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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 $135,756,115
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 9,082 $6,240,061 4.6%
2.
Microsoft Corp
 MSFT 9,063 $3,524,110 2.6%
3.
Broadcom Inc.
 AVGO 6,806 $2,523,529 1.86%
4.
Jpmorgan Chase & Co
 JPM 7,254 $2,460,754 1.81%
5.
Sector Spdr Trust
 XLE 13,679 $2,451,003 1.81%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.