Stock Taper

PHILLIPS WEALTH PLANNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amkor Technology, Inc.AMKR4.22K$275.82K
Intercontinental Exchange, Inc.ICE4.12K$562.58K
PepsiCo, Inc.PEP4.04K$585.72K
ONEOK, Inc.OKE3.99K$362.14K
Northwestern Energy Group IncNWE3.95K$279.6K
Brown & Brown, Inc.BRO3.93K$272.3K
Oracle CorporationORCL3.85K$545.07K
The Home Depot, Inc.HD3.8K$1.31M
Paychex, Inc.PAYX3.75K$405.67K
DexCom, Inc.DXCM3.72K$273.39K
Realty Income CorporationO3.67K$234.66K
Freeport-McMoRan Inc.FCX3.52K$208.66K
Gilead Sciences, Inc.GILD3.45K$470.42K
East West Bancorp, Inc.EWBC3.42K$446.14K
Visa Inc.V3.31K$1.17M
AXIS Capital Holdings LimitedAXS3.28K$375.75K
Amazon.com, Inc.AMZN3.23K$794.27K
Union Pacific CorporationUNP3.19K$903.15K
RPM International Inc.RPM3.11K$336.75K
Carrier Global CorporationCARR3.11K$213.36K