Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $83,033,702
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 9,111 $3,989,980 4.8%
2.
Spdr S & P 500 Etf Trust
 SPY 5,722 $2,726,476 3.28%
3.
Microsoft Corp
 MSFT 6,222 $2,450,669 2.95%
4.
Broadcom Inc.
 AVGO 1,717 $1,964,093 2.36%
5.
Sector Spdr Trust
 XLB 11,550 $1,609,839 1.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)