Phillips Wealth Planners LLC

Position in MDT — Medtronic plc

CIK 1962628 STARKVILLE, MS

Position in MDT

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

Position Value

$957,222

-$82,144 QoQ

Shares Held

12,236

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,069

of 2,103 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,880,432 across 6 Medical Devices names. MDT ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	12,236	$957,222
2	ABT	Abbott Laboratories	8,398	$762,034
3	STE	STERIS plc	2,066	$435,037
4	SYK	Stryker Corp	843	$265,410
5	DXCM	Dexcom Inc	3,716	$250,272
6	SNN	Smith & Nephew PLC	7,305	$210,457

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$957,222	12,236	+2.0%	Shares	Sole	2026-08-07
2026-03-31	$1,039,366	11,995	+8.2%	Shares	Sole	2026-05-14
2025-12-31	$1,065,305	11,090	+17.1%	Shares	Defined	2026-02-10
2025-09-30	$901,827	9,469	+32.8%	Shares	Defined	2025-11-07
2025-06-30	$621,609	7,131	-2.6%	Shares	Defined	2025-07-11
2025-03-31	$658,044	7,323	+27.6%	Shares	Defined	2025-04-23
2024-12-31	$458,271	5,737	-17.9%	Shares	Defined	2025-01-17
2024-09-30	$628,859	6,985	-1.5%	Shares	Defined	2024-10-29
2024-06-30	$557,896	7,088	-0.6%	Shares	Sole	2024-08-02
2024-03-31	$621,379	7,130	+1.0%	Shares	Defined	2024-04-29
2023-12-31	$581,767	7,062	-19.7%	Shares	Defined	2024-02-12
2023-09-30	$689,332	8,797	+3.6%	Shares	Defined	2023-10-30
2023-06-30	$748,233	8,493	+25.1%	Shares	Defined	2023-07-26
2023-03-31	$547,409	6,790	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.