Phillips Wealth Planners

Phillips Wealth Planners as of March 31, 2025

Portfolio Holdings for Phillips Wealth Planners

Phillips Wealth Planners holds 173 positions in its portfolio as reported in the March 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) 4.5 $4.2M 8.6k 490.55
Microsoft Corporation (MSFT) 2.7 $2.6M 6.7k 388.46
JPMorgan Chase & Co. (JPM) 1.8 $1.7M 7.3k 236.20
UnitedHealth (UNH) 1.8 $1.7M 2.8k 599.47
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $1.6M 2.00 784000.00
Select Sector Spdr Tr Technology (XLK) 1.6 $1.5M 7.8k 198.35
Broadcom (AVGO) 1.6 $1.5M 8.3k 181.94
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.5 $1.4M 21k 70.12
Williams Companies (WMB) 1.5 $1.4M 25k 56.39
Abbvie (ABBV) 1.4 $1.3M 7.5k 175.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $1.3M 9.6k 136.87
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $1.3M 13k 97.04
Visa Com Cl A (V) 1.3 $1.2M 3.7k 333.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $1.2M 21k 58.60
Duke Energy Corp Com New (DUK) 1.3 $1.2M 10k 118.94
McDonald's Corporation (MCD) 1.3 $1.2M 3.9k 309.90
Home Depot (HD) 1.2 $1.1M 3.2k 353.86
TJX Companies (TJX) 1.2 $1.1M 8.7k 128.15
Procter & Gamble Company (PG) 1.2 $1.1M 6.6k 166.92
Accenture Plc Ireland Shs Class A (ACN) 1.1 $1.0M 3.6k 284.34
Select Sector Spdr Tr Financial (XLF) 1.1 $1.0M 22k 46.67
Select Sector Spdr Tr Communication (XLC) 1.1 $1.0M 11k 91.27
Apple (AAPL) 1.1 $998k 5.0k 198.15
Abbott Laboratories (ABT) 1.0 $967k 7.6k 126.88
Raytheon Technologies Corp (RTX) 1.0 $959k 7.5k 128.26
Oracle Corporation (ORCL) 1.0 $958k 7.2k 132.36
PNC Financial Services (PNC) 1.0 $945k 6.2k 151.99
International Business Machines (IBM) 1.0 $944k 4.0k 235.48
Meta Platforms Cl A (META) 1.0 $907k 1.7k 543.57
Amgen (AMGN) 0.9 $875k 3.1k 285.98
Exxon Mobil Corporation (XOM) 0.9 $871k 8.4k 103.14
Metropcs Communications (TMUS) 0.9 $866k 3.3k 258.67
Goldman Sachs (GS) 0.8 $770k 1.6k 494.44
Alphabet Cap Stk Cl A (GOOGL) 0.8 $763k 4.9k 157.14
Coca-Cola Company (KO) 0.8 $761k 11k 71.43
Philip Morris International (PM) 0.8 $741k 4.8k 153.89
Chevron Corporation (CVX) 0.8 $737k 5.4k 135.63
Johnson & Johnson (JNJ) 0.8 $737k 4.9k 151.73
AFLAC Incorporated (AFL) 0.8 $711k 6.7k 106.83
Republic Services (RSG) 0.7 $686k 2.8k 243.92
salesforce (CRM) 0.7 $682k 2.7k 255.00
Totalenergies Se Sponsored Ads 0.7 $681k 12k 56.23
Comcast Corp Cl A (CMCSA) 0.7 $678k 20k 33.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $671k 3.5k 189.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $662k 8.2k 80.35
Steris Shs Usd (STE) 0.7 $641k 2.9k 221.09
Blackrock (BLK) 0.7 $632k 719.00 878.78
Trane Technologies SHS (TT) 0.7 $628k 1.8k 345.81
Costco Wholesale Corporation (COST) 0.6 $610k 633.00 963.41
Medtronic SHS (MDT) 0.6 $607k 7.3k 82.90
Verizon Communications (VZ) 0.6 $602k 14k 43.73
Eaton Corp SHS (ETN) 0.6 $587k 2.1k 277.53
Amazon (AMZN) 0.6 $563k 3.0k 184.87
Bristol Myers Squibb (BMY) 0.6 $551k 11k 50.71
Equinix (EQIX) 0.6 $549k 707.00 776.83
Cme (CME) 0.6 $547k 2.1k 261.54
Mondelez Intl Cl A (MDLZ) 0.6 $540k 8.1k 67.05
Kinder Morgan (KMI) 0.6 $538k 20k 26.47
Mastercard Incorporated Cl A (MA) 0.6 $538k 1.1k 509.75
Starbucks Corporation (SBUX) 0.6 $522k 6.1k 85.43
Nextera Energy (NEE) 0.6 $521k 7.9k 65.81
Unilever Spon Adr New 0.5 $520k 8.4k 61.91
Ishares Tr Expanded Tech (IGV) 0.5 $507k 5.8k 87.20
Sanofi Sponsored Adr (SNY) 0.5 $492k 9.6k 51.50
Tesla Motors (TSLA) 0.5 $489k 1.9k 252.31
Progressive Corporation (PGR) 0.5 $487k 1.8k 275.64
Chubb (CB) 0.5 $482k 1.7k 283.37
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $482k 2.6k 184.75
Becton, Dickinson and (BDX) 0.5 $474k 2.3k 201.78
Us Bancorp Del Com New (USB) 0.5 $453k 12k 37.86
Union Pacific Corporation (UNP) 0.5 $446k 2.0k 218.59
Wec Energy Group (WEC) 0.5 $430k 4.0k 106.96
Tractor Supply Company (TSCO) 0.5 $429k 8.3k 51.67
Kroger (KR) 0.4 $418k 6.1k 68.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $417k 2.7k 157.08
American Tower Reit (AMT) 0.4 $413k 1.9k 213.22
Ida (IDA) 0.4 $405k 3.4k 117.38
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $403k 4.3k 93.51
CBOE Holdings (CBOE) 0.4 $402k 1.9k 215.09
Vici Pptys (VICI) 0.4 $400k 13k 31.05
Fiserv (FI) 0.4 $400k 1.9k 208.14
Kimberly-Clark Corporation (KMB) 0.4 $399k 2.9k 139.76
Automatic Data Processing (ADP) 0.4 $395k 1.3k 299.54
Ishares Tr Core Msci Eafe (IEFA) 0.4 $394k 5.4k 73.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $364k 6.7k 54.37
Raymond James Financial (RJF) 0.4 $363k 2.7k 135.31
Axis Cap Hldgs SHS (AXS) 0.4 $353k 3.8k 92.90
Royalty Pharma Shs Class A (RPRX) 0.4 $353k 11k 31.95
American Express Company (AXP) 0.4 $353k 1.4k 251.13
Amphenol Corp Cl A (APH) 0.4 $352k 5.4k 65.40
Gilead Sciences (GILD) 0.4 $349k 3.4k 103.63
Sap Se Spon Adr (SAP) 0.4 $348k 1.3k 259.15
Watsco, Incorporated (WSO) 0.4 $346k 680.00 508.85
Pepsi (PEP) 0.4 $343k 2.4k 144.43
CenterPoint Energy (CNP) 0.4 $337k 9.2k 36.58
Astrazeneca Sponsored Adr 0.4 $336k 5.1k 66.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $335k 640.00 524.11
Fidelity National Financial Fnf Group Com (FNF) 0.4 $334k 5.6k 59.98
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $330k 3.7k 89.98
Snap-on Incorporated (SNA) 0.3 $328k 976.00 336.17
Enterprise Products Partners (EPD) 0.3 $327k 11k 29.63
Ishares Core Msci Emkt (IEMG) 0.3 $324k 6.3k 51.66
Intercontinental Exchange (ICE) 0.3 $321k 2.1k 155.91
Brown & Brown (BRO) 0.3 $316k 2.7k 118.86
Lam Research Corp Com New (LRCX) 0.3 $312k 4.6k 67.48
Hewlett Packard Enterprise (HPE) 0.3 $306k 22k 14.14
Realty Income (O) 0.3 $306k 5.5k 55.22
S&p Global (SPGI) 0.3 $304k 653.00 465.14
Air Products & Chemicals (APD) 0.3 $298k 1.1k 269.01
Caterpillar (CAT) 0.3 $295k 1.0k 293.45
Rbc Cad (RY) 0.3 $293k 2.6k 113.27
East West Ban (EWBC) 0.3 $292k 4.0k 72.16
Cogent Communications Hldgs Com New (CCOI) 0.3 $291k 5.6k 51.73
Morgan Stanley Com New (MS) 0.3 $290k 2.7k 108.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $285k 2.4k 121.01
Paycom Software (PAYC) 0.3 $285k 1.3k 215.72
Waste Management (WM) 0.3 $285k 1.2k 229.38
Pfizer (PFE) 0.3 $284k 13k 21.91
Ark Etf Tr Innovation Etf (ARKK) 0.3 $284k 6.2k 45.89
Honeywell International (HON) 0.3 $283k 1.4k 198.55
Tc Energy Corp (TRP) 0.3 $283k 6.0k 47.47
Enbridge (ENB) 0.3 $282k 6.5k 43.24
Allstate Corporation (ALL) 0.3 $276k 1.4k 192.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $274k 513.00 533.94
United Parcel Service CL B (UPS) 0.3 $271k 2.8k 97.07
Chipotle Mexican Grill (CMG) 0.3 $268k 5.4k 49.76
Jack Henry & Associates (JKHY) 0.3 $266k 1.5k 172.77
Target Corporation (TGT) 0.3 $266k 2.9k 92.78
Genpact SHS (G) 0.3 $265k 5.6k 47.30
EOG Resources (EOG) 0.3 $263k 2.4k 108.54
National Grid Sponsored Adr Ne (NGG) 0.3 $262k 3.8k 68.06
Novo-nordisk A S Adr (NVO) 0.3 $262k 4.0k 64.73
Wal-Mart Stores (WMT) 0.3 $258k 2.8k 92.79
Cisco Systems (CSCO) 0.3 $257k 4.5k 57.33
Texas Instruments Incorporated (TXN) 0.3 $256k 1.7k 147.60
NVIDIA Corporation (NVDA) 0.3 $250k 2.3k 110.93
Stryker Corporation (SYK) 0.3 $249k 712.00 350.28
Terreno Realty Corporation (TRNO) 0.3 $247k 4.5k 54.60
Merck & Co (MRK) 0.3 $246k 3.1k 79.18
AES Corporation (AES) 0.3 $245k 24k 10.30
Ishares Tr Core Msci Euro (IEUR) 0.3 $244k 4.2k 58.56
Micron Technology (MU) 0.3 $243k 3.5k 69.55
Northrop Grumman Corporation (NOC) 0.3 $243k 455.00 533.99
At&t (T) 0.3 $243k 9.1k 26.79
Asml Holding N V N Y Registry Shs (ASML) 0.3 $241k 361.00 668.81
ResMed (RMD) 0.3 $241k 1.1k 213.99
Diamondback Energy (FANG) 0.3 $240k 1.9k 129.01
Emerson Electric (EMR) 0.3 $240k 2.4k 100.49
Shell Spon Ads (SHEL) 0.3 $238k 3.8k 62.09
FactSet Research Systems (FDS) 0.3 $237k 558.00 425.44
Nxp Semiconductors N V (NXPI) 0.2 $236k 1.4k 168.79
Advanced Micro Devices (AMD) 0.2 $235k 2.5k 93.40
Analog Devices (ADI) 0.2 $232k 1.3k 179.16
Ul Solutions Class A Com Shs (ULS) 0.2 $226k 4.0k 56.46
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $226k 2.5k 91.56
Xcel Energy (XEL) 0.2 $225k 3.2k 69.56
Zoetis Cl A (ZTS) 0.2 $225k 1.5k 149.44
Paychex (PAYX) 0.2 $224k 1.5k 146.75
Welltower Inc Com reit (WELL) 0.2 $221k 1.6k 142.67
Truist Financial Corp equities (TFC) 0.2 $221k 6.2k 35.39
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.2 $215k 3.4k 62.89
British Amern Tob Sponsored Adr (BTI) 0.2 $213k 5.1k 41.57
Equitable Holdings (EQH) 0.2 $212k 4.6k 46.41
Southern Company (SO) 0.2 $212k 2.4k 89.85
Baker Hughes Company Cl A (BKR) 0.2 $211k 5.6k 37.93
PNM Resources (TXNM) 0.2 $210k 4.1k 51.73
EastGroup Properties (EGP) 0.2 $205k 1.3k 155.03
Eli Lilly & Co. (LLY) 0.2 $203k 277.00 732.41
Targa Res Corp (TRGP) 0.2 $203k 1.2k 163.56
Carrier Global Corporation (CARR) 0.2 $202k 3.4k 59.26
American Electric Power Company (AEP) 0.2 $201k 1.9k 104.63
Permian Resources Corp Class A Com (PR) 0.1 $112k 10k 11.04
Vale S A Sponsored Ads (VALE) 0.1 $97k 11k 9.22