Phillips Wealth Planners LLC

Q4 2024 13F Holdings

Location
Starkville, MS
Holdings as of
12/31/2024
Value ($000)
$100,139
Num holdings
176
Date filed
1/17/2025
Form type
13F-HR
Prev filing
10/28/2024
Next filing
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