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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 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEMG ISHARES INC 5,297.0 $423K 0.31% -196.0 -3.6% $79.79 +2.6%
102 NXPI NXP SEMICONDUCTORS N V Technology 1,546.0 $422K 0.31% $273.15 -18.1%
103 ADI ANALOG DEVICES INC Technology 1,110.0 $421K 0.31% -30.0 -2.6% $379.03 -4.6%
104 CRM SALESFORCE INC Technology 2,449.0 $415K 0.31% -99.0 -3.9% $169.52 +51.0%
105 KMI KINDER MORGAN INC DEL Energy 12,735.0 $414K 0.30% $32.49 -2.9%
106 RJF RAYMOND JAMES FINL INC Financial Services 2,421.0 $406K 0.30% $167.62 +7.0%
107 PAYX PAYCHEX INC Industrials 3,752.0 $406K 0.30% -107.0 -2.8% $108.12 +17.5%
108 AXS AXIS CAP HLDGS LTD Financial Services 3,281.0 $376K 0.28% -27.0 -0.8% $114.52 -13.1%
109 PSA PUBLIC STORAGE Real Estate 1,103.0 $363K 0.27% $328.77 -4.6%
110 VTI VANGUARD INDEX FDS 980.0 $362K 0.27% +9.0 +0.9% $369.61 +2.6%
111 OKE ONEOK INC NEW Energy 3,994.0 $362K 0.27% $90.67 +4.5%
112 MS MORGAN STANLEY Financial Services 1,624.0 $361K 0.27% -69.0 -4.1% $222.04 -3.3%
113 FANG DIAMONDBACK ENERGY INC Energy 1,991.0 $359K 0.27% -68.0 -3.3% $180.56 +9.5%
114 CMS CMS ENERGY CORP Utilities 4,636.0 $357K 0.26% +1K +34.3% $77.02 -11.4%
115 KLAC KLA CORP Technology 1,648.0 $357K 0.26% +1K +711.8% $216.47 -18.9%
116 IDA IDACORP INC Utilities 2,343.0 $355K 0.26% -275.0 -10.5% $151.64 -10.5%
117 SHEL SHELL PLC Energy 4,313.0 $354K 0.26% $81.99 +10.9%
118 PCAR PACCAR INC Industrials 2,837.0 $353K 0.26% +807.0 +39.8% $124.46 +0.7%
119 RELX RELX PLC Communication Services 10,720.0 $352K 0.26% -58.0 -0.5% $32.81 +11.4%
120 ALL ALLSTATE CORP Financial Services 1,393.0 $350K 0.26% -18.0 -1.3% $251.54 +3.6%
Page 6 of 11  ·  217 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%