Phillips Wealth Planners LLC

Q4 2023 13F Detailed Holdings

Location: Starkville, MS
Holdings as of: 12/31/2023
Value ($000): $83,034
Num holdings: 155
Date filed: 2/12/2024
Form type: 13F-HR
Prev filing: 10/30/2023
Next filing: 4/29/2024
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

Compare Q4 2023 to

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	Franklin Templeton Private Portfoli
12	Freedom UMA
13	Neuberger Berman LLC (FI)
14	Parnassus Investments (MD)
15	Russell Investments
16	Tandem Investment Advisors, Inc.
17	WestEnd Advisors (MD)