Long-term investor

Phillips Wealth Planners LLC @phillipswealthplannersll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962628).

Record

  • Tracked since 2025-06-30 (434 days), 203 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.2% · 6 months +8.2% · 1 year +14.3% · all +14.3%
  • Max drawdown 0.0% · Sharpe 1.78 · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 4.6% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30
  • AVGO · 1.9% · long · since 2025-06-30
  • JPM · 1.8% · long · since 2025-06-30
  • 81369Y803 · 1.8% · long · since 2025-06-30
  • 46434V738 · 1.6% · long · since 2025-06-30
  • AAPL · 1.5% · long · since 2025-06-30
  • ABBV · 1.4% · long · since 2025-06-30
  • 81369Y605 · 1.4% · long · since 2025-06-30
  • WMT · 1.4% · long · since 2025-06-30
  • 922042775 · 1.3% · long · since 2025-06-30
  • WMB · 1.3% · long · since 2025-06-30

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303 Bristol Rd W, Mississauga, ON L5R 2H1, Canada · support@meror.ca
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Meror is software, not a broker, dealer or adviser, and is not registered with the Ontario Securities Commission, any Canadian securities regulator or the U.S. SEC. Copy trading can lose money, including the whole amount copied. Meror never holds customer funds; past performance does not predict future results. Payments are processed by Stripe.

Meror is software, not a broker-dealer, exchange or investment adviser, and never holds customer funds. Copy trading can lose money; past performance does not predict future results. Payments are processed by Stripe.