PHILLIPS FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATEC | 61K | $880.44K |
 | JPM | 30K | $9.52M |
 | ONB | 28K | $623.23K |
 | AAPL | 24K | $6.22M |
 | EVLV | 24K | $184.28K |
 | NVDA | 23K | $4.37M |
 | LNC | 22K | $881.50K |
 | ATO | 15K | $2.59M |
 | WMB | 11K | $719.85K |
 | EPD | 10K | $313.58K |
 | AMZN | 10K | $2.09M |
 | HPQ | 9K | $254.95K |
 | MSFT | 9K | $4.67M |
 | GOOGL | 9K | $2.07M |
 | WMT | 8K | $815.89K |
 | KR | 7K | $493.51K |
 | FELE | 7K | $652.98K |
 | GOOG | 6K | $1.57M |
 | BAC | 6K | $303.92K |
 | BRO | 5K | $475.23K |
Alphatec Holdings, Inc.
ATEC
Shares Held
61K
Value
$880.44K
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.52M
Old National Bancorp
ONB
Shares Held
28K
Value
$623.23K
Apple Inc.
AAPL
Shares Held
24K
Value
$6.22M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
24K
Value
$184.28K
NVIDIA Corporation
NVDA
Shares Held
23K
Value
$4.37M
Lincoln National Corporation
LNC
Shares Held
22K
Value
$881.50K
Atmos Energy Corporation
ATO
Shares Held
15K
Value
$2.59M
The Williams Companies, Inc.
WMB
Shares Held
11K
Value
$719.85K
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$313.58K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.09M
HP Inc.
HPQ
Shares Held
9K
Value
$254.95K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.67M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.07M
Walmart Inc.
WMT
Shares Held
8K
Value
$815.89K
The Kroger Co.
KR
Shares Held
7K
Value
$493.51K
Franklin Electric Co., Inc.
FELE
Shares Held
7K
Value
$652.98K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.57M
Bank of America Corporation
BAC
Shares Held
6K
Value
$303.92K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$475.23K