Chief Compliance Officer

0001951757-24-000411.txt : 20240429 0001951757-24-000411.hdr.sgml : 20240429 20240429140712 ACCESSION NUMBER: 0001951757-24-000411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Phillips Wealth Planners LLC CENTRAL INDEX KEY: 0001962628 ORGANIZATION NAME: IRS NUMBER: 881806680 STATE OF INCORPORATION: MS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23047 FILM NUMBER: 24889425 BUSINESS ADDRESS: STREET 1: 104 WEST LAMPKIN STREET CITY: STARKVILLE STATE: MS ZIP: 39759 BUSINESS PHONE: 662-324-2889 MAIL ADDRESS: STREET 1: 104 WEST LAMPKIN STREET CITY: STARKVILLE STATE: MS ZIP: 39759 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001962628 XXXXXXXX 03-31-2024 03-31-2024 Phillips Wealth Planners LLC

104 WEST LAMPKIN STREET STARKVILLE MS 39759

13F HOLDINGS REPORT 028-23047 N Lauren Black Chief Compliance Officer (662) 324-2889 Lauren Black Starkville MS 04-29-2024 14 174 86960912 false 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) INFORMATION TABLE 2 F_13F_Phillips_Q12024.xml ABBOTT LABS COM 002824100 820058 7509 SH DFND 1,6,7,11,13 7166 343 0 ABBVIE INC COM 00287Y109 1235792 7603 SH DFND 1,6,7,10,11,13 7441 162 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 780769 2487 SH DFND 1,6,7,11,13 2481 6 0 ADVANCED MICRO DEVICES INC COM 007903107 303218 1855 SH DFND 1,7,11 1725 130 0 AES CORP COM 00130H105 402237 25282 SH DFND 11 25070 212 0 AFLAC INC COM 001055102 510087 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