PW
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Phillips Wealth Planners LLC13F | |
| Phillips Wealth Planners LLC | |
| Last update 2025-07-11 | 188 Stocks (25 new) |
| Value $110.00 Mil | Turnover 11 % |
Phillips Wealth Planners LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 9,004 | 5,134.4 | +4.87% | 4.650 | +0.22% | 0.000 | +18.40% | +8.51% | 661,322.5 | ||
MSFT | Microsoft Corp | 6,493 | 3,224.6 | -2.70% | 2.920 | -0.07% | 0.000 | +34.96% | +20.11% | 3,748,566.3 | Software | |
XLK | Technology Select Sector SPDR ETF | 8,042 | 2,061.1 | +3.46% | 1.870 | +0.06% | 0.000 | +31.40% | +12.11% | 82,549.8 | ||
AVGO | Broadcom Inc | 7,581 | 2,060.5 | -8.12% | 1.870 | -0.13% | 0.000 | +58.85% | +21.58% | 1,318,665.1 | Semiconductors | |
JPM | JPMorgan Chase & Co | 7,135 | 2,017.7 | -2.06% | 1.830 | -0.04% | 0.000 | +22.94% | +24.95% | 810,411.4 | Banks | |
WMB | Williams Companies Inc | 27,329 | 1,576.6 | +10.22% | 1.430 | +0.13% | 0.000 | -0.83% | +8.12% | 70,220.1 | Oil & Gas | |
ACN | Accenture PLC | 4,763 | 1,444.8 | +31.61% | 1.310 | +0.31% | 0.000 | +0.55% | -16.87% | 179,577.8 | Software | |
VEU | Vanguard FTSE All-World ex-US ETF | 21,315 | 1,431.7 | +3.38% | 1.300 | +0.04% | 0.000 | +13.72% | +21.26% | 45,292.6 | ||
BRK.A | Berkshire Hathaway Inc | 2 | 1,430.5 | 0% | 1.300 | 0% | 0.000 | -8.12% | +6.44% | 1,044,653.8 | Insurance | |
ORCL | Oracle Corp | 5,920 | 1,388.3 | -18.21% | 1.260 | -0.18% | 0.000 | +84.40% | +46.29% | 679,147.7 | Software |
Phillips Wealth Planners LLC's Historical Top Holdings Breakdowns
Phillips Wealth Planners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EEMA |
iShares MSCI Emerging Markets Asia Index Fund
iShares MSCI Emerging Markets Asia Index Fund
| 2025-06-30 | New Buy New Buy | +0.77% | 64.59 ($76.17) 83 | $85.93 | 12.81% | New holding | 10,229 | 10,229 | |
VPL | Vanguard FTSE Pacific ETF | 2025-06-30 | Reduce Reduce | -0.76% | 65.04 ($76.26) 82.18 | $84.38 | 10.65% | Reduce -49.9% | 10,303 | -10,262 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.69% | 274.35 ($384.44) 599.47 | $288.49 | -24.96% | Reduce -38.19% | 1,758 | -1,086 | |
GLW | Corning Inc | 2025-06-30 | New Buy New Buy | +0.53% | 39.07 ($46.8) 52.59 | $55.97 | 19.59% | New holding | 11,036 | 11,036 | |
BAC | Bank of America Corp | 2025-06-30 | New Buy New Buy | +0.52% | 34.39 ($42.07) 47.46 | $48.09 | 14.30% | New holding | 12,268 | 12,268 | |
WMT | Walmart Inc | 2025-06-30 | Add Add | +0.43% | 81.79 ($95.16) 99.98 | $95.79 | 0.67% | Add 173.89% | 7,606 | 4,829 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.43% | 93.15 ($94.57) 96.56 | $94.66 | 0.10% | Sold Out | 0 | -4,311 | |
CBOE | Cboe Global Markets Inc | 2025-06-30 | Sold Out Sold Out | -0.42% | 205.81 ($222.68) 234.23 | $242.88 | 9.07% | Sold Out | 0 | -1,867 | |
ACN | Accenture PLC | 2025-06-30 | Add Add | +0.31% | 279.23 ($304.68) 323.21 | $288.24 | -5.40% | Add 31.61% | 4,763 | 1,144 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +0.29% | 271.48 ($414.61) 529.15 | $624.43 | 50.61% | New holding | 607 | 607 |
Phillips Wealth Planners LLC Total Holding History ($B)
Phillips Wealth Planners LLC's Asset Allocation
Phillips Wealth Planners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Phillips Wealth Planners LLC's Hypothetical Growth since 2025-06-30
Phillips Wealth Planners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Phillips Wealth Planners LLC's Holdings Heat Map
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Phillips Wealth Planners LLC's Holdings Bubble Chart
Phillips Wealth Planners LLC News
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