Phillips Wealth Planners LLC 13F Holdings
CIK 0001962628 · STARKVILLE, MS
As of Sep 30, 2025, Phillips Wealth Planners LLC reported 201 positions worth
CIK 0001962628 · STARKVILLE, MS
As of Sep 30, 2025, Phillips Wealth Planners LLC reported 201 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 8,962 | $5.5M | 4.60% |
| MICROSOFT CORP | MSFT | Technology | 6,977 | $3.7M | 3.07% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7,285 | $2.3M | 1.87% |
| BROADCOM INC | AVGO | Technology | 6,685 | $2.2M | 1.86% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 6,859 | $2.0M | 1.64% |
| ABBVIE INC | ABBV | Equity | 7,091 | .6M | 1.36% |
| WILLIAMS COMPANIES INC | WMB | Energy | 25,655 | .6M | 1.36% |
| APPLE INC | AAPL | Technology | 5,982 | .5M | 1.28% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 20,970 | .5M | 1.27% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 10,536 | .5M | 1.25% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 | .5M | 1.25% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,196 | .5M | 1.22% |
| HOME DEPOT INC | HD | Consumer Cyclical | 3,691 | .4M | 1.19% |
| ALPHABET INC | GOOGL | Equity | 5,665 | .4M | 1.18% |
| META PLATFORMS INC | META | Communication Services | 1,947 | .4M | 1.16% |
| RTX CORP | RTX | Equity | 8,251 | .4M | 1.16% |
| DUKE ENERGY CORP | DUK | Utilities | 10,812 | .3M | 1.12% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 12,850 | .3M | 1.07% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 11,007 | .3M | 1.07% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 4,303 | .3M | 1.06% |
| PNC FINANCIAL SERVICES GROUP INC | PNC | Financial Services | 6,496 | .3M | 1.06% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 23,545 | .3M | 1.05% |
| ABBOTT LABORATORIES | ABT | Healthcare | 8,384 | .1M | 0.93% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 3,860 | .1M | 0.93% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1,390 | .1M | 0.92% |