 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TSCO |
+2,385 | +$584 | | XLF |
+14,549 | +$576 | | VIG |
+2,844 | +$495 | | EMR |
+2,697 | +$301 | | IEMG |
+5,975 | +$299 | | FERG |
+1,340 | +$289 | | IJH |
+4,923 | +$281 | | IAI |
+2,544 | +$280 | | EOG |
+2,003 | +$266 | | IQV |
+1,008 | +$255 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| VT |
-7,300 | -$741 | | ACWI |
-3,811 | -$384 | | DIA |
-783 | -$293 | | SJM |
-2,166 | -$280 | | KO |
-4,543 | -$273 | | BCE |
-6,491 | -$269 | | MDC |
-4,753 | -$263 | | RELX |
-4,960 | -$206 | | GOLF |
-3,219 | -$204 | | DOX |
-2,233 | -$203 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PFE |
+4,303 | +$89 | | WMT |
+4,136 | +$55 | | VZ |
+3,804 | +$159 | | BMY |
+3,465 | +$217 | | T |
+2,760 | +$42 | | TRP |
+2,424 | +$106 | | UL |
+2,017 | +$88 | | BP |
+1,911 | +$106 | | NEE |
+1,746 | +$136 | | ORCL |
+1,734 | +$288 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| SPY |
-5,186 | -$2,456 | | VST |
-3,663 | -$5 | | XLP |
-3,661 | -$260 | | XLV |
-2,258 | -$321 | | WEC |
-1,441 | -$124 | | AMT |
-1,228 | -$261 | | FNF |
-760 | -$5 | | MRK |
-753 | -$35 | | ABBV |
-707 | +$28 |
Size ($ in 1000's)
At 03/31/2024: $88,444
At 12/31/2023: $83,181
Phillips Wealth Planners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Phillips Wealth Planners LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by Phillips Wealth Planners LLC to be as follows, presented in the
table below with each row detailing each Phillips Wealth Planners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Phillips Wealth Planners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Phillips Wealth Planners LLC as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
8,744 |
-367 |
$4,047 | | VOO | 8,744 | -367 | $4,047 | | MICROSOFT CORP |
6,184 |
-38 |
$2,564 | | MSFT | 6,184 | -38 | $2,564 | | BROADCOM INC |
1,414 |
-303 |
$1,879 | | AVGO | 1,414 | -303 | $1,879 | | VANGUARD INTL EQUITY INDEX F (VEU) |
26,856 |
+1,574 |
$1,510 | | VEU | 26,856 | +1,574 | $1,510 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$1,485 | | BRK.A | 2 | UNCH | $1,196 | | BRK.B | 729 | -10 | $289 | | SELECT SECTOR SPDR TR (XLK) |
7,140 |
-458 |
$1,441 | | XLK | 7,140 | -458 | $1,441 | | HOME DEPOT INC |
3,621 |
+301 |
$1,389 | | HD | 3,621 | +301 | $1,389 | | JPMORGAN CHASE & CO |
6,918 |
-312 |
$1,386 | | JPM | 6,918 | -312 | $1,386 | | ABBVIE INC |
7,603 |
-707 |
$1,385 | | ABBV | 7,603 | -707 | $1,385 | | WILLIAMS COS INC |
35,882 |
+1,145 |
$1,351 | | WMB | 35,882 | +1,145 | $1,351 | | VANGUARD INTL EQUITY INDEX F (VPL) |
17,893 |
+1,382 |
$1,289 | | VPL | 17,893 | +1,382 | $1,289 | | SELECT SECTOR SPDR TR (XLV) |
9,292 |
-2,258 |
$1,289 | | XLV | 9,292 | -2,258 | $1,289 | | UNITEDHEALTH GROUP INC |
2,464 |
+63 |
$1,155 | | UNH | 2,464 | +63 | $1,155 | | ISHARES TR (AGG) |
12,117 |
+284 |
$1,152 | | AGG | 12,117 | +284 | $1,152 | | PNC FINL SVCS GROUP INC |
7,120 |
-8 |
$1,151 | | PNC | 7,120 | -8 | $1,151 | | CHEVRON CORP NEW |
7,109 |
-20 |
$1,111 | | CVX | 7,109 | -20 | $1,111 | | MERCK & CO INC |
8,250 |
-753 |
$1,032 | | MRK | 8,250 | -753 | $1,032 | | ORACLE CORP |
8,336 |
+1,734 |
$1,006 | | ORCL | 8,336 | +1,734 | $1,006 | | MCDONALDS CORP |
3,379 |
-537 |
$897 | | MCD | 3,379 | -537 | $897 | | VISA INC |
3,286 |
+194 |
$892 | | V | 3,286 | +194 | $892 | | ACCENTURE PLC IRELAND |
2,487 |
-400 |
$862 | | ACN | 2,487 | -400 | $862 | | SELECT SECTOR SPDR TR (XLC) |
10,668 |
-596 |
$854 | | XLC | 10,668 | -596 | $854 | | COMCAST CORP NEW |
19,130 |
+771 |
$829 | | CMCSA | 19,130 | +771 | $829 | | ABBOTT LABS |
7,509 |
+86 |
$820 | | ABT | 7,509 | +86 | $820 | | TEXAS INSTRS INC |
4,815 |
-82 |
$807 | | TXN | 4,815 | -82 | $807 | | APPLE INC |
4,754 |
+409 |
$805 | | AAPL | 4,754 | +409 | $805 | | PROCTER AND GAMBLE CO |
4,943 |
-483 |
$771 | | PG | 4,943 | -483 | $771 | | AMGEN INC |
2,889 |
-266 |
$767 | | AMGN | 2,889 | -266 | $767 | | GOLDMAN SACHS GROUP INC |
1,862 |
-66 |
$739 | | GS | 1,862 | -66 | $739 | | ASTRAZENECA PLC |
10,713 |
-421 |
$731 | | AZN | 10,713 | -421 | $731 | | EXXON MOBIL CORP |
6,000 |
+283 |
$712 | | XOM | 6,000 | +283 | $712 | | EQUINIX INC |
834 |
-56 |
$688 | | EQIX | 834 | -56 | $688 | | TOTALENERGIES SE |
9,570 |
-473 |
$687 | | TTE | 9,570 | -473 | $687 | | TARGET CORP |
4,116 |
+664 |
$672 | | TGT | 4,116 | +664 | $672 | | BLACKROCK INC |
727 |
-12 |
$606 | | BLK | 727 | -12 | $606 | | DUKE ENERGY CORP NEW |
6,483 |
+656 |
$602 | | DUK | 6,483 | +656 | $602 | | JOHNSON & JOHNSON |
4,159 |
+125 |
$601 | | JNJ | 4,159 | +125 | $601 | | REPUBLIC SVCS INC |
3,178 |
-129 |
$596 | | RSG | 3,178 | -129 | $596 | | EATON CORP PLC |
1,873 |
-78 |
$591 | | ETN | 1,873 | -78 | $591 | | TRACTOR SUPPLY CO |
2,385 |
+2,385 |
$584 | | TSCO | 2,385 | +2,385 | $584 | | SELECT SECTOR SPDR TR (XLF) |
14,549 |
+14,549 |
$576 | | XLF | 14,549 | +14,549 | $576 | | UNITED PARCEL SERVICE INC |
3,961 |
+781 |
$566 | | UPS | 3,961 | +781 | $566 | | MEDTRONIC PLC |
7,130 |
+68 |
$565 | | MDT | 7,130 | +68 | $565 | | SELECT SECTOR SPDR TR (XLY) |
3,261 |
+175 |
$565 | | XLY | 3,261 | +175 | $565 | | BRISTOL MYERS SQUIBB CO |
10,380 |
+3,465 |
$563 | | BMY | 10,380 | +3,465 | $563 | | KIMBERLY CLARK CORP |
4,426 |
+1,233 |
$554 | | KMB | 4,426 | +1,233 | $554 | | PROGRESSIVE CORP |
2,652 |
-26 |
$553 | | PGR | 2,652 | -26 | $553 | | NEXTERA ENERGY INC |
8,632 |
+1,746 |
$533 | | NEE | 8,632 | +1,746 | $533 | | VERIZON COMMUNICATIONS INC |
13,154 |
+3,804 |
$523 | | VZ | 13,154 | +3,804 | $523 | | MASTERCARD INCORPORATED |
1,120 |
-40 |
$515 | | MA | 1,120 | -40 | $515 | | PEPSICO INC |
3,059 |
-68 |
$512 | | PEP | 3,059 | -68 | $512 | | AFLAC INC |
6,342 |
-29 |
$510 | | AFL | 6,342 | -29 | $510 | | STERIS PLC |
2,216 |
+134 |
$498 | | STE | 2,216 | +134 | $498 | | ALPHABET INC |
3,217 |
+556 |
$497 | | GOOGL | 3,217 | +556 | $497 | | COSTCO WHSL CORP NEW |
693 |
-35 |
$496 | | COST | 693 | -35 | $496 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,844 |
+2,844 |
$495 | | VIG | 2,844 | +2,844 | $495 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
3,779 |
+499 |
$491 | | ICE | 3,779 | +499 | $491 | | AMAZON COM INC |
2,655 |
+224 |
$487 | | AMZN | 2,655 | +224 | $487 | | UNILEVER PLC |
10,384 |
+2,017 |
$483 | | UL | 10,384 | +2,017 | $483 | | PHILIP MORRIS INTL INC |
5,340 |
-260 |
$478 | | PM | 5,340 | -260 | $478 | | TAIWAN SEMICONDUCTOR MFG LTD |
3,389 |
-623 |
$474 | | TSM | 3,389 | -623 | $474 | | QUALCOMM INC |
2,807 |
-51 |
$473 | | QCOM | 2,807 | -51 | $473 | | US BANCORP DEL |
11,482 |
+1,097 |
$471 | | USB | 11,482 | +1,097 | $471 | | ISHARES TR (USMV) |
5,737 |
-150 |
$459 | | USMV | 5,737 | -150 | $459 | | MOTOROLA SOLUTIONS INC |
1,344 |
-22 |
$457 | | MSI | 1,344 | -22 | $457 | | AES CORP |
25,282 |
+489 |
$453 | | AES | 25,282 | +489 | $453 | | CME GROUP INC |
2,151 |
+250 |
$444 | | CME | 2,151 | +250 | $444 | | UNION PAC CORP |
1,914 |
-155 |
$443 | | UNP | 1,914 | -155 | $443 | | ANALOG DEVICES INC |
2,286 |
-104 |
$437 | | ADI | 2,286 | -104 | $437 | | HONEYWELL INTL INC |
2,288 |
-547 |
$436 | | HON | 2,288 | -547 | $436 | | META PLATFORMS INC |
871 |
+105 |
$435 | | META | 871 | +105 | $435 | | SELECT SECTOR SPDR TR (XLP) |
5,955 |
-3,661 |
$435 | | XLP | 5,955 | -3,661 | $435 | | WATSCO INC |
1,049 |
+36 |
$434 | | WSO | 1,049 | +36 | $434 | | NORTHROP GRUMMAN CORP |
957 |
+210 |
$431 | | NOC | 957 | +210 | $431 | | TRANE TECHNOLOGIES PLC |
1,448 |
+241 |
$428 | | TT | 1,448 | +241 | $428 | | MONDELEZ INTL INC |
6,357 |
-288 |
$419 | | MDLZ | 6,357 | -288 | $419 | | KINDER MORGAN INC DEL |
22,902 |
+1,509 |
$405 | | KMI | 22,902 | +1,509 | $405 | | PROLOGIS INC. |
3,049 |
-144 |
$397 | | PLD | 3,049 | -144 | $397 | | FEDEX CORP |
1,491 |
-568 |
$395 | | FDX | 1,491 | -568 | $395 | | MICRON TECHNOLOGY INC |
3,241 |
+78 |
$395 | | MU | 3,241 | +78 | $395 | | ISHARES TR (IEF) |
4,284 |
-526 |
$391 | | IEF | 4,284 | -526 | $391 | | ASML HOLDING N V |
389 |
+46 |
$380 | | ASML | 389 | +46 | $380 | | DIAMONDBACK ENERGY INC |
1,793 |
+27 |
$366 | | FANG | 1,793 | +27 | $366 | | ISHARES TR (IEFA) |
5,129 |
-429 |
$364 | | IEFA | 5,129 | -429 | $364 | | WALMART INC |
5,991 |
+4,136 |
$358 | | WMT | 5,991 | +4,136 | $358 | | EAST WEST BANCORP INC |
4,470 |
-45 |
$354 | | EWBC | 4,470 | -45 | $354 | | AMERICAN TOWER CORP NEW |
1,774 |
-1,228 |
$351 | | AMT | 1,774 | -1,228 | $351 | | COGENT COMMUNICATIONS HLDGS |
5,535 |
-434 |
$348 | | CCOI | 5,535 | -434 | $348 | | CHUBB LIMITED |
1,415 |
+36 |
$347 | | CB | 1,415 | +36 | $347 | | CORNING INC |
11,223 |
+714 |
$347 | | GLW | 11,223 | +714 | $347 | | BP PLC |
8,936 |
+1,911 |
$345 | | BP | 8,936 | +1,911 | $345 | | CBOE GLOBAL MKTS INC |
1,952 |
+200 |
$345 | | CBOE | 1,952 | +200 | $345 | | FIDELITY NATIONAL FINANCIAL |
6,474 |
-760 |
$344 | | FNF | 6,474 | -760 | $344 | | PPG INDS INC |
2,569 |
+570 |
$343 | | PPG | 2,569 | +570 | $343 | | CISCO SYS INC |
7,020 |
+373 |
$336 | | CSCO | 7,020 | +373 | $336 | | T MOBILE US INC |
2,105 |
+414 |
$336 | | TMUS | 2,105 | +414 | $336 | | ADVANCED MICRO DEVICES INC |
1,855 |
+315 |
$335 | | AMD | 1,855 | +315 | $335 | | NOVO NORDISK A S |
2,711 |
-164 |
$335 | | NVO | 2,711 | -164 | $335 | | VISTRA CORP |
4,955 |
-3,663 |
$335 | | VST | 4,955 | -3,663 | $335 | | PFIZER INC |
13,016 |
+4,303 |
$334 | | PFE | 13,016 | +4,303 | $334 | | TC ENERGY CORP |
8,233 |
+2,424 |
$331 | | TRP | 8,233 | +2,424 | $331 | | ARK ETF TR (ARKK) |
6,570 |
UNCH |
$329 | | ARKK | 6,570 | UNCH | $329 | | ENTERPRISE PRODS PARTNERS L |
11,541 |
+413 |
$327 | | EPD | 11,541 | +413 | $327 | | TESLA INC |
1,859 |
-27 |
$327 | | TSLA | 1,859 | -27 | $327 | | IDACORP INC |
3,630 |
+81 |
$324 | | IDA | 3,630 | +81 | $324 | | RAYMOND JAMES FINL INC |
2,653 |
+9 |
$323 | | RJF | 2,653 | +9 | $323 | | SALESFORCE INC |
1,155 |
+167 |
$320 | | CRM | 1,155 | +167 | $320 | | VANGUARD WHITEHALL FDS (VYM) |
2,722 |
-175 |
$313 | | VYM | 2,722 | -175 | $313 | | SPDR SER TR (BIL) |
3,387 |
+263 |
$310 | | BIL | 3,387 | +263 | $310 | | RTX CORPORATION |
3,033 |
+64 |
$306 | | RTX | 3,033 | +64 | $306 | | EMERSON ELEC CO |
2,697 |
+2,697 |
$301 | | EMR | 2,697 | +2,697 | $301 | | SAP SE |
1,667 |
+291 |
$301 | | SAP | 1,667 | +291 | $301 | | AUTOMATIC DATA PROCESSING IN |
1,230 |
+67 |
$300 | | ADP | 1,230 | +67 | $300 | | ISHARES INC (IEMG) |
5,975 |
+5,975 |
$299 | | IEMG | 5,975 | +5,975 | $299 | | TERRENO RLTY CORP |
4,494 |
+35 |
$298 | | TRNO | 4,494 | +35 | $298 | | INTERNATIONAL BUSINESS MACHS |
1,607 |
+253 |
$295 | | IBM | 1,607 | +253 | $295 | | FERGUSON PLC NEW |
1,340 |
+1,340 |
$289 | | FERG | 1,340 | +1,340 | $289 | | SNAP ON INC |
1,012 |
+37 |
$286 | | SNA | 1,012 | +37 | $286 | | TJX COS INC NEW |
3,058 |
+482 |
$286 | | TJX | 3,058 | +482 | $286 | | SHELL PLC |
4,012 |
-54 |
$285 | | SHEL | 4,012 | -54 | $285 | | INTERPUBLIC GROUP COS INC |
9,287 |
+637 |
$282 | | IPG | 9,287 | +637 | $282 | | ISHARES TR (IJH) |
4,923 |
+4,923 |
$281 | | IJH | 4,923 | +4,923 | $281 | | SELECT SECTOR SPDR TR (XLU) |
4,472 |
+821 |
$281 | | XLU | 4,472 | +821 | $281 | | ISHARES TR (IAI) |
2,544 |
+2,544 |
$280 | | IAI | 2,544 | +2,544 | $280 | | TE CONNECTIVITY LTD |
1,917 |
-261 |
$274 | | TEL | 1,917 | -261 | $274 | | SPDR S&P 500 ETF TR (SPY) |
536 |
-5,186 |
$270 | | SPY | 536 | -5,186 | $270 | | GILEAD SCIENCES INC |
3,969 |
+999 |
$267 | | GILD | 3,969 | +999 | $267 | | EOG RES INC |
2,003 |
+2,003 |
$266 | | EOG | 2,003 | +2,003 | $266 | | CENTERPOINT ENERGY INC |
9,685 |
-101 |
$264 | | CNP | 9,685 | -101 | $264 | | FISERV INC |
1,787 |
+249 |
$262 | | FI | 1,787 | +249 | $262 | | EASTMAN CHEM CO |
2,694 |
+72 |
$260 | | EMN | 2,694 | +72 | $260 | | ROYAL BK CDA |
2,701 |
-70 |
$260 | | RY | 2,701 | -70 | $260 | | VICI PPTYS INC |
9,542 |
-183 |
$259 | | VICI | 9,542 | -183 | $259 | | WASTE MGMT INC DEL |
1,262 |
-234 |
$259 | | WM | 1,262 | -234 | $259 | | WEC ENERGY GROUP INC |
3,289 |
-1,441 |
$256 | | WEC | 3,289 | -1,441 | $256 | | BECTON DICKINSON & CO |
1,103 |
+158 |
$255 | | BDX | 1,103 | +158 | $255 | | IQVIA HLDGS INC |
1,008 |
+1,008 |
$255 | | IQV | 1,008 | +1,008 | $255 | | MKS INSTRS INC |
1,892 |
+1,892 |
$252 | | MKSI | 1,892 | +1,892 | $252 | | EASTGROUP PPTYS INC |
1,501 |
-71 |
$250 | | EGP | 1,501 | -71 | $250 | | WILLIAMS SONOMA INC |
786 |
-292 |
$250 | | WSM | 786 | -292 | $250 | | LYONDELLBASELL INDUSTRIES N |
2,500 |
+140 |
$248 | | LYB | 2,500 | +140 | $248 | | FACTSET RESH SYS INC |
573 |
+83 |
$245 | | FDS | 573 | +83 | $245 | | SOUTHERN CO |
3,612 |
+134 |
$245 | | SO | 3,612 | +134 | $245 | | DOLLAR GEN CORP NEW |
1,681 |
+1,681 |
$244 | | DG | 1,681 | +1,681 | $244 | | AIR PRODS & CHEMS INC |
1,056 |
+125 |
$241 | | APD | 1,056 | +125 | $241 | | KLA CORP |
348 |
-9 |
$241 | | KLAC | 348 | -9 | $241 | | ROYALTY PHARMA PLC |
7,947 |
+7,947 |
$241 | | RPRX | 7,947 | +7,947 | $241 | | BROADRIDGE FINL SOLUTIONS IN |
1,237 |
-22 |
$239 | | BR | 1,237 | -22 | $239 | | STRYKER CORPORATION |
684 |
-6 |
$231 | | SYK | 684 | -6 | $231 | | NXP SEMICONDUCTORS N V |
999 |
+999 |
$230 | | NXPI | 999 | +999 | $230 | | MORGAN STANLEY |
2,570 |
+28 |
$229 | | MS | 2,570 | +28 | $229 | | KROGER CO |
4,095 |
+4,095 |
$226 | | KR | 4,095 | +4,095 | $226 | | NATIONAL GRID PLC |
3,561 |
+94 |
$226 | | NGG | 3,561 | +94 | $226 | | TRUIST FINL CORP |
6,301 |
+6,301 |
$225 | | TFC | 6,301 | +6,301 | $225 | | SANOFI |
4,894 |
+4,894 |
$224 | | SNY | 4,894 | +4,894 | $224 | | ENBRIDGE INC |
6,708 |
+6,708 |
$221 | | ENB | 6,708 | +6,708 | $221 | | PAYCHEX INC |
1,825 |
-11 |
$221 | | PAYX | 1,825 | -11 | $221 | | CATERPILLAR INC |
606 |
+606 |
$218 | | CAT | 606 | +606 | $218 | | AXIS CAP HLDGS LTD |
3,543 |
+3,543 |
$217 | | AXS | 3,543 | +3,543 | $217 | | ISHARES TR (IEUR) |
3,912 |
+3,912 |
$217 | | IEUR | 3,912 | +3,912 | $217 | | REALTY INCOME CORP |
4,275 |
+4,275 |
$217 | | O | 4,275 | +4,275 | $217 | | BRITISH AMERN TOB PLC |
7,610 |
+7,610 |
$216 | | BTI | 7,610 | +7,610 | $216 | | RESMED INC |
1,159 |
+1,159 |
$214 | | RMD | 1,159 | +1,159 | $214 | | EDWARDS LIFESCIENCES CORP |
2,321 |
+2,321 |
$209 | | EW | 2,321 | +2,321 | $209 | | AT&T INC |
12,966 |
+2,760 |
$209 | | T | 12,966 | +2,760 | $209 | | NVENT ELECTRIC PLC |
2,827 |
+2,827 |
$207 | | NVT | 2,827 | +2,827 | $207 | | S&P GLOBAL INC |
506 |
+506 |
$207 | | SPGI | 506 | +506 | $207 | | BROWN & BROWN INC |
2,480 |
+2,480 |
$201 | | BRO | 2,480 | +2,480 | $201 | | ISHARES TR (IJR) |
1,954 |
+1,954 |
$201 | | IJR | 1,954 | +1,954 | $201 | | ELI LILLY & CO |
268 |
-187 |
$200 | | LLY | 268 | -187 | $200 | | HUNTINGTON BANCSHARES INC (HBAN) |
12,764 |
+12,764 |
$166 | | HBAN | 12,764 | +12,764 | $166 | | EQUITRANS MIDSTREAM CORP |
10,699 |
-250 |
$131 | | ETRN | 10,699 | -250 | $131 | | AMCOR PLC |
10,687 |
+10,687 |
$94 | | AMCR | 10,687 | +10,687 | $94 | | ISHARES TR |
|
|
$0 (exited) | | ACWI | 0 | -3,811 | $0 | | BCE INC |
|
|
$0 (exited) | | BCE | 0 | -6,491 | $0 | | SPDR DOW JONES INDL AVERAGE |
|
|
$0 (exited) | | DIA | 0 | -783 | $0 | | DUN & BRADSTREET HLDGS INC |
|
|
$0 (exited) | | DNB | 0 | -13,611 | $0 | | AMDOCS LTD |
|
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$0 (exited) | | DOX | 0 | -2,233 | $0 | | ACUSHNET HLDGS CORP |
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$0 (exited) | | GOLF | 0 | -3,219 | $0 | | COCA COLA CO |
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$0 (exited) | | KO | 0 | -4,543 | $0 | | M D C HLDGS INC |
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$0 (exited) | | MDC | 0 | -4,753 | $0 | | BANK OZK LITTLE ROCK ARK |
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$0 (exited) | | OZK | 0 | -4,390 | $0 | | RELX PLC |
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$0 (exited) | | RELX | 0 | -4,960 | $0 | | SMUCKER J M CO |
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$0 (exited) | | SJM | 0 | -2,166 | $0 | | VANGUARD INTL EQUITY INDEX F |
0 |
-7,300 |
$0 (exited) | | VT | 0 | -7,300 | $0 |
See Summary: Phillips Wealth Planners LLC Top Holdings
See Details: Top 10 Stocks Held By Phillips Wealth Planners LLC
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