Phillips Wealth Planners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Phillips Wealth Planners LLC reported 188 stock positions worth $110.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.7% of the portfolio, followed by Microsoft (MSFT, 2.9%) and SS Technology Select Sector (XLK, 1.9%). Compared with Q1 2025, it opened 25 new positions, sold out of 10, added to 92 and reduced 68. The biggest buy was a new position in iShares MSCI Emerg MRKT Asia (EEMA) and the biggest sale Unitedhealth (UNH, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- STARKVILLE, MS
- CIK
- 0001962628
- Portfolio Value
- $110.4M (Q2 2025)
- SEC Filing
- 0001951757-25-000619 ↗ filed Jul 11, 2025
Holdings Value
Holdings 188 stocks · $110.4M
| VOO Vanguard S&P 500 ETF | 4.65% | 9,004 | $5.1M | Add +4.9% |
| MSFT Microsoft Corp. | 2.92% | 6,493 | $3.2M | Reduce -2.7% |
| XLK SS Technology Select Sector | 1.87% | 8,042 | $2.1M | Add +3.5% |
| AVGO Broadcom Inc. | 1.87% | 7,581 | $2.1M | Reduce -8.1% |
| JPM JPMorgan Chase & Co. | 1.83% | 7,135 | $2.0M | Reduce -2.1% |
| WMB Williams Cos Inc. | 1.43% | 27,329 | $1.6M | Add +10.2% |
| ACN Accenture PLC Class A | 1.31% | 4,763 | $1.4M | Add +31.6% |
| VEU Vanguard Ftse All-World Ex-U | 1.30% | 21,315 | $1.4M | Add +3.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.30% | 2 | $1.4M | No change |
| ORCL Oracle Corp. | 1.26% | 5,920 | $1.4M | Reduce -18.2% |
| V Visa Inc. Class A | 1.24% | 3,861 | $1.4M | Add +5.2% |
| META Meta Platforms Inc. Class A | 1.24% | 1,892 | $1.4M | Add +13.4% |
| ABBV Abbvie Inc. | 1.23% | 7,143 | $1.4M | Reduce -5.3% |
| XLV SS Health Care Select Sector | 1.22% | 9,946 | $1.3M | Add +3.2% |
| RTX RTX Corp. | 1.21% | 9,210 | $1.3M | Add +23.2% |
| PNC PNC Financial Services Group | 1.19% | 6,641 | $1.3M | Add +6.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.12% | 9,885 | $1.2M | Add +13.9% |
| DUK Duke Energy Corp. | 1.12% | 10,642 | $1.2M | Add +5.8% |
| AGG iShares Core U.S. Aggregate | 1.11% | 12,533 | $1.2M | Reduce -5.8% |
| XLC SS Comm Select Sector SPDR | 1.10% | 11,369 | $1.2M | Add +3.3% |
| HD Home Depot Inc. | 1.10% | 3,303 | $1.2M | Add +4.0% |
| XLF SS Financial Select Sector | 1.08% | 22,743 | $1.2M | Add +3.2% |
| MCD McDonald's Corp. | 1.05% | 3,970 | $1.2M | Add +2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.01% | 3,843 | $1.1M | Reduce -4.1% |
| PG The Procter & Gamble Co. | 0.97% | 6,747 | $1.1M | Add +2.9% |
| AAPL Apple Inc. | 0.93% | 4,876 | $1.0M | Reduce -3.2% |
| ABT Abbott Laboratories | 0.92% | 7,648 | $1.0M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.91% | 8,813 | $1.0M | Add +4.3% |
| AMGN Amgen Inc. | 0.89% | 3,321 | $986K | Add +8.6% |
| GS Goldman Sachs Group Inc. | 0.85% | 1,349 | $941K | Reduce -13.4% |
| CVX Chevron Corp. | 0.85% | 6,126 | $939K | Add +12.7% |
| KO The Coca-Cola Co. | 0.80% | 12,639 | $888K | Add +18.6% |
| GOOGL Alphabet Inc. Class A | 0.80% | 5,059 | $882K | Add +4.2% |
| TMUS T-Mobile US Inc. | 0.79% | 3,688 | $870K | Add +10.2% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.77% | 10,229 | $846K | New |
| VPL Vanguard Ftse Pacific ETF | 0.76% | 10,303 | $837K | Reduce -49.9% |
| XLY SS Consumer Disc Select Sect | 0.72% | 3,662 | $797K | Add +3.5% |
| TT Trane Technologies PLC | 0.71% | 1,828 | $780K | Add +0.7% |
| BLK BlackRock Inc. | 0.71% | 724 | $778K | Add +0.7% |
| JNJ Johnson & Johnson | 0.69% | 4,899 | $763K | Add +0.9% |
| ETN Eaton Corp. PLC | 0.68% | 2,097 | $749K | Reduce -0.8% |
| CRM Salesforce Inc. | 0.67% | 2,709 | $741K | Add +1.3% |
| WMT Walmart Inc. | 0.67% | 7,606 | $738K | Add +173.9% |
| CMCSA Comcast Corp. Class A | 0.66% | 20,382 | $734K | Add +1.4% |
| TTE Totalenergies SE -Spon ADR | 0.66% | 11,777 | $731K | Reduce -2.8% |
| STE Steris PLC | 0.65% | 3,079 | $716K | Add +6.3% |
| MDLZ Mondelez International Inc. Class A | 0.64% | 10,345 | $705K | Add +28.5% |
| SBUX Starbucks Corp. | 0.63% | 7,343 | $697K | Add +20.1% |
| XLP SS Consumer Staples Sel Sect | 0.63% | 8,516 | $693K | Add +3.4% |
| AMZN Amazon.com Inc. | 0.62% | 3,140 | $689K | Add +3.1% |
| PM Philip Morris International | 0.62% | 3,848 | $684K | Reduce -20.1% |
| IGV iShares Expanded Tech-Softwa | 0.60% | 6,010 | $668K | Add +3.5% |
| AFL Aflac Inc. | 0.60% | 6,439 | $665K | Reduce -3.2% |
| SNY Sanofi-ADR | 0.60% | 13,795 | $665K | Add +44.5% |
| MDT Medtronic PLC | 0.57% | 7,131 | $632K | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.57% | 633 | $624K | No change |
| CME Cme Group Inc. | 0.56% | 2,252 | $621K | Add +7.7% |
| RSG Republic Services Inc. | 0.56% | 2,587 | $619K | Reduce -8.0% |
| VZ Verizon Communications Inc. | 0.55% | 14,140 | $609K | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.55% | 2,657 | $605K | Add +0.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.54% | 8,522 | $597K | Add +67.9% |
| MA Mastercard Inc. Class A | 0.53% | 1,048 | $589K | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.53% | 8,112 | $588K | Add +2.4% |
| GLW Corning Inc. | 0.53% | 11,036 | $582K | New |
| TSLA Tesla Inc. | 0.53% | 1,953 | $582K | Add +0.9% |
| KMI Kinder Morgan Inc. | 0.53% | 20,613 | $580K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 12,268 | $578K | New |
| UNH Unitedhealth Group Inc. | 0.49% | 1,758 | $541K | Reduce -38.2% |
| VIG Vanguard Dividend Apprec ETF | 0.48% | 2,550 | $525K | Reduce -2.1% |
| UL Unilever PLC | 0.46% | 8,372 | $510K | Reduce -0.3% |
| APH Amphenol Corp. Class A | 0.44% | 4,981 | $485K | Reduce -7.4% |
| CB Chubb Ltd. | 0.43% | 1,705 | $477K | Add +0.2% |
| KMB Kimberly-Clark Corp. | 0.43% | 3,620 | $476K | Add +26.9% |
| PGR Progressive Corp. | 0.43% | 1,866 | $470K | Add +5.6% |
| AMT American Tower Corp. | 0.42% | 2,114 | $467K | Add +9.1% |
| EMR Emerson Electric Co. | 0.42% | 3,326 | $461K | Add +39.4% |
| RPRX Royalty Pharma PLC Class A | 0.42% | 12,977 | $461K | Add +17.4% |
| LRCX Lam Research Corp. | 0.42% | 4,597 | $459K | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.41% | 5,369 | $447K | Add +0.1% |
| EQIX Equinix Inc. | 0.40% | 580 | $445K | Reduce -18.0% |
| MU Micron Technology Inc. | 0.40% | 3,530 | $439K | Add +1.0% |
| ARKK ARK Innovation ETF | 0.40% | 6,183 | $438K | No change |
| IJH iShares Core S&P Midcap ETF | 0.39% | 6,805 | $432K | Add +1.6% |
| UNP Union Pacific Corp. | 0.39% | 1,804 | $427K | Reduce -11.7% |
| RJF Raymond James Financial Inc. | 0.38% | 2,690 | $424K | Add +0.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.38% | 12,758 | $421K | Reduce -1.1% |
| EWBC East West Bancorp Inc. | 0.38% | 3,877 | $419K | Reduce -4.0% |
| USB US Bancorp | 0.38% | 8,756 | $417K | Reduce -26.8% |
| ADI Analog Devices Inc. | 0.37% | 1,670 | $409K | Add +28.8% |
| TXN Texas Instruments Inc. | 0.37% | 1,877 | $407K | Add +8.2% |
| IDA Idacorp Inc. | 0.37% | 3,511 | $407K | Add +1.8% |
| WEC WEC Energy Group Inc. | 0.37% | 3,916 | $406K | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.37% | 1,028 | $405K | Add +2.2% |
| AXP American Express Co. | 0.37% | 1,276 | $404K | Reduce -9.1% |
| ADP Automatic Data Processing | 0.37% | 1,314 | $403K | Reduce -0.3% |
| KR Kroger Co. | 0.36% | 5,749 | $401K | Reduce -6.2% |
| BTI British American Tob-SP ADR | 0.36% | 8,364 | $401K | Add +63.2% |
| BDX Becton Dickinson and Co. | 0.35% | 2,183 | $381K | Reduce -7.1% |
| HON Honeywell International Inc. | 0.34% | 1,580 | $379K | Add +10.8% |
| TSCO Tractor Supply Company | 0.34% | 6,670 | $379K | Reduce -19.7% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -38.2% | 0.49% | −1.31 |
| VPL Vanguard Ftse Pacific ETF | Reduce -49.9% | 0.76% | −0.77 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.43 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.42 |
| TGT Target Corp. | Sold out | 0.00% | −0.28 |
| BMY Bristol-Myers Squibb Co. | Reduce -30.6% | 0.32% | −0.26 |
| AGG iShares Core U.S. Aggregate | Reduce -5.8% | 1.11% | −0.25 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.25 |
| ULS Ul Solutions Inc. Class A | Sold out | 0.00% | −0.24 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.24 |
| SO The Southern Co. | Sold out | 0.00% | −0.22 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.21 |
| AEP American Electric Power | Sold out | 0.00% | −0.21 |
| EQIX Equinix Inc. | Reduce -18.0% | 0.40% | −0.18 |
| ABBV Abbvie Inc. | Reduce -5.3% | 1.23% | −0.17 |
| PM Philip Morris International | Reduce -20.1% | 0.62% | −0.16 |
| RSG Republic Services Inc. | Reduce -8.0% | 0.56% | −0.16 |
| BDX Becton Dickinson and Co. | Reduce -7.1% | 0.35% | −0.16 |
| AFL Aflac Inc. | Reduce -3.2% | 0.60% | −0.15 |
| AAPL Apple Inc. | Reduce -3.2% | 0.93% | −0.13 |
| SAP Sap SE-Sponsored ADR | Reduce -33.1% | 0.25% | −0.12 |
| TSCO Tractor Supply Company | Reduce -19.7% | 0.34% | −0.11 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.10 |
| PFE Pfizer Inc. | Reduce -33.9% | 0.20% | −0.10 |
| USB US Bancorp | Reduce -26.8% | 0.38% | −0.10 |
| GILD Gilead Sciences Inc. | Reduce -20.0% | 0.27% | −0.10 |
| UL Unilever PLC | Reduce -0.3% | 0.46% | −0.09 |
| WEC WEC Energy Group Inc. | Reduce -2.7% | 0.37% | −0.09 |
| UNP Union Pacific Corp. | Reduce -11.7% | 0.39% | −0.09 |
| WSO Watsco Inc. | Reduce -0.1% | 0.28% | −0.08 |
| SNA Snap-on Inc. | Reduce -5.7% | 0.26% | −0.08 |
| KR Kroger Co. | Reduce -6.2% | 0.36% | −0.08 |
| MDT Medtronic PLC | Reduce -2.6% | 0.57% | −0.07 |
| CNP Centerpoint Energy Inc. | Reduce -1.8% | 0.29% | −0.06 |
| AES AES Corp. | Reduce -17.1% | 0.20% | −0.06 |
| TTE Totalenergies SE -Spon ADR | Reduce -2.8% | 0.66% | −0.06 |
| T AT&T Inc. | Reduce -13.7% | 0.20% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -3.3% | 0.20% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.3% | 0.37% | −0.05 |
| WM Waste Management Inc. | Reduce -1.3% | 0.25% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -7.0% | 0.21% | −0.05 |
| TRP TC Energy Corp. | Reduce -0.8% | 0.25% | −0.05 |
| VICI Vici Properties Inc. | Reduce -1.1% | 0.38% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 0.31% | −0.04 |
| ENB Enbridge Inc. | Reduce -0.7% | 0.26% | −0.04 |
| O Realty Income Corp. | Reduce -0.0% | 0.29% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.53% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 0.48% | −0.03 |
| TRNO Terreno Realty Corp. | Reduce -1.2% | 0.23% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.2% | 0.26% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| EEMA iShares MSCI Emerg MRKT Asia | New | 0.77% | +0.77 |
| GLW Corning Inc. | New | 0.53% | +0.53 |
| BAC Bank of America Corp. | New | 0.52% | +0.52 |
| WMT Walmart Inc. | Add +173.9% | 0.67% | +0.40 |
| GEV GE Vernova Inc. | New | 0.29% | +0.29 |
| META Meta Platforms Inc. Class A | Add +13.4% | 1.24% | +0.28 |
| KLAC KLA Corp. | New | 0.26% | +0.26 |
| ARE Alexandria Real Estate Equit | New | 0.26% | +0.26 |
| WFC Wells Fargo & Co. | New | 0.25% | +0.25 |
| XLK SS Technology Select Sector | Add +3.5% | 1.87% | +0.24 |
| DEO Diageo PLC-Sponsored ADR | New | 0.23% | +0.23 |
| IJR iShares Core S&P Small-Cap E | New | 0.22% | +0.22 |
| ACN Accenture PLC Class A | Add +31.6% | 1.31% | +0.22 |
| DXCM Dexcom Inc. | New | 0.22% | +0.22 |
| ARES Ares Management Corp. Class A | New | 0.21% | +0.21 |
| CFR Cullen/Frost Bankers Inc. | New | 0.20% | +0.20 |
| IQV Iqvia Holdings Inc. | New | 0.20% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +4.9% | 4.65% | +0.20 |
| PKG Packaging Corp. of America | New | 0.20% | +0.20 |
| WTFC Wintrust Financial Corp. | New | 0.20% | +0.20 |
| RTX RTX Corp. | Add +23.2% | 1.21% | +0.20 |
| ROK Rockwell Automation Inc. | New | 0.20% | +0.20 |
| DRI Darden Restaurants Inc. | New | 0.19% | +0.19 |
| AVT Avnet Inc. | New | 0.19% | +0.19 |
| PNC PNC Financial Services Group | Add +6.8% | 1.19% | +0.19 |
| DGX Quest Diagnostics Inc. | New | 0.19% | +0.19 |
| RELX Relx PLC - Spon ADR | New | 0.19% | +0.19 |
| DOX Amdocs Ltd. | New | 0.19% | +0.19 |
| LDOS Leidos Holdings Inc. | New | 0.19% | +0.19 |
| INGR Ingredion Inc. | New | 0.19% | +0.19 |
| QCOM Qualcomm Inc. | New | 0.19% | +0.19 |
| AZN Astrazeneca PLC-Spons ADR | Add +67.9% | 0.54% | +0.19 |
| WSM Williams-Sonoma Inc. | New | 0.19% | +0.19 |
| EMR Emerson Electric Co. | Add +39.4% | 0.42% | +0.16 |
| MU Micron Technology Inc. | Add +1.0% | 0.40% | +0.14 |
| BTI British American Tob-SP ADR | Add +63.2% | 0.36% | +0.14 |
| ADI Analog Devices Inc. | Add +28.8% | 0.37% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.55% | +0.11 |
| TFC Truist Financial Corp. | Add +31.0% | 0.34% | +0.10 |
| TXN Texas Instruments Inc. | Add +8.2% | 0.37% | +0.10 |
| SNY Sanofi-ADR | Add +44.5% | 0.60% | +0.08 |
| SBUX Starbucks Corp. | Add +20.1% | 0.63% | +0.08 |
| AMD Advanced Micro Devices | Add +1.9% | 0.32% | +0.07 |
| CVX Chevron Corp. | Add +12.7% | 0.85% | +0.07 |
| IGV iShares Expanded Tech-Softwa | Add +3.5% | 0.60% | +0.07 |
| MDLZ Mondelez International Inc. Class A | Add +28.5% | 0.64% | +0.07 |
| CAT Caterpillar Inc. | Add +2.2% | 0.37% | +0.06 |
| NXPI NXP Semiconductors NV | Add +1.9% | 0.30% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +39.4% | 0.29% | +0.05 |
| RPRX Royalty Pharma PLC Class A | Add +17.4% | 0.42% | +0.04 |
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 |