Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Diamondback Energy, Inc. | FANG | 1.99K | $359.5K |
 Welltower Inc. | WELL | 1.99K | $473.28K |
 STERIS plc | STE | 2.07K | $445K |
 The Southern Company | SO | 2.14K | $207.89K |
 McGrath RentCorp | MGRC | 2.14K | $242.95K |
 Sempra | SRE | 2.22K | $209.9K |
 IDACORP, Inc. | IDA | 2.34K | $355.29K |
 ConocoPhillips | COP | 2.37K | $257.44K |
 Royal Bank of Canada | RY | 2.38K | $498K |
 Raymond James Financial, Inc. | RJF | 2.42K | $405.8K |
 Emerson Electric Co. | EMR | 2.44K | $336.78K |
 Salesforce, Inc. | CRM | 2.45K | $415.15K |
 Republic Services, Inc. | RSG | 2.53K | $562.6K |
 National Grid plc | NGG | 2.67K | $221.65K |
 Air Products and Chemicals, Inc. | APD | 2.67K | $813.57K |
 Advanced Micro Devices, Inc. | AMD | 2.71K | $1.4M |
 Cal-Maine Foods, Inc. | CALM | 2.74K | $234.19K |
 Cisco Systems, Inc. | CSCO | 2.84K | $317.18K |
 PACCAR Inc | PCAR | 2.84K | $353.09K |
 Amgen Inc. | AMGN | 2.87K | $1.06M |