Phillips Wealth Planners LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $6.24M | 4.6% |
| MICROSOFT CORP | $3.52M | 2.6% |
| Broadcom Inc. | $2.52M | 1.9% |
| JPMORGAN CHASE & CO | $2.46M | 1.8% |
| SELECT SECTOR SPDR TR | $2.45M | 1.8% |
| ISHARES TR | $2.17M | 1.6% |
| Apple Inc. | $2.01M | 1.5% |
| AbbVie Inc. | $1.93M | 1.4% |
| SELECT SECTOR SPDR TR | $1.91M | 1.4% |
| Walmart Inc. | $1.90M | 1.4% |
| VANGUARD INTL EQUITY INDEX F | $1.77M | 1.3% |
| Williams Cos Inc/The | $1.75M | 1.3% |
| TJX Cos Inc/The | $1.70M | 1.3% |
| Alphabet Inc. | $1.69M | 1.2% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 1.1% |
| JOHNSON & JOHNSON | $1.51M | 1.1% |
| CHEVRON CORP | $1.44M | 1.1% |
| The PNC Financial Services Group, Inc. | $1.40M | 1.0% |
| ADVANCED MICRO DEVICES INC | $1.40M | 1.0% |
| Philip Morris International Inc. | $1.38M | 1.0% |
| ISHARES TR | $1.37M | 1.0% |
| TEXAS INSTRUMENTS INC | $1.34M | 1.0% |
| HOME DEPOT, INC. | $1.31M | 1.0% |
| Duke Energy Corp | $1.31M | 1.0% |
| MCDONALD'S CORP | $1.29M | 1.0% |
| ISHARES TR | $1.29M | 0.9% |
| SELECT SECTOR SPDR TR | $1.24M | 0.9% |
| COCA COLA CO | $1.22M | 0.9% |
| Visa Inc | $1.17M | 0.9% |
| THE GOLDMAN SACHS GROUP, INC. | $1.13M | 0.8% |
| ASTRAZENECA PLC | $1.08M | 0.8% |
| AMGEN INC | $1.06M | 0.8% |
| CME Group Inc | $1.05M | 0.8% |
| PROCTER & GAMBLE Co | $1.05M | 0.8% |
| Medtronic plc | $1.03M | 0.8% |
| Meta Platforms Inc | $994.2K | 0.7% |
| ISHARES TR | $968.3K | 0.7% |
| TotalEnergies SE | $966.9K | 0.7% |
| NVIDIA Corp | $965.5K | 0.7% |
| SELECT SECTOR SPDR TR | $946.4K | 0.7% |
| WELLS FARGO & COMPANY/MN | $924.9K | 0.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $906.1K | 0.7% |
| Union Pacific Corp | $903.2K | 0.7% |
| STARBUCKS CORP | $864.6K | 0.6% |
| Merck & Co., Inc. | $861.4K | 0.6% |
| Air Products & Chemicals, Inc. | $813.6K | 0.6% |
| ABBOTT LABORATORIES | $804.9K | 0.6% |
| Amazon.com Inc | $794.3K | 0.6% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $792.9K | 0.6% |
| Tesla Inc | $785.7K | 0.6% |