Stock Taper

PHILLIPS WEALTH PLANNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Atmos Energy CorporationATO1.62K$287.32K
Morgan StanleyMS1.62K$360.59K
Accenture plcACN1.64K$232.97K
KLA CorporationKLAC1.65K$356.74K
Becton, Dickinson and CompanyBDX1.67K$261.18K
American Express CompanyAXP1.7K$593.24K
Wintrust Financial CorporationWTFC1.7K$275.11K
Darden Restaurants, Inc.DRI1.7K$348.47K
Chubb LimitedCB1.72K$619.43K
EOG Resources, Inc.EOG1.74K$234.23K
AptarGroup, Inc.ATR1.76K$224.99K
Expeditors International of Washington, Inc.EXPD1.78K$295.68K
QUALCOMM IncorporatedQCOM1.79K$327.88K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.83K$792.9K
Corning IncGLW1.84K$341.11K
Prologis, Inc.PLD1.85K$265.1K
Mid-America Apartment Communities, Inc.MAA1.85K$262.31K
The Progressive CorporationPGR1.92K$450.52K
Tesla, Inc.TSLA1.95K$785.65K
DICK'S Sporting Goods, Inc.DKS1.96K$436.89K