Stock Taper 
PHOENIX WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 867 | $923.27K |
 Visa Inc. | V | 817 | $280.42K |
 Eli Lilly and Company | LLY | 550 | $659.69K |
 Mastercard Incorporated | MA | 527 | $270.74K |
 BlackRock, Inc. | BLK | 397 | $381.74K |