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| Name: |
Phillips Wealth Planners LLC |
| City: |
STARKVILLE |
| State: |
MS |
| Zip: |
39759 |
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data |
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| Holdings
Found :
22 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TSCO |
Tractor Supply Co |
39 |
New |
$282.00 |
$584,000 |
2,385 |
0.67% |
584,000 |
2,385 |
0.002 |
Specialty Retail, Other |
|
|
XLF |
SPDR Financial Sector |
40 |
New |
$41.61 |
$576,000 |
14,549 |
0.66% |
576,000 |
14,549 |
0 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
55 |
New |
$181.62 |
$495,000 |
2,844 |
0.57% |
495,000 |
2,844 |
0.001 |
Closed - End Fund - Debt |
|
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EMR |
Emerson Electric Co |
109 |
New |
$113.42 |
$301,000 |
2,697 |
0.35% |
301,000 |
2,697 |
0 |
Industrial Electrical... |
|
|
FERG |
Ferguson plc |
115 |
New |
$208.28 |
$289,000 |
1,340 |
0.33% |
289,000 |
1,340 |
0.001 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
123 |
New |
$59.52 |
$281,000 |
4,923 |
0.32% |
281,000 |
4,923 |
0 |
Closed - End Fund - E... |
|
|
IAI |
iShares Dow Jones US Broker... |
124 |
New |
$113.25 |
$280,000 |
2,544 |
0.32% |
280,000 |
2,544 |
0.041 |
Closed - End Fund - E... |
|
|
EOG |
EOG Resources Inc |
128 |
New |
$123.27 |
$266,000 |
2,003 |
0.31% |
266,000 |
2,003 |
0 |
Independent Oil & Gas |
|
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DG |
Dollar General Corp |
142 |
New |
$145.23 |
$244,000 |
1,681 |
0.28% |
244,000 |
1,681 |
0 |
Discount, Variety Stores |
|
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IQV |
IQVIA Holdings Inc |
147 |
New |
$229.60 |
$231,000 |
1,008 |
0.27% |
231,000 |
1,008 |
0 |
Medical Laboratories ... |
|
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NXPI |
NXP Semiconductors NV |
148 |
New |
$277.17 |
$230,000 |
999 |
0.26% |
230,000 |
999 |
0 |
Semiconductor- Broad... |
|
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MKSI |
MKS Instruments Inc |
150 |
New |
$131.01 |
$228,000 |
1,892 |
0.26% |
228,000 |
1,892 |
0.003 |
Semiconductor Equipme... |
|
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KR |
Kroger Co |
152 |
New |
$52.99 |
$226,000 |
4,095 |
0.26% |
226,000 |
4,095 |
0 |
Grocery Stores |
|
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RPRX |
Royalty Pharma Plc |
159 |
New |
$26.62 |
$218,000 |
7,947 |
0.25% |
218,000 |
7,947 |
0 |
N/A |
|
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CAT |
Caterpillar Inc |
158 |
New |
$348.90 |
$218,000 |
606 |
0.25% |
218,000 |
606 |
0.002 |
Farm & Construction M... |
|
|
O |
Realty Income Corp |
160 |
New |
$52.18 |
$217,000 |
4,275 |
0.25% |
217,000 |
4,275 |
0.01 |
REIT - Retail |
|
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IEUR |
iShares Core MSCI Europe |
161 |
New |
$59.86 |
$217,000 |
3,912 |
0.25% |
217,000 |
3,912 |
0 |
N/A |
|
|
RMD |
ResMed Inc |
164 |
New |
$213.26 |
$214,000 |
1,159 |
0.25% |
214,000 |
1,159 |
0.001 |
Medical Appliances & ... |
|
|
EW |
Edwards Lifesciences Corp |
165 |
New |
$29.81 |
$209,000 |
2,321 |
0.24% |
209,000 |
2,321 |
0.001 |
Medical Appliances & ... |
|
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SPGI |
S&P Global Inc |
167 |
New |
$438.24 |
$207,000 |
506 |
0.24% |
207,000 |
506 |
0.002 |
Publishing |
|
|
IJR |
iShares Core S&P Small-Cap |
169 |
New |
$108.82 |
$201,000 |
1,954 |
0.23% |
201,000 |
1,954 |
0.001 |
Closed - End Fund - E... |
|
|
BRO |
Brown & Brown Inc |
170 |
New |
$89.36 |
$201,000 |
2,480 |
0.23% |
201,000 |
2,480 |
0 |
Insurance Brokers |
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