Phillips Wealth Planners LLC

Q1 2025 13F Detailed Holdings

Location
Starkville, MS
Holdings as of
3/31/2025
Value ($000)
$94,638
Num holdings
173
Date filed
4/23/2025
Form type
13F-HR
Prev filing
1/17/2025
Next filing
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 AllianceBernstein Investments
4 American Funds Model Portfolios
5 Capital Group (MD)
6 Capital Wealth Planning, LLC
7 Davis Selected Advisors, LP (MD)
8 Dearborn Partners, LLC (MD)
9 Eagle Asset Management Inc
10 Edge Asset Management (MD)
11 Federated Investment Counseling
12 Franklin Templeton Private Portfolio
13 Freedom Foundation
14 GQG Partners, LLC (MD)
15 Kayne Anderson Rudnick Inv Mgt (MD)
16 Neuberger Berman LLC (FI)
17 Parnassus Investments (MD)
18 River Road Asset Mgmt (MD)
19 Russell Investments
20 Shelton Capital Management
21 Tandem Investment Advisors, Inc.
22 WestEnd Advisors (MD)