Phillips Wealth Planners LLC Top Holdings and 13F Report (2023) About Phillips Wealth Planners LLCInvestment ActivityPhillips Wealth Planners LLC has $135.76 million in total holdings as of December 31, 2022.Phillips Wealth Planners LLC owns shares of 217 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 6.93% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Phillips Wealth Planners LLC has purchased 210 new stocks and bought additional shares in 87 stocks.Phillips Wealth Planners LLC sold shares of 104 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $6,240,061Microsoft $3,524,110Broadcom $2,523,529JPMorgan Chase & Co. $2,460,754Technology Select Sector SPDR Fund $2,451,003 Largest New Holdings this Quarter 81369Y100 - Materials Select Sector SPDR Fund $460,860 HoldingG87052109 - TE CONNECTIVITY PLC $307,246 Holding863667101 - Stryker $277,971 Holding252131107 - DexCom $273,386 HoldingH2927K103 - AMRIZE LTD $273,344 Holding Largest Purchases this Quarter iShares Core MSCI Europe ETF 6,692 shares (about $505.65K)Materials Select Sector SPDR Fund 8,947 shares (about $460.86K)NVIDIA 1,889 shares (about $372.00K)KLA 1,445 shares (about $312.80K)TE CONNECTIVITY PLC 1,553 shares (about $307.25K) Largest Sales this Quarter Communication Services Select Sector SPDR Fund 2,447 shares (about $271.67K)Corning 1,365 shares (about $253.05K)Vanguard S&P 500 ETF 349 shares (about $239.79K)STERIS 1,105 shares (about $238.01K)T-Mobile US 1,131 shares (about $208.93K) 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$6,240,061$239,791 â–¼-3.7%9,0824.6%ETFMSFTMicrosoft$3,524,110$164,482 â–²4.9%9,0632.6%TechnologyAVGOBroadcom$2,523,529$8,899 â–²0.4%6,8061.9%TechnologyJPMJPMorgan Chase & Co.$2,460,754$4,410 â–²0.2%7,2541.8%FinanceXLKTechnology Select Sector SPDR Fund$2,451,003$3,046 â–¼-0.1%13,6791.8%ETFIEURiShares Core MSCI Europe ETF$2,170,008$505,648 â–²30.4%28,7191.6%ETFAAPLApple$2,011,351$44,427 â–²2.3%6,4741.5%TechnologyABBVAbbVie$1,928,719$216,962 â–²12.7%7,5741.4%HealthcareXLFFinancial Select Sector SPDR Fund$1,907,718$68,157 â–²3.7%34,0361.4%ETFWALMART INC$1,898,263$3,569 â–²0.2%17,0191.4%COMVEUVanguard FTSE All-World ex-US ETF$1,768,696$52,169 â–²3.0%21,3251.3%ETFWMBWilliams Companies$1,753,644$8,559 â–²0.5%23,3571.3%EnergyTJXTJX Companies$1,701,529$20,188 â–¼-1.2%11,0411.3%Consumer DiscretionaryGOOGLAlphabet$1,685,035$26,059 â–²1.6%4,5911.2%Communication ServicesBRK.ABerkshire Hathaway$1,512,0000.0%21.1%FinanceJNJJohnson & Johnson$1,506,165$158,473 â–²11.8%5,6361.1%HealthcareCVXChevron$1,441,487$125,982 â–²9.6%8,2841.1%EnergyPNCThe PNC Financial Services Group$1,402,643$106,176 â–¼-7.0%5,5221.0%FinanceAMDAdvanced Micro Devices$1,397,626$5,677 â–²0.4%2,7081.0%TechnologyPMPhilip Morris International$1,382,886$66,853 â–²5.1%7,3641.0%Consumer StaplesSGOViShares 0-3 Month Treasury Bond ETF$1,370,274$166,362 â–¼-10.8%13,6401.0%ETFTXNTexas Instruments$1,344,781$78,311 â–¼-5.5%4,5851.0%TechnologyHDHome Depot$1,313,179$10,702 â–²0.8%3,8041.0%Consumer DiscretionaryDUKDuke Energy$1,310,280$131,169 â–¼-9.1%10,2191.0%UtilitiesMCDMcDonald's$1,291,957$35,276 â–²2.8%4,5781.0%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,288,221$33,981 â–¼-2.6%13,1170.9%ETFXLVHealth Care Select Sector SPDR Fund$1,236,260$107,379 â–²9.5%7,5180.9%ETFKOCocaCola$1,219,397$54,801 â–¼-4.3%14,5080.9%Consumer StaplesVVisa$1,166,134$102,842 â–¼-8.1%3,3110.9%FinanceGSThe Goldman Sachs Group$1,130,590$196,080 â–¼-14.8%1,0840.8%FinanceAZNCFAstraZeneca$1,082,438$1,159 â–¼-0.1%5,6050.8%HealthcareAMGNAmgen$1,056,447$20,982 â–¼-1.9%2,8700.8%HealthcareCMECME Group$1,053,281$128,801 â–²13.9%4,3750.8%FinancePGProcter & Gamble$1,052,760$95,469 â–²10.0%6,8920.8%Consumer StaplesMDTMedtronic$1,025,744$20,203 â–²2.0%12,2360.8%HealthcareMETAMeta Platforms$994,162$179,134 â–²22.0%1,6150.7%Communication ServicesIJRiShares Core S&P Small-Cap ETF$968,297$23,844 â–¼-2.4%6,6600.7%ETFTOTALENERGIES SE$966,860$5,769 â–¼-0.6%12,4020.7%ACTNVDANVIDIA$965,548$372,001 â–²62.7%4,9030.7%TechnologyXLCCommunication Services Select Sector SPDR Fund$946,446$271,666 â–¼-22.3%8,5250.7%ETFWFCWells Fargo & Company$924,893$182,729 â–¼-16.5%10,6090.7%FinanceIBMInternational Business Machines$906,145$3,980 â–¼-0.4%2,9600.7%TechnologyUNPUnion Pacific$903,153$77,858 â–²9.4%3,1900.7%IndustrialsSBUXStarbucks$864,625$70,144 â–²8.8%8,3450.6%Consumer DiscretionaryMRKMerck & Co., Inc.$861,429$191,615 â–²28.6%6,6850.6%HealthcareAPDAir Products and Chemicals$813,568$104,937 â–¼-11.4%2,6670.6%MaterialsABTAbbott Laboratories$804,864$41,978 â–²5.5%8,3980.6%HealthcareAMZNAmazon.com$794,269$29,026 â–²3.8%3,2290.6%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$792,901$11,247 â–²1.4%1,8330.6%TechnologyTSLATesla$785,655$2,820 â–²0.4%1,9500.6%Consumer DiscretionaryAFLAflac$782,2740.0%6,4390.6%FinanceCATCaterpillar$747,395$15,042 â–¼-2.0%7950.6%IndustrialsVIGVanguard Dividend Appreciation ETF$743,425$3,822 â–¼-0.5%3,1120.5%ETFAPHAmphenol$717,869$31,246 â–²4.6%4,5260.5%TechnologyLINDE PLC$715,308$72,661 â–²11.3%1,3290.5%SHSGE VERNOVA INC$700,102$7,540 â–²1.1%6500.5%COMRPRXRoyalty Pharma$689,496$48,379 â–²7.5%11,9290.5%HealthcareLLYEli Lilly and Company$684,500$168,036 â–²32.5%5540.5%HealthcareEQIXEquinix$681,271$83,880 â–²14.0%6660.5%Real EstateUNHUnitedHealth Group$649,136$77,931 â–²13.6%1,5160.5%HealthcareBLACKROCK INC$635,941$98,924 â–²18.4%6300.5%COMNEENextEra Energy$629,110$13,801 â–²2.2%7,1110.5%UtilitiesTTTrane Technologies$627,025$1,427 â–²0.2%1,3180.5%IndustrialsIEFAiShares Core MSCI EAFE ETF$619,894$9,119 â–¼-1.4%6,3900.5%ETFBTIBritish American Tobacco$619,483$39,367 â–¼-6.0%10,0240.5%Consumer StaplesCBChubb$619,433$3,234 â–²0.5%1,7240.5%FinanceETNEaton$609,743$5,540 â–²0.9%1,5410.4%IndustrialsWECWEC Energy Group$600,168$32,480 â–²5.7%5,1000.4%UtilitiesAXPAmerican Express$593,237$44,397 â–¼-7.0%1,6970.4%FinancePEPPepsiCo$585,719$32,186 â–²5.8%4,0400.4%Consumer StaplesVZVerizon Communications$573,383$20,571 â–²3.7%13,4630.4%Communication ServicesCOSTCostco Wholesale$568,500$1,895 â–¼-0.3%6000.4%Consumer StaplesDEDeere & Company$566,790$146,677 â–²34.9%9390.4%IndustrialsASMLASML$562,6240.0%3220.4%TechnologyRSGRepublic Services$562,601$27,807 â–²5.2%2,5290.4%IndustrialsICEIntercontinental Exchange$562,583$78,868 â–²16.3%4,1230.4%FinanceUNILEVER PLC$561,837$3,137 â–¼-0.6%8,9550.4%SPON ADR NEWWSOWatsco$547,904$25,312 â–²4.8%1,4070.4%IndustrialsORCLOracle$545,066$60,185 â–²12.4%3,8490.4%TechnologyAMTAmerican Tower$511,284$2,148 â–¼-0.4%3,0940.4%Real EstateIBBiShares Biotechnology ETF$499,540$24,382 â–²5.1%2,5200.4%ETFRYRoyal Bank Of Canada$498,005$3,136 â–²0.6%2,3820.4%FinanceTAT&T$479,808$121,792 â–¼-20.2%22,7510.4%Communication ServicesARK ETF TR$476,179$5,602 â–¼-1.2%5,8650.4%INNOVATION ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$474,443$19,753 â–¼-4.0%5,1880.3%ETFWELLWelltower$473,279$2,138 â–¼-0.4%1,9920.3%Real EstateGILDGilead Sciences$470,421$3,545 â–¼-0.7%3,4500.3%HealthcareIYTiShares U.S. Transportation ETF$467,318$6,276 â–¼-1.3%5,3610.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$466,038$24,065 â–²5.4%3,9700.3%ETFMDLZMondelez International$464,658$65,038 â–²16.3%7,7160.3%Consumer StaplesXLUUtilities Select Sector SPDR Fund$463,124$65,168 â–²16.4%10,1340.3%ETFXLBMaterials Select Sector SPDR Fund$460,860$460,860 â–²New Holding8,9470.3%ETFIGMiShares Expanded Tech Sector ETF$450,682$80,831 â–¼-15.2%2,8770.3%ETFPGRProgressive$450,517$1,172 â–²0.3%1,9220.3%FinanceIJHiShares Core S&P Mid-Cap ETF$448,141$21,433 â–¼-4.6%5,9380.3%ETFEWBCEast West Bancorp$446,145$4,959 â–¼-1.1%3,4190.3%FinanceSTESTERIS$444,996$238,006 â–¼-34.8%2,0660.3%HealthcareIFFInternational Flavors & Fragrances$439,673$245 â–¼-0.1%5,3730.3%MaterialsMAMastercard$439,118$4,785 â–²1.1%8260.3%FinanceDKSDICK'S Sporting Goods$436,889$14,503 â–²3.4%1,9580.3%Consumer DiscretionaryShowing largest 100 holdings. 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