Notify me when Phillips Wealth Planners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 188 | $124,633,190 | +$17,150,683 | -$15,019,244 | +$2,131,439 | VOO, SPY, MSFT, WMT, JPM | 13F-HR | 10 Feb 2026, 17:17 |
| Q3 2025 | 201 | $120,439,881 | +$13,309,057 | -$9,580,269 | +$3,728,788 | VOO, MSFT, JPM, AVGO, XLK | 13F-HR | 07 Nov 2025, 09:17 |
| Q2 2025 | 188 | $110,358,318 | +$12,078,767 | -$6,384,956 | +$5,693,811 | VOO, MSFT, XLK, AVGO, JPM | 13F-HR | 11 Jul 2025, 09:20 |
| Q1 2025 | 173 | $94,638,210 | +$11,522,885 | -$13,600,770 | -$2,077,885 | VOO, MSFT, JPM, UNH, BERKSHIRE HATHAWAY INC DEL | 13F-HR | 23 Apr 2025, 15:50 |
| Q4 2024 | 176 | $100,138,978 | +$10,347,472 | -$11,744,210 | -$1,396,738 | VOO, SPY, MSFT, AVGO, JPM | 13F-HR | 17 Jan 2025, 12:11 |
| Q3 2024 | 194 | $104,399,846 | +$12,093,372 | -$7,385,620 | +$4,707,752 | VOO, MSFT, AVGO, VEU, WMB | 13F-HR | 28 Oct 2024, 17:39 |
| Q2 2024 | 177 | $94,143,813 | +$5,332,125 | -$4,297,248 | +$1,034,877 | VOO, MSFT, AVGO, XLK, VEU | 13F-HR | 02 Aug 2024, 06:11 |
| Q1 2024 | 174 | $86,960,912 | +$11,868,651 | -$9,982,140 | +$1,886,511 | VOO, MSFT, AVGO, VEU, XLK | 13F-HR | 29 Apr 2024, 14:07 |
| Q4 2023 | 155 | $83,033,702 | +$10,108,957 | -$7,958,020 | +$2,150,937 | VOO, SPY, MSFT, AVGO, XLV | 13F-HR | 12 Feb 2024, 12:41 |
| Q3 2023 | 146 | $73,864,768 | +$7,347,646 | -$5,988,305 | +$1,359,341 | VOO, MSFT, XLV, AVGO, VEU | 13F-HR | 30 Oct 2023, 12:18 |
| Q2 2023 | 148 | $76,258,366 | +$5,273,565 | -$6,635,021 | -$1,361,456 | VOO, MSFT, AVGO, XLV, VEU | 13F-HR | 26 Jul 2023, 13:50 |
| Q1 2023 | 148 | $75,338,368 | +$22,247,870 | -$3,300,891 | +$18,946,979 | VOO, MSFT, AVGO, XLK, UNH | 13F-HR | 15 May 2023, 12:31 |
| Q4 2022 | 105 | $56,681,339 | $0 | $0 | $0 | VOO, MSFT, AVGO, UNH, XLK | 13F-HR | 14 Feb 2023, 15:26 |