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Portfolio (Quarterly) Guide ↗

Phillips Wealth Planners LLC

· CIK 0001962628
13F Portfolio $133M AUM 210 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 66 Added 91 Reduced 18 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 3,319.0 $328K 0.25% -123.0 -3.6% $98.73 +19.7%
62 AXS AXIS CAP HLDGS LTD Financial Services 3,308.0 $326K 0.24% -427.0 -11.4% $98.50 +2.2%
63 MS MORGAN STANLEY Financial Services 1,693.0 $324K 0.24% -267.0 -13.6% $191.10 +4.9%
64 ROK ROCKWELL AUTOMATION INC Industrials 707.0 $323K 0.24% -23.0 -3.1% $456.66 -4.5%
65 USMV ISHARES TR 3,425.0 $322K 0.24% -204.0 -5.6% $94.10 +2.1%
66 VYM VANGUARD WHITEHALL FDS 2,058.0 $321K 0.24% -54.0 -2.6% $155.84 +0.9%
67 ENB ENBRIDGE INC Energy 5,839.0 $318K 0.24% -401.0 -6.4% $54.46 +6.1%
68 BERKSHIRE HATHAWAY INC DEL 656.0 $315K 0.24% -19.0 -2.8% $479.55
69 AEM AGNICO EAGLE MINES LTD Basic Materials 1,564.0 $308K 0.23% -13.0 -0.8% $196.84 -9.7%
70 KR KROGER CO Consumer Defensive 4,662.0 $302K 0.23% -686.0 -12.8% $64.80 +3.5%
71 ALL ALLSTATE CORP Financial Services 1,411.0 $302K 0.23% -108.0 -7.1% $213.83 +0.3%
72 NVT NVENT ELEC PLC Industrials 1,739.0 $302K 0.23% -614.0 -26.1% $173.39 -5.7%
73 SNA SNAP ON INC Industrials 807.0 $299K 0.23% -40.0 -4.7% $370.46 -2.8%
74 USB US BANCORP Financial Services 5,399.0 $294K 0.22% -111.0 -2.0% $54.49 +0.0%
75 SPGI S&P GLOBAL INC Financial Services 678.0 $285K 0.21% -57.0 -7.8% $421.00 -0.9%
76 MPC MARATHON PETE CORP Energy 1,120.0 $283K 0.21% -559.0 -33.3% $252.48 -1.6%
77 EXPD EXPEDITORS INTL WASH INC Industrials 1,796.0 $279K 0.21% -300.0 -14.3% $155.54 +1.1%
78 PLD PROLOGIS INC. Real Estate 1,905.0 $274K 0.21% -268.0 -12.3% $144.07 +0.4%
79 LRCX LAM RESEARCH CORP Technology 895.0 $265K 0.20% -1K -55.4% $296.05 +2.1%
80 PKG PACKAGING CORP AMER Consumer Cyclical 1,124.0 $249K 0.19% -12.0 -1.1% $221.52 -3.8%
Page 4 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.5%
Financial Services 16.0%
Healthcare 11.3%
Industrials 10.2%
Consumer Defensive 8.4%
Consumer Cyclical 7.9%
Energy 7.7%
Utilities 5.7%
Communication Services 5.0%
Real Estate 3.3%