Phillips Wealth Planners LLC

Position in AMAT — Applied Materials Inc /De

CIK 1962628 STARKVILLE, MS

Position in AMAT

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

Position Value

$373,791

+$189,567 QoQ

Shares Held

517

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,823

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,315,500 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	322	$640,599
2	KLAC	Kla Corp	1,648	$497,218
3	LRCX	Lam Research Corp	1,015	$439,829
4	AMAT	Applied Materials Inc /De This page	517	$373,791
5	AMKR	Amkor Technology, Inc.	4,222	$364,063

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,791	517	-4.1%	Shares	Sole	2026-08-07
2026-03-31	$184,224	539	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.