Phillips Wealth Planners LLC - Q42025 Holdings

Phillips Wealth Planners LLC holds 188 stocks with a total portfolio value of $ 124.63M as of Q42025. In Q42025, Phillips Wealth Planners LLC added 14 new positions, increased stakes in 71 stocks, reduced 101 holdings, and fully exited 27 positions. The largest holding is Vanguard Index Fds (VOO), representing 4.87% of the total portfolio.