Phillips Wealth Planners LLC

Position in EMR — Emerson Electric Co

CIK 1962628 STARKVILLE, MS

Position in EMR

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

Position Value

$349,572

+$30,408 QoQ

Shares Held

2,442

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,648

of 2,282 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,609,315 across 6 Specialty Industrial Machinery names. EMR ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	650	$763,659
2	ETN	Eaton Corp plc	1,541	$656,650
3	EMR	Emerson Electric Co This page	2,442	$349,572
4	ROK	Rockwell Automation, Inc	706	$349,526
5	PH	Parker-Hannifin Corp	289	$282,676
6	CR	Crane Co	929	$207,232

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,572	2,442	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$319,164	2,436	+20.7%	Shares	Sole	2026-05-14
2025-12-31	$267,828	2,018	-28.1%	Shares	Defined	2026-02-10
2025-09-30	$368,222	2,807	-15.6%	Shares	Defined	2025-11-07
2025-06-30	$443,455	3,326	+39.4%	Shares	Defined	2025-07-11
2025-03-31	$261,601	2,386	-1.9%	Shares	Defined	2025-04-23
2024-12-31	$301,273	2,431	+28.1%	Shares	Defined	2025-01-17
2024-09-30	$207,474	1,897	-2.1%	Shares	Defined	2024-10-29
2024-06-30	$213,490	1,938	-28.1%	Shares	Sole	2024-08-02
2024-03-31	$305,893	2,697	—	Shares	Defined	2024-04-29
No filing history on record for this holder in this stock.