Phillips Wealth Planners LLC
Source: SEC Form 13F · as of Mar 2026Phillips Wealth Planners LLC holds 16 biotech & pharma companies tracked by BioSniper, totaling $10.2M in value as of Mar 2026 (SEC Form 13F).
Companies held
16
Total value held
$10.2M
| Company | Shares | Value |
|---|---|---|
| ABBVAbbVie Inc. | 6,722 | $1.4M |
| PMPhilip Morris International Inc | 7,008 | $1.3M |
| JNJJOHNSON & JOHNSON | 5,043 | $1.1M |
| AZNASTRAZENECA PLC | 5,611 | $1.0M |
| AMGNAMGEN INC | 2,927 | $965K |
| ABTABBOTT LABORATORIES | 7,960 | $657K |
| MRKMerck & Co., Inc. | 5,198 | $578K |
| RPRXRoyalty Pharma plc | 11,092 | $573K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1,334 | $513K |
| GILDGILEAD SCIENCES, INC. | 3,476 | $464K |
| LLYELI LILLY & Co | 418 | $404K |
| SNYSanofi | 7,787 | $331K |
| PFEPFIZER INC | 11,597 | $299K |
| IQVIQVIA Holdings Inc. | 1,430 | $248K |
| DGXQuest Diagnostics Incorporated | 1,190 | $226K |
| NVONovo Nordisk A/S | 4,321 | $200K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.