Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Altria Group, Inc. | MO | 2.88K | $210.27K |
 International Business Machines Corporation | IBM | 2.96K | $906.14K |
 TC Energy Corporation | TRP | 3.07K | $211.22K |
 American Tower Corporation | AMT | 3.09K | $511.28K |
 Carrier Global Corporation | CARR | 3.11K | $213.36K |
 RPM International Inc. | RPM | 3.11K | $336.75K |
 Union Pacific Corporation | UNP | 3.19K | $903.15K |
 Amazon.com, Inc. | AMZN | 3.23K | $794.27K |
 AXIS Capital Holdings Limited | AXS | 3.28K | $375.75K |
 Visa Inc. | V | 3.31K | $1.17M |
 East West Bancorp, Inc. | EWBC | 3.42K | $446.14K |
 Gilead Sciences, Inc. | GILD | 3.45K | $470.42K |
 Freeport-McMoRan Inc. | FCX | 3.52K | $208.66K |
 Realty Income Corporation | O | 3.67K | $234.66K |
 DexCom, Inc. | DXCM | 3.72K | $273.39K |
 Paychex, Inc. | PAYX | 3.75K | $405.67K |
 The Home Depot, Inc. | HD | 3.8K | $1.31M |
 Oracle Corporation | ORCL | 3.85K | $545.07K |
 Brown & Brown, Inc. | BRO | 3.93K | $272.3K |
 Northwestern Energy Group Inc | NWE | 3.95K | $279.6K |