Stock Taper

PHILLIPS WEALTH PLANNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
EastGroup Properties, Inc.EGP1.29K$277.2K
Trane Technologies plcTT1.32K$627.02K
Linde plcLIN1.33K$715.31K
Automatic Data Processing, Inc.ADP1.33K$326.89K
Waste Management, Inc.WM1.35K$321.42K
Verisk Analytics, Inc.VRSK1.39K$266.65K
The Allstate CorporationALL1.39K$350.4K
Watsco, Inc.WSO1.41K$547.9K
T-Mobile US, Inc.TMUS1.43K$263.43K
The Hartford Insurance Group, Inc.HIG1.51K$211.28K
UnitedHealth Group IncorporatedUNH1.52K$649.14K
nVent Electric plcNVT1.52K$233.29K
Eaton Corporation plcETN1.54K$609.74K
Paycom Software, Inc.PAYC1.54K$222.14K
NXP Semiconductors N.V.NXPI1.55K$422.29K
TE Connectivity plcTEL1.55K$307.25K
Cullen/Frost Bankers, Inc.CFR1.55K$244.59K
Agnico Eagle Mines LimitedAEM1.56K$235.12K
Jack Henry & Associates, Inc.JKHY1.61K$236.5K
Meta Platforms, Inc.META1.61K$994.16K