Phillips Wealth Planners LLC Top Holdings and 13F Report (2023) About Phillips Wealth Planners LLCInvestment ActivityPhillips Wealth Planners LLC has $100.14 million in total holdings as of December 31, 2022.Phillips Wealth Planners LLC owns shares of 176 different stocks, but just 100 companies or ETFs make up 80% of its holdings.Approximately 10.33% of the portfolio was purchased this quarter.About 11.73% of the portfolio was sold this quarter.This quarter, Phillips Wealth Planners LLC has purchased 194 new stocks and bought additional shares in 77 stocks.Phillips Wealth Planners LLC sold shares of 88 stocks and completely divested from 25 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $4,995,609SPDR S&P 500 ETF Trust $3,598,458Microsoft $2,723,640Broadcom $2,056,698JPMorgan Chase & Co. $1,712,229 Largest New Holdings this Quarter Vanguard Total World Stock ETF $1,212,478 HoldingBLACKROCK INC $754,956 HoldingiShares Core 80/20 Aggressive Allocation ETF $247,258 HoldingPaycom Software $235,128 HoldingChesapeake Energy $213,800 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 5,699 shares (about $3.31M)Vanguard Total World Stock ETF 10,438 shares (about $1.21M)BLACKROCK INC 790 shares (about $754.96K)Tractor Supply 7,017 shares (about $383.06K)Financial Select Sector SPDR Fund 7,615 shares (about $360.34K) Largest Sales this Quarter Broadcom 2,335 shares (about $523.76K)Vanguard FTSE All-World ex-US ETF 6,810 shares (about $386.06K)Target 2,301 shares (about $325.87K)Intercontinental Exchange 2,043 shares (about $291.74K)Apple 1,153 shares (about $273.07K) 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$4,995,609$328,342 ▲7.0%9,3575.0%ETFSPYSPDR S&P 500 ETF Trust$3,598,458$3,308,213 ▲1,139.8%6,1993.6%FinanceMSFTMicrosoft$2,723,640$11,731 ▲0.4%6,5012.7%Computer and TechnologyAVGOBroadcom$2,056,698$523,764 ▼-20.3%9,1692.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,712,229$21,589 ▼-1.2%7,1381.7%FinanceWMBWilliams Companies$1,551,673$207,589 ▼-11.8%27,9481.5%Oils/EnergyXLKTechnology Select Sector SPDR Fund$1,513,608$34,775 ▲2.4%6,6161.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,488,125$228,913 ▲18.2%15,5111.5%FinanceUNHUnitedHealth Group$1,440,749$60,921 ▲4.4%2,7671.4%MedicalHDHome Depot$1,407,893$7,018 ▼-0.5%3,6111.4%Retail/WholesaleVPLVanguard FTSE Pacific ETF$1,376,160$59,250 ▲4.5%19,6961.4%ETFXLFFinancial Select Sector SPDR Fund$1,363,100$360,342 ▲35.9%28,8061.4%ETFBRK.ABerkshire Hathaway$1,326,0000.0%21.3%FinancePNCThe PNC Financial Services Group$1,318,982$41,395 ▼-3.0%6,9781.3%FinanceXLVHealth Care Select Sector SPDR Fund$1,268,909$163,518 ▲14.8%9,0871.3%ETFABBVAbbVie$1,237,401$32,932 ▲2.7%7,0641.2%MedicalVTVanguard Total World Stock ETF$1,212,478$1,212,478 ▲New Holding10,4381.2%ETFACNAccenture$1,190,685$87,098 ▲7.9%3,4041.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,157,893$386,059 ▼-25.0%20,4251.2%ETFVVisa$1,123,449$2,154 ▲0.2%3,6511.1%Business ServicesORCLOracle$1,073,209$146,782 ▼-12.0%6,9461.1%Computer and TechnologyAAPLApple$1,072,377$273,068 ▼-20.3%4,5281.1%Computer and TechnologyGSThe Goldman Sachs Group$1,025,360$21,280 ▼-2.0%1,8311.0%FinanceMCDMcDonald's$995,425$50,533 ▲5.3%3,5261.0%Retail/WholesalePGProcter & Gamble$985,808$58,352 ▲6.3%6,2171.0%Consumer StaplesCVXChevron$962,392$254,535 ▼-20.9%6,2841.0%Oils/EnergyMETAMeta Platforms$954,583$216,783 ▲29.4%1,5501.0%Computer and TechnologyGOOGLAlphabet$893,562$58,572 ▼-6.2%4,6530.9%Computer and TechnologyABTAbbott Laboratories$857,936$562 ▼-0.1%7,6390.9%MedicalIBMInternational Business Machines$837,467$8,350 ▼-1.0%3,8110.8%Computer and TechnologyMRKMerck & Co., Inc.$793,206$108,580 ▼-12.0%7,9920.8%MedicalTSLATesla$768,954$4,737 ▲0.6%1,9480.8%Auto/Tires/TrucksBLACKROCK INC$754,956$754,956 ▲New Holding7900.8%COMAMGNAmgen$726,902$86,011 ▼-10.6%2,7720.7%MedicalXOMExxon Mobil$725,551$20,563 ▲2.9%6,8100.7%Oils/EnergyXLYConsumer Discretionary Select Sector SPDR Fund$723,848$18,549 ▼-2.5%3,2780.7%FinanceTJXTJX Companies$701,391$180,931 ▲34.8%5,8420.7%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$694,143$27,881 ▲4.2%7,2450.7%ETFHONHoneywell International$691,444$25,528 ▲3.8%3,1690.7%Multi-Sector ConglomeratesAFLAflac$661,787$10,099 ▲1.5%6,5530.7%FinanceXLPConsumer Staples Select Sector SPDR Fund$661,410$98,097 ▲17.4%8,6640.7%ETFAMZNAmazon.com$659,666$40,723 ▲6.6%3,0130.7%Retail/WholesaleBMYBristol-Myers Squibb$657,299$2,345 ▲0.4%11,7730.7%MedicalEQIXEquinix$652,377$100,781 ▲18.3%7250.7%FinanceCRMSalesforce$642,057$42,592 ▲7.1%2,0200.6%Computer and TechnologyTTTrane Technologies$631,299$23,381 ▲3.8%1,6740.6%ConstructionKMIKinder Morgan$619,228$1,802 ▼-0.3%21,9900.6%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$619,067$32,714 ▼-5.0%2,9710.6%Computer and TechnologyETNEaton$613,586$1,024 ▼-0.2%1,7970.6%Industrial ProductsCMCSAComcast$609,939$103,590 ▼-14.5%16,7750.6%Consumer DiscretionaryCOSTCostco Wholesale$608,074$1,874 ▲0.3%6490.6%Retail/WholesaleDUKDuke Energy$592,554$28,267 ▲5.0%5,5970.6%UtilitiesRSGRepublic Services$588,958$7,426 ▲1.3%2,8550.6%Business ServicesPMPhilip Morris International$564,429$54,475 ▼-8.8%4,8180.6%Consumer StaplesUSBU.S. Bancorp$559,037$12,177 ▼-2.1%11,7990.6%FinanceTMUST-Mobile US$558,255$3,381 ▼-0.6%2,6420.6%Computer and TechnologyPGRProgressive$545,908$5,183 ▲1.0%2,3170.5%FinanceNEENextEra Energy$529,405$1,685 ▼-0.3%7,8570.5%UtilitiesVZVerizon Communications$526,613$50,741 ▼-8.8%13,9280.5%Computer and TechnologyMAMastercard$522,838$11,607 ▼-2.2%1,0360.5%Business ServicesSTESTERIS$518,259$1,440 ▲0.3%2,5190.5%MedicalPEPPepsiCo$512,363$112,828 ▼-18.0%3,5920.5%Consumer StaplesCMECME Group$508,136$69,906 ▲16.0%2,2170.5%FinanceVIGVanguard Dividend Appreciation ETF$504,924$37,223 ▼-6.9%2,6180.5%ETFJNJJohnson & Johnson$495,931$215,221 ▼-30.3%3,4910.5%MedicalULUnilever$494,516$10,640 ▲2.2%8,9700.5%Consumer StaplesHPEHewlett Packard Enterprise$491,633$148,422 ▲43.2%22,2660.5%Computer and TechnologyRTXRTX$487,491$95,426 ▲24.3%4,2350.5%AerospaceADIAnalog Devices$478,045$8,707 ▼-1.8%2,2510.5%Computer and TechnologySBUXStarbucks$475,641$160,423 ▲50.9%5,1560.5%Retail/WholesaleTSCOTractor Supply$464,888$383,058 ▲468.1%8,5160.5%Retail/WholesaleMDTMedtronic$462,746$100,664 ▼-17.9%5,7370.5%MedicalTTETotalEnergies$424,533$62,235 ▼-12.8%7,4900.4%Oils/EnergyIEFAiShares Core MSCI EAFE ETF$421,011$53,219 ▲14.5%6,0360.4%ETFRJFRaymond James$412,0950.0%2,6720.4%FinanceMSMorgan Stanley$404,916$72,342 ▼-15.2%3,2800.4%FinanceCCOICogent Communications$404,916$25,034 ▲6.6%5,6450.4%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$404,592$548 ▲0.1%4,4300.4%ETFIJHiShares Core S&P Mid-Cap ETF$395,539$2,104 ▲0.5%6,3910.4%ETFPLDPrologis$388,463$48,584 ▼-11.1%3,7500.4%FinanceFDXFedEx$385,249$2,166 ▼-0.6%1,4230.4%TransportationEWBCEast West Bancorp$381,988$5,424 ▼-1.4%4,0850.4%FinanceUNPUnion Pacific$381,956$225 ▼-0.1%1,6960.4%TransportationWECWEC Energy Group$379,618$187 ▲0.0%4,0640.4%UtilitiesGILDGilead Sciences$374,910$45,931 ▼-10.9%4,1710.4%MedicalFIFiserv$371,345$9,424 ▲2.6%1,8520.4%Business ServicesCBChubb$371,102$14,947 ▲4.2%1,4400.4%FinanceBDXBecton, Dickinson and Company$368,498$135,762 ▲58.3%1,5770.4%MedicalIDAIDACORP$367,992$320 ▲0.1%3,4550.4%UtilitiesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$362,132$91,540 ▲33.8%3,9560.4%ETFARKKARK Innovation ETF$359,3600.0%6,2530.4%ETFGLWCorning$358,619$78,122 ▼-17.9%7,6110.4%Computer and TechnologyKRKroger$358,267$828 ▼-0.2%6,0600.4%Retail/WholesaleCBOECboe Global Markets$356,867$7,829 ▲2.2%1,8690.4%Financial ServicesEPDEnterprise Products Partners$356,409$836 ▼-0.2%11,0790.4%Oils/EnergyVICIVICI Properties$355,418$17,547 ▼-4.7%12,5990.4%FinanceSAPSAP$352,394$56,594 ▼-13.8%1,4010.4%Computer and TechnologyMUMicron Technology$349,875$2,881 ▲0.8%3,5220.3%Computer and TechnologyKMBKimberly-Clark$349,733$16,429 ▼-4.5%2,8100.3%Consumer StaplesADPAutomatic Data Processing$341,638$2,582 ▲0.8%1,1910.3%Business ServicesShowing 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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