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Home > Institutional Investor > Phillips Wealth Planners Llc > Profile

Instuitional Investor - Phillips Wealth Planners Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Phillips Wealth Planners Llc
Portfolio Value	$124,633,190

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		9,636	$6,073,474	4.87%
2.	Spdr S & P 500 Etf Trust	SPY	5,014	$3,436,596	2.76%
3.	Microsoft Corp	MSFT	7,506	$3,333,550	2.67%
4.	Walmart Inc.	WMT	21,192	$2,529,514	2.03%
5.	Jpmorgan Chase & Co	JPM	7,441	$2,247,526	1.8%