Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS WEALTH PLANNERS LLC | 04-29-2024 | 03-31-2024 | 174 | 86,960,912 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $512,383 | 3,059 | 0.00 | 0.00 | -68 | -2.17 | 03-31-2024 |
| AFLAC INC | COM | 52 | $510,087 | 6,342 | 0.00 | 0.00 | -29 | -0.46 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 53 | $500,949 | 10,380 | 0.00 | 0.00 | 3,465 | 50.11 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 54 | $496,705 | 3,217 | 0.00 | 0.00 | 556 | 20.89 | 03-31-2024 |
