Phillips Wealth Planners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Phillips Wealth Planners LLC reported 173 stock positions worth $94.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.5% of the portfolio, followed by Microsoft (MSFT, 2.7%) and JPMorgan Chase (JPM, 1.8%). Compared with Q4 2024, it opened 18 new positions, sold out of 21, added to 81 and reduced 71. The biggest buy was Duke Energy (DUK, shares +80%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- STARKVILLE, MS
- CIK
- 0001962628
- Portfolio Value
- $94.6M (Q1 2025)
- SEC Filing
- 0001951757-25-000440 ↗ filed Apr 23, 2025
Holdings Value
Holdings 173 stocks · $94.6M
| VOO Vanguard S&P 500 ETF | 4.45% | 8,586 | $4.2M | Reduce -8.2% |
| MSFT Microsoft Corp. | 2.74% | 6,673 | $2.6M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.82% | 7,285 | $1.7M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 1.80% | 2,844 | $1.7M | Add +2.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.66% | 2 | $1.6M | No change |
| XLK SS Technology Select Sector | 1.63% | 7,773 | $1.5M | Add +17.5% |
| AVGO Broadcom Inc. | 1.59% | 8,251 | $1.5M | Reduce -10.0% |
| VPL Vanguard Ftse Pacific ETF | 1.52% | 20,565 | $1.4M | Add +4.4% |
| WMB Williams Cos Inc. | 1.48% | 24,794 | $1.4M | Reduce -11.3% |
| ABBV Abbvie Inc. | 1.40% | 7,543 | $1.3M | Add +6.8% |
| XLV SS Health Care Select Sector | 1.39% | 9,641 | $1.3M | Add +6.1% |
| AGG iShares Core U.S. Aggregate | 1.36% | 13,311 | $1.3M | Reduce -14.2% |
| V Visa Inc. Class A | 1.29% | 3,670 | $1.2M | Add +0.5% |
| VEU Vanguard Ftse All-World Ex-U | 1.28% | 20,618 | $1.2M | Add +0.9% |
| DUK Duke Energy Corp. | 1.26% | 10,063 | $1.2M | Add +79.8% |
| MCD McDonald's Corp. | 1.26% | 3,859 | $1.2M | Add +9.4% |
| HD Home Depot Inc. | 1.19% | 3,175 | $1.1M | Reduce -12.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.18% | 8,682 | $1.1M | Add +48.6% |
| PG The Procter & Gamble Co. | 1.16% | 6,556 | $1.1M | Add +5.5% |
| ACN Accenture PLC Class A | 1.09% | 3,619 | $1.0M | Add +6.3% |
| XLF SS Financial Select Sector | 1.09% | 22,045 | $1.0M | Reduce -23.5% |
| XLC SS Comm Select Sector SPDR | 1.06% | 11,009 | $1.0M | Add +52.0% |
| AAPL Apple Inc. | 1.05% | 5,038 | $998K | Add +11.3% |
| ABT Abbott Laboratories | 1.02% | 7,619 | $967K | Reduce -0.3% |
| RTX RTX Corp. | 1.01% | 7,477 | $959K | Add +76.5% |
| ORCL Oracle Corp. | 1.01% | 7,238 | $958K | Add +4.2% |
| PNC PNC Financial Services Group | 1.00% | 6,215 | $945K | Reduce -10.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.00% | 4,009 | $944K | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.96% | 1,668 | $907K | Add +7.6% |
| AMGN Amgen Inc. | 0.92% | 3,059 | $875K | Add +10.3% |
| XOM Exxon Mobil Corp. | 0.92% | 8,446 | $871K | Add +24.0% |
| TMUS T-Mobile US Inc. | 0.91% | 3,346 | $866K | Add +26.6% |
| GS Goldman Sachs Group Inc. | 0.81% | 1,558 | $770K | Reduce -14.9% |
| GOOGL Alphabet Inc. Class A | 0.81% | 4,853 | $763K | Add +4.3% |
| KO The Coca-Cola Co. | 0.80% | 10,657 | $761K | Add +186.7% |
| PM Philip Morris International | 0.78% | 4,818 | $741K | No change |
| CVX Chevron Corp. | 0.78% | 5,436 | $737K | Reduce -13.5% |
| JNJ Johnson & Johnson | 0.78% | 4,857 | $737K | Add +39.1% |
| AFL Aflac Inc. | 0.75% | 6,653 | $711K | Add +1.5% |
| RSG Republic Services Inc. | 0.72% | 2,811 | $686K | Reduce -1.5% |
| CRM Salesforce Inc. | 0.72% | 2,675 | $682K | Add +32.4% |
| TTE Totalenergies SE -Spon ADR | 0.72% | 12,114 | $681K | Add +61.7% |
| CMCSA Comcast Corp. Class A | 0.72% | 20,106 | $678K | Add +19.9% |
| XLY SS Consumer Disc Select Sect | 0.71% | 3,539 | $671K | Add +8.0% |
| XLP SS Consumer Staples Sel Sect | 0.70% | 8,237 | $662K | Reduce -4.9% |
| STE Steris PLC | 0.68% | 2,898 | $641K | Add +15.1% |
| BLK BlackRock Inc. | 0.67% | 719 | $632K | Reduce -9.0% |
| TT Trane Technologies PLC | 0.66% | 1,816 | $628K | Add +8.5% |
| COST Costco Wholesale Corp. | 0.64% | 633 | $610K | Reduce -2.5% |
| MDT Medtronic PLC | 0.64% | 7,323 | $607K | Add +27.6% |
| VZ Verizon Communications Inc. | 0.64% | 13,766 | $602K | Reduce -1.2% |
| ETN Eaton Corp. PLC | 0.62% | 2,115 | $587K | Add +17.7% |
| AMZN Amazon.com Inc. | 0.59% | 3,045 | $563K | Add +1.1% |
| BMY Bristol-Myers Squibb Co. | 0.58% | 10,859 | $551K | Reduce -7.8% |
| EQIX Equinix Inc. | 0.58% | 707 | $549K | Reduce -2.5% |
| CME Cme Group Inc. | 0.58% | 2,092 | $547K | Reduce -5.6% |
| MDLZ Mondelez International Inc. Class A | 0.57% | 8,050 | $540K | Add +119.8% |
| KMI Kinder Morgan Inc. | 0.57% | 20,337 | $538K | Reduce -7.5% |
| MA Mastercard Inc. Class A | 0.57% | 1,055 | $538K | Add +1.8% |
| SBUX Starbucks Corp. | 0.55% | 6,114 | $522K | Add +18.6% |
| NEE Nextera Energy Inc. | 0.55% | 7,920 | $521K | Add +0.8% |
| UL Unilever PLC | 0.55% | 8,398 | $520K | Reduce -6.4% |
| IGV iShares Expanded Tech-Softwa | 0.54% | 5,808 | $506K | New |
| SNY Sanofi-ADR | 0.52% | 9,550 | $492K | New |
| TSLA Tesla Inc. | 0.52% | 1,936 | $488K | Reduce -0.6% |
| PGR Progressive Corp. | 0.51% | 1,767 | $487K | Reduce -23.7% |
| CB Chubb Ltd. | 0.51% | 1,702 | $482K | Add +18.2% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 2,606 | $481K | Reduce -0.5% |
| BDX Becton Dickinson and Co. | 0.50% | 2,349 | $474K | Add +49.0% |
| USB US Bancorp | 0.48% | 11,958 | $453K | Add +1.4% |
| UNP Union Pacific Corp. | 0.47% | 2,042 | $446K | Add +20.4% |
| WEC WEC Energy Group Inc. | 0.45% | 4,024 | $430K | Reduce -1.0% |
| TSCO Tractor Supply Company | 0.45% | 8,307 | $429K | Reduce -2.5% |
| KR Kroger Co. | 0.44% | 6,126 | $418K | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 2,656 | $417K | Reduce -10.6% |
| AMT American Tower Corp. | 0.44% | 1,938 | $413K | New |
| IDA Idacorp Inc. | 0.43% | 3,449 | $405K | Reduce -0.2% |
| IEF iShares 7-10 Year Treasury B | 0.43% | 4,311 | $403K | Reduce -2.7% |
| CBOE Cboe Global Markets Inc. | 0.42% | 1,867 | $402K | Reduce -0.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.42% | 12,896 | $400K | Add +2.4% |
| FISV Fiserv Inc. | 0.42% | 1,922 | $400K | Add +3.8% |
| KMB Kimberly-Clark Corp. | 0.42% | 2,853 | $399K | Add +1.5% |
| ADP Automatic Data Processing | 0.42% | 1,318 | $395K | Add +10.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 5,366 | $394K | Reduce -11.1% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 6,699 | $364K | Add +4.8% |
| RJF Raymond James Financial Inc. | 0.38% | 2,681 | $363K | Add +0.3% |
| AXS Axis Capital Holdings Ltd. | 0.37% | 3,802 | $353K | Reduce -0.6% |
| RPRX Royalty Pharma PLC Class A | 0.37% | 11,051 | $353K | New |
| AXP American Express Co. | 0.37% | 1,404 | $353K | Add +49.4% |
| APH Amphenol Corp. Class A | 0.37% | 5,381 | $352K | Add +71.1% |
| GILD Gilead Sciences Inc. | 0.37% | 3,372 | $349K | Reduce -19.2% |
| SAP Sap SE-Sponsored ADR | 0.37% | 1,344 | $348K | Reduce -4.1% |
| WSO Watsco Inc. | 0.37% | 680 | $346K | Add +0.3% |
| PEP Pepsico Inc. | 0.36% | 2,377 | $343K | Reduce -33.8% |
| CNP Centerpoint Energy Inc. | 0.36% | 9,208 | $337K | Add +2.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.36% | 5,075 | $336K | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 640 | $335K | Reduce -1.4% |
| FNF Fidelity National Financial | 0.35% | 5,576 | $334K | Reduce -1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.35% | 3,662 | $330K | Reduce -1.7% |
| SNA Snap-on Inc. | 0.35% | 976 | $328K | Reduce -1.1% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -91.7% | 0.29% | −3.30 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −1.21 |
| VOO Vanguard S&P 500 ETF | Reduce -8.2% | 4.45% | −0.54 |
| MRK Merck & Co. Inc. | Reduce -61.1% | 0.26% | −0.53 |
| AVGO Broadcom Inc. | Reduce -10.0% | 1.59% | −0.47 |
| HON Honeywell International Inc. | Reduce -55.0% | 0.30% | −0.39 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.39 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.38 |
| GLW Corning Inc. | Sold out | 0.00% | −0.36 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.34 |
| PNC PNC Financial Services Group | Reduce -10.9% | 1.00% | −0.32 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.32 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.30 |
| XLF SS Financial Select Sector | Reduce -23.5% | 1.09% | −0.27 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.26 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.25 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.52% | −0.25 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.25 |
| AOA iShares Core 80/20 Aggressiv | Sold out | 0.00% | −0.25 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.23 |
| ADI Analog Devices Inc. | Reduce -42.4% | 0.25% | −0.23 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.23 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.23 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.23 |
| GOLF Acushnet Holdings Corp. | Sold out | 0.00% | −0.22 |
| CFR Cullen/Frost Bankers Inc. | Sold out | 0.00% | −0.22 |
| HD Home Depot Inc. | Reduce -12.1% | 1.19% | −0.22 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.21 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.21 |
| GS Goldman Sachs Group Inc. | Reduce -14.9% | 0.81% | −0.21 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.20 |
| CVX Chevron Corp. | Reduce -13.5% | 0.78% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.6% | 0.44% | −0.18 |
| HPE Hewlett Packard Enterprise | Reduce -2.8% | 0.32% | −0.17 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.16 |
| PEP Pepsico Inc. | Reduce -33.8% | 0.36% | −0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -37.6% | 0.24% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -14.2% | 1.36% | −0.12 |
| MS Morgan Stanley | Reduce -18.3% | 0.31% | −0.10 |
| CCOI Cogent Communications Holdin | Reduce -0.3% | 0.31% | −0.10 |
| MU Micron Technology Inc. | Reduce -0.8% | 0.26% | −0.09 |
| BLK BlackRock Inc. | Reduce -9.0% | 0.67% | −0.09 |
| NVDA Nvidia Corp. | Reduce -9.8% | 0.26% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.8% | 0.58% | −0.07 |
| EWBC East West Bancorp Inc. | Reduce -1.1% | 0.31% | −0.07 |
| WMB Williams Cos Inc. | Reduce -11.3% | 1.48% | −0.07 |
| EQIX Equinix Inc. | Reduce -2.5% | 0.58% | −0.07 |
| ARKK ARK Innovation ETF | Reduce -1.1% | 0.30% | −0.06 |
| EOG EOG Resources Inc. | Reduce -3.2% | 0.28% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -7.5% | 0.57% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| DUK Duke Energy Corp. | Add +79.8% | 1.26% | +0.67 |
| KO The Coca-Cola Co. | Add +186.7% | 0.80% | +0.58 |
| IGV iShares Expanded Tech-Softwa | New | 0.54% | +0.54 |
| RTX RTX Corp. | Add +76.5% | 1.01% | +0.53 |
| SNY Sanofi-ADR | New | 0.52% | +0.52 |
| TJX TJX Companies Inc. | Add +48.6% | 1.18% | +0.48 |
| AMT American Tower Corp. | New | 0.44% | +0.44 |
| RPRX Royalty Pharma PLC Class A | New | 0.37% | +0.37 |
| XLC SS Comm Select Sector SPDR | Add +52.0% | 1.06% | +0.37 |
| MDLZ Mondelez International Inc. Class A | Add +119.8% | 0.57% | +0.36 |
| UNH Unitedhealth Group Inc. | Add +2.8% | 1.80% | +0.36 |
| TMUS T-Mobile US Inc. | Add +26.6% | 0.91% | +0.36 |
| LRCX Lam Research Corp. | New | 0.33% | +0.33 |
| PFE Pfizer Inc. | New | 0.30% | +0.30 |
| TTE Totalenergies SE -Spon ADR | Add +61.7% | 0.72% | +0.30 |
| UPS United Parcel Service Class B | New | 0.29% | +0.29 |
| JNJ Johnson & Johnson | Add +39.1% | 0.78% | +0.28 |
| NGG National Grid PLC-SP ADR | New | 0.28% | +0.28 |
| MCD McDonald's Corp. | Add +9.4% | 1.26% | +0.27 |
| ULS Ul Solutions Inc. Class A | New | 0.24% | +0.24 |
| ZTS Zoetis Inc. | New | 0.24% | +0.24 |
| WELL Welltower Inc. | New | 0.23% | +0.23 |
| QSR Restaurant Brands Intern | New | 0.23% | +0.23 |
| BTI British American Tob-SP ADR | New | 0.23% | +0.23 |
| SO The Southern Co. | New | 0.22% | +0.22 |
| BKR Baker Hughes Co. | New | 0.22% | +0.22 |
| AEP American Electric Power | New | 0.21% | +0.21 |
| AMGN Amgen Inc. | Add +10.3% | 0.92% | +0.20 |
| XOM Exxon Mobil Corp. | Add +24.0% | 0.92% | +0.20 |
| MDT Medtronic PLC | Add +27.6% | 0.64% | +0.18 |
| PG The Procter & Gamble Co. | Add +5.5% | 1.16% | +0.17 |
| V Visa Inc. Class A | Add +0.5% | 1.29% | +0.17 |
| IBM Intl Business Machines Corp. | Add +5.2% | 1.00% | +0.16 |
| ABBV Abbvie Inc. | Add +6.8% | 1.40% | +0.16 |
| STE Steris PLC | Add +15.1% | 0.68% | +0.16 |
| APH Amphenol Corp. Class A | Add +71.1% | 0.37% | +0.15 |
| VPL Vanguard Ftse Pacific ETF | Add +4.4% | 1.52% | +0.15 |
| CB Chubb Ltd. | Add +18.2% | 0.51% | +0.14 |
| AES AES Corp. | Add +127.6% | 0.26% | +0.13 |
| BDX Becton Dickinson and Co. | Add +49.0% | 0.50% | +0.13 |
| XLV SS Health Care Select Sector | Add +6.1% | 1.39% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.9% | 1.28% | +0.12 |
| PR Permian Resources Corp. Class A | New | 0.12% | +0.12 |
| XLK SS Technology Select Sector | Add +17.5% | 1.63% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 1.82% | +0.11 |
| CMCSA Comcast Corp. Class A | Add +19.9% | 0.72% | +0.11 |
| VALE Vale SA-SP ADR | New | 0.10% | +0.10 |
| AXP American Express Co. | Add +49.4% | 0.37% | +0.10 |
| UNP Union Pacific Corp. | Add +20.4% | 0.47% | +0.09 |
| AFL Aflac Inc. | Add +1.5% | 0.75% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 216 | $135.5M | VOO, MSFT, AVGO, JPM, XLK |
| Q1 2026 | 208 | $132.3M | VOO, MSFT, AVGO, XLK, JPM |
| Q4 2025 | 188 | $124.6M | VOO, SPY, MSFT, WMT, JPM |
| Q3 2025 | 201 | $120.4M | VOO, MSFT, JPM, AVGO, XLK |
| Q2 2025 | 188 | $110.4M | VOO, MSFT, XLK, AVGO, JPM |
| Q1 2025 | 173 | $94.6M | VOO, MSFT, JPM, UNH, BRK.A |
| Q4 2024 | 176 | $100.1M | VOO, SPY, MSFT, AVGO, JPM |
| Q3 2024 | 194 | $104.4M | VOO, MSFT, AVGO, VEU, WMB |
| Q2 2024 | 177 | $94.9M | VOO, MSFT, AVGO, XLK, VEU |
| Q1 2024 | 174 | $87.0M | VOO, MSFT, AVGO, VEU, XLK |