StockDriftsStockDriftsTop 50 Phillips Wealth Planners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.82% | 9.4K | $6.4M | -2.13%(-205) | $407.90(+68.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.68% | 8.6K | $3.6M | +15.11%(+1.13K) | $303.94(+34.71%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.19% | 6.8K | $2.9M | +13.75%(+820) | $88.67(+396.01%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.83% | 13.7K | $2.4M | +10.32%(+1.28K) | $77.09(+132.84%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.63% | 7.2K | $2.2M | -2.69%(-200) | $137.12(+118.72%) | 2026-03-31 | |
| WMT | WALMART INC | 1.63% | 17.0K | $2.2M | -19.84%(-4.21K) | $96.70(+36.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.39% | 6.3K | $1.9M | +6.67%(+396) | $181.99(+63.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.32% | 4.5K | $1.8M | -23.40%(-1.38K) | $143.78(+178.94%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 1.3% | 23.2K | $1.7M | -6.87%(-1.71K) | $34.08(+127.97%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.3% | 20.7K | $1.7M | -4.67%(-1.01K) | $54.25(+52.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.39% | +61.76% |
| Top 20 Holdings Unweighted | +15.66% | +54.72% |
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