Phillips Wealth Planners LLC Top Holdings and 13F Report (2023) About Phillips Wealth Planners LLCInvestment ActivityPhillips Wealth Planners LLC has $94.64 million in total holdings as of December 31, 2022.Phillips Wealth Planners LLC owns shares of 173 different stocks, but just 99 companies or ETFs make up 80% of its holdings.Approximately 12.18% of the portfolio was purchased this quarter.About 14.37% of the portfolio was sold this quarter.This quarter, Phillips Wealth Planners LLC has purchased 176 new stocks and bought additional shares in 81 stocks.Phillips Wealth Planners LLC sold shares of 71 stocks and completely divested from 21 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $4,211,862Microsoft $2,592,180JPMorgan Chase & Co. $1,720,753UnitedHealth Group $1,704,893Berkshire Hathaway $1,568,000 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $506,458 Holding80105N105 - Sanofi $491,825 Holding03027X100 - American Tower $413,220 HoldingG7709Q104 - Royalty Pharma $353,079 Holding512807306 - LAM RESEARCH CORP $312,297 Holding Largest Purchases this Quarter Duke Energy 4,466 shares (about $531.19K)iShares Expanded Tech-Software Sector ETF 5,808 shares (about $506.46K)Coca-Cola 6,940 shares (about $495.72K)Sanofi 9,550 shares (about $491.83K)RTX 3,242 shares (about $415.82K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,686 shares (about $3.04M)Merck & Co., Inc. 4,882 shares (about $386.56K)Vanguard S&P 500 ETF 771 shares (about $378.21K)Honeywell International 1,743 shares (about $346.07K)Financial Select Sector SPDR Fund 6,761 shares (about $315.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhillips Wealth Planners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$4,211,862$378,214 ▼-8.2%8,5864.5%ETFMSFTMicrosoft$2,592,180$66,815 ▲2.6%6,6732.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,720,753$34,722 ▲2.1%7,2851.8%FinanceUNHUnitedHealth Group$1,704,893$46,159 ▲2.8%2,8441.8%MedicalBRK.ABerkshire Hathaway$1,568,0000.0%21.7%FinanceXLKTechnology Select Sector SPDR Fund$1,541,775$229,491 ▲17.5%7,7731.6%ETFAVGOBroadcom$1,501,187$167,021 ▼-10.0%8,2511.6%Computer and TechnologyVPLVanguard FTSE Pacific ETF$1,442,018$60,934 ▲4.4%20,5651.5%ETFWMBWilliams Companies$1,398,134$177,854 ▼-11.3%24,7941.5%EnergyABBVAbbVie$1,320,402$83,849 ▲6.8%7,5431.4%MedicalXLVHealth Care Select Sector SPDR Fund$1,319,564$75,826 ▲6.1%9,6411.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,291,699$213,488 ▼-14.2%13,3111.4%FinanceVVisa$1,223,578$6,335 ▲0.5%3,6701.3%Business ServicesVEUVanguard FTSE All-World ex-US ETF$1,208,215$11,310 ▲0.9%20,6181.3%ETFDUKDuke Energy$1,196,893$531,186 ▲79.8%10,0631.3%UtilitiesMCDMcDonald's$1,195,904$103,197 ▲9.4%3,8591.3%Retail/WholesaleHDHome Depot$1,123,506$154,283 ▼-12.1%3,1751.2%Retail/WholesaleTJXTJX Companies$1,112,598$363,946 ▲48.6%8,6821.2%Retail/WholesalePGProcter & Gamble$1,094,304$56,585 ▲5.5%6,5561.2%Consumer StaplesACNAccenture$1,029,026$61,133 ▲6.3%3,6191.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,028,840$315,536 ▼-23.5%22,0451.1%ETFXLCCommunication Services Select Sector SPDR Fund$1,004,791$343,540 ▲52.0%11,0091.1%ETFAAPLApple$998,273$101,056 ▲11.3%5,0381.1%Computer and TechnologyABTAbbott Laboratories$966,699$2,538 ▼-0.3%7,6191.0%MedicalRTXRTX$959,000$415,819 ▲76.6%7,4771.0%AerospaceORCLOracle$957,994$38,648 ▲4.2%7,2381.0%Computer and TechnologyPNCThe PNC Financial Services Group$944,618$115,968 ▼-10.9%6,2151.0%FinanceIBMInternational Business Machines$944,039$46,625 ▲5.2%4,0091.0%Computer and TechnologyMETAMeta Platforms$906,675$64,141 ▲7.6%1,6681.0%Computer and TechnologyAMGNAmgen$874,813$82,076 ▲10.4%3,0590.9%MedicalXOMExxon Mobil$871,083$168,730 ▲24.0%8,4460.9%EnergyTMUST-Mobile US$865,510$182,104 ▲26.6%3,3460.9%Computer and TechnologyGSThe Goldman Sachs Group$770,338$134,982 ▼-14.9%1,5580.8%FinanceGOOGLAlphabet$762,600$31,428 ▲4.3%4,8530.8%Computer and TechnologyKOCoca-Cola$761,230$495,725 ▲186.7%10,6570.8%Consumer StaplesPMPhilip Morris International$741,4420.0%4,8180.8%Consumer StaplesCVXChevron$737,279$115,013 ▼-13.5%5,4360.8%EnergyJNJJohnson & Johnson$736,953$207,263 ▲39.1%4,8570.8%MedicalAFLAflac$710,740$10,683 ▲1.5%6,6530.8%FinanceRSGRepublic Services$685,659$10,732 ▼-1.5%2,8110.7%Business ServicesCRMSalesforce$682,125$167,025 ▲32.4%2,6750.7%Computer and TechnologyTTETotalEnergies$681,170$260,007 ▲61.7%12,1140.7%EnergyCMCSAComcast$677,974$112,321 ▲19.9%20,1060.7%Consumer DiscretionaryXLYConsumer Discretionary Select Sector SPDR Fund$671,419$49,517 ▲8.0%3,5390.7%FinanceXLPConsumer Staples Select Sector SPDR Fund$661,843$34,309 ▼-4.9%8,2370.7%ETFSTESTERIS$640,719$83,793 ▲15.0%2,8980.7%MedicalBLACKROCK INC$631,843$62,393 ▼-9.0%7190.7%COMTTTrane Technologies$627,991$49,105 ▲8.5%1,8160.7%ConstructionCOSTCostco Wholesale$609,839$15,415 ▼-2.5%6330.6%Retail/WholesaleMDTMedtronic$607,077$131,479 ▲27.6%7,3230.6%MedicalVZVerizon Communications$601,981$7,084 ▼-1.2%13,7660.6%Computer and TechnologyETNEaton$586,976$88,255 ▲17.7%2,1150.6%IndustrialsAMZNAmazon.com$562,929$5,916 ▲1.1%3,0450.6%Retail/WholesaleBMYBristol-Myers Squibb$550,671$46,350 ▼-7.8%10,8590.6%MedicalEQIXEquinix$549,219$13,983 ▼-2.5%7070.6%FinanceCMECME Group$547,142$32,693 ▼-5.6%2,0920.6%FinanceMDLZMondelez International$539,753$294,216 ▲119.8%8,0500.6%Consumer StaplesKMIKinder Morgan$538,323$43,755 ▼-7.5%20,3370.6%EnergyMAMastercard$537,786$9,685 ▲1.8%1,0550.6%Business ServicesSBUXStarbucks$522,319$81,842 ▲18.6%6,1140.6%Retail/WholesaleNEENextEra Energy$521,215$4,146 ▲0.8%7,9200.6%UtilitiesULUnilever$519,920$35,413 ▼-6.4%8,3980.5%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$506,458$506,458 ▲New Holding5,8080.5%ETFSNYSanofi$491,825$491,825 ▲New Holding9,5500.5%MedicalTSLATesla$488,472$3,028 ▼-0.6%1,9360.5%Auto/Tires/TrucksPGRProgressive$487,056$151,602 ▼-23.7%1,7670.5%FinanceCBChubb$482,296$74,243 ▲18.2%1,7020.5%FinanceVIGVanguard Dividend Appreciation ETF$481,467$2,217 ▼-0.5%2,6060.5%ETFBDXBecton, Dickinson and Company$473,981$155,774 ▲49.0%2,3490.5%MedicalUSBU.S. Bancorp$452,730$6,020 ▲1.3%11,9580.5%FinanceUNPUnion Pacific$446,361$75,632 ▲20.4%2,0420.5%TransportationWECWEC Energy Group$430,407$4,278 ▼-1.0%4,0240.5%UtilitiesTSCOTractor Supply$429,223$10,799 ▼-2.5%8,3070.5%Retail/WholesaleKRKroger$417,916$4,503 ▲1.1%6,1260.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$417,204$49,480 ▼-10.6%2,6560.4%Computer and TechnologyAMTAmerican Tower$413,220$413,220 ▲New Holding1,9380.4%FinanceIDAIDACORP$404,844$704 ▼-0.2%3,4490.4%UtilitiesIEFiShares 7-10 Year Treasury Bond ETF$403,122$11,128 ▼-2.7%4,3110.4%ETFCBOECboe Global Markets$401,573$430 ▼-0.1%1,8670.4%Financial ServicesVICIVICI Properties$400,421$9,222 ▲2.4%12,8960.4%FinanceFIFiserv$400,045$14,570 ▲3.8%1,9220.4%Business ServicesKMBKimberly-Clark$398,735$6,010 ▲1.5%2,8530.4%Consumer StaplesADPAutomatic Data Processing$394,794$38,042 ▲10.7%1,3180.4%Business ServicesIEFAiShares Core MSCI EAFE ETF$393,703$49,158 ▼-11.1%5,3660.4%ETFIJHiShares Core S&P Mid-Cap ETF$364,225$16,746 ▲4.8%6,6990.4%ETFRJFRaymond James$362,762$1,218 ▲0.3%2,6810.4%FinanceAXSAXIS Capital$353,188$2,229 ▼-0.6%3,8020.4%FinanceRPRXRoyalty Pharma$353,079$353,079 ▲New Holding11,0510.4%FinanceAXPAmerican Express$352,587$116,524 ▲49.4%1,4040.4%FinanceAPHAmphenol$351,917$146,234 ▲71.1%5,3810.4%Computer and TechnologyGILDGilead Sciences$349,425$82,797 ▼-19.2%3,3720.4%MedicalSAPSAP$348,298$14,772 ▼-4.1%1,3440.4%Computer and TechnologyWSOWatsco$346,018$1,018 ▲0.3%6800.4%ConstructionPEPPepsiCo$343,310$175,482 ▼-33.8%2,3770.4%Consumer StaplesCNPCenterPoint Energy$336,829$6,877 ▲2.1%9,2080.4%UtilitiesAZNAstraZeneca$336,422$1,061 ▼-0.3%5,0750.4%MedicalBRK.BBerkshire Hathaway$335,430$4,717 ▼-1.4%6400.4%FinanceFNFFidelity National Financial$334,448$3,719 ▼-1.1%5,5760.4%FinanceUSMViShares MSCI USA Min Vol Factor ETF$329,507$5,669 ▼-1.7%3,6620.3%ETFSNASnap-on$328,102$3,698 ▼-1.1%9760.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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