Phillips Wealth Planners LLC

Position in ADP — Automatic Data Processing Inc

CIK 1962628 STARKVILLE, MS

Position in ADP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$298,077

+$62,998 QoQ

Shares Held

1,331

+15.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,765

of 2,277 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $1,791,052 across 6 Software - Application names. ADP ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	2,449	$383,660
2	PAYX	Paychex Inc	3,752	$368,934
3	ROP	Roper Technologies Inc	942	$318,763
4	ADP	Automatic Data Processing Inc This page	1,331	$298,077
5	CDNS	Cadence Design Systems Inc	606	$227,443
6	PAYC	Paycom Software, Inc.	1,545	$194,175

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,077	1,331	+15.0%	Shares	Sole	2026-08-07
2026-03-31	$235,079	1,157	-14.2%	Shares	Sole	2026-05-14
2025-12-31	$347,003	1,349	-8.2%	Shares	Defined	2026-02-10
2025-09-30	$431,445	1,470	+11.9%	Shares	Defined	2025-11-07
2025-06-30	$405,237	1,314	-0.3%	Shares	Defined	2025-07-11
2025-03-31	$402,688	1,318	+10.7%	Shares	Defined	2025-04-23
2024-12-31	$348,641	1,191	+0.8%	Shares	Defined	2025-01-17
2024-09-30	$327,094	1,182	-0.8%	Shares	Defined	2024-10-29
2024-06-30	$284,279	1,191	-3.2%	Shares	Sole	2024-08-02
2024-03-31	$307,180	1,230	+5.8%	Shares	Defined	2024-04-29
2023-12-31	$270,944	1,163	-0.9%	Shares	Defined	2024-02-12
2023-09-30	$282,440	1,174	-42.5%	Shares	Defined	2023-10-30
2023-06-30	$449,030	2,043	+1.4%	Shares	Defined	2023-07-26
2023-03-31	$448,599	2,015	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.