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CIK: 0001962628
Total reported value
$135.8M
$135.8M
173 檔
8.7%
At the close of Q1 2025, Phillips Wealth Planners LLC disclosed equity holdings valued at approximately $135.8M, spread across 173 reported holdings.
During Q1 2025, 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 | 4.45% | -0.22% | -8.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.08% | +2.65% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | +0.18% | +2.06% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.80% | +0.09% | +2.78% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.66% | +0.03% | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 1.63% | -0.02% | +17.49% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | -0.33% | -10.01% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.52% | -0.02% | +4.41% | |
| 9 | WMB | Williams Cos Inc | Stock-Energy | 1.48% | -0.01% | -11.29% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | +0.39% | +6.78% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.39% | +0.17% | +6.10% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.36% | -0.05% | -14.18% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | -0.02% | +0.52% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.28% | — | +0.94% | |
| 15 | DUK | Duke Energy CORP | Stock-Utilities | 1.26% | -0.09% | +79.79% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.26% | +0.03% | +9.44% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.09% | -12.07% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.18% | — | +48.61% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | +0.10% | +5.45% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.09% | -0.20% | +6.32% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.09% | +0.15% | -23.47% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.06% | -0.25% | +51.95% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.09% | +11.26% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | +0.10% | -0.26% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.88% | EXIT | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.01% | -0.10% | +4.20% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 1.00% | +0.07% | -10.93% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.17% | +5.20% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | +0.13% | +7.61% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | +0.05% | +10.35% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.92% | EXIT | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.91% | -0.18% | +26.65% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | -0.07% | -14.91% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.08% | +4.30% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | — | +186.71% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | +0.06% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.78% | +0.01% | -13.49% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | +0.27% | +39.13% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.75% | +0.02% | +1.53% | |
| 40 | RSG | Republic Services Inc | Stock-Industrials | 0.72% | +0.05% | -1.54% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.03% | +32.43% | |
| 42 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.72% | — | +61.74% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.72% | — | +19.86% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.71% | — | +7.96% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.70% | -0.31% | EXIT | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.68% | -0.15% | +15.05% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.67% | +0.04% | -8.99% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.66% | -0.01% | +8.48% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.03% | -2.47% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | +0.09% | +27.65% |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 173 disclosed positions in Q1 2025.
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, JPM) accounted for 8.7% of total reported equity market value during Q1 2025.
During Q1 2025, Phillips Wealth Planners LLC's top holdings by market value included VOO (4.5%)、MSFT (2.7%)、JPM (1.8%). The largest single position, VOO, represented 4.5% of total portfolio value.
In Q1 2025, 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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