Phillips Wealth Planners LLC

Q4 2022 13F Detailed Holdings

Location
Starkville, MS
Holdings as of
12/31/2022
Value ($000)
$57,270
Num holdings
105
Date filed
2/14/2023
Form type
13F-HR
Prev filing
Next filing
5/15/2023
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 Natixis
2 Aligned Investors
3 Atlanta Capital Mgmt Co LLC
4 Capital Wealth Planning, LLC
5 Davis Selected Advisors, LP
6 Dearborn Partners, LLC
7 Eagle Asset Management Inc
8 Edge Asset Management
9 Freedom
10 Parnassus Investments
11 Raymond James Research Portfolios
12 RiverFront Inv Group
13 Tandem Investment Advisors, Inc.
14 WestEnd Advisors