Phillips Wealth Planners LLC

Position in SNN — Smith & Nephew PLC

CIK 1962628 STARKVILLE, MS

Position in SNN

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

Position Value

$210,457

-$22,712 QoQ

Shares Held

7,305

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#164

of 292 holders

Holding Since

Mar 2026

2 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. SNN ranks #6 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	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 This page	7,305	$210,457

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,457	7,305	-0.4%	Shares	Sole	2026-08-07
2026-03-31	$233,169	7,337	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.