PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMB | 26K | $1.63M |
 | T | 22K | $570.75K |
 | AMCR | 20K | $164.15K |
 | SAN | 19K | $191.50K |
 | CMCSA | 18K | $546.44K |
 | KMI | 18K | $489.91K |
 | HPE | 17K | $417.61K |
 | VZ | 15K | $609.20K |
 | AES | 15K | $208.84K |
 | KO | 13K | $871.66K |
 | RPRX | 13K | $465.03K |
 | TTE | 12K | $711.20K |
 | AZN | 11K | $975.61K |
 | PFE | 11K | $288.85K |
 | EPD | 11K | $343.19K |
 | DUK | 11K | $1.34M |
 | TJX | 11K | $1.51M |
 | PR | 10K | $131.09K |
 | MDLZ | 10K | $632.69K |
 | TFC | 10K | $451.32K |
The Williams Companies, Inc.
WMB
Shares Held
26K
Value
$1.63M
AT&T Inc.
T
Shares Held
22K
Value
$570.75K
Amcor plc
AMCR
Shares Held
20K
Value
$164.15K
Banco Santander, S.A.
SAN
Shares Held
19K
Value
$191.50K
Comcast Corporation
CMCSA
Shares Held
18K
Value
$546.44K
Kinder Morgan, Inc.
KMI
Shares Held
18K
Value
$489.91K
Hewlett Packard Enterprise Company
HPE
Shares Held
17K
Value
$417.61K
Verizon Communications Inc.
VZ
Shares Held
15K
Value
$609.20K
The AES Corporation
AES
Shares Held
15K
Value
$208.84K
The Coca-Cola Company
KO
Shares Held
13K
Value
$871.66K
Royalty Pharma plc
RPRX
Shares Held
13K
Value
$465.03K
TotalEnergies SE
TTE
Shares Held
12K
Value
$711.20K
AstraZeneca PLC
AZN
Shares Held
11K
Value
$975.61K
Pfizer Inc.
PFE
Shares Held
11K
Value
$288.85K
Enterprise Products Partners L.P.
EPD
Shares Held
11K
Value
$343.19K
Duke Energy Corporation
DUK
Shares Held
11K
Value
$1.34M
The TJX Companies, Inc.
TJX
Shares Held
11K
Value
$1.51M
Permian Resources Corporation
PR
Shares Held
10K
Value
$131.09K
Mondelez International, Inc.
MDLZ
Shares Held
10K
Value
$632.69K
Truist Financial Corporation
TFC
Shares Held
10K
Value
$451.32K