Phillips Wealth Planners LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Starkville, MS
CIK
0001962628
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 194 104,399 VOO, MSFT, AVGO, VEU 13F-HR 10/28/2024 000195175724001139
Q2 2024 177 94,871 VOO, MSFT, AVGO, XLK 13F-HR 8/2/2024 000195175724000623
Q1 2024 174 86,960 VOO, MSFT, AVGO, VEU 13F-HR 4/29/2024 000195175724000411
Q4 2023 155 83,033 VOO, SPY, MSFT, AVGO 13F-HR 2/12/2024 000195175724000241
Q3 2023 146 73,864 VOO, MSFT, XLV, AVGO 13F-HR 10/30/2023 000195175723000646
Q2 2023 148 76,258 VOO, MSFT, AVGO, XLV 13F-HR 7/26/2023 000195175723000434
Q1 2023 148 75,646 VOO, MSFT, AVGO, XLK 13F-HR 5/15/2023 000195175723000311
Q4 2022 105 57,269 VOO, MSFT, AVGO, UNH 13F-HR 2/14/2023 000196262823000001