Phillips Wealth Planners LLC

Q1 2024 13F holdings report

Signature - Title
Lauren Black - Chief Compliance Officer
Location
Starkville, Mississippi
Holdings as of
Mar 31, 2024
Value $
$86,960,912
Num holdings
174
Date filed
4/29/2024, 02:07 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q4 2023 - Feb 12, 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lauren Black Chief Compliance Officer Starkville, Mississippi 4/29/2024

Other Included Managers (14):

Num Name File Number
1 Active Index Advisors
2 Aligned Investors (MD)
3 Atlanta Capital Mgmt Co LLC (MD)
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 Portfoli
11 Freedom
12 Parnassus Investments (MD)
13 Tandem Investment Advisors, Inc.
14 WestEnd Advisors (MD)