Phillips Wealth Planners LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 17, 2025
Value $: $100M
Signature - Title: Lauren Black - Chief Compliance Officer
Location: Starkville, MS
Summary: This page shows a list of all the recent 13F filings made by Phillips Wealth Planners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Phillips Wealth Planners LLC reported 176 stock holdings with total value $100M as of Q4 2024. Top holdings included VOO, SPY, MSFT, AVGO, and JPM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	176	$100M	+$10.3M	-$11.7M	-$1.4M	VOO, SPY, MSFT, AVGO, JPM	13F-HR	1/17/2025, 12:11 PM
Q3 2024	194	$104M	+$12.1M	-$7.39M	+$4.71M	VOO, MSFT, AVGO, VEU, WMB	13F-HR	10/28/2024, 05:39 PM
Q2 2024	177	$94.1M	+$5.33M	-$4.3M	+$1.03M	VOO, MSFT, AVGO, XLK, VEU	13F-HR	8/2/2024, 06:11 AM
Q1 2024	174	$87M	+$11.9M	-$9.98M	+$1.89M	VOO, MSFT, AVGO, VEU, XLK	13F-HR	4/29/2024, 02:07 PM
Q4 2023	155	$83M	+$10.1M	-$7.96M	+$2.15M	VOO, SPY, MSFT, AVGO, XLV	13F-HR	2/12/2024, 12:41 PM
Q3 2023	146	$73.9M	+$7.35M	-$5.99M	+$1.36M	VOO, MSFT, XLV, AVGO, VEU	13F-HR	10/30/2023, 12:18 PM
Q2 2023	148	$76.3M	+$5.27M	-$6.64M	-$1.36M	VOO, MSFT, AVGO, XLV, VEU	13F-HR	7/26/2023, 01:50 PM
Q1 2023	148	$75.3M	+$22.2M	-$3.3M	+$18.9M	VOO, MSFT, AVGO, XLK, UNH	13F-HR	5/15/2023, 12:31 PM
Q4 2022	105	$56.7M	$0	$0		VOO, MSFT, AVGO, UNH, XLK	13F-HR	2/14/2023, 03:26 PM

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