Phillips Wealth Planners LLC

Q3 2024 13F Detailed Holdings

Location
Starkville, MS
Holdings as of
9/30/2024
Value ($000)
$104,400
Num holdings
194
Date filed
10/28/2024
Form type
13F-HR
Prev filing
8/2/2024
Next filing
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 Capital Wealth Planning, LLC
5 Davis Selected Advisors, LP (MD)
6 Dearborn Partners, LLC (MD)
7 Eagle Asset Management Inc
8 Edge Asset Management (MD)
9 Federated Investment Counseling
10 Franklin Templeton Private Portfolio
11 Freedom Foundation
12 Neuberger Berman LLC (FI)
13 Parnassus Investments (MD)
14 Russell Investments
15 Shelton Capital Management
16 Tandem Investment Advisors, Inc.
17 WestEnd Advisors (MD)