$73.9 Million is the total value of Phillips Wealth Planners LLC's 146 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 18.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $3,299,545 | +7.9% | 8,420 | +12.2% | 4.47% | +11.4% |
| MSFT | Buy | MICROSOFT CORP | $2,191,682 | -2.5% | 6,615 | +0.2% | 2.97% | +0.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,527,026 | +3.7% | 11,877 | +7.0% | 2.07% | +7.0% |
| AVGO | Sell | BROADCOM INC | $1,427,580 | -5.0% | 1,645 | -5.1% | 1.93% | -1.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,335,995 | -5.2% | 26,377 | +1.8% | 1.81% | -2.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,298,240 | +9.9% | 2,442 | -0.6% | 1.76% | +13.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,267,543 | -7.3% | 7,601 | -3.4% | 1.72% | -4.3% |
| WMB | Buy | WILLIAMS COS INC | $1,253,024 | +16.9% | 35,227 | +7.2% | 1.70% | +20.6% |
| ABBV | Sell | ABBVIE INC | $1,230,808 | -0.4% | 8,458 | -7.8% | 1.67% | +2.8% |
| CVX | Buy | CHEVRON CORP NEW | $1,153,120 | +8.1% | 6,819 | +0.6% | 1.56% | +11.7% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,147,398 | -4.2% | 17,655 | +2.7% | 1.55% | -1.1% |
| MRK | Sell | MERCK & CO INC | $1,085,950 | -14.8% | 10,813 | -2.1% | 1.47% | -12.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,078,219 | +0.4% | 7,421 | +0.5% | 1.46% | +3.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,031,100 | -0.4% | 2 | 0.0% | 1.40% | +2.8% | |
| MCD | Buy | MCDONALDS CORP | $1,008,457 | -13.0% | 3,903 | +0.4% | 1.36% | -10.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $974,819 | -0.4% | 10,634 | +6.4% | 1.32% | +2.9% |
| AMGN | Buy | AMGEN INC | $974,804 | +95.5% | 3,474 | +54.7% | 1.32% | +101.8% |
| AAPL | Buy | APPLE INC | $939,222 | -7.6% | 5,353 | +2.1% | 1.27% | -4.6% |
| HD | Buy | HOME DEPOT INC | $901,605 | -5.6% | 3,144 | +2.3% | 1.22% | -2.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $842,236 | +11.3% | 7,282 | +21.2% | 1.14% | +14.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $820,440 | +3.6% | 19,049 | -0.0% | 1.11% | +7.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $809,208 | -0.3% | 5,458 | +2.0% | 1.10% | +2.9% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $779,364 | -1.9% | 11,541 | +7.7% | 1.06% | +1.2% |
| TXN | Sell | TEXAS INSTRS INC | $767,681 | -16.5% | 5,086 | -0.4% | 1.04% | -13.8% |
| V | Buy | VISA INC | $758,012 | +5.4% | 3,242 | +7.0% | 1.03% | +8.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $754,721 | +12.1% | 11,241 | +8.6% | 1.02% | +15.7% |
| UL | Buy | UNILEVER PLCspon adr new | $745,787 | -0.2% | 15,412 | +7.5% | 1.01% | +3.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $730,085 | +0.3% | 2,410 | +2.1% | 0.99% | +3.5% |
| ABT | Buy | ABBOTT LABS | $723,817 | +10.5% | 7,584 | +26.2% | 0.98% | +14.1% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $720,280 | -23.9% | 11,181 | -15.4% | 0.98% | -21.4% |
| TTE | New | TOTALENERGIES SEsponsored ads | $711,512 | – | 10,610 | +100.0% | 0.96% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $704,655 | -30.5% | 4,634 | -18.1% | 0.95% | -28.3% |
| XOM | Buy | EXXON MOBIL CORP | $655,375 | +6.6% | 5,799 | +1.2% | 0.89% | +10.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $640,658 | -8.7% | 4,206 | -0.8% | 0.87% | -5.8% |
| MDT | Buy | MEDTRONIC PLC | $636,463 | -14.9% | 8,797 | +3.6% | 0.86% | -12.1% |
| KO | Buy | COCA COLA CO | $636,765 | +2.1% | 11,716 | +13.1% | 0.86% | +5.4% |
| EQIX | Buy | EQUINIX INC | $634,133 | +98.3% | 901 | +120.8% | 0.86% | +105.0% |
| BLK | Buy | BLACKROCK INC | $592,007 | -6.7% | 951 | +3.6% | 0.80% | -3.7% |
| ORCL | Sell | ORACLE CORP | $566,438 | -10.6% | 5,228 | -1.7% | 0.77% | -7.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $563,513 | -4.7% | 9,977 | +7.9% | 0.76% | -1.5% |
| KMB | Buy | KIMBERLY-CLARK CORP | $542,673 | -9.4% | 4,417 | +1.8% | 0.74% | -6.4% |
| HON | Buy | HONEYWELL INTL INC | $522,568 | -11.5% | 2,867 | +0.8% | 0.71% | -8.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $518,976 | -8.1% | 5,720 | -1.1% | 0.70% | -5.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $513,086 | -7.0% | 6,223 | -0.5% | 0.70% | -4.0% |
| AFL | Buy | AFLAC INC | $512,382 | +14.0% | 6,441 | +0.0% | 0.69% | +17.8% |
| PEP | Buy | PEPSICO INC | $506,246 | -11.6% | 3,153 | +2.0% | 0.68% | -8.8% |
| GS | New | GOLDMAN SACHS GROUP INC | $505,332 | – | 1,689 | +100.0% | 0.68% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $504,596 | -16.0% | 3,165 | +2.2% | 0.68% | -13.3% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $488,742 | -14.2% | 3,172 | -5.5% | 0.66% | -11.4% |
| RSG | Buy | REPUBLIC SVCS INC | $485,918 | -0.0% | 3,333 | +5.0% | 0.66% | +3.3% |
| ETN | Sell | EATON CORP PLC | $481,983 | -1.8% | 2,411 | -1.2% | 0.65% | +1.4% |
| NEE | Buy | NEXTERA ENERGY INC | $476,644 | -29.0% | 9,098 | +0.5% | 0.64% | -26.8% |
| WSO | Buy | WATSCO INC | $471,879 | -6.7% | 1,333 | +0.6% | 0.64% | -3.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $455,359 | +5.2% | 1,174 | +6.6% | 0.62% | +8.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $437,798 | +8.9% | 774 | +3.6% | 0.59% | +12.5% |
| FDX | Buy | FEDEX CORP | $433,299 | +76.0% | 1,781 | +79.4% | 0.59% | +81.7% |
| PGR | Sell | PROGRESSIVE CORP | $428,427 | +12.9% | 2,715 | -5.3% | 0.58% | +16.5% |
| STE | Buy | STERIS PLC | $426,209 | +0.4% | 1,965 | +4.1% | 0.58% | +3.6% |
| TSLA | Buy | TESLA INC | $420,630 | -15.7% | 1,911 | +0.3% | 0.57% | -13.0% |
| VST | Sell | VISTRA CORP | $415,953 | +9.5% | 12,954 | -10.5% | 0.56% | +13.1% |
| USMV | Buy | ISHARES TRmsci usa min vol | $415,769 | -2.2% | 5,753 | +0.6% | 0.56% | +1.1% |
| TGT | New | TARGET CORP | $412,310 | – | 3,805 | +100.0% | 0.56% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $411,777 | -9.1% | 4,432 | -1.2% | 0.56% | -6.2% |
| ADI | Buy | ANALOG DEVICES INC | $405,434 | -13.2% | 2,403 | +0.3% | 0.55% | -10.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $401,914 | -49.3% | 12,727 | -40.3% | 0.54% | -47.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $400,452 | -0.7% | 4,562 | +1.5% | 0.54% | +2.5% |
| TEL | Buy | TE CONNECTIVITY LTD | $399,106 | -14.5% | 3,344 | +0.4% | 0.54% | -11.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $393,827 | +7.7% | 2,859 | -6.4% | 0.53% | +11.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $392,708 | +5.3% | 23,087 | +6.6% | 0.53% | +8.8% |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $390,029 | +41.0% | 6,032 | +46.8% | 0.53% | +45.5% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $387,949 | -1.9% | 1,376 | +2.1% | 0.52% | +1.4% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $379,461 | +0.4% | 4,266 | +9.0% | 0.51% | +3.6% |
| USB | Buy | US BANCORP DEL | $377,739 | +1.7% | 11,534 | +2.6% | 0.51% | +4.9% |
| CSCO | Sell | CISCO SYS INC | $377,095 | -48.0% | 7,072 | -49.6% | 0.51% | -46.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $370,675 | +6.4% | 3,383 | +9.8% | 0.50% | +9.8% |
| UNP | Sell | UNION PAC CORP | $368,919 | +2.3% | 1,754 | -0.5% | 0.50% | +5.5% |
| IDA | Buy | IDACORP INC | $364,466 | +14.2% | 3,822 | +22.9% | 0.49% | +17.9% |
| AES | Buy | AES CORP | $355,370 | -15.9% | 25,677 | +25.9% | 0.48% | -13.2% |
| PFE | Sell | PFIZER INC | $348,330 | -15.4% | 11,168 | -0.5% | 0.47% | -12.6% |
| AMZN | Sell | AMAZON COM INC | $346,808 | -12.5% | 2,701 | -11.1% | 0.47% | -9.6% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $341,362 | +56.9% | 3,723 | +57.1% | 0.46% | +62.1% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $335,883 | -14.3% | 5,231 | -2.7% | 0.46% | -11.5% |
| CME | Sell | CME GROUP INC | $335,098 | -0.7% | 1,565 | -14.1% | 0.45% | +2.5% |
| PLD | Buy | PROLOGIS INC. | $332,154 | -15.5% | 3,238 | +1.1% | 0.45% | -12.6% |
| BCE | Sell | BCE INC | $332,688 | -28.8% | 8,862 | -13.5% | 0.45% | -26.6% |
| LLY | Sell | ELI LILLY & CO | $331,439 | -7.1% | 561 | -26.3% | 0.45% | -4.1% |
| QCOM | Sell | QUALCOMM INC | $329,166 | -28.3% | 2,958 | -23.2% | 0.45% | -25.9% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $321,795 | +16.3% | 11,672 | +11.2% | 0.44% | +20.1% |
| GLW | Buy | CORNING INC | $313,960 | -21.7% | 11,446 | +0.1% | 0.42% | -19.2% |
| GPC | Buy | GENUINE PARTS CO | $308,645 | -22.3% | 2,372 | +1.0% | 0.42% | -19.8% |
| FANG | New | DIAMONDBACK ENERGY INC | $304,394 | – | 1,802 | +100.0% | 0.41% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $298,937 | +14.8% | 3,061 | +90.2% | 0.40% | +18.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $295,275 | -3.6% | 2,889 | +0.0% | 0.40% | -0.5% |
| CB | Buy | CHUBB LIMITED | $294,559 | +9.4% | 1,399 | +0.1% | 0.40% | +13.0% |
| BP | Sell | BP PLCsponsored adr | $291,223 | +8.9% | 7,221 | -4.7% | 0.39% | +12.3% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $290,226 | +3.5% | 7,556 | -3.0% | 0.39% | +6.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $288,898 | -35.7% | 1,174 | -42.5% | 0.39% | -33.6% |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $289,171 | +41.8% | 1,777 | +20.2% | 0.39% | +46.4% |
| NOC | New | NORTHROP GRUMMAN CORP | $287,105 | – | 586 | +100.0% | 0.39% | – |
| TRP | Sell | TC ENERGY CORP | $287,468 | -15.7% | 8,330 | -1.3% | 0.39% | -13.0% |
| SLB | New | SCHLUMBERGER LTD | $283,898 | – | 4,734 | +100.0% | 0.38% | – |
| Buy | SHELL PLCspon ads | $282,751 | +15.9% | 4,152 | +2.8% | 0.38% | +19.7% | |
| SJM | Buy | SMUCKER J M CO | $278,745 | -16.4% | 2,449 | +8.5% | 0.38% | -13.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $277,873 | -3.6% | 5,954 | +1.8% | 0.38% | -0.5% |
| VICI | Sell | VICI PPTYS INC | $277,206 | -11.9% | 9,872 | -1.4% | 0.38% | -9.2% |
| WMT | Buy | WALMART INC | $275,669 | +12.7% | 1,715 | +10.2% | 0.37% | +16.2% |
| APD | Sell | AIR PRODS & CHEMS INC | $274,998 | -9.8% | 980 | -3.7% | 0.37% | -7.0% |
| CCI | Sell | CROWN CASTLE INC | $268,578 | -64.2% | 3,127 | -52.5% | 0.36% | -63.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $266,841 | -8.6% | 4,264 | -1.5% | 0.36% | -5.7% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $260,393 | +8.2% | 8,674 | +19.6% | 0.35% | +11.7% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $257,602 | -24.2% | 9,026 | +2.4% | 0.35% | -21.7% |
| EGP | Sell | EASTGROUP PPTYS INC | $257,451 | -8.8% | 1,620 | -0.4% | 0.35% | -5.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $256,704 | -1.1% | 758 | -0.4% | 0.35% | +2.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $256,374 | -51.5% | 4,372 | -45.9% | 0.35% | -49.9% |
| RJF | Buy | RAYMOND JAMES FINL INC | $254,984 | -5.9% | 2,633 | +0.8% | 0.34% | -2.8% |
| FB | New | META PLATFORMS INCcl a | $254,002 | – | 812 | +100.0% | 0.34% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $248,182 | -4.9% | 582 | -1.2% | 0.34% | -1.8% |
| SNA | Sell | SNAP ON INC | $247,150 | -13.0% | 978 | -0.8% | 0.34% | -10.2% |
| RTX | New | RTX CORPORATION | $244,871 | – | 3,314 | +100.0% | 0.33% | – |
| PPG | New | PPG INDS INC | $243,831 | – | 1,961 | +100.0% | 0.33% | – |
| ARKK | ARK ETF TRinnovation etf | $243,127 | -17.1% | 6,641 | 0.0% | 0.33% | -14.3% | |
| EWBC | Sell | EAST WEST BANCORP INC | $240,529 | -0.7% | 4,540 | -1.0% | 0.33% | +2.5% |
| TJX | Sell | TJX COS INC NEW | $232,570 | +1.7% | 2,589 | -4.0% | 0.32% | +5.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $231,689 | +0.7% | 1,211 | +0.7% | 0.31% | +4.0% |
| RY | Sell | ROYAL BK CDA | $229,732 | -14.3% | 2,787 | -0.7% | 0.31% | -11.6% |
| SO | Buy | SOUTHERN CO | $226,258 | -2.9% | 3,405 | +2.7% | 0.31% | 0.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $226,383 | +5.8% | 1,287 | -0.4% | 0.31% | +8.9% |
| GILD | New | GILEAD SCIENCES INC | $222,775 | – | 2,840 | +100.0% | 0.30% | – |
| CRM | Sell | SALESFORCE INC | $222,694 | -6.0% | 1,069 | -4.7% | 0.30% | -3.2% |
| TFC | Sell | TRUIST FINL CORP | $218,626 | -41.2% | 7,791 | -36.4% | 0.30% | -39.3% |
| MU | Sell | MICRON TECHNOLOGY INC | $218,797 | -21.0% | 3,240 | -26.2% | 0.30% | -18.5% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $218,241 | -1.2% | 2,353 | -2.2% | 0.30% | +1.7% |
| EMN | Buy | EASTMAN CHEM CO | $216,736 | -14.0% | 3,030 | +0.7% | 0.29% | -11.2% |
| ENB | Buy | ENBRIDGE INC | $215,741 | -13.6% | 6,723 | +0.1% | 0.29% | -10.7% |
| FDS | New | FACTSET RESH SYS INC | $214,940 | – | 492 | +100.0% | 0.29% | – |
| BDX | Buy | BECTON DICKINSON & CO | $210,619 | +3.3% | 818 | +6.0% | 0.28% | +6.7% |
| CABO | CABLE ONE INC | $209,512 | -4.8% | 335 | 0.0% | 0.28% | -1.7% | |
| AXS | New | AXIS CAP HLDGS LTD | $208,400 | – | 3,617 | +100.0% | 0.28% | – |
| WM | Sell | WASTE MGMT INC DEL | $206,390 | -11.1% | 1,314 | -1.9% | 0.28% | -8.5% |
| SNY | Sell | SANOFIsponsored adr | $201,636 | -19.6% | 3,855 | -17.2% | 0.27% | -17.0% |
| T | Sell | AT&T INC | $199,321 | -19.6% | 13,062 | -15.9% | 0.27% | -16.9% |
| VALE | New | VALE S Asponsored ads | $147,710 | – | 11,576 | +100.0% | 0.20% | – |
| DNB | Buy | DUN & BRADSTREET HLDGS INC | $141,096 | -16.0% | 14,576 | +0.4% | 0.19% | -13.2% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $125,325 | -7.2% | 12,495 | -0.2% | 0.17% | -4.0% |
| ETRN | Sell | EQUITRANS MIDSTREAM CORP | $99,797 | -7.8% | 11,163 | -1.4% | 0.14% | -4.9% |
| AMCR | Sell | AMCOR PLCord | $90,450 | -14.3% | 10,493 | -0.7% | 0.12% | -11.6% |
| MUE | Exit | BLACKROCK MUNIHOLDINGS QUALI | $0 | – | -10,000 | -100.0% | -0.13% | – |
| MYD | Exit | BLACKROCK MUNIYIELD FD INC | $0 | – | -10,000 | -100.0% | -0.14% | – |
| FISV | Exit | FISERV INC | $0 | – | -1,634 | -100.0% | -0.27% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -3,067 | -100.0% | -0.27% | – |
| MKSI | Exit | MKS INSTRS INC | $0 | – | -1,917 | -100.0% | -0.27% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -932 | -100.0% | -0.28% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -2,932 | -100.0% | -0.28% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -480 | -100.0% | -0.29% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,074 | -100.0% | -0.29% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,756 | -100.0% | -0.31% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,081 | -100.0% | -0.31% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,383 | -100.0% | -0.31% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -2,417 | -100.0% | -0.31% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -2,238 | -100.0% | -0.32% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -5,809 | -100.0% | -0.36% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Active Index Advisors #1
- Aligned Investors (MD) #2
- American Funds Model Portfolios #3
- Atlanta Capital Mgmt Co LLC (MD) #4
- Capital Wealth Planning, LLC #5
- Davis Selected Advisors, LP (MD) #6
- Dearborn Partners, LLC (MD) #7
- Eagle Asset Management Inc #8
- Edge Asset Management (MD) #9
- Federated Investment Counseling #10
- Freedom UMA #11
- Neuberger Berman LLC (FI) #12
- Parnassus Investments (MD) #13
- Russell Investments #14
- Tandem Investment Advisors, Inc. #15
- WestEnd Advisors (MD) #16
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 4 | Q3 2023 | 3.5% |
| BROADCOM INC | 4 | Q3 2023 | 2.7% |
| SELECT SECTOR SPDR TR | 4 | Q3 2023 | 2.3% |
| SELECT SECTOR SPDR TR | 4 | Q3 2023 | 2.3% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 2.2% |
| UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 2.5% |
| MERCK & CO INC | 4 | Q3 2023 | 2.0% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 2.0% |
| WILLIAMS COS INC | 4 | Q3 2023 | 1.9% |
View Phillips Wealth Planners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Phillips Wealth Planners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.