Phillips Wealth Planners LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$104M
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 194 stock holdings with total value $104M as of Q3 2024. Top holdings included VOO, MSFT, AVGO, VEU, and WMB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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