Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snap-on Incorporated | SNA | 803 | $328.22K |
 Mastercard Incorporated | MA | 826 | $439.12K |
 Stryker Corporation | SYK | 843 | $277.97K |
 Royal Caribbean Cruises Ltd. | RCL | 858 | $242.18K |
 MKS Inc. | MKSI | 896 | $313.21K |
 Crane Company | CR | 929 | $202.74K |
 Deere & Company | DE | 939 | $566.79K |
 Roper Technologies, Inc. | ROP | 942 | $342.66K |
 FedEx Corporation | FDX | 982 | $307.25K |
 Constellation Energy Corporation | CEG | 1.01K | $241.15K |
 Lam Research Corporation | LRCX | 1.01K | $331.02K |
 Federal Agricultural Mortgage | AGM | 1.05K | $210.48K |
 Williams-Sonoma, Inc. | WSM | 1.08K | $239.62K |
 The Goldman Sachs Group, Inc. | GS | 1.08K | $1.13M |
 Public Storage | PSA | 1.1K | $362.63K |
 Analog Devices, Inc. | ADI | 1.11K | $420.72K |
 Marathon Petroleum Corporation | MPC | 1.12K | $298.02K |
 ResMed Inc. | RMD | 1.12K | $247K |
 Packaging Corporation of America | PKG | 1.18K | $274.7K |
 Quest Diagnostics Incorporated | DGX | 1.19K | $252.94K |