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CIK: 0001962628
Total reported value
$135.8M
$135.8M
174 檔
8.4%
During the Q1 2024 filing period, Phillips Wealth Planners LLC (CIK: 0001962628) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $135.8M across 174 reported positions.
During Q1 2024, Phillips Wealth Planners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.65% | -0.22% | -4.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.08% | -0.61% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.16% | -0.33% | -17.65% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.74% | — | +6.23% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | -0.02% | -6.03% | |
| 6 | WMB | Williams Cos Inc | Stock-Energy | 1.55% | -0.01% | +3.30% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.48% | -0.02% | +8.37% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 1.48% | +0.17% | -19.55% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.18% | -4.32% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.42% | +0.39% | -8.51% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.09% | +9.07% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.38% | +0.03% | — | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.33% | +0.09% | +2.62% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.33% | -0.05% | +2.40% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.28% | +0.01% | -0.28% | |
| 16 | PNC | Pnc Financial Services Group | Stock-Financials | 1.20% | +0.07% | -0.11% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.19% | +0.19% | -8.36% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.16% | -0.10% | +26.26% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | +0.03% | -13.71% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.02% | +6.27% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.98% | -0.25% | -5.29% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | +0.10% | +1.16% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.93% | -0.10% | -1.67% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.09% | +9.41% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.90% | -0.20% | -13.86% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | +0.10% | -8.90% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | +0.05% | -8.43% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | — | +4.20% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | -0.07% | -3.42% | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.84% | — | -3.78% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.92% | EXIT | |
| 32 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.79% | — | -4.71% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.77% | — | +19.24% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 0.71% | +0.02% | -6.29% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.69% | -0.09% | +11.26% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.27% | +3.10% | |
| 37 | RSG | Republic Services Inc | Stock-Industrials | 0.69% | +0.05% | -3.90% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | -0.03% | -4.00% | |
| 39 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.67% | — | — | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.66% | +0.15% | — | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.65% | — | +24.56% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.65% | +0.09% | +0.96% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.65% | — | +5.67% | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.64% | — | +38.62% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.64% | +0.05% | -0.97% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.63% | — | -1.62% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.04% | +25.36% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.04% | +40.68% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | +0.01% | -3.45% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | — | -2.17% |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 174 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AVGO) accounted for 8.4% of total reported equity market value during Q1 2024.
During Q1 2024, Phillips Wealth Planners LLC's top holdings by market value included VOO (4.7%)、MSFT (3.0%)、AVGO (2.2%). The largest single position, VOO, represented 4.7% of total portfolio value.
In Q1 2024, Phillips Wealth Planners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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