Phillips Wealth Planners LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Amy Hart - Chief Compliance Officer
Location
Starkville, MS
Holdings as of
30 Jun 2025
Value $
$110,358,318
Num holdings
188
Filing time
11 Jul 2025, 09:20:47 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, MSFT, XLK, AVGO, and JPM.
Previous filing
Q1 2025 - 23 Apr 2025
Next filing
Q3 2025 - 07 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* 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
Amy Hart Chief Compliance Officer Starkville, Mississippi 11 Jul 2025

Other Included Managers (22):

Num Name Location 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 Naples, FL
7 Davis Selected Advisors, LP (MD)
8 Dearborn Partners, LLC (MD)
9 EAGLE ASSET MANAGEMENT INC St Petersburg, FL
10 Edge Asset Management (MD)
11 FEDERATED INVESTMENT COUNSELING Pittsburgh, PA
12 Franklin Templeton Private Portfoli
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 Denver, CO
21 Tandem Investment Advisors, Inc. Charleston, SC
22 WestEnd Advisors (MD)