PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMB | 25K | $1.58M |
 | WMT | 21K | $2.53M |
 | T | 20K | $475.07K |
 | SAN | 19K | $228.18K |
 | HPE | 17K | $350.76K |
 | KMI | 15K | $427.94K |
 | AES | 15K | $211.82K |
 | KO | 14K | $987.98K |
 | RPRX | 13K | $520.85K |
 | VZ | 12K | $457.06K |
 | DUK | 11K | $1.34M |
 | TJX | 11K | $1.74M |
 | MDT | 11K | $1.11M |
 | AZN | 11K | $980.37K |
 | DOLE | 11K | $159.73K |
 | UL | 10K | $680.59K |
 | WFC | 10K | $902.62K |
 | TFC | 10K | $493.57K |
 | XOM | 9K | $1.23M |
 | ABT | 9K | $1.10M |
The Williams Companies, Inc.
WMB
Shares Held
25K
Value
$1.58M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.53M
AT&T Inc.
T
Shares Held
20K
Value
$475.07K
Banco Santander, S.A.
SAN
Shares Held
19K
Value
$228.18K
Hewlett Packard Enterprise Company
HPE
Shares Held
17K
Value
$350.76K
Kinder Morgan, Inc.
KMI
Shares Held
15K
Value
$427.94K
The AES Corporation
AES
Shares Held
15K
Value
$211.82K
The Coca-Cola Company
KO
Shares Held
14K
Value
$987.98K
Royalty Pharma plc
RPRX
Shares Held
13K
Value
$520.85K
Verizon Communications Inc.
VZ
Shares Held
12K
Value
$457.06K
Duke Energy Corporation
DUK
Shares Held
11K
Value
$1.34M
The TJX Companies, Inc.
TJX
Shares Held
11K
Value
$1.74M
Medtronic plc
MDT
Shares Held
11K
Value
$1.11M
AstraZeneca PLC
AZN
Shares Held
11K
Value
$980.37K
Dole plc
DOLE
Shares Held
11K
Value
$159.73K
Unilever PLC
UL
Shares Held
10K
Value
$680.59K
Wells Fargo & Company
WFC
Shares Held
10K
Value
$902.62K
Truist Financial Corporation
TFC
Shares Held
10K
Value
$493.57K
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.23M
Abbott Laboratories
ABT
Shares Held
9K
Value
$1.10M