Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 1.65K | $356.74K |
 Accenture plc | ACN | 1.64K | $232.97K |
 Morgan Stanley | MS | 1.62K | $360.59K |
 Atmos Energy Corporation | ATO | 1.62K | $287.32K |
 Meta Platforms, Inc. | META | 1.61K | $994.16K |
 Jack Henry & Associates, Inc. | JKHY | 1.61K | $236.5K |
 Agnico Eagle Mines Limited | AEM | 1.56K | $235.12K |
 Cullen/Frost Bankers, Inc. | CFR | 1.55K | $244.59K |
 TE Connectivity plc | TEL | 1.55K | $307.25K |
 NXP Semiconductors N.V. | NXPI | 1.55K | $422.29K |
 Paycom Software, Inc. | PAYC | 1.54K | $222.14K |
 Eaton Corporation plc | ETN | 1.54K | $609.74K |
 nVent Electric plc | NVT | 1.52K | $233.29K |
 UnitedHealth Group Incorporated | UNH | 1.52K | $649.14K |
 The Hartford Insurance Group, Inc. | HIG | 1.51K | $211.28K |
 T-Mobile US, Inc. | TMUS | 1.43K | $263.43K |
 Watsco, Inc. | WSO | 1.41K | $547.9K |
 The Allstate Corporation | ALL | 1.39K | $350.4K |
 Verisk Analytics, Inc. | VRSK | 1.39K | $266.65K |
 Waste Management, Inc. | WM | 1.35K | $321.42K |