Phillips Wealth Planners LLC

CIK

1962628

Location

STARKVILLE, MS

Portfolio Value

Micro $17,782,019

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

33 positions · $17,782,019 total · Technology 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
MSFT	Microsoft Corp Technology	Added	8,640	+1,134	$3,198,268	−11.9%	17.99%
AVGO	Broadcom Inc. Technology	Added	6,782	+820	$2,099,096	+1.7%	11.80%
AAPL	Apple Inc. Technology	Added	6,331	+396	$1,606,744	−0.4%	9.04%
TXN	Texas Instruments Inc Technology	Added	4,852	+1,596	$941,967	+66.8%	5.30%
IBM	International Business Machines Corp Technology	Reduced	2,973	-1,086	$720,625	−40.1%	4.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,807	-695	$610,675	−19.7%	3.43%
ACN	Accenture plc Technology	Reduced	2,865	-131	$568,100	−29.3%	3.19%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,697	-233	$548,650	−12.6%	3.09%
APH	Amphenol Corp /De/ Technology	Added	4,329	+192	$546,969	−2.2%	3.08%
NVDA	Nvidia Corp Technology	Added	3,014	+1,027	$525,641	+41.8%	2.96%
ORCL	Oracle Corp Technology	Added	3,424	+387	$503,704	−14.9%	2.83%
CRM	Salesforce, Inc. Technology	Added	2,548	+98	$475,635	−26.7%	2.67%
GLW	Corning Inc /Ny Technology	Reduced	3,205	-3,482	$435,783	−25.6%	2.45%
ASML	Asml Holding NV Technology	Reduced	322	-2	$425,307	+22.7%	2.39%
ADI	Analog Devices Inc Technology	Reduced	1,140	-1,007	$362,679	−37.7%	2.04%
PAYX	Paychex Inc Technology	NEW	3,859	NEW	$355,491	NEW	2.00%
MKSI	Mks Inc Technology	Reduced	1,342	-242	$308,405	+21.8%	1.73%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	12,809	-3,878	$304,982	−23.9%	1.72%
NXPI	NXP Semiconductors N.V. Technology	Reduced	1,547	-149	$304,542	−17.3%	1.71%
KLAC	Kla Corp Technology	Reduced	203	-9	$298,899	+16.0%	1.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,319	-123	$257,521	−2.9%	1.45%
JKHY	Jack Henry & Associates Inc Technology	Added	1,598	+19	$252,547	−12.4%	1.42%
ROP	Roper Technologies Inc Technology	NEW	673	NEW	$238,147	NEW	1.34%
ADP	Automatic Data Processing Inc Technology	Reduced	1,157	-192	$235,079	−32.3%	1.32%
AMKR	Amkor Technology, Inc. Technology	Reduced	5,213	-186	$234,741	+10.1%	1.32%
LRCX	Lam Research Corp Technology	Reduced	895	-1,113	$191,225	−44.4%	1.08%
PAYC	Paycom Software, Inc. Technology	NEW	1,548	NEW	$188,143	NEW	1.06%
QCOM	Qualcomm Inc/De Technology	NEW	1,435	NEW	$184,799	NEW	1.04%
AMAT	Applied Materials Inc /De Technology	NEW	539	NEW	$184,224	NEW	1.04%
LFUS	Littelfuse Inc /De Technology	NEW	528	NEW	$179,176	NEW	1.01%
CDNS	Cadence Design Systems Inc Technology	Reduced	604	-35	$167,833	−16.0%	0.94%
SNPS	Synopsys Inc Technology	NEW	416	NEW	$164,935	NEW	0.93%
MU	Micron Technology Inc Technology	Reduced	478	-213	$161,487	−18.1%	0.91%