Phillips Wealth Planners LLC Portfolio Holdings

Phillips Wealth Planners LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $4.68B, Microsoft Corp with a value of $2.69B, Broadcom Inc. with a value of $2.03B, Vanguard Ftse All World Ex Us with a value of $1.68B, and Williams Companies, Inc. with a value of $1.63B.

Examining the 13F form we can see an increase of $9.53B in the current position value, from $94.9B to 104B.

Phillips Wealth Planners LLC is based out at Starkville, MS

Below you can find more details about Phillips Wealth Planners LLC portfolio as well as his latest detailed transactions.