Phillips Wealth Planners LLC - Q12026 Holdings

Phillips Wealth Planners LLC holds 209 stocks with a total portfolio value of $ 132.9M as of Q12026. In Q12026, Phillips Wealth Planners LLC added 39 new positions, increased stakes in 71 stocks, reduced 95 holdings, and fully exited 18 positions. The largest holding is Vanguard Index Fds (VOO), representing 4.82% of the total portfolio.