Portfolio (Quarterly)
Guide ↗
Phillips Wealth Planners LLC
· CIK 0001962628| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 8,134 | $1.2M | 0.92% | SOLD |
| 2 | RTX | RTX CORPORATION | Industrials | 6,518 | $1.2M | 0.88% | SOLD |
| 3 | XLP | SELECT SECTOR SPDR TR | — | 4,941 | $412K | 0.31% | SOLD |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 12,809 | $395K | 0.30% | SOLD |
| 5 | EEMA | ISHARES INC | — | 3,280 | $382K | 0.29% | SOLD |
| 6 | B | BARRICK MNG CORP | Basic Materials | 5,344 | $251K | 0.19% | SOLD |
| 7 | — | IQVIA HLDGS INC | — | 1,430 | $248K | 0.19% | SOLD |
| 8 | — | HEWLETT PACKARD ENTERPRISE C | — | 2,778 | $229K | 0.17% | SOLD |
| 9 | SNPS | SYNOPSYS INC | Technology | 416 | $215K | 0.16% | SOLD |
| 10 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,715 | $210K | 0.16% | SOLD |
| 11 | NVO | NOVO-NORDISK A S | Healthcare | 4,321 | $200K | 0.15% | SOLD |
Sector Allocation
Technology
20.3%
Financial Services
16.9%
Healthcare
13.2%
Industrials
10.0%
Consumer Cyclical
8.6%
Consumer Defensive
8.5%
Energy
6.1%
Utilities
6.0%
Communication Services
4.5%
Real Estate
3.3%