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 (478 days), 203 trades recorded
- Returns: week n/a · month n/a · 90 days -1.5% · 6 months +11.3% · 1 year +22.4% · all +22.4%
- Max drawdown n/a · 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