 |
Size ($ in 1000's)
At 12/31/2023: $83,181
At 09/30/2023: $73,912
Phillips Wealth Planners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Phillips Wealth Planners LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Phillips Wealth Planners LLC top holdings by largest position size, as per the latest 13f filing made by Phillips Wealth Planners LLC.
In the Phillips Wealth Planners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Phillips Wealth Planners LLC in that top holding, then the share count change between reporting periods, and finally the Phillips Wealth Planners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
9,111 |
+691 |
$3,990 | | VOO | 9,111 | +691 | $3,990 | | SPDR S&P 500 ETF TR (SPY) |
5,722 |
+5,140 |
$2,726 | | SPY | 5,722 | +5,140 | $2,726 | | MICROSOFT CORP |
6,222 |
-393 |
$2,451 | | MSFT | 6,222 | -393 | $2,451 | | BROADCOM INC |
1,717 |
+72 |
$1,964 | | AVGO | 1,717 | +72 | $1,964 | | SELECT SECTOR SPDR TR (XLV) |
11,550 |
-327 |
$1,610 | | XLV | 11,550 | -327 | $1,610 | | SELECT SECTOR SPDR TR (XLK) |
7,598 |
-3 |
$1,487 | | XLK | 7,598 | -3 | $1,487 | | VANGUARD INTL EQUITY INDEX F (VEU) |
25,282 |
-1,095 |
$1,376 | | VEU | 25,282 | -1,095 | $1,376 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$1,367 | | BRK.A | 2 | UNCH | $1,099 | | BRK.B | 739 | -19 | $268 | | ABBVIE INC |
8,310 |
-148 |
$1,357 | | ABBV | 8,310 | -148 | $1,357 | | UNITEDHEALTH GROUP INC |
2,401 |
-41 |
$1,240 | | UNH | 2,401 | -41 | $1,240 | | JPMORGAN CHASE & CO |
7,230 |
-191 |
$1,210 | | JPM | 7,230 | -191 | $1,210 | | HOME DEPOT INC |
3,320 |
+176 |
$1,188 | | HD | 3,320 | +176 | $1,188 | | WILLIAMS COS INC |
34,737 |
-490 |
$1,176 | | WMB | 34,737 | -490 | $1,176 | | VANGUARD INTL EQUITY INDEX F (VPL) |
16,511 |
-1,144 |
$1,167 | | VPL | 16,511 | -1,144 | $1,167 | | ISHARES TR (AGG) |
11,833 |
+1,199 |
$1,160 | | AGG | 11,833 | +1,199 | $1,160 | | MCDONALDS CORP |
3,916 |
+13 |
$1,153 | | MCD | 3,916 | +13 | $1,153 | | MERCK & CO INC |
9,003 |
-1,810 |
$1,067 | | MRK | 9,003 | -1,810 | $1,067 | | PNC FINL SVCS GROUP INC |
7,128 |
-154 |
$1,043 | | PNC | 7,128 | -154 | $1,043 | | ACCENTURE PLC IRELAND |
2,887 |
+477 |
$1,038 | | ACN | 2,887 | +477 | $1,038 | | CHEVRON CORP NEW |
7,129 |
+310 |
$1,011 | | CVX | 7,129 | +310 | $1,011 | | AMGEN INC |
3,155 |
-319 |
$961 | | AMGN | 3,155 | -319 | $961 | | ABBOTT LABS |
7,423 |
-161 |
$846 | | ABT | 7,423 | -161 | $846 | | SELECT SECTOR SPDR TR (XLC) |
11,264 |
+23 |
$832 | | XLC | 11,264 | +23 | $832 | | VISA INC |
3,092 |
-150 |
$829 | | V | 3,092 | -150 | $829 | | APPLE INC |
4,345 |
-1,008 |
$820 | | AAPL | 4,345 | -1,008 | $820 | | TEXAS INSTRS INC |
4,897 |
-189 |
$817 | | TXN | 4,897 | -189 | $817 | | PROCTER AND GAMBLE CO |
5,426 |
-32 |
$804 | | PG | 5,426 | -32 | $804 | | COMCAST CORP NEW |
18,359 |
-690 |
$781 | | CMCSA | 18,359 | -690 | $781 | | ASTRAZENECA PLC |
11,134 |
-47 |
$741 | | AZN | 11,134 | -47 | $741 | | VANGUARD INTL EQUITY INDEX F (VT) |
7,300 |
+7,300 |
$741 | | VT | 7,300 | +7,300 | $741 | | GOLDMAN SACHS GROUP INC |
1,928 |
+239 |
$727 | | GS | 1,928 | +239 | $727 | | ORACLE CORP |
6,602 |
+1,374 |
$718 | | ORCL | 6,602 | +1,374 | $718 | | EQUINIX INC |
890 |
-11 |
$706 | | EQIX | 890 | -11 | $706 | | SELECT SECTOR SPDR TR (XLP) |
9,616 |
-1,925 |
$695 | | XLP | 9,616 | -1,925 | $695 | | JOHNSON & JOHNSON |
4,034 |
-172 |
$650 | | JNJ | 4,034 | -172 | $650 | | TOTALENERGIES SE |
10,043 |
-567 |
$642 | | TTE | 10,043 | -567 | $642 | | AMERICAN TOWER CORP NEW |
3,002 |
-163 |
$612 | | AMT | 3,002 | -163 | $612 | | MEDTRONIC PLC |
7,062 |
-1,735 |
$609 | | MDT | 7,062 | -1,735 | $609 | | BLACKROCK INC |
739 |
-212 |
$588 | | BLK | 739 | -212 | $588 | | HONEYWELL INTL INC |
2,835 |
-32 |
$567 | | HON | 2,835 | -32 | $567 | | DUKE ENERGY CORP NEW |
5,827 |
+1,265 |
$559 | | DUK | 5,827 | +1,265 | $559 | | REPUBLIC SVCS INC |
3,307 |
-26 |
$555 | | RSG | 3,307 | -26 | $555 | | EXXON MOBIL CORP |
5,717 |
-82 |
$553 | | XOM | 5,717 | -82 | $553 | | SELECT SECTOR SPDR TR (XLY) |
3,086 |
-86 |
$535 | | XLY | 3,086 | -86 | $535 | | AFLAC INC |
6,371 |
-70 |
$533 | | AFL | 6,371 | -70 | $533 | | PEPSICO INC |
3,127 |
-26 |
$523 | | PEP | 3,127 | -26 | $523 | | PHILIP MORRIS INTL INC |
5,600 |
-120 |
$522 | | PM | 5,600 | -120 | $522 | | FEDEX CORP |
2,059 |
+278 |
$503 | | FDX | 2,059 | +278 | $503 | | COSTCO WHSL CORP NEW |
728 |
-46 |
$500 | | COST | 728 | -46 | $500 | | MASTERCARD INCORPORATED |
1,160 |
-14 |
$500 | | MA | 1,160 | -14 | $500 |
See Full List: All Stocks Held By Phillips Wealth Planners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Phillips Wealth Planners LLC
|
|
