Phillips Wealth Planners LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Lauren Black - CHIEF COMPLIANCE OFFICER
Location
Starkville, MS
Holdings as of
31 Dec 2022
Value $
$56,681,339
Num holdings
105
Filing time
14 Feb 2023, 15:26:23 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, MSFT, AVGO, UNH, and XLK.
Next filing
Q1 2023 - 15 May 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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 14 Feb 2023

Other Included Managers (14):

Num Name Location File Number
1 NATIXIS Paris, France
2 Aligned Investors
3 Atlanta Capital Mgmt Co LLC
4 Capital Wealth Planning, LLC Naples, FL
5 Davis Selected Advisors, LP
6 DEARBORN PARTNERS LLC Chicago, IL
7 EAGLE ASSET MANAGEMENT INC St Petersburg, FL
8 Edge Asset Management
9 Freedom
10 Parnassus Investments
11 Raymond James Research Portfolios
12 RiverFront Inv Group
13 Tandem Investment Advisors, Inc. Charleston, SC
14 WestEnd Advisors