Holdings
Phillips Wealth Planners LLC
As of Jun 30, 2026, Phillips Wealth Planners LLC reported 168 positions worth US$97.9M. Largest: Microsoft Corp., Broadcom Inc. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 9,063 | US$3.52M | +423 | Jun 30, 2026 |
| Broadcom Inc. | 6,806 | US$2.52M | +24 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,254 | US$2.46M | +13 | Jun 30, 2026 |
| Apple Inc | 6,474 | US$2.01M | +143 | Jun 30, 2026 |
| Abbvie Inc. | 7,574 | US$1.93M | +852 | Jun 30, 2026 |
| Walmart Inc. | 17,019 | US$1.9M | +32 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,649 | US$1.84M | −4 | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 23,357 | US$1.75M | +114 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 11,041 | US$1.7M | −131 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,591 | US$1.69M | +71 | Jun 30, 2026 |