Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位。
- 持股檔數
- 105
- 2022 年第 3 季沒有申報
- 總值
- $5,727 萬
- 2022 年第 3 季沒有申報
Phillips Wealth Planners LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 7,649 | $290.2 萬 | 5.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,288 | $197.7 萬 | 3.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,601 | $156.4 萬 | 2.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,836 | $140.5 萬 | 2.5% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,276 | $132.5 萬 | 2.3% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,657 | $129.0 萬 | 2.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 23,782 | $128.7 萬 | 2.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,792 | $122.7 萬 | 2.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,254 | $112.3 萬 | 2.0% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 16,299 | $112.3 萬 | 2.0% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 34,565 | $110.0 萬 | 1.9% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 7,287 | $103.3 萬 | 1.8% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,879 | $103.3 萬 | 1.8% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,000 | $102.6 萬 | 1.8% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 20,752 | $101.9 萬 | 1.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,389 | $101.0 萬 | 1.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,886 | $98.2 萬 | 1.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 23,257 | $93.8 萬 | 1.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,610 | $81.5 萬 | 1.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,651 | $79.2 萬 | 1.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,685 | $75.9 萬 | 1.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,642 | $75.5 萬 | 1.3% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,631 | $74.5 萬 | 1.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,282 | $73.1 萬 | 1.3% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,459 | $69.8 萬 | 1.2% | – | – | – |
| CMCSAComcast Corp | Stock | 17,158 | $67.1 萬 | 1.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,093 | $66.7 萬 | 1.2% | – | – | – |
| ORCLOracle Corp | Stock | 7,412 | $66.3 萬 | 1.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 8,544 | $64.6 萬 | 1.1% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,445 | $63.8 萬 | 1.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,376 | $63.3 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,669 | $61.1 萬 | 1.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,852 | $60.7 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,331 | $59.2 萬 | 1.0% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,733 | $57.6 萬 | 1.0% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,304 | $55.0 萬 | 1.0% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 733 | $54.0 萬 | 0.9% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 12,143 | $53.4 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 8,622 | $52.2 萬 | 0.9% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,467 | $52.1 萬 | 0.9% | – | – | – |
| KMBKimberly Clark Corp | Stock | 3,815 | $49.6 萬 | 0.9% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,590 | $47.0 萬 | 0.8% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,260 | $45.8 萬 | 0.8% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 3,244 | $45.3 萬 | 0.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,180 | $44.3 萬 | 0.8% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,473 | $44.1 萬 | 0.8% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,126 | $43.8 萬 | 0.8% | – | – | 歷史 |
| GLWCorning Inc | COM | 11,643 | $41.5 萬 | 0.7% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 3,211 | $41.5 萬 | 0.7% | – | – | 歷史 |
| CMECME Group Inc. | COM | 2,198 | $40.7 萬 | 0.7% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,006 | $40.1 萬 | 0.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,071 | $39.7 萬 | 0.7% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 21,165 | $38.9 萬 | 0.7% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,980 | $37.6 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 738 | $37.4 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,821 | $37.1 萬 | 0.6% | – | – | – |
| WSOWatsco Inc | COM | 1,231 | $36.8 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,889 | $36.8 萬 | 0.6% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 10,505 | $36.3 萬 | 0.6% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,073 | $35.6 萬 | 0.6% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,252 | $34.0 萬 | 0.6% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 7,702 | $33.7 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,906 | $32.8 萬 | 0.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,945 | $32.7 萬 | 0.6% | – | – | – |
| EOGEOG Resources Inc | Stock | 2,436 | $32.5 萬 | 0.6% | – | – | 歷史 |
| EWBCEast West Bancorp Inc | COM | 4,101 | $32.0 萬 | 0.6% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 422 | $31.2 萬 | 0.5% | – | – | 歷史 |
| IDAIdacorp Inc | COM | 2,995 | $31.1 萬 | 0.5% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 13,461 | $31.0 萬 | 0.5% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,600 | $29.5 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,888 | $29.4 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 829 | $29.0 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 699 | $28.9 萬 | 0.5% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,601 | $28.4 萬 | 0.5% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 3,705 | $28.4 萬 | 0.5% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 10,752 | $28.4 萬 | 0.5% | – | – | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 7,398 | $27.8 萬 | 0.5% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,187 | $27.6 萬 | 0.5% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 3,081 | $27.3 萬 | 0.5% | – | – | 歷史 |
| EGPEastgroup Properties Inc | COM | 1,608 | $27.2 萬 | 0.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 563 | $27.1 萬 | 0.5% | – | – | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,006 | $26.8 萬 | 0.5% | – | – | 歷史 |
| PINCPremier, Inc. | CL A | 8,285 | $26.8 萬 | 0.5% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 2,688 | $26.7 萬 | 0.5% | – | – | 歷史 |
| MPTMedical Properties Trust Inc | COM | 21,382 | $26.3 萬 | 0.5% | – | – | 歷史 |
| CABOCable One, Inc. | COM | 324 | $25.6 萬 | 0.4% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,700 | $25.4 萬 | 0.4% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,597 | $24.2 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,493 | $23.4 萬 | 0.4% | – | – | 歷史 |
| SYYSysco Corp | Stock | 2,955 | $23.1 萬 | 0.4% | – | – | 歷史 |
| SNASnap-on Inc | COM | 896 | $22.9 萬 | 0.4% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 2,793 | $22.5 萬 | 0.4% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 1,921 | $22.4 萬 | 0.4% | – | – | 歷史 |
| OZKBank OZK | COM | 4,654 | $22.1 萬 | 0.4% | – | – | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 5,646 | $22.1 萬 | 0.4% | – | – | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 4,055 | $21.8 萬 | 0.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,416 | $21.6 萬 | 0.4% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,133 | $20.8 萬 | 0.4% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,829 | $20.7 萬 | 0.4% | – | – | 歷史 |
| MTBM&T Bank Corp | COM | 1,266 | $20.4 萬 | 0.4% | – | – | 歷史 |