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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 9 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WM WASTE MGMT INC DEL Industrials 1,349.0 $289K 0.22% $214.11 +2.6%
162 SPGI S&P GLOBAL INC Financial Services 678.0 $285K 0.21% -57.0 -7.8% $421.00 -0.9%
163 MPC MARATHON PETE CORP Energy 1,120.0 $283K 0.21% -559.0 -33.3% $252.48 -1.6%
164 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,993.0 $283K 0.21% +29.0 +0.7% $70.77 +1.4%
165 EXPD EXPEDITORS INTL WASH INC Industrials 1,796.0 $279K 0.21% -300.0 -14.3% $155.54 +1.1%
166 BDX BECTON DICKINSON & CO Healthcare 1,935.0 $277K 0.21% +562.0 +40.9% $143.15 +2.2%
167 COP CONOCOPHILLIPS Energy 2,387.0 $276K 0.21% +71.0 +3.1% $115.55 +4.3%
168 PLD PROLOGIS INC. Real Estate 1,905.0 $274K 0.21% -268.0 -12.3% $144.07 +0.4%
169 FE FIRSTENERGY CORP Utilities 5,984.0 $267K 0.20% +2K +40.6% $44.60 +2.0%
170 LRCX LAM RESEARCH CORP Technology 895.0 $265K 0.20% -1K -55.4% $296.05 +2.1%
171 EGP EASTGROUP PPTYS INC Real Estate 1,298.0 $265K 0.20% $203.92 +0.6%
172 PH PARKER-HANNIFIN CORP Industrials 290.0 $254K 0.19% NEW $874.36 -1.7%
173 CMS CMS ENERGY CORP Utilities 3,453.0 $253K 0.19% NEW $73.19 +0.6%
174 B BARRICK MNG CORP Basic Materials 5,344.0 $251K 0.19% NEW $47.00 -12.2%
175 PKG PACKAGING CORP AMER Consumer Cyclical 1,124.0 $249K 0.19% -12.0 -1.1% $221.52 -3.8%
176 IQVIA HLDGS INC 1,430.0 $248K 0.19% -162.0 -10.2% $173.55
177 LFUS LITTELFUSE INC Technology 528.0 $246K 0.18% NEW $465.86 -4.7%
178 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,157.0 $245K 0.18% -192.0 -14.2% $211.67 +4.0%
179 O REALTY INCOME CORP Real Estate 3,891.0 $243K 0.18% -2K -28.2% $62.36 -0.2%
180 MAA MID-AMER APT CMNTYS INC Real Estate 1,865.0 $242K 0.18% -55.0 -2.9% $129.72 +0.2%
Page 9 of 11  ·  210 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%