# EDGAR Filing Document

**Accession Number:** 0001962628
**File Stem:** 0001962628-23-000001
**Filing Date:** 2023-2
**Character Count:** 14718
**Document Hash:** 781f6aeadf64a43fb1cdb5b12c358566
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001962628-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001962628-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Phillips Wealth Planners LLC
- **CENTRAL INDEX KEY:** 0001962628
- **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:** 23627903

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Phillips Wealth Planners LLC<br>**Address:** 104 WEST LAMPKIN STREET<br>STARKVILLE, MS 39759

**Form 13F File Number:** 028-23047

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** LAUREN BLACK<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** (662) 324-2889

**Signature, Place, and Date of Signing:**

LAUREN BLACK  STARKVILLE, MS  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 14

**Form 13F Information Table Entry Total:** 105

**Form 13F Information Table Value Total:** $57269604

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                              | Form 13F File Number   |
|:---|:---|:---|
|  | Natixis                           |  |
|  | Aligned Investors                 |  |
|  | Atlanta Capital Mgmt Co LLC       |  |
|  | Capital Wealth Planning LLC       |  |
|  | Davis Selected Advisors LP        |  |
|  | Dearborn Partners LLC             |  |
|  | Eagle Asset Management Inc        |  |
|  | Edge Asset Management             |  |
|  | Freedom                           |  |
|  | Parnassus Investments             |  |
|  | Raymond James Research Portfolios |  |
|  | RiverFront Inv Group              |  |
|  | Tandem Investment Advisors Inc.   |  |
|  | WestEnd Advisors                  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 458060 | 6260 | SH |  | DFND | 9 | 0 | 5635 | 625 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1026075 | 6000 | SH |  | DFND | 7914 | 0 | 5501 | 499 |
| COCA COLA CO | COM | 191216100 |  | 522493 | 8622 | SH |  | DFND | 791 | 0 | 8125 | 497 |
| CORNING INC | COM | 219350105 |  | 415303 | 11643 | SH |  | DFND | 9 | 0 | 11268 | 375 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 206622 | 1829 | SH |  | DFND | 916 | 0 | 1806 | 23 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 203153 | 870 | SH |  | DFND | 913126 | 0 | 842 | 28 |
| EASTGROUP PPTYS INC | COM | 277276101 |  | 271956 | 1608 | SH |  | DFND | 89 | 0 | 944 | 664 |
| EASTMAN CHEM CO | COM | 277432100 |  | 272699 | 3081 | SH |  | DFND | 79 | 0 | 2986 | 95 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 283636 | 10752 | SH |  | DFND | 9 | 0 | 10509 | 243 |
| EQUITRANS MIDSTREAM CORP | COM | 294600101 |  | 80179 | 11967 | SH |  | DFND | 9 | 0 | 11870 | 97 |
| FISERV INC | COM | 337738108 |  | 223701 | 1921 | SH |  | DFND | 9101113 | 0 | 1921 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 283821 | 3705 | SH |  | DFND | 94 | 0 | 3665 | 40 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 356319 | 4073 | SH |  | DFND | 91016 | 0 | 3935 | 138 |
| HOME DEPOT INC | COM | 437076102 |  | 1226825 | 3792 | SH |  | DFND | 791011146 | 0 | 3769 | 23 |
| HONEYWELL INTL INC | COM | 438516106 |  | 443346 | 2180 | SH |  | DFND | 791 | 0 | 2154 | 26 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 189082 | 12294 | SH |  | DFND | 91 | 0 | 12124 | 170 |
| IDACORP INC | COM | 451107106 |  | 311360 | 2995 | SH |  | DFND | 8910 | 0 | 2979 | 16 |
| INTERPUBLIC GROUP COS INC | COM | 460690100 |  | 277721 | 7398 | SH |  | DFND | 89 | 0 | 7346 | 52 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 758663 | 7685 | SH |  | DFND | 79 | 0 | 7685 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 371363 | 3821 | SH |  | DFND | 79 | 0 | 3821 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 755488 | 4642 | SH |  | DFND | 913146 | 0 | 4428 | 214 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 496331 | 3815 | SH |  | DFND | 96 | 0 | 3784 | 31 |
| LILLY ELI  CO | COM | 532457108 |  | 290481 | 829 | SH |  | DFND | 91 | 0 | 821 | 8 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 271350 | 563 | SH |  | DFND | 914 | 0 | 555 | 8 |
| M D C HLDGS INC | COM | 552676108 |  | 220590 | 5646 | SH |  | DFND | 89 | 0 | 5646 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1032589 | 3879 | SH |  | DFND | 79146 | 0 | 3842 | 37 |
| MICROSOFT CORP | COM | 594918104 |  | 1977380 | 7288 | SH |  | DFND | 79101112131456 | 0 | 7084 | 204 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 550306 | 8304 | SH |  | DFND | 791016 | 0 | 8172 | 132 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 267267 | 2688 | SH |  | DFND | 91 | 0 | 2597 | 91 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 340006 | 1252 | SH |  | DFND | 79 | 0 | 1252 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 745499 | 4631 | SH |  | DFND | 791 | 0 | 4573 | 58 |
| PEPSICO INC | COM | 713448108 |  | 592153 | 3331 | SH |  | DFND | 791 | 0 | 3274 | 57 |
| PFIZER INC | COM | 717081103 |  | 534171 | 12143 | SH |  | DFND | 91 | 0 | 12029 | 114 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 606911 | 5852 | SH |  | DFND | 91 | 0 | 5786 | 66 |
| PIONEER NAT RES CO | COM | 723787107 |  | 275919 | 1187 | SH |  | DFND | 911 | 0 | 910 | 277 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 791604 | 5651 | SH |  | DFND | 791014 | 0 | 5460 | 191 |
| PROGRESSIVE CORP | COM | 743315103 |  | 453219 | 3244 | SH |  | DFND | 912 | 0 | 3216 | 28 |
| QUALCOMM INC | COM | 747525103 |  | 469716 | 3590 | SH |  | DFND | 916 | 0 | 3509 | 81 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 294839 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 375599 | 2980 | SH |  | DFND | 910136 | 0 | 2980 | 0 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 254066 | 1700 | SH |  | DFND | 913 | 0 | 1692 | 8 |
| SNAP ON INC | COM | 833034101 |  | 228614 | 896 | SH |  | DFND | 8916 | 0 | 896 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 234494 | 3493 | SH |  | DFND | 91 | 0 | 2870 | 623 |
| SYSCO CORP | COM | 871829107 |  | 231170 | 2955 | SH |  | DFND | 910 | 0 | 2927 | 28 |
| TJX COS INC NEW | COM | 872540109 |  | 225005 | 2793 | SH |  | DFND | 91113 | 0 | 2793 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 814633 | 4610 | SH |  | DFND | 791015 | 0 | 4522 | 88 |
| US BANCORP DEL | COM NEW | 902973304 |  | 575972 | 11733 | SH |  | DFND | 95 | 0 | 11642 | 91 |
| UNION PAC CORP | COM | 907818108 |  | 438062 | 2126 | SH |  | DFND | 7916 | 0 | 2105 | 21 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1009964 | 5389 | SH |  | DFND | 79146 | 0 | 5168 | 221 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 327153 | 2945 | SH |  | DFND | 9136 | 0 | 2945 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1286844 | 23782 | SH |  | DFND | 914 | 0 | 23782 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 1123001 | 16299 | SH |  | DFND | 914 | 0 | 16299 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2901649 | 7649 | SH |  | DFND | 796 | 0 | 7649 | 0 |
| VICI PPTYS INC | COM | 925652109 |  | 362737 | 10505 | SH |  | DFND | 91 | 0 | 10346 | 159 |
| WATSCO INC | COM | 942622200 |  | 368339 | 1231 | SH |  | DFND | 96 | 0 | 1129 | 102 |
| WILLIAMS COS INC | COM | 969457100 |  | 1099512 | 34565 | SH |  | DFND | 79 | 0 | 34378 | 187 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 |  | 220832 | 4654 | SH |  | DFND | 89 | 0 | 4654 | 0 |
| BLACKROCK INC | COM | 09247X101 |  | 540156 | 733 | SH |  | DFND | 791316 | 0 | 724 | 9 |
| BLACKROCK MUNIYIELD FD INC | COM | 09253W104 |  | 109900 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| BLACKROCK MUNIHOLDINGS QUALI | COM | 09254C107 |  | 102500 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| BROADCOM INC | COM | 11135F101 |  | 1563512 | 2601 | SH |  | DFND | 791 | 0 | 2575 | 26 |
| CME GROUP INC | COM | 12572Q105 |  | 407092 | 2198 | SH |  | DFND | 7910 | 0 | 2189 | 9 |
| CABLE ONE INC | COM | 12685J105 |  | 255908 | 324 | SH |  | DFND | 89 | 0 | 324 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 731412 | 15282 | SH |  | DFND | 791 | 0 | 14679 | 603 |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 |  | 268482 | 4006 | SH |  | DFND | 9 | 0 | 4006 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 670706 | 17158 | SH |  | DFND | 9131 | 0 | 15977 | 1181 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 373760 | 738 | SH |  | DFND | 910136 | 0 | 738 | 0 |
| CROWN CASTLE INC | COM | 22822V101 |  | 1032859 | 7287 | SH |  | DFND | 791 | 0 | 7211 | 76 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 400760 | 4006 | SH |  | DFND | 7914 | 0 | 3506 | 500 |
| EOG RES INC | COM | 26875P101 |  | 324638 | 2436 | SH |  | DFND | 9126 | 0 | 2425 | 11 |
| EAST WEST BANCORP INC | COM | 27579R104 |  | 320247 | 4101 | SH |  | DFND | 89 | 0 | 4090 | 11 |
| EQUINIX INC | COM | 29444U700 |  | 311804 | 422 | SH |  | DFND | 916 | 0 | 420 | 2 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 633297 | 5376 | SH |  | DFND | 916 | 0 | 1503 | 3873 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 |  | 336886 | 7702 | SH |  | DFND | 892 | 0 | 7659 | 43 |
| GAMING  LEISURE PPTYS INC | COM | 36467J108 |  | 217916 | 4055 | SH |  | DFND | 9 | 0 | 4023 | 32 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 284003 | 2601 | SH |  | DFND | 9101113 | 0 | 2601 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 666517 | 9093 | SH |  | DFND | 796 | 0 | 9093 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 328063 | 4906 | SH |  | DFND | 79126 | 0 | 4906 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 294224 | 5888 | SH |  | DFND | 912 | 0 | 5888 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 981759 | 6886 | SH |  | DFND | 7911145 | 0 | 6796 | 90 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 208472 | 1133 | SH |  | DFND | 911 | 0 | 1133 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 389216 | 21165 | SH |  | DFND | 912 | 0 | 20161 | 1004 |
| M  T BK CORP | COM | 55261F104 |  | 204243 | 1266 | SH |  | DFND | 9 | 0 | 1253 | 13 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 397159 | 1071 | SH |  | DFND | 9101316 | 0 | 1071 | 0 |
| MEDICAL PPTYS TRUST INC | COM | 58463J304 |  | 262999 | 21382 | SH |  | DFND | 89 | 0 | 21382 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1123326 | 10254 | SH |  | DFND | 79146 | 0 | 10086 | 168 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 646097 | 8544 | SH |  | DFND | 791316 | 0 | 8432 | 112 |
| ORACLE CORP | COM | 68389X105 |  | 662811 | 7412 | SH |  | DFND | 9101 | 0 | 7293 | 119 |
| PREMIER INC | CL A | 74051N102 |  | 268102 | 8285 | SH |  | DFND | 9 | 0 | 8226 | 59 |
| PROLOGIS INC. | COM | 74340W103 |  | 415150 | 3211 | SH |  | DFND | 79121 | 0 | 3161 | 50 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 288569 | 699 | SH |  | DFND | 891 | 0 | 576 | 123 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1290078 | 9657 | SH |  | DFND | 914 | 0 | 9657 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 698074 | 9459 | SH |  | DFND | 914 | 0 | 9459 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 521159 | 3467 | SH |  | DFND | 914 | 0 | 3467 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1324705 | 9276 | SH |  | DFND | 914 | 0 | 9276 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 637944 | 11445 | SH |  | DFND | 914 | 0 | 11445 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 440941 | 6473 | SH |  | DFND | 914 | 0 | 6473 | 0 |
| TESLA INC | COM | 88160R101 |  | 367675 | 1889 | SH |  | DFND | 9 | 0 | 77 | 1812 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1018942 | 20752 | SH |  | DFND | 79 | 0 | 20474 | 278 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1404813 | 2836 | SH |  | DFND | 79111214 | 0 | 2795 | 41 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 937716 | 23257 | SH |  | DFND | 79146 | 0 | 23068 | 189 |
| VISA INC | COM CL A | 92826C839 |  | 610881 | 2669 | SH |  | DFND | 9111334 | 0 | 2669 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 310276 | 13461 | SH |  | DFND | 9 | 0 | 13374 | 87 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 241676 | 2597 | SH |  | DFND | 916 | 0 | 2207 | 390 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 216337 | 1416 | SH |  | DFND | 9101 | 0 | 1416 | 0 |

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