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Home > Institutional Investor > Phillips Wealth Planners Llc > Profile

Instuitional Investor - Phillips Wealth Planners Llc

Fund Profile
Filing Period:
Fund Name: Phillips Wealth Planners Llc
Portfolio Value $110,358,318
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 9,004 $5,134,351 4.65%
2.
Microsoft Corp
 MSFT 6,493 $3,224,621 2.92%
3.
Sector Spdr Trust
 XLB 8,042 $2,061,084 1.87%
4.
Broadcom Inc.
 AVGO 7,581 $2,060,516 1.87%
5.
Jpmorgan Chase & Co
 JPM 7,135 $2,017,679 1.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)