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CIK: 0001962628
Total reported value
$135.8M
$135.8M
188 檔
10.7%
According to the latest 13F quarterly dataset, Phillips Wealth Planners LLC managed an equity portfolio of $135.8M at the end of Q2 2025, spanning 188 distinct U.S. exchange-listed positions.
During Q2 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 | 4.65% | -0.22% | +4.87% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.08% | -2.70% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 1.87% | -0.02% | +3.46% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | -0.33% | -8.12% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | +0.18% | -2.06% | |
| 6 | WMB | Williams Cos Inc | Stock-Energy | 1.43% | -0.01% | +10.22% | |
| 7 | ACN | Accenture plc | Stock-Tech | 1.31% | -0.20% | +31.61% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.30% | — | +3.38% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.30% | +0.03% | — | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.26% | -0.10% | -18.21% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.02% | +5.20% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | +0.13% | +13.43% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | +0.39% | -5.30% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.22% | +0.17% | +3.16% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.21% | -0.88% | EXIT | |
| 16 | PNC | Pnc Financial Services Group | Stock-Financials | 1.19% | +0.07% | +6.85% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.12% | — | +13.86% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.12% | -0.09% | +5.75% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | -0.05% | -5.84% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.10% | -0.25% | +3.27% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | +0.09% | +4.03% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.08% | +0.15% | +3.17% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.05% | +0.03% | +2.88% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | +0.17% | -4.14% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | +0.10% | +2.91% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.09% | -3.22% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | +0.10% | +0.38% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.92% | EXIT | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | +0.05% | +8.56% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | -0.07% | -13.41% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.85% | +0.01% | +12.69% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | — | +18.60% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.08% | +4.24% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | -0.18% | +10.22% | |
| 35 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.77% | -0.29% | EXIT | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.76% | -0.02% | -49.90% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.72% | — | +3.48% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.71% | -0.01% | +0.66% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.71% | +0.04% | +0.70% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.27% | +0.86% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | -0.03% | -0.85% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.03% | +1.27% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.23% | +173.89% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.66% | — | +1.37% | |
| 45 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.66% | — | -2.78% | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.65% | -0.15% | +6.25% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.64% | +0.03% | +28.51% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.63% | +0.03% | +20.10% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.63% | -0.31% | EXIT | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.04% | +3.12% |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 188 disclosed positions in Q2 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, XLK) accounted for 10.7% of total reported equity market value during Q2 2025.
During Q2 2025, Phillips Wealth Planners LLC's top holdings by market value included VOO (4.7%)、MSFT (2.9%)、XLK (1.9%). The largest single position, VOO, represented 4.7% of total portfolio value.
In Q2 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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