Phillips Wealth Planners LLC Top Holdings and 13F Report (2023) About Phillips Wealth Planners LLCInvestment ActivityPhillips Wealth Planners LLC has $104.40 million in total holdings as of December 31, 2022.Phillips Wealth Planners LLC owns shares of 194 different stocks, but just 113 companies or ETFs make up 80% of its holdings.Approximately 11.59% of the portfolio was purchased this quarter.About 7.07% of the portfolio was sold this quarter.This quarter, Phillips Wealth Planners LLC has purchased 177 new stocks and bought additional shares in 76 stocks.Phillips Wealth Planners LLC sold shares of 90 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $4,678,893Microsoft $2,693,581Broadcom $2,034,137Vanguard FTSE All-World ex-US ETF $1,682,034Williams Companies $1,627,761 Largest New Holdings this Quarter Starbucks $326,187 HoldingHewlett Packard Enterprise $324,714 HoldingPaychex $284,845 HoldingCarrier Global $277,191 HoldingFERGUSON ENTERPRISES INC $269,534 Holding Largest Purchases this Quarter Broadcom 10,391 shares (about $1.84M)International Business Machines 2,150 shares (about $502.39K)Starbucks 3,417 shares (about $326.19K)Hewlett Packard Enterprise 15,544 shares (about $324.71K)Financial Select Sector SPDR Fund 6,604 shares (about $313.56K) Largest Sales this Quarter Texas Instruments 2,822 shares (about $566.35K)Communication Services Select Sector SPDR Fund 3,736 shares (about $339.94K)Oracle 1,661 shares (about $290.31K)AstraZeneca 3,314 shares (about $259.52K)Williams Companies 4,995 shares (about $256.59K) 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$4,678,893$98,480 ▲2.2%8,7424.5%ETFMSFTMicrosoft$2,693,581$133,160 ▲5.2%6,4732.6%Computer and TechnologyAVGOBroadcom$2,034,137$1,837,336 ▲933.6%11,5041.9%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,682,034$19,393 ▲1.2%27,2351.6%ETFWMBWilliams Companies$1,627,761$256,593 ▼-13.6%31,6871.6%Oils/EnergyJPMJPMorgan Chase & Co.$1,616,504$41,374 ▼-2.5%7,2281.5%FinanceHDHome Depot$1,519,136$57,768 ▼-3.7%3,6291.5%Retail/WholesaleUNHUnitedHealth Group$1,514,051$68,561 ▲4.7%2,6501.5%MedicalXLKTechnology Select Sector SPDR Fund$1,482,777$158,050 ▼-9.6%6,4641.4%ETFVPLVanguard FTSE Pacific ETF$1,444,511$70,126 ▲5.1%18,8481.4%ETFBRK.ABerkshire Hathaway$1,398,8260.0%21.3%FinanceORCLOracle$1,380,043$290,305 ▼-17.4%7,8961.3%Computer and TechnologyPNCThe PNC Financial Services Group$1,366,926$30,009 ▲2.2%7,1971.3%FinanceAAPLApple$1,316,822$59,107 ▲4.7%5,6811.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,311,713$47,372 ▲3.7%13,1251.3%FinanceABBVAbbVie$1,309,603$75,994 ▼-5.5%6,8761.3%MedicalXLVHealth Care Select Sector SPDR Fund$1,213,364$215,205 ▼-15.1%7,9161.2%ETFCVXChevron$1,181,807$141,293 ▲13.6%7,9461.1%Oils/EnergyACNAccenture$1,174,480$1,861 ▲0.2%3,1551.1%Computer and TechnologyVVisa$1,047,723$68,717 ▲7.0%3,6441.0%Business ServicesMCDMcDonald's$1,047,343$50,067 ▼-4.6%3,3471.0%Retail/WholesalePGProcter & Gamble$1,008,300$30,340 ▲3.1%5,8491.0%Consumer StaplesXLFFinancial Select Sector SPDR Fund$1,006,149$313,558 ▲45.3%21,1911.0%ETFMRKMerck & Co., Inc.$1,003,276$30,586 ▲3.1%9,0861.0%MedicalAMGNAmgen$997,053$47,280 ▼-4.5%3,1001.0%MedicalGSThe Goldman Sachs Group$990,308$20,135 ▲2.1%1,8690.9%FinanceABTAbbott Laboratories$900,616$34,993 ▲4.0%7,6440.9%MedicalIBMInternational Business Machines$899,396$502,391 ▲126.5%3,8490.9%Computer and TechnologyCMCSAComcast$829,114$31,054 ▲3.9%19,6240.8%Consumer DiscretionaryJNJJohnson & Johnson$822,386$136,845 ▲20.0%5,0060.8%MedicalGOOGLAlphabet$818,863$661 ▼-0.1%4,9580.8%Computer and TechnologyXOMExxon Mobil$798,349$20,149 ▼-2.5%6,6170.8%Oils/EnergyPEPPepsiCo$764,746$240,608 ▲45.9%4,3830.7%Consumer StaplesAFLAflac$738,094$10,180 ▼-1.4%6,4530.7%FinanceTGTTarget$717,616$76,575 ▲11.9%4,5170.7%Retail/WholesaleMETAMeta Platforms$690,994$125,163 ▲22.1%1,1980.7%Computer and TechnologyICEIntercontinental Exchange$676,538$35,998 ▲5.6%4,0970.6%FinanceVZVerizon Communications$670,500$19,364 ▲3.0%15,2700.6%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$668,735$18,300 ▲2.8%3,3620.6%FinanceHONHoneywell International$668,266$72,914 ▲12.2%3,0520.6%Multi-Sector ConglomeratesNEENextEra Energy$665,162$129,707 ▼-16.3%7,8820.6%UtilitiesPMPhilip Morris International$638,662$153,289 ▼-19.4%5,2830.6%Consumer StaplesDUKDuke Energy$638,427$131,039 ▼-17.0%5,3300.6%UtilitiesTTTrane Technologies$637,127$19,367 ▲3.1%1,6120.6%ConstructionXLCCommunication Services Select Sector SPDR Fund$632,744$339,938 ▼-34.9%6,9540.6%ETFMDTMedtronic$628,580$9,269 ▼-1.5%6,9850.6%MedicalBMYBristol-Myers Squibb$626,095$37,466 ▲6.4%11,7310.6%MedicalETNEaton$613,980$6,481 ▼-1.0%1,8000.6%Industrial ProductsXLPConsumer Staples Select Sector SPDR Fund$608,251$115,897 ▲23.5%7,3790.6%ETFUSBU.S. Bancorp$593,276$11,958 ▲2.1%12,0560.6%FinanceTSMTaiwan Semiconductor Manufacturing$586,437$562 ▲0.1%3,1280.6%Computer and TechnologyPGRProgressive$586,074$67,418 ▼-10.3%2,2950.6%FinanceTMUST-Mobile US$584,122$102,408 ▲21.3%2,6580.6%Computer and TechnologyRSGRepublic Services$579,389$33,707 ▼-5.5%2,8190.6%Business ServicesCOSTCostco Wholesale$574,135$28,396 ▼-4.7%6470.5%Retail/WholesaleSTESTERIS$567,687$25,085 ▲4.6%2,5120.5%MedicalVIGVanguard Dividend Appreciation ETF$565,212$7,239 ▼-1.3%2,8110.5%ETFAZNAstraZeneca$563,832$259,519 ▼-31.5%7,2000.5%MedicalULUnilever$554,531$24,767 ▼-4.3%8,7770.5%Consumer StaplesTTETotalEnergies$553,501$11,666 ▼-2.1%8,5880.5%Oils/EnergyKMIKinder Morgan$549,811$13,263 ▼-2.4%22,0540.5%Oils/EnergyCRMSalesforce$548,562$95,402 ▲21.1%1,8860.5%Computer and TechnologyMAMastercard$544,400$514 ▼-0.1%1,0590.5%Business ServicesEQIXEquinix$539,563$110,025 ▼-16.9%6130.5%FinancePLDPrologis$535,686$110,464 ▲26.0%4,2190.5%FinanceAMZNAmazon.com$528,338$36,257 ▼-6.4%2,8270.5%Retail/WholesaleADIAnalog Devices$521,407$455 ▼-0.1%2,2920.5%Computer and TechnologyTJXTJX Companies$508,929$21,602 ▲4.4%4,3350.5%Retail/WholesaleUPSUnited Parcel Service$486,801$35,451 ▼-6.8%3,5840.5%TransportationMSMorgan Stanley$462,026$158,948 ▲52.4%3,8660.4%FinanceTSCOTractor Supply$453,897$138,077 ▼-23.3%1,4990.4%Retail/WholesaleCCOICogent Communications$443,063$13,637 ▼-3.0%5,2960.4%Computer and TechnologyBBYBest Buy$440,409$42,630 ▲10.7%4,4630.4%Retail/WholesaleVICIVICI Properties$438,276$132,335 ▲43.3%13,2210.4%FinanceMDLZMondelez International$436,997$96,072 ▲28.2%6,0770.4%Consumer StaplesCMECME Group$434,349$81,781 ▼-15.8%1,9120.4%FinanceAESAES$433,886$11,128 ▼-2.5%24,2530.4%UtilitiesRTXRTX$429,905$30,671 ▲7.7%3,4060.4%AerospaceKMBKimberly-Clark$429,355$118,503 ▼-21.6%2,9420.4%Consumer StaplesTSLATesla$428,495$8,189 ▲1.9%1,9360.4%Auto/Tires/TrucksGLWCorning$426,483$54,892 ▼-11.4%9,2690.4%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$426,164$2,216 ▲0.5%4,4240.4%ETFAMTAmerican Tower$422,505$25,937 ▲6.5%1,8570.4%FinanceUNPUnion Pacific$421,026$46,891 ▲12.5%1,6970.4%TransportationWMTWalmart$416,226$6,660 ▲1.6%5,1250.4%Retail/WholesaleEMNEastman Chemical$407,156$4,023 ▼-1.0%3,7450.4%Basic MaterialsGILDGilead Sciences$406,121$16,741 ▲4.3%4,6820.4%MedicalIJHiShares Core S&P Mid-Cap ETF$405,640$87,994 ▲27.7%6,3570.4%ETFCBChubb$405,064$18,758 ▼-4.4%1,3820.4%FinanceWSOWatsco$402,959$40,543 ▼-9.1%8150.4%ConstructionWECWEC Energy Group$401,123$80,975 ▲25.3%4,0620.4%UtilitiesIEFAiShares Core MSCI EAFE ETF$400,326$2,733 ▲0.7%5,2730.4%ETFFDXFedEx$388,946$89,422 ▼-18.7%1,4310.4%TransportationCBOECboe Global Markets$385,150$3,793 ▼-1.0%1,8280.4%Financial ServicesTXNTexas Instruments$384,923$566,347 ▼-59.5%1,9180.4%Computer and TechnologyMUMicron Technology$381,575$60,628 ▲18.9%3,4930.4%Computer and TechnologyEWBCEast West Bancorp$379,747$20,257 ▼-5.1%4,1430.4%FinanceTRPTC Energy$377,394$10,036 ▼-2.6%7,9720.4%Oils/EnergyPFEPfizer$376,572$11,868 ▼-3.1%12,6920.4%MedicalSAPSAP$373,069$5,277 ▼-1.4%1,6260.4%Computer and TechnologyShowing 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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