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CIK: 0001962628
Total reported value
$135.8M
$135.8M
176 檔
11.1%
During the Q4 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 176 reported positions.
During Q4 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 | 4.99% | -0.22% | +7.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | -0.01% | +1139.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.08% | +0.43% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -0.33% | -20.30% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.18% | -1.25% | |
| 6 | WMB | Williams Cos Inc | Stock-Energy | 1.55% | -0.01% | -11.80% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.51% | -0.02% | +2.35% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | -0.05% | +18.18% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | +0.09% | +4.42% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | +0.09% | -0.50% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.37% | -0.02% | +4.50% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.36% | +0.15% | +35.94% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.32% | +0.03% | — | |
| 14 | PNC | Pnc Financial Services Group | Stock-Financials | 1.32% | +0.07% | -3.04% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.27% | +0.17% | +14.79% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.39% | +2.73% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.21% | — | — | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.19% | -0.20% | +7.89% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.16% | — | -25.00% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | -0.02% | +0.19% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.10% | -12.03% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.09% | -20.30% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | -0.07% | -2.03% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.99% | +0.03% | +5.35% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | +0.10% | +6.29% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.96% | +0.01% | -20.92% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | +0.13% | +29.38% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.08% | -6.15% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | +0.10% | -0.07% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.17% | -0.99% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | +0.19% | -12.04% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.07% | +0.62% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.75% | +0.04% | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | +0.05% | -10.58% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.92% | EXIT | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.72% | — | -2.50% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | — | +34.76% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.69% | -0.25% | +4.18% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | — | +3.83% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.66% | +0.02% | +1.55% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.66% | -0.31% | EXIT | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.04% | +6.58% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.66% | — | +0.36% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.65% | +0.02% | +18.27% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.03% | +7.11% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.63% | -0.01% | +3.85% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.62% | -0.01% | -0.29% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.03% | -5.02% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | -0.03% | -0.17% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.61% | — | -14.52% |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 176 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, MSFT) accounted for 11.1% of total reported equity market value during Q4 2024.
During Q4 2024, Phillips Wealth Planners LLC's top holdings by market value included VOO (5.0%)、SPY (3.6%)、MSFT (2.7%). The largest single position, VOO, represented 5.0% of total portfolio value.
In Q4 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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