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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

RTX holding history

RTX Corp 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.

RTX overviewAll 13F holders of RTXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2023
Holdings of RTX by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,518−100.0%Sold outHolders
Q1 20266,518$1.16M0.9%−2,074−24.1%ReducedHolders
Q4 20258,592$1.70M1.4%+341+4.1%AddedHolders
Q3 20258,251$1.39M1.2%−959−10.4%ReducedHolders
Q2 20259,210$1.33M1.2%+1,733+23.2%AddedHolders
Q1 20257,477$959.0K1.0%+3,242+76.6%AddedHolders
Q4 20244,235$487.5K0.5%+829+24.3%AddedHolders
Q3 20243,406$429.9K0.4%+243+7.7%AddedHolders
Q2 20243,163$318.5K0.3%+130+4.3%AddedHolders
Q1 20243,033$305.8K0.4%+64+2.2%AddedHolders
Q4 20232,969$253.8K0.3%−345−10.4%ReducedHolders
Q3 20233,314$244.9K0.3%+3,314NewHolders
Q2 20230$00.0%−8,275−100.0%Sold outHolders
Q1 20238,275$830.2K1.1%+8,275NewHolders