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CIK: 0001962628
Total reported value
$135.8M
$135.8M
177 檔
9.2%
In Q2 2024, Phillips Wealth Planners LLC's U.S. equity holdings reached a combined market value of $135.8M, distributed across 177 disclosed stock positions.
During Q2 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% | -2.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.08% | -0.50% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -0.33% | -21.29% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | -0.02% | +0.18% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.71% | — | +0.24% | |
| 6 | WMB | Williams Cos Inc | Stock-Energy | 1.64% | -0.01% | +2.23% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | +0.18% | +7.16% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.45% | -0.02% | +0.22% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 1.44% | +0.17% | +0.30% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.10% | +14.65% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.37% | +0.09% | +4.03% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.09% | +2.68% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.09% | +14.14% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.31% | +0.03% | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | -0.05% | +4.41% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.29% | +0.39% | -4.31% | |
| 17 | PNC | Pnc Financial Services Group | Stock-Financials | 1.22% | +0.07% | -1.14% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.18% | +0.19% | +6.78% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.14% | +0.01% | -1.59% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | +0.05% | +12.39% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.02% | -0.10% | -1.56% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.08% | +54.24% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | +0.10% | +14.77% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.99% | -0.25% | +0.21% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.98% | -0.20% | +26.66% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.02% | +3.62% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | +0.03% | +3.79% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | -0.07% | -1.66% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.86% | — | -1.86% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.92% | EXIT | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | +0.10% | -2.16% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.75% | — | -1.26% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.04% | +9.12% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | +0.06% | +22.68% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.70% | -0.09% | -0.91% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.66% | — | +0.28% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | +0.27% | +0.34% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | +0.15% | +0.26% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.04% | +12.73% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.04% | +13.79% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.03% | -2.02% | |
| 42 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.63% | — | -8.37% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | +0.03% | -7.79% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | -0.03% | -2.88% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.62% | +0.02% | +3.15% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.62% | — | -1.97% | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.62% | +0.05% | -6.14% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | — | +18.84% | |
| 49 | EQIX | Equinix Inc | Stock-Real Estate | 0.60% | +0.02% | -11.51% | |
| 50 | BLKCHF | Blackrock Inc | Stock-Other | 0.60% | — | -3.16% |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 177 disclosed positions in Q2 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 9.2% of total reported equity market value during Q2 2024.
During Q2 2024, Phillips Wealth Planners LLC's top holdings by market value included VOO (4.7%)、MSFT (3.0%)、AVGO (2.0%). The largest single position, VOO, represented 4.7% of total portfolio value.
In Q2 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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