Phillips Wealth Planners LLC

SEC CIK: 0001962628
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

FERG holding history

Ferguson Enterprises Inc. in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FERG overview All 13F holders of FERG Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of FERG by Phillips Wealth Planners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−1,329−100.0%	Sold out	Holders
Q3 2024	1,329	$269.5K	0.3%	+19+1.5%	Added	Holders
Q2 2024	1,310	$251.0K	0.3%	−30−2.2%	Reduced	Holders
Q1 2024	1,340	$288.6K	0.3%	+1,340	New	Holders