Phillips Wealth Planners LLC

Q3 2023 13F Detailed 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
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Active Index Advisors
2 Aligned Investors (MD)
3 American Funds Model Portfolios
4 Atlanta Capital Mgmt Co LLC (MD)
5 Capital Wealth Planning, LLC
6 Davis Selected Advisors, LP (MD)
7 Dearborn Partners, LLC (MD)
8 Eagle Asset Management Inc
9 Edge Asset Management (MD)
10 Federated Investment Counseling
11 Freedom UMA
12 Neuberger Berman LLC (FI)
13 Parnassus Investments (MD)
14 Russell Investments
15 Tandem Investment Advisors, Inc.
16 WestEnd Advisors (MD)