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PHILLIPS WEALTH PLANNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enterprise Products Partners L.P.EPD8.61K$323.89K
Abbott LaboratoriesABT8.4K$804.86K
Starbucks CorporationSBUX8.35K$864.63K
Chevron CorporationCVX8.28K$1.44M
Mondelez International, Inc.MDLZ7.72K$464.66K
AbbVie Inc.ABBV7.57K$1.93M
SanofiSNY7.55K$324.71K
Amcor plcAMCR7.44K$330.66K
Philip Morris International Inc.PM7.36K$1.38M
Smith & Nephew plcSNN7.3K$222.66K
JPMorgan Chase & Co.JPM7.25K$2.46M
NextEra Energy, Inc.NEE7.11K$629.11K
The Procter & Gamble CompanyPG6.89K$1.05M
Broadcom Inc.AVGO6.81K$2.52M
Merck & Co., Inc.MRK6.68K$861.43K
Truist Financial CorporationTFC6.59K$338.74K
Apple Inc.AAPL6.47K$2.01M
Aflac IncorporatedAFL6.44K$782.27K
Chipotle Mexican Grill, Inc.CMG6.14K$210.91K
FirstEnergy Corp.FE5.83K$282.21K