Phillips Wealth Planners

Phillips Wealth Planners as of Dec. 31, 2025

Portfolio Holdings for Phillips Wealth Planners

Phillips Wealth Planners holds 188 positions in its portfolio as reported in the December 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) 4.9 $6.1M 9.6k 630.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $3.4M 5.0k 685.40
Microsoft Corporation (MSFT) 2.7 $3.3M 7.5k 444.12
Wal-Mart Stores (WMT) 2.0 $2.5M 21k 119.36
JPMorgan Chase & Co. (JPM) 1.8 $2.2M 7.4k 302.05
Broadcom (AVGO) 1.6 $2.0M 6.0k 328.80
Alphabet Cap Stk Cl A (GOOGL) 1.6 $1.9M 5.9k 328.38
Select Sector Spdr Tr State Street Tec (XLK) 1.4 $1.8M 12k 143.81
TJX Companies (TJX) 1.4 $1.7M 11k 155.85
Raytheon Technologies Corp (RTX) 1.4 $1.7M 8.6k 197.50
Select Sector Spdr Tr State Street Fin (XLF) 1.4 $1.7M 32k 53.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $1.7M 22k 76.63
Williams Companies (WMB) 1.3 $1.6M 25k 63.18
Home Depot (HD) 1.3 $1.6M 4.1k 384.64
Apple (AAPL) 1.2 $1.5M 5.9k 247.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $1.4M 2.00 724079.50
Visa Com Cl A (V) 1.2 $1.4M 4.5k 325.28
Abbvie (ABBV) 1.1 $1.4M 6.4k 216.15
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $1.4M 14k 100.00
Duke Energy Corp Com New (DUK) 1.1 $1.3M 11k 119.37
McDonald's Corporation (MCD) 1.0 $1.3M 4.2k 305.69
PNC Financial Services (PNC) 1.0 $1.3M 5.6k 225.49
Select Sector Spdr Tr State Street Com (XLC) 1.0 $1.2M 11k 114.63
Johnson & Johnson (JNJ) 1.0 $1.2M 5.7k 218.01
Exxon Mobil Corporation (XOM) 1.0 $1.2M 9.2k 133.61
International Business Machines (IBM) 1.0 $1.2M 4.1k 297.54
Goldman Sachs (GS) 0.9 $1.2M 1.2k 953.01
Meta Platforms Cl A (META) 0.9 $1.1M 1.8k 612.96
Select Sector Spdr Tr State Street Hea (XLV) 0.9 $1.1M 7.1k 158.26
Medtronic SHS (MDT) 0.9 $1.1M 11k 100.29
Abbott Laboratories (ABT) 0.9 $1.1M 9.1k 120.73
Chevron Corporation (CVX) 0.9 $1.1M 6.5k 166.74
Amgen (AMGN) 0.9 $1.1M 3.1k 343.60
Cme (CME) 0.8 $1.0M 3.7k 279.07
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.8 $991k 10k 96.35
Coca-Cola Company (KO) 0.8 $988k 14k 72.01
Ishares Msci Em Asia Etf (EEMA) 0.8 $983k 9.9k 99.39
Astrazeneca Sponsored Adr 0.8 $980k 11k 90.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $956k 6.6k 144.12
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $946k 7.3k 130.12
Wells Fargo & Company (WFC) 0.7 $903k 11k 86.12
Select Sector Spdr Tr State Street Con (XLP) 0.7 $874k 11k 82.44
Totalenergies Se Act (TTE) 0.7 $868k 13k 67.72
Accenture Plc Ireland Shs Class A (ACN) 0.7 $841k 3.0k 280.72
Tesla Motors (TSLA) 0.7 $839k 1.9k 431.44
Steris Shs Usd (STE) 0.7 $826k 3.2k 261.18
Trane Technologies SHS (TT) 0.7 $823k 2.1k 395.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $816k 2.5k 326.12
Amazon (AMZN) 0.6 $764k 3.3k 231.31
Philip Morris International (PM) 0.6 $753k 4.5k 168.81
Advanced Micro Devices (AMD) 0.6 $732k 2.9k 249.80
Procter & Gamble Company (PG) 0.6 $710k 4.9k 146.05
Merck & Co (MRK) 0.6 $707k 6.4k 111.11
AFLAC Incorporated (AFL) 0.6 $699k 6.4k 108.56
Unilever Spon Adr New (UL) 0.5 $681k 11k 64.83
Analog Devices (ADI) 0.5 $655k 2.1k 304.97
Amphenol Corp Cl A (APH) 0.5 $640k 4.1k 154.60
Starbucks Corporation (SBUX) 0.5 $639k 6.6k 96.43
American Express Company (AXP) 0.5 $638k 1.8k 359.61
Texas Instruments Incorporated (TXN) 0.5 $633k 3.3k 194.41
Corning Incorporated (GLW) 0.5 $625k 6.7k 93.52
Ishares Tr Core Msci Eafe (IEFA) 0.5 $619k 6.7k 92.43
Costco Wholesale Corporation (COST) 0.5 $600k 610.00 982.86
Caterpillar (CAT) 0.5 $596k 923.00 645.38
Blackrock (BLK) 0.5 $592k 525.00 1127.85
Nextera Energy (NEE) 0.5 $587k 7.0k 83.85
Union Pacific Corporation (UNP) 0.5 $564k 2.5k 229.39
salesforce (CRM) 0.4 $543k 2.5k 221.58
Intercontinental Exchange (ICE) 0.4 $535k 3.1k 171.90
Eaton Corp SHS (ETN) 0.4 $530k 1.6k 337.96
Oracle Corporation (ORCL) 0.4 $528k 3.0k 173.90
Mastercard Incorporated Cl A (MA) 0.4 $527k 999.00 527.57
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $524k 2.3k 223.86
Chubb (CB) 0.4 $521k 1.7k 299.98
Royalty Pharma Shs Class A (RPRX) 0.4 $521k 13k 39.72
Spdr Series Trust State Street Spd (BIL) 0.4 $519k 5.7k 91.55
Republic Services (RSG) 0.4 $517k 2.4k 214.29
UnitedHealth (UNH) 0.4 $506k 1.5k 347.75
Gilead Sciences (GILD) 0.4 $505k 3.9k 129.10
Ark Etf Tr Innovation Etf (ARKK) 0.4 $495k 6.2k 80.29
British Amern Tob Sponsored Adr (BTI) 0.4 $494k 8.6k 57.71
Truist Financial Corp equities (TFC) 0.4 $494k 9.9k 50.02
At&t (T) 0.4 $475k 20k 23.50
Ge Vernova (GEV) 0.4 $473k 708.00 667.89
Pepsi (PEP) 0.4 $466k 3.2k 146.74
Metropcs Communications (TMUS) 0.4 $460k 2.5k 183.60
Lam Research Corp Com New (LRCX) 0.4 $459k 2.0k 228.39
Verizon Communications (VZ) 0.4 $457k 12k 39.24
Asml Holding N V N Y Registry Shs (ASML) 0.4 $441k 324.00 1360.09
Ishares Core Msci Emkt (IEMG) 0.3 $436k 6.1k 71.38
Select Sector Spdr Tr State Street Con (XLY) 0.3 $432k 3.6k 121.40
Kinder Morgan (KMI) 0.3 $428k 15k 28.58
Ida (IDA) 0.3 $424k 3.2k 134.00
Ishares Tr Ishares Biotech (IBB) 0.3 $423k 2.4k 175.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $423k 6.0k 70.34
East West Ban (EWBC) 0.3 $416k 3.6k 115.50
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $411k 3.2k 128.53
Raymond James Financial (RJF) 0.3 $410k 2.4k 170.04
Bank of America Corporation (BAC) 0.3 $409k 7.9k 52.07
Rbc Cad (RY) 0.3 $400k 2.4k 168.00
Nxp Semiconductors N V (NXPI) 0.3 $396k 1.7k 233.72
Wec Energy Group (WEC) 0.3 $396k 3.6k 109.52
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $395k 9.2k 43.02
S&p Global (SPGI) 0.3 $390k 735.00 531.16
Progressive Corporation (PGR) 0.3 $389k 1.9k 203.00
Axis Cap Hldgs SHS (AXS) 0.3 $386k 3.7k 103.34
Iqvia Holdings (IQV) 0.3 $384k 1.6k 241.40
Air Products & Chemicals (APD) 0.3 $378k 1.4k 263.11
Welltower Inc Com reit (WELL) 0.3 $373k 2.0k 186.00
NVIDIA Corporation (NVDA) 0.3 $364k 2.0k 183.32
Mondelez Intl Cl A (MDLZ) 0.3 $360k 6.3k 57.35
Morgan Stanley Com New (MS) 0.3 $359k 2.0k 183.32
Dick's Sporting Goods (DKS) 0.3 $358k 1.7k 211.98
Watsco, Incorporated (WSO) 0.3 $356k 924.00 384.91
Hewlett Packard Enterprise (HPE) 0.3 $351k 17k 21.02
MKS Instruments (MKSI) 0.3 $350k 1.6k 220.73
International Flavors & Fragrances (IFF) 0.3 $347k 4.9k 71.30
Automatic Data Processing (ADP) 0.3 $347k 1.3k 256.99
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $342k 3.6k 94.34
Tractor Supply Company (TSCO) 0.3 $342k 6.4k 53.17
Kroger (KR) 0.3 $342k 5.3k 63.92
Eli Lilly & Co. (LLY) 0.3 $341k 316.00 1078.52
Expeditors International of Washington (EXPD) 0.3 $341k 2.1k 162.51
CenterPoint Energy (CNP) 0.3 $339k 8.6k 39.53
Diamondback Energy (FANG) 0.3 $337k 2.2k 153.00
Ishares Tr Core Msci Euro (IEUR) 0.3 $337k 4.6k 72.86
Realty Income (O) 0.3 $335k 5.4k 61.79
Fidelity National Financial Com Shs (FNF) 0.3 $331k 6.1k 53.99
Te Connectivity Ord Shs (TEL) 0.3 $328k 1.4k 231.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $327k 675.00 483.83
Agnico (AEM) 0.3 $324k 1.6k 205.35
Kla Corp Com New (KLAC) 0.3 $322k 212.00 1520.00
RPM International (RPM) 0.3 $315k 2.8k 112.30
Snap-on Incorporated (SNA) 0.3 $315k 847.00 371.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $313k 2.1k 148.31
Tc Energy Corp (TRP) 0.2 $309k 5.7k 53.97
Equinix (EQIX) 0.2 $307k 386.00 795.48
Rockwell Automation (ROK) 0.2 $307k 730.00 420.30
National Grid Sponsored Adr Ne (NGG) 0.2 $306k 3.8k 80.85
Us Bancorp Del Com New (USB) 0.2 $306k 5.5k 55.47
Waste Management (WM) 0.2 $306k 1.3k 226.49
Emerson Electric (EMR) 0.2 $302k 2.0k 149.57
Carillon Ser Tr Rj Eagle Gcm Div 0.2 $301k 12k 25.83
Marathon Petroleum Corp (MPC) 0.2 $298k 1.7k 177.48
Jack Henry & Associates (JKHY) 0.2 $297k 1.6k 187.82
Enbridge (ENB) 0.2 $295k 6.2k 47.29
Allstate Corporation (ALL) 0.2 $294k 1.5k 193.65
Genpact SHS (G) 0.2 $292k 6.4k 45.73
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.2 $291k 4.3k 68.02
Amkor Technology (AMKR) 0.2 $289k 5.4k 53.46
ResMed (RMD) 0.2 $286k 1.1k 259.28
Prologis (PLD) 0.2 $285k 2.2k 131.14
Becton, Dickinson and (BDX) 0.2 $283k 1.4k 206.18
Hamilton Lane Cl A (HLNE) 0.2 $281k 1.8k 152.92
Enterprise Products Partners (EPD) 0.2 $281k 8.5k 32.97
Bristol Myers Squibb (BMY) 0.2 $279k 5.1k 54.50
Genuine Parts Company (GPC) 0.2 $278k 2.0k 136.24
Northwestern Energy Group In Com New (NWE) 0.2 $271k 4.0k 68.40
Micron Technology (MU) 0.2 $269k 691.00 389.11
Nvent Electric SHS (NVT) 0.2 $265k 2.4k 112.66
Deere & Company (DE) 0.2 $262k 495.00 529.51
Brown & Brown (BRO) 0.2 $261k 3.3k 78.07
Linde SHS (LIN) 0.2 $261k 593.00 439.35
Mid-America Apartment (MAA) 0.2 $260k 1.9k 135.38
Terreno Realty Corporation (TRNO) 0.2 $257k 4.1k 62.50
Shell Spon Ads (SHEL) 0.2 $255k 3.5k 73.81
Cisco Systems (CSCO) 0.2 $254k 3.4k 73.70
Stryker Corporation (SYK) 0.2 $251k 691.00 362.94
Packaging Corporation of America (PKG) 0.2 $250k 1.1k 220.00
EastGroup Properties (EGP) 0.2 $239k 1.3k 184.53
Williams-Sonoma (WSM) 0.2 $238k 1.1k 215.54
Wintrust Financial Corporation (WTFC) 0.2 $236k 1.6k 151.54
American Tower Reit (AMT) 0.2 $235k 1.3k 178.17
Leidos Holdings (LDOS) 0.2 $234k 1.2k 192.12
Banco Santander Sa Adr (SAN) 0.2 $228k 19k 12.18
Cullen/Frost Bankers (CFR) 0.2 $227k 1.6k 143.33
ConocoPhillips (COP) 0.2 $225k 2.3k 97.15
Darden Restaurants (DRI) 0.2 $225k 1.1k 207.34
Xcel Energy (XEL) 0.2 $224k 2.9k 76.51
Chipotle Mexican Grill (CMG) 0.2 $218k 5.3k 40.72
Quest Diagnostics Incorporated (DGX) 0.2 $213k 1.2k 184.65
AES Corporation (AES) 0.2 $212k 15k 14.24
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $211k 2.2k 95.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $205k 2.0k 100.86
FirstEnergy (FE) 0.2 $202k 4.3k 47.37
Cadence Design Systems (CDNS) 0.2 $201k 639.00 313.84
Hubbell (HUBB) 0.2 $200k 415.00 482.50
Dole Ord Shs (DOLE) 0.1 $160k 11k 15.11