Phillips Wealth Planners LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $94.9 Billion distributed in 177 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 $4.41B, Microsoft Corp with a value of $2.87B, Broadcom Inc. with a value of $1.94B, Technology Sector Spdr with a value of $1.7B, and Vanguard Ftse All World Ex Us with a value of $1.63B.
Examining the 13F form we can see an increase of $7.91B in the current position value, from $87B to 94.9B.
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
$94.9 Billion
ETFs: $19.2 Billion
Technology: $16.6 Billion
Financial Services: $13.2 Billion
Healthcare: $11.4 Billion
Energy: $6.83 Billion
Industrials: $6.36 Billion
Consumer Defensive: $5.96 Billion
Consumer Cyclical: $4.93 Billion
Other: $10.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
