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⚲
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| Phillips Wealth Planners LLC
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|
|
|---|---|
| CRD # | 319226 |
| SEC # | 801-126127 |
| CIK # | 0001962628 |
| AUM | $262.0 MM (2024-06-18) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 662-324-2889 |
| Address | 104 West Lampkin Street Starkville, MS 39759 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.9 | |
| AVGO | 201,282.9 | 1.9 | |
| WMB | 38,659.7 | 1.6 | |
| JPM | 340,169.2 | 1.5 | |
| ORCL | 182,760.6 | 1.4 | |
| HD | 277,648.0 | 1.3 | |
| UNH | 477,004.0 | 1.3 | |
| AAPL | 2,382,844.0 | 1.3 | |
| ABBV | 269,466.6 | 1.2 | |
| PNC | 66,069.5 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 61.1 |
| (b) Individuals (high net worth individuals) | 91 | 190.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 10.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,735 | 262.0 |
| By Discretionary | ||
| Discretionary | 1,735 | 262.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,735 | 262.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 261.1 | |
| Total | 1,735 | 262.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001962628] |
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|---|---|---|
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