Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS WEALTH PLANNERS LLC | 08-02-2024 | 06-30-2024 | 177 | 94,871,586 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $4,414,302 | 8,558 | 0.00 | 0.00 | -186 | -2.13 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $2,868,867 | 6,153 | 0.00 | 0.00 | -31 | -0.50 | 06-30-2024 |
| BROADCOM INC | COM | 3 | $1,941,840 | 1,113 | 0.00 | 0.00 | -301 | -21.29 | 06-30-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 4 | $1,700,125 | 7,153 | 0.00 | 0.00 | 13 | 0.18 | 06-30-2024 |
