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INSTITUTIONS
CIK 0001962628
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
The Coca-Cola Company
KO
14.51K
$1.22M
Walmart Inc.
WMT
17.02K
$1.9M
AT&T Inc.
T
22.75K
$479.81K
The Williams Companies, Inc.
WMB
23.36K
$1.75M