PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 29K | $709.43K |
 | WMB | 23K | $1.72M |
 | WMT | 17K | $2.17M |
 | KO | 15K | $1.19M |
 | DOLE | 13K | $197.73K |
 | VZ | 13K | $613.04K |
 | HPE | 13K | $395.41K |
 | KMI | 13K | $412.18K |
 | WFC | 13K | $934.83K |
 | ET | 12K | $240.79K |
 | MDT | 12K | $894.11K |
 | PFE | 12K | $299.32K |
 | DUK | 11K | $1.40M |
 | TJX | 11K | $1.66M |
 | RPRX | 11K | $572.90K |
 | RELX | 11K | $358.58K |
 | BTI | 11K | $644.35K |
 | FHN | 10K | $239.15K |
 | WMG | 10K | $317.38K |
 | TFC | 9K | $445.66K |
AT&T Inc.
T
Shares Held
29K
Value
$709.43K
The Williams Companies, Inc.
WMB
Shares Held
23K
Value
$1.72M
Walmart Inc.
WMT
Shares Held
17K
Value
$2.17M
The Coca-Cola Company
KO
Shares Held
15K
Value
$1.19M
Dole plc
DOLE
Shares Held
13K
Value
$197.73K
Verizon Communications Inc.
VZ
Shares Held
13K
Value
$613.04K
Hewlett Packard Enterprise Company
HPE
Shares Held
13K
Value
$395.41K
Kinder Morgan, Inc.
KMI
Shares Held
13K
Value
$412.18K
Wells Fargo & Company
WFC
Shares Held
13K
Value
$934.83K
Energy Transfer LP
ET
Shares Held
12K
Value
$240.79K
Medtronic plc
MDT
Shares Held
12K
Value
$894.11K
Pfizer Inc.
PFE
Shares Held
12K
Value
$299.32K
Duke Energy Corporation
DUK
Shares Held
11K
Value
$1.40M
The TJX Companies, Inc.
TJX
Shares Held
11K
Value
$1.66M
Royalty Pharma plc
RPRX
Shares Held
11K
Value
$572.90K
RELX Plc
RELX
Shares Held
11K
Value
$358.58K
British American Tobacco p.l.c.
BTI
Shares Held
11K
Value
$644.35K
First Horizon Corporation
FHN
Shares Held
10K
Value
$239.15K
Warner Music Group Corp.
WMG
Shares Held
10K
Value
$317.38K
Truist Financial Corporation
TFC
Shares Held
9K
Value
$445.66K