Phillips Wealth Planners LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$87M
Signature - Title
Lauren Black - Chief Compliance Officer
Location
104 West Lampkin Street, Starkville, Mississippi
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 174 $87M +$11.9M -$9.98M +$1.89M VOO, MSFT, AVGO, VEU, XLK, WMB 13F-HR 4/29/2024, 02:07 PM
Q4 2023 155 $83M +$10.1M -$7.96M +$2.15M VOO, SPY, MSFT, AVGO, XLV, XLK 13F-HR 2/12/2024, 12:41 PM
Q3 2023 146 $73.9M +$7.35M -$5.99M +$1.36M VOO, MSFT, XLV, AVGO, VEU, UNH 13F-HR 10/30/2023, 12:18 PM
Q2 2023 148 $76.3M +$5.27M -$6.64M -$1.36M VOO, MSFT, AVGO, XLV, VEU, XLK 13F-HR 7/26/2023, 01:50 PM
Q1 2023 148 $75.6M +$22.3M -$1.66M +$20.6M VOO, MSFT, AVGO, XLK, UNH, ABBV 13F-HR 5/15/2023, 12:31 PM
Q4 2022 105 $57.3M VOO, MSFT, AVGO, UNH, XLK, XLV 13F-HR 2/14/2023, 02:26 PM