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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	$132,901,969

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		9,431	$6,408,553	4.82%
2.	Microsoft Corp	MSFT	8,640	$3,565,439	2.68%
3.	Broadcom Inc.	AVGO	6,782	$2,905,612	2.19%
4.	Sector Spdr Trust	XLE	13,696	$2,436,244	1.83%
5.	Jpmorgan Chase & Co	JPM	7,241	$2,172,346	1.63%