Phillips Wealth Planners LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| AFLAC INC | $782.3K | 0.6% |
| CATERPILLAR INC | $747.4K | 0.6% |
| VANGUARD SPECIALIZED FUNDS | $743.4K | 0.5% |
| AMPHENOL CORP /DE | $717.9K | 0.5% |
| LINDE PLC | $715.3K | 0.5% |
| GE Vernova Inc. | $700.1K | 0.5% |
| ROYALTY PHARMA PLC | $689.5K | 0.5% |
| ELI LILLY & Co | $684.5K | 0.5% |
| Equinix Inc | $681.3K | 0.5% |
| UNITEDHEALTH GROUP INC | $649.1K | 0.5% |
| BlackRock, Inc. | $635.9K | 0.5% |
| NEXTERA ENERGY INC | $629.1K | 0.5% |
| Trane Technologies plc | $627.0K | 0.5% |
| ISHARES TR | $619.9K | 0.5% |
| BRITISH AMERN TOB PLC | $619.5K | 0.5% |
| Chubb Ltd | $619.4K | 0.5% |
| Eaton Corp plc | $609.7K | 0.4% |
| WEC ENERGY GROUP, INC. | $600.2K | 0.4% |
| AMERICAN EXPRESS CO | $593.2K | 0.4% |
| PEPSICO INC | $585.7K | 0.4% |
| VERIZON COMMUNICATIONS INC | $573.4K | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $568.5K | 0.4% |
| DEERE & CO | $566.8K | 0.4% |
| ASML HLDG NV | $562.6K | 0.4% |
| REPUBLIC SERVICES, INC. | $562.6K | 0.4% |
| Intercontinental Exchange, Inc. | $562.6K | 0.4% |
| UNILEVER PLC | $561.8K | 0.4% |
| Watsco, Inc. | $547.9K | 0.4% |
| ORACLE CORP | $545.1K | 0.4% |
| American Tower Corp | $511.3K | 0.4% |
| ISHARES TR | $499.5K | 0.4% |
| ROYAL BK CDA | $498.0K | 0.4% |
| AT&T INC. | $479.8K | 0.4% |
| ARK ETF TR | $476.2K | 0.4% |
| SPDR SERIES TRUST | $474.4K | 0.3% |
| Welltower, Inc. | $473.3K | 0.3% |
| GILEAD SCIENCES, INC. | $470.4K | 0.3% |
| ISHARES TR | $467.3K | 0.3% |
| SELECT SECTOR SPDR TR | $466.0K | 0.3% |
| Mondelez International, Inc. | $464.7K | 0.3% |
| SELECT SECTOR SPDR TR | $463.1K | 0.3% |
| SELECT SECTOR SPDR TR | $460.9K | 0.3% |
| ISHARES TR | $450.7K | 0.3% |
| PROGRESSIVE CORP/OH | $450.5K | 0.3% |
| ISHARES TR | $448.1K | 0.3% |
| East West Bancorp Inc | $446.1K | 0.3% |
| STERIS plc | $445.0K | 0.3% |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | $439.7K | 0.3% |
| Mastercard Inc | $439.1K | 0.3% |
| Dick's Sporting Goods Inc | $436.9K | 0.3% |