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
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)