Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Johnson & Johnson | JNJ | 5.64K | $1.51M |
 AstraZeneca PLC | AZN | 5.61K | $1.08M |
 The PNC Financial Services Group, Inc. | PNC | 5.52K | $1.4M |
 Enbridge Inc. | ENB | 5.52K | $303.82K |
 International Flavors & Fragrances Inc. | IFF | 5.37K | $439.67K |
 Amrize Ltd | AMRZ | 5.37K | $273.34K |
 U.S. Bancorp | USB | 5.26K | $330.61K |
 CenterPoint Energy, Inc. | CNP | 5.19K | $230.99K |
 WEC Energy Group, Inc. | WEC | 5.1K | $600.17K |
 NVIDIA Corporation | NVDA | 4.9K | $965.55K |
 CMS Energy Corporation | CMS | 4.64K | $357.06K |
 Terreno Realty Corporation | TRNO | 4.63K | $318.75K |
 Alphabet Inc. | GOOGL | 4.59K | $1.69M |
 Texas Instruments Incorporated | TXN | 4.58K | $1.34M |
 McDonald's Corporation | MCD | 4.58K | $1.29M |
 Amphenol Corporation | APH | 4.53K | $717.87K |
 The Kroger Co. | KR | 4.43K | $259.39K |
 Restaurant Brands International Inc. | QSR | 4.42K | $327.04K |
 CME Group Inc. | CME | 4.38K | $1.05M |
 Shell plc | SHEL | 4.31K | $353.62K |