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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 $100,138,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 9,357 $4,995,609 4.98%
2.
Spdr S & P 500 Etf Trust
 SPY 6,199 $3,598,458 3.59%
3.
Microsoft Corp
 MSFT 6,501 $2,723,640 2.71%
4.
Broadcom Inc.
 AVGO 9,169 $2,056,698 2.05%
5.
Jpmorgan Chase & Co
 JPM 7,138 $1,712,229 1.7%
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)