Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 2.14K | $207.89K |
 STERIS plc | STE | 2.07K | $445K |
 Welltower Inc. | WELL | 1.99K | $473.28K |
 Diamondback Energy, Inc. | FANG | 1.99K | $359.5K |
 DICK'S Sporting Goods, Inc. | DKS | 1.96K | $436.89K |
 Tesla, Inc. | TSLA | 1.95K | $785.65K |
 The Progressive Corporation | PGR | 1.92K | $450.52K |
 Mid-America Apartment Communities, Inc. | MAA | 1.85K | $262.31K |
 Prologis, Inc. | PLD | 1.85K | $265.1K |
 Corning Inc | GLW | 1.84K | $341.11K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.83K | $792.9K |
 QUALCOMM Incorporated | QCOM | 1.79K | $327.88K |
 Expeditors International of Washington, Inc. | EXPD | 1.78K | $295.68K |
 AptarGroup, Inc. | ATR | 1.76K | $224.99K |
 EOG Resources, Inc. | EOG | 1.74K | $234.23K |
 Chubb Limited | CB | 1.72K | $619.43K |
 Darden Restaurants, Inc. | DRI | 1.7K | $348.47K |
 Wintrust Financial Corporation | WTFC | 1.7K | $275.11K |
 American Express Company | AXP | 1.7K | $593.24K |
 Becton, Dickinson and Company | BDX | 1.67K | $261.18K |