Stock Taper

PHILLIPS WEALTH PLANNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Williams Companies, Inc.WMB23.36K$1.75M
AT&T Inc.T22.75K$479.81K
Walmart Inc.WMT17.02K$1.9M
The Coca-Cola CompanyKO14.51K$1.22M
Verizon Communications Inc.VZ13.46K$573.38K
Dole plcDOLE12.98K$184.29K
Kinder Morgan, Inc.KMI12.73K$413.77K
Medtronic plcMDT12.24K$1.03M
Energy Transfer LPET12.21K$241.92K
Royalty Pharma plcRPRX11.93K$689.5K
Pfizer Inc.PFE11.38K$273.96K
The TJX Companies, Inc.TJX11.04K$1.7M
RELX PlcRELX10.72K$351.72K
Wells Fargo & CompanyWFC10.61K$924.89K
Duke Energy CorporationDUK10.22K$1.31M
British American Tobacco p.l.c.BTI10.02K$619.48K
Warner Music Group Corp.WMG9.6K$273.14K
Microsoft CorporationMSFT9.06K$3.52M
Unilever PLCUL8.96K$561.84K
First Horizon CorporationFHN8.95K$230.5K