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Portfolio (Quarterly) Guide ↗

Phillips Wealth Planners LLC

· CIK 0001962628
13F Portfolio $136M AUM 217 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 71 Added 79 Reduced 11 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC Healthcare 11,382.0 $274K 0.20% -215.0 -1.9% $24.07 +16.2%
62 MU MICRON TECHNOLOGY INC Technology 290.0 $272K 0.20% -188.0 -39.3% $938.38 -0.6%
63 PLD PROLOGIS INC. Real Estate 1,846.0 $265K 0.20% -59.0 -3.1% $143.61 -2.0%
64 TMUS T-MOBILE US INC Communication Services 1,426.0 $263K 0.19% -1K -44.2% $184.73 -1.8%
65 MAA MID-AMER APT CMNTYS INC Real Estate 1,851.0 $262K 0.19% -14.0 -0.8% $141.71 -8.5%
66 BDX BECTON DICKINSON & CO Healthcare 1,671.0 $261K 0.19% -264.0 -13.6% $156.30 +21.3%
67 KR KROGER CO Consumer Defensive 4,431.0 $259K 0.19% -231.0 -5.0% $58.54 -1.4%
68 COP CONOCOPHILLIPS Energy 2,374.0 $257K 0.19% -13.0 -0.5% $108.44 +20.2%
69 CFR CULLEN FROST BANKERS INC Financial Services 1,555.0 $245K 0.18% -10.0 -0.6% $157.29 +2.8%
70 FIX COMFORT SYS USA INC Industrials 145.0 $244K 0.18% -3.0 -2.0% $1683.44 -9.8%
71 MGRC MCGRATH RENTCORP Industrials 2,139.0 $243K 0.18% -426.0 -16.6% $113.58 -1.1%
72 ET ENERGY TRANSFER L P Energy 12,212.0 $242K 0.18% -67.0 -0.6% $19.81 +7.6%
73 O REALTY INCOME CORP Real Estate 3,666.0 $235K 0.17% -225.0 -5.8% $64.01 -3.2%
74 EOG EOG RES INC Energy 1,741.0 $234K 0.17% -15.0 -0.8% $134.54 +6.5%
75 NVT NVENT ELEC PLC Industrials 1,523.0 $233K 0.17% -216.0 -12.4% $153.18 -3.1%
76 ACN ACCENTURE PLC IRELAND Technology 1,639.0 $233K 0.17% -1K -42.8% $142.14 +33.4%
77 CNP CENTERPOINT ENERGY INC Utilities 5,193.0 $231K 0.17% -150.0 -2.8% $44.48 -11.8%
78 FHN FIRST HORIZON CORPORATION Financial Services 8,948.0 $230K 0.17% -1K -10.1% $25.76 -4.3%
79 TRP TC ENERGY CORP Energy 3,070.0 $211K 0.16% -106.0 -3.3% $68.80 -10.1%
Page 4 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%