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Home > Institutional Investor > Phillips Wealth Planners Llc > Profile

Instuitional Investor - Phillips Wealth Planners Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Phillips Wealth Planners Llc
Portfolio Value	$120,439,881

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		8,962	$5,533,139	4.59%
2.	Microsoft Corp	MSFT	6,977	$3,687,905	3.06%
3.	Jpmorgan Chase & Co	JPM	7,285	$2,252,424	1.87%
4.	Broadcom Inc.	AVGO	6,685	$2,242,751	1.86%
5.	Sector Spdr Trust	XLB	13,718	$1,972,648	1.64%