Phillips Wealth Planners LLC

CIK

1962628

Location

STARKVILLE, MS

Portfolio Value

Micro $15,575,620

Diversification

Diversified

Filing Date

Global Rank

#5,421 / 8,232 ▲ 359

Top Industry

Drug Manufacturers - General 7.4%

3Y Alpha vs SPY

-5.1%

Period ended 2 months ago

Filed May 14, 2026 · 30d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.4%

SPY

+76.5%

Annualised alpha

-5.0%

Max drawdown

−15.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

178 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.3%

−0.6 pts

Top 5

11.7%

−3.1 pts

Top 10

19.7%

−3.9 pts

HHI

Diversified−22

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.3%	$17,782,019	33
Financial Services	16.1%	$15,575,620	27
Healthcare	12.7%	$12,342,984	22
Industrials	10.0%	$9,688,816	24
Energy	9.6%	$9,290,145	15
Consumer Defensive	9.1%	$8,780,114	12
Consumer Cyclical	8.3%	$8,041,818	11
Utilities	5.3%	$5,116,396	12
Communication Services	4.5%	$4,318,958	6
Real Estate	3.1%	$3,045,571	9
Basic Materials	2.8%	$2,701,801	6
Unclassified	0.3%	$288,750	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+8,310	28,526	$826,968
PM	Philip Morris International Inc.	+2,550	7,008	$1,158,702
DOLE	Dole plc	+2,429	13,000	$185,770
WFC	Wells Fargo & Company/Mn	+2,224	12,705	$1,011,445
BTI	British American Tobacco p.l.c.	+2,101	10,661	$623,348
AMT	American Tower Corp /Ma/	+1,787	3,107	$536,206
FE	Firstenergy Corp	+1,727	5,984	$303,149
TXN	Texas Instruments Inc	+1,596	4,852	$941,967
APD	Air Products & Chemicals, Inc.	+1,576	3,011	$874,665
KO	Coca Cola Co	+1,440	15,160	$1,152,918
PG	PROCTER & GAMBLE Co	+1,403	6,267	$905,205
VZ	Verizon Communications Inc	+1,332	12,980	$651,596
WEC	Wec Energy Group, Inc.	+1,207	4,824	$558,474
MSFT	Microsoft Corp	+1,134	8,640	$3,198,268
CVX	Chevron Corp	+1,051	7,560	$1,564,164
SBUX	Starbucks Corp	+1,040	7,668	$686,976
NVDA	Nvidia Corp	+1,027	3,014	$525,641
MDT	Medtronic plc	+905	11,995	$1,039,366
SHEL	Shell plc	+844	4,295	$399,435
AVGO	Broadcom Inc.	+820	6,782	$2,099,096
PEP	Pepsico Inc	+641	3,818	$592,897
DRI	Darden Restaurants Inc	+633	1,717	$336,600
LIN	Linde PLC	+601	1,194	$591,937
BDX	Becton Dickinson & Co	+562	1,935	$304,240
TRNO	Terreno Realty Corp	+523	4,639	$284,927
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−4,570	444	$288,750
WMT	Walmart Inc.	−4,205	16,987	$2,111,144
HPE	Hewlett Packard Enterprise Co	−3,878	12,809	$304,982
GLW	Corning Inc /Ny	−3,482	3,205	$435,783
CNP	Centerpoint Energy Inc	−3,242	5,343	$230,603
TRP	Tc Energy Corp	−2,543	3,176	$198,817
KMI	Kinder Morgan, Inc.	−2,192	12,781	$428,546
RTX	RTX Corp	−2,074	6,518	$1,257,322
RPRX	Royalty Pharma plc	−2,021	11,092	$532,083
WMB	Williams Companies, Inc.	−1,714	23,243	$1,691,625
O	Realty Income Corp	−1,525	3,891	$238,051
UL	Unilever PLC	−1,493	9,005	$513,014
GOOGL	Alphabet Inc.	−1,381	4,520	$1,299,771
NGG	National Grid PLC	−1,302	2,487	$210,400
MRK	Merck & Co., Inc.	−1,164	5,198	$625,267
ABT	Abbott Laboratories	−1,163	7,960	$817,253
LRCX	Lam Research Corp	−1,113	895	$191,225
XOM	Exxon Mobil Corp	−1,105	8,134	$1,380,014
IBM	International Business Machines Corp	−1,086	2,973	$720,625
ADI	Analog Devices Inc	−1,007	1,140	$362,679
V	Visa Inc.	−849	3,603	$1,088,970
TT	Trane Technologies plc	−766	1,315	$548,013
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−695	1,807	$610,675
KR	Kroger Co	−686	4,662	$337,342
JNJ	Johnson & Johnson	−625	5,043	$1,232,710
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	5,611	$1,106,601
FDX	Fedex Corp	1,281	$456,266
SNY	Sanofi	7,787	$375,177
OKE	Oneok Inc /New/	3,999	$361,469
RELX	Relx PLC	10,778	$357,290
PAYX	Paychex Inc	3,859	$355,491
PFE	Pfizer Inc	11,597	$325,643
PSA	Public Storage	1,102	$298,509
AMCR	Amcor plc	7,499	$298,085
ATO	Atmos Energy Corp	1,600	$295,552
MGRC	Mcgrath Rentcorp	2,565	$282,868
CEG	Constellation Energy Corp	1,003	$280,087
CMS	Cms Energy Corp	3,453	$267,883
PH	Parker-Hannifin Corp	290	$259,619
EOG	Eog Resources Inc	1,756	$253,864
VRSK	Verisk Analytics, Inc.	1,319	$250,280
WMG	Warner Music Group Corp.	9,635	$246,077
ROP	Roper Technologies Inc	673	$238,147
ET	Energy Transfer LP	12,279	$236,984
PCAR	Paccar Inc	2,030	$234,465
SNN	Smith & Nephew PLC	7,337	$233,169
FHN	First Horizon Corp	9,948	$226,416
ATR	Aptargroup, Inc.	1,762	$222,047
B	Barrick Mining Corp	5,344	$217,981
CALM	Cal-Maine Foods Inc	2,747	$217,425
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	7,857	$432,135
FNF	Fidelity National Financial, Inc.	6,137	$335,018
TEL	TE Connectivity plc	1,419	$322,836
TSCO	Tractor Supply Co /De/	6,438	$321,964
G	Genpact LTD	6,384	$298,643
BMY	Bristol Myers Squibb Co	5,120	$276,172
GPC	Genuine Parts Co	2,041	$250,961
HLNE	Hamilton Lane INC	1,839	$246,996
SYK	Stryker Corp	691	$242,865
SAN	Banco Santander, S.A.	18,734	$219,749
LDOS	Leidos Holdings, Inc.	1,217	$219,546
XEL	Xcel Energy Inc	2,931	$216,483
AES	Aes Corp	14,875	$213,307
CMG	Chipotle Mexican Grill Inc	5,347	$197,839
WSM	Williams Sonoma Inc	1,103	$196,984
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $15,575,620 total · Financial Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,241	-200	$2,130,012	−11.2%	13.68%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	5,940	+309	$1,236,054	+5.2%	7.94%
CME	Cme Group Inc. Financial Services	Added	3,840	+186	$1,134,144	+13.7%	7.28%
V	Visa Inc. Financial Services	Reduced	3,603	-849	$1,088,970	−30.3%	6.99%
GS	Goldman Sachs Group Inc Financial Services	Added	1,272	+44	$1,076,099	−0.3%	6.91%
WFC	Wells Fargo & Company/Mn Financial Services	Added	12,705	+2,224	$1,011,445	+3.5%	6.49%
AFL	Aflac Inc Financial Services	Held	6,439	0	$706,422	−0.5%	4.54%
CB	Chubb Ltd Financial Services	Reduced	1,715	-22	$558,969	+3.1%	3.59%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	3,545	+431	$557,557	+10.6%	3.58%
AXP	American Express Co Financial Services	Added	1,824	+50	$551,723	−15.9%	3.54%
BLK	BlackRock, Inc. Financial Services	Added	532	+7	$511,629	−9.0%	3.28%
TFC	Truist Financial Corp Financial Services	Reduced	9,290	-577	$427,061	−12.0%	2.74%
MA	Mastercard Inc Financial Services	Reduced	817	-182	$408,222	−28.4%	2.62%
RY	Royal Bank Of Canada Financial Services	Reduced	2,367	-12	$382,933	−5.6%	2.46%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,917	+1	$380,026	−12.9%	2.44%
EWBC	East West Bancorp Inc Financial Services	Reduced	3,457	-147	$369,069	−8.9%	2.37%
RJF	Raymond James Financial Inc Financial Services	Added	2,421	+8	$350,536	−9.5%	2.25%
AXS	Axis Capital Holdings Ltd Financial Services	Reduced	3,308	-427	$335,464	−16.1%	2.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	656	-19	$314,355	−7.3%	2.02%
ALL	Allstate Corp Financial Services	Reduced	1,411	-108	$292,556	−7.5%	1.88%
SPGI	S&P Global Inc. Financial Services	Reduced	678	-57	$288,380	−24.9%	1.85%
USB	US Bancorp De Financial Services	Reduced	5,399	-111	$280,801	−4.5%	1.80%
MS	Morgan Stanley Financial Services	Reduced	1,693	-267	$278,617	−19.9%	1.79%
BRO	Brown & Brown, Inc. Financial Services	Added	3,835	+493	$250,080	−6.1%	1.61%
FHN	First Horizon Corp Financial Services	NEW	9,948	NEW	$226,416	NEW	1.45%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	1,565	-17	$214,530	+7.1%	1.38%
WTFC	Wintrust Financial Corp Financial Services	Reduced	1,537	-23	$213,550	−2.1%	1.37%