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Home > Institutional Investor > Phillips Wealth Planners Llc > Profile

Instuitional Investor - Phillips Wealth Planners Llc

Fund Profile
Filing Period:
Fund Name: Phillips Wealth Planners Llc
Portfolio Value $94,638,210
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 8,586 $4,211,862 4.45%
2.
Microsoft Corp
 MSFT 6,673 $2,592,180 2.74%
3.
Jpmorgan Chase & Co
 JPM 7,285 $1,720,753 1.82%
4.
Unitedhealth Group Inc
 UNH 2,844 $1,704,893 1.8%
5.
Berkshire Hathaway Inc
 BRK.A 2 $1,568,000 1.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)