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.
Portfolio value
$104 Billion
ETFs: $19.6 Billion
Technology: $16.5 Billion
Financial Services: $16.1 Billion
Healthcare: $11.9 Billion
Industrials: $7.32 Billion
Energy: $7.01 Billion
Consumer Defensive: $6.55 Billion
Consumer Cyclical: $6.13 Billion
Other: $12.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
