Phillips Wealth Planners LLC

Q3 2023 13F Holdings

Location
Starkville, MS
Holdings as of
9/30/2023
Value ($000)
$73,865
Num holdings
146
Date filed
10/30/2023
Form type
13F-HR
Prev filing
7/26/2023
Next filing
2/12/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type