% | 5.4k | 91.48 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $494k | -4% | 2.9k | 172.35 |
|
| Metropcs Communications (TMUS) | 0.4 | $488k | +2% | 2.6k | 190.85 |
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| FedEx Corporation (FDX) | 0.4 | $485k | NEW | 1.3k | 378.90 |
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| Analog Devices (ADI) | 0.4 | $482k | -46% | 1.1k | 422.73 |
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| Republic Services (RSG) | 0.4 | $475k | 2.4k | 197.73 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $475k | -3% | 5.9k | 80.03 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $473k | -8% | 1.5k | 305.99 |
|
| Gilead Sciences (GILD) | 0.3 | $464k | -11% | 3.5k | 133.53 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $459k | +3% | 6.2k | 73.79 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $456k | -10% | 5.5k | 82.97 |
|
| salesforce (CRM) | 0.3 | $452k | +4% | 2.5k | 177.49 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $449k | +5% | 3.8k | 119.37 |
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| Truist Financial Corp equities (TFC) | 0.3 | $446k | -5% | 9.3k | 47.97 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.3 | $435k | NEW | 5.4k | 80.06 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $430k | 2.0k | 214.84 |
|
|
| MKS Instruments (MKSI) | 0.3 | $429k | -15% | 1.3k | 319.71 |
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| Rbc Cad (RY) | 0.3 | $428k | 2.4k | 180.85 |
|
|
| International Flavors & Fragrances (IFF) | 0.3 | $423k | +10% | 5.4k | 78.75 |
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| East West Ban (EWBC) | 0.3 | $421k | -4% | 3.5k | 121.91 |
|
| Dick's Sporting Goods (DKS) | 0.3 | $417k | +12% | 1.9k | 220.25 |
|
| Kinder Morgan (KMI) | 0.3 | $412k | -14% | 13k | 32.25 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $412k | -53% | 4.9k | 83.37 |
|
| Deere & Company (DE) | 0.3 | $410k | +40% | 696.00 | 588.74 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $408k | +5% | 6.6k | 61.41 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $408k | 2.4k | 170.00 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $407k | -18% | 817.00 | 497.81 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $404k | +32% | 418.00 | 966.99 |
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| Diamondback Energy (FANG) | 0.3 | $404k | -6% | 2.1k | 196.15 |
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| Amkor Technology (AMKR) | 0.3 | $400k | -3% | 5.2k | 76.69 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $395k | -23% | 13k | 30.87 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $393k | -5% | 8.7k | 45.14 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.3 | $382k | -66% | 3.3k | 116.46 |
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| Ida (IDA) | 0.3 | $381k | -17% | 2.6k | 145.41 |
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| Micron Technology (MU) | 0.3 | $380k | -30% | 478.00 | 795.33 |
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| Progressive Corporation (PGR) | 0.3 | $378k | 1.9k | 196.91 |
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| Kla Corp Com New (KLAC) | 0.3 | $375k | -4% | 203.00 | 1845.19 |
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| Shell Spon Ads (SHEL) | 0.3 | $367k | +24% | 4.3k | 85.36 |
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| Raymond James Financial (RJF) | 0.3 | $366k | 2.4k | 151.06 |
|
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.3 | $365k | -69% | 3.2k | 114.43 |
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| Paychex (PAYX) | 0.3 | $362k | NEW | 3.9k | 93.88 |
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| Relx Sponsored Adr (RELX) | 0.3 | $359k | NEW | 11k | 33.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $353k | NEW | 971.00 | 363.63 |
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| Oneok (OKE) | 0.3 | $351k | NEW | 4.0k | 87.79 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $346k | +3% | 4.4k | 78.23 |
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| Public Storage (PSA) | 0.3 | $343k | NEW | 1.1k | 311.63 |
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| Qualcomm (QCOM) | 0.3 | $341k | NEW | 1.4k | 237.53 |
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| Emerson Electric (EMR) | 0.3 | $340k | +20% | 2.4k | 139.43 |
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| Carillon Ser Tr Rj Eagle Gcm Div (RJDI) | 0.3 | $336k | 12k | 28.90 |
|
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| Darden Restaurants (DRI) | 0.3 | $336k | +58% | 1.7k | 195.80 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $331k | NEW | 7.8k | 42.50 |
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| Enterprise Products Partners (EPD) | 0.2 | $329k | 8.7k | 37.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $328k | -91% | 444.00 | 739.30 |
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| Cisco Systems (CSCO) | 0.2 | $328k | -3% | 3.3k | 98.73 |
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| Axis Cap Hldgs SHS (AXS) | 0.2 | $326k | -11% | 3.3k | 98.50 |
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| Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD) | 0.2 | $324k | NEW | 5.7k | 57.20 |
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| Morgan Stanley Com New (MS) | 0.2 | $324k | -13% | 1.7k | 191.10 |
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| Rockwell Automation (ROK) | 0.2 | $323k | -3% | 707.00 | 456.66 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $322k | -5% | 3.4k | 94.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $321k | -2% | 2.1k | 155.84 |
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| Enbridge (ENB) | 0.2 | $318k | -6% | 5.8k | 54.46 |
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| Warner Music Group Corp Com Cl A (WMG) | 0.2 | $317k | NEW | 9.6k | 32.94 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $315k | -2% | 656.00 | 479.55 |
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| RPM International (RPM) | 0.2 | $310k | +11% | 3.1k | 99.54 |
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| Agnico (AEM) | 0.2 | $308k | 1.6k | 196.84 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $305k | +12% | 4.6k | 65.71 |
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| Kroger (KR) | 0.2 | $302k | -12% | 4.7k | 64.80 |
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| Allstate Corporation (ALL) | 0.2 | $302k | -7% | 1.4k | 213.83 |
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| Nvent Elec SHS (NVT) | 0.2 | $302k | -26% | 1.7k | 173.39 |
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| Amcor Com New (AMCR) | 0.2 | $302k | NEW | 7.5k | 40.20 |
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| Comfort Systems USA (FIX) | 0.2 | $301k | NEW | 148.00 | 2032.98 |
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| Constellation Energy (CEG) | 0.2 | $301k | NEW | 1.0k | 299.69 |
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| Pfizer (PFE) | 0.2 | $299k | NEW | 12k | 25.81 |
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| Snap-on Incorporated (SNA) | 0.2 | $299k | -4% | 807.00 | 370.46 |
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| Us Bancorp Com New (USB) | 0.2 | $294k | -2% | 5.4k | 54.49 |
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| McGrath Rent (MGRC) | 0.2 | $292k | NEW | 2.6k | 113.90 |
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| Atmos Energy Corporation (ATO) | 0.2 | $291k | NEW | 1.6k | 182.13 |
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| Waste Management (WM) | 0.2 | $289k | 1.3k | 214.11 |
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| S&p Global (SPGI) | 0.2 | $285k | -7% | 678.00 | 421.00 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $283k | -33% | 1.1k | 252.48 |
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| Northwestern Energy Group In Com New (NWE) | 0.2 | $283k | 4.0k | 70.77 |
|
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| Expeditors International of Washington (EXPD) | 0.2 | $279k | -14% | 1.8k | 155.54 |
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| Becton, Dickinson and (BDX) | 0.2 | $277k | +40% | 1.9k | 143.15 |
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| ConocoPhillips (COP) | 0.2 | $276k | +3% | 2.4k | 115.55 |
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| Prologis (PLD) | 0.2 | $275k | -12% | 1.9k | 144.07 |
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| FirstEnergy (FE) | 0.2 | $267k | +40% | 6.0k | 44.60 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $265k | -55% | 895.00 | 296.05 |
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| EastGroup Properties (EGP) | 0.2 | $265k | 1.3k | 203.92 |
|
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| Parker-Hannifin Corporation (PH) | 0.2 | $254k | NEW | 290.00 | 874.36 |
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| CMS Energy Corporation (CMS) | 0.2 | $253k | NEW | 3.5k | 73.19 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $251k | NEW | 5.3k | 47.00 |
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| Packaging Corporation of America (PKG) | 0.2 | $249k | 1.1k | 221.52 |
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| Iqvia Holdings (IQV) | 0.2 | $248k | -10% | 1.4k | 173.55 |
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| Littelfuse (LFUS) | 0.2 | $246k | NEW | 528.00 | 465.86 |
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| Automatic Data Processing (ADP) | 0.2 | $245k | -14% | 1.2k | 211.67 |
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| Realty Income (O) | 0.2 | $243k | -28% | 3.9k | 62.36 |
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| Mid-America Apartment (MAA) | 0.2 | $242k | -2% | 1.9k | 129.72 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $241k | NEW | 12k | 19.61 |
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| First Horizon National Corporation (FHN) | 0.2 | $239k | NEW | 9.9k | 24.04 |
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| Applied Materials (AMAT) | 0.2 | $239k | NEW | 539.00 | 443.62 |
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| EOG Resources (EOG) | 0.2 | $234k | NEW | 1.8k | 133.31 |
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| Wintrust Financial Corporation (WTFC) | 0.2 | $231k | 1.5k | 150.48 |
|
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| Jack Henry & Associates (JKHY) | 0.2 | $230k | 1.6k | 143.65 |
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| Paccar (PCAR) | 0.2 | $229k | NEW | 2.0k | 112.96 |
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| Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC) | 0.2 | $229k | NEW | 2.8k | 82.32 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $226k | +3% | 1.2k | 189.81 |
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| CenterPoint Energy (CNP) | 0.2 | $226k | -37% | 5.3k | 42.27 |
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| ResMed (RMD) | 0.2 | $224k | +2% | 1.1k | 198.76 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $224k | +7% | 2.4k | 94.64 |
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| Verisk Analytics (VRSK) | 0.2 | $222k | NEW | 1.3k | 168.57 |
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| Roper Industries (ROP) | 0.2 | $221k | NEW | 673.00 | 328.80 |
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| Cadence Design Systems (CDNS) | 0.2 | $220k | -5% | 604.00 | 364.20 |
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| Norfolk Southern (NSC) | 0.2 | $218k | NEW | 702.00 | 311.11 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $217k | -34% | 2.5k | 87.16 |
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| Synopsys (SNPS) | 0.2 | $215k | NEW | 416.00 | 516.19 |
|
| Paycom Software (PAYC) | 0.2 | $214k | NEW | 1.5k | 138.44 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $214k | NEW | 7.3k | 29.10 |
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| Cullen/Frost Bankers (CFR) | 0.2 | $212k | 1.6k | 135.65 |
|
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| Brown & Brown (BRO) | 0.2 | $212k | +14% | 3.8k | 55.35 |
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| Aptar (ATR) | 0.2 | $211k | NEW | 1.8k | 119.96 |
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| Edwards Lifesciences (EW) | 0.2 | $210k | NEW | 2.7k | 77.17 |
|
| Tc Energy Corp (TRP) | 0.2 | $208k | -44% | 3.2k | 65.51 |
|
| Cal Maine Foods Com New (CALM) | 0.2 | $207k | NEW | 2.7k | 75.45 |
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| Sempra Energy (SRE) | 0.2 | $205k | NEW | 2.2k | 92.83 |
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| Hubbell (HUBB) | 0.2 | $202k | 412.00 | 490.16 |
|
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| Novo-nordisk A S Adr (NVO) | 0.2 | $201k | NEW | 4.3k | 46.40 |
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| Dole Ord Shs (DOLE) | 0.1 | $198k | +22% | 13k | 15.21 |
|
Past Filings by Phillips Wealth Planners
SEC 13F filings are viewable for Phillips Wealth Planners going back to 2022
- 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