Stock Taper 
PHOENIX WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BlackRock, Inc. | BLK | 397 | $381.74K |
 Mastercard Incorporated | MA | 527 | $270.74K |
 Eli Lilly and Company | LLY | 550 | $659.69K |
 Visa Inc. | V | 817 | $280.42K |
 Caterpillar Inc. | CAT | 867 | $923.27K |
 Ulta Beauty, Inc. | ULTA | 1.05K | $474.43K |
 Lockheed Martin Corporation | LMT | 1.06K | $540.37K |
 Lowe's Companies, Inc. | LOW | 1.08K | $238.96K |
 Micron Technology, Inc. | MU | 1.13K | $1.3M |
 McDonald's Corporation | MCD | 1.16K | $312.75K |
 QUALCOMM Incorporated | QCOM | 1.19K | $218.98K |
 RTX Corporation | RTX | 1.21K | $230.06K |
 Stryker Corporation | SYK | 1.25K | $391.98K |
 Tesla, Inc. | TSLA | 1.26K | $528.27K |
 Snap-on Incorporated | SNA | 1.27K | $512.25K |
 Costco Wholesale Corporation | COST | 1.28K | $1.2M |
 L3Harris Technologies, Inc. | LHX | 1.4K | $406.25K |
 Alphabet Inc. | GOOG | 1.46K | $515.86K |
 Ecolab Inc. | ECL | 1.72K | $479.77K |
 Exxon Mobil Corporation | XOM | 1.8K | $246.25K |