Phillips Wealth Planners LLC Top Holdings and 13F Report (2023) About Phillips Wealth Planners LLCInvestment ActivityPhillips Wealth Planners LLC has $110.36 million in total holdings as of December 31, 2022.Phillips Wealth Planners LLC owns shares of 188 different stocks, but just 107 companies or ETFs make up 80% of its holdings.Approximately 10.95% of the portfolio was purchased this quarter.About 5.79% of the portfolio was sold this quarter.This quarter, Phillips Wealth Planners LLC has purchased 173 new stocks and bought additional shares in 92 stocks.Phillips Wealth Planners LLC sold shares of 68 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $5,134,351Microsoft $3,224,621Technology Select Sector SPDR Fund $2,061,084Broadcom $2,060,516JPMorgan Chase & Co. $2,017,679 Largest New Holdings this Quarter 464286426 - iShares MSCI Emerging Markets Asia ETF $846,245 Holding219350105 - Corning $581,907 Holding060505104 - Bank of America $578,436 Holding36828A101 - GE VERNOVA INC $321,710 Holding482480100 - KLA $289,554 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets Asia ETF 10,229 shares (about $846.25K)Corning 11,036 shares (about $581.91K)Bank of America 12,268 shares (about $578.44K)Walmart 4,829 shares (about $468.84K)Accenture 1,144 shares (about $347.01K) Largest Sales this Quarter Vanguard FTSE Pacific ETF 10,262 shares (about $833.69K)UnitedHealth Group 1,086 shares (about $334.16K)Oracle 1,318 shares (about $309.09K)Broadcom 670 shares (about $182.11K)Philip Morris International 970 shares (about $172.39K) 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$5,134,351$238,356 ▲4.9%9,0044.7%ETFMSFTMicrosoft$3,224,621$89,393 ▼-2.7%6,4932.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,061,084$68,942 ▲3.5%8,0421.9%ETFAVGOBroadcom$2,060,516$182,106 ▼-8.1%7,5811.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,017,679$42,418 ▼-2.1%7,1351.8%FinanceWMBWilliams Companies$1,576,610$146,244 ▲10.2%27,3291.4%EnergyACNAccenture$1,444,761$347,010 ▲31.6%4,7631.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,431,729$46,818 ▲3.4%21,3151.3%ETFBRK.ABerkshire Hathaway$1,430,5380.0%21.3%FinanceORCLOracle$1,388,319$309,089 ▼-18.2%5,9201.3%Computer and TechnologyVVisa$1,368,918$67,719 ▲5.2%3,8611.2%Business ServicesMETAMeta Platforms$1,363,508$161,430 ▲13.4%1,8921.2%Computer and TechnologyABBVAbbVie$1,355,527$75,908 ▼-5.3%7,1431.2%MedicalXLVHealth Care Select Sector SPDR Fund$1,342,412$41,166 ▲3.2%9,9461.2%ETFRTXRTX$1,334,621$251,129 ▲23.2%9,2101.2%AerospacePNCThe PNC Financial Services Group$1,314,918$84,348 ▲6.9%6,6411.2%FinanceTJXTJX Companies$1,238,195$150,688 ▲13.9%9,8851.1%Retail/WholesaleDUKDuke Energy$1,237,771$67,343 ▲5.8%10,6421.1%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$1,229,237$76,306 ▼-5.8%12,5331.1%FinanceXLCCommunication Services Select Sector SPDR Fund$1,213,982$38,441 ▲3.3%11,3691.1%ETFHDHome Depot$1,213,852$47,040 ▲4.0%3,3031.1%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$1,187,412$36,443 ▲3.2%22,7431.1%ETFMCDMcDonald's$1,157,930$32,375 ▲2.9%3,9701.0%Retail/WholesaleIBMInternational Business Machines$1,116,084$48,210 ▼-4.1%3,8431.0%Computer and TechnologyPGProcter & Gamble$1,065,338$30,159 ▲2.9%6,7471.0%Consumer StaplesAAPLApple$1,024,076$34,024 ▼-3.2%4,8760.9%Computer and TechnologyABTAbbott Laboratories$1,019,937$3,867 ▲0.4%7,6480.9%MedicalXOMExxon Mobil$1,006,402$41,910 ▲4.3%8,8130.9%EnergyAMGNAmgen$986,337$77,814 ▲8.6%3,3210.9%MedicalGSThe Goldman Sachs Group$940,631$145,732 ▼-13.4%1,3490.9%FinanceCVXChevron$938,724$105,733 ▲12.7%6,1260.9%EnergyKOCocaCola$887,763$139,216 ▲18.6%12,6390.8%Consumer StaplesGOOGLAlphabet$882,087$35,918 ▲4.2%5,0590.8%Computer and TechnologyTMUST-Mobile US$870,257$80,702 ▲10.2%3,6880.8%Computer and TechnologyEEMAiShares MSCI Emerging Markets Asia ETF$846,245$846,245 ▲New Holding10,2290.8%ManufacturingVPLVanguard FTSE Pacific ETF$837,016$833,685 ▼-49.9%10,3030.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$797,071$26,772 ▲3.5%3,6620.7%FinanceTTTrane Technologies$780,355$5,123 ▲0.7%1,8280.7%ConstructionBLACKROCK INC$778,314$5,375 ▲0.7%7240.7%COMJNJJohnson & Johnson$763,215$6,543 ▲0.9%4,8990.7%MedicalETNEaton$748,587$6,426 ▼-0.9%2,0970.7%IndustrialsCRMSalesforce$741,318$9,304 ▲1.3%2,7090.7%Computer and TechnologyWMTWalmart$738,455$468,840 ▲173.9%7,6060.7%Retail/WholesaleCMCSAComcast$733,752$9,936 ▲1.4%20,3820.7%Consumer DiscretionaryTTETotalEnergies$730,645$20,907 ▼-2.8%11,7770.7%EnergySTESTERIS$716,083$42,095 ▲6.2%3,0790.6%MedicalMDLZMondelez International$705,426$156,496 ▲28.5%10,3450.6%Consumer StaplesSBUXStarbucks$697,144$116,681 ▲20.1%7,3430.6%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$692,777$22,697 ▲3.4%8,5160.6%ETFAMZNAmazon.com$688,790$20,839 ▲3.1%3,1400.6%Retail/WholesalePMPhilip Morris International$683,867$172,389 ▼-20.1%3,8480.6%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$667,591$22,438 ▲3.5%6,0100.6%ETFAFLAflac$664,762$22,093 ▼-3.2%6,4390.6%FinanceSNYSanofi$664,643$204,524 ▲44.5%13,7950.6%MedicalMDTMedtronic$631,664$17,007 ▼-2.6%7,1310.6%MedicalCOSTCostco Wholesale$624,0370.0%6330.6%Retail/WholesaleCMECME Group$620,719$44,101 ▲7.6%2,2520.6%FinanceRSGRepublic Services$619,095$53,605 ▼-8.0%2,5870.6%Business ServicesVZVerizon Communications$608,863$16,104 ▲2.7%14,1400.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$605,424$228 ▲0.0%2,6570.5%Computer and TechnologyAZNAstraZeneca$596,710$241,359 ▲67.9%8,5220.5%MedicalMAMastercard$589,437$3,937 ▼-0.7%1,0480.5%Business ServicesNEENextEra Energy$587,796$13,912 ▲2.4%8,1120.5%UtilitiesGLWCorning$581,907$581,907 ▲New Holding11,0360.5%Computer and TechnologyTSLATesla$581,623$5,063 ▲0.9%1,9530.5%Auto/Tires/TrucksKMIKinder Morgan$579,835$7,764 ▲1.4%20,6130.5%EnergyBACBank of America$578,436$578,436 ▲New Holding12,2680.5%FinanceUNHUnitedHealth Group$540,937$334,162 ▼-38.2%1,7580.5%MedicalVIGVanguard Dividend Appreciation ETF$525,149$11,533 ▼-2.1%2,5500.5%ETFULUnilever$509,939$1,584 ▼-0.3%8,3720.5%Consumer StaplesAPHAmphenol$485,199$38,964 ▼-7.4%4,9810.4%Computer and TechnologyCBChubb$477,315$840 ▲0.2%1,7050.4%FinanceKMBKimberly-Clark$475,668$100,784 ▲26.9%3,6200.4%Consumer StaplesPGRProgressive$469,560$24,912 ▲5.6%1,8660.4%FinanceAMTAmerican Tower$466,560$38,843 ▲9.1%2,1140.4%FinanceEMREmerson Electric$461,416$130,406 ▲39.4%3,3260.4%IndustrialsRPRXRoyalty Pharma$460,813$68,392 ▲17.4%12,9770.4%MedicalLAM RESEARCH CORP$458,919$3,095 ▼-0.7%4,5970.4%COM NEWIEFAiShares Core MSCI EAFE ETF$447,130$250 ▲0.1%5,3690.4%ETFEQIXEquinix$445,086$97,458 ▼-18.0%5800.4%FinanceMUMicron Technology$439,203$4,479 ▲1.0%3,5300.4%Computer and TechnologyARKKARK Innovation ETF$438,3750.0%6,1830.4%ETFIJHiShares Core S&P Mid-Cap ETF$431,505$6,721 ▲1.6%6,8050.4%ETFUNPUnion Pacific$426,718$56,296 ▼-11.7%1,8040.4%TransportationRJFRaymond James Financial$423,968$1,418 ▲0.3%2,6900.4%FinanceVICIVICI Properties$421,142$4,555 ▼-1.1%12,7580.4%FinanceEWBCEast West Bancorp$419,491$17,528 ▼-4.0%3,8770.4%FinanceUSBU.S. Bancorp$417,311$152,607 ▼-26.8%8,7560.4%FinanceADIAnalog Devices$409,400$91,441 ▲28.8%1,6700.4%Computer and TechnologyTXNTexas Instruments$406,615$30,761 ▲8.2%1,8770.4%Computer and TechnologyIDAIDACORP$406,504$7,178 ▲1.8%3,5110.4%UtilitiesWECWEC Energy Group$405,933$11,195 ▼-2.7%3,9160.4%UtilitiesCATCaterpillar$405,330$8,674 ▲2.2%1,0280.4%IndustrialsAXPAmerican Express$404,466$40,573 ▼-9.1%1,2760.4%FinanceADPAutomatic Data Processing$403,267$1,228 ▼-0.3%1,3140.4%Computer and TechnologyKRKroger$400,935$26,292 ▼-6.2%5,7490.4%Retail/WholesaleBTIBritish American Tobacco$400,887$155,245 ▲63.2%8,3640.4%Consumer StaplesBDXBecton, Dickinson and Company$381,217$28,989 ▼-7.1%2,1830.3%MedicalHONHoneywell International$378,884$36,929 ▲10.8%1,5800.3%Multi-Sector ConglomeratesTSCOTractor Supply$378,656$92,933 ▼-19.7%6,6700.3%Retail/WholesaleShowing 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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