Phillips Wealth Planners LLC

Q2 2025 13F Holdings

Location
Starkville, MS
Holdings as of
6/30/2025
Value ($000)
$110,358
Num holdings
188
Date filed
7/11/2025
Form type
13F-HR
Prev filing
4/23/2025
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