Phoenix Wealth Advisors

Phoenix Wealth Advisors as of March 31, 2023

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 102 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 28.3 $46M 458k 99.64
Amplify Etf Tr Cwp Enhanced Div (DIVO) 4.1 $6.6M 187k 35.47
Apple (AAPL) 3.3 $5.4M 33k 164.90
Microsoft Corporation (MSFT) 3.2 $5.2M 18k 288.30
Ishares Tr Core High Dv Etf (HDV) 3.1 $5.1M 50k 101.66
Ishares Tr Core S&p Us Gwt (IUSG) 2.6 $4.3M 48k 88.77
Eaton Corp SHS (ETN) 2.3 $3.6M 21k 171.34
Cisco Systems (CSCO) 2.1 $3.4M 66k 52.27
Johnson & Johnson (JNJ) 2.0 $3.2M 21k 155.00
Darden Restaurants (DRI) 2.0 $3.2M 21k 155.16
Home Depot (HD) 1.9 $3.1M 11k 295.12
Motorola Solutions Com New (MSI) 1.8 $3.0M 10k 286.13
Broadcom (AVGO) 1.8 $2.9M 4.5k 641.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.9M 9.3k 308.77
JPMorgan Chase & Co. (JPM) 1.7 $2.8M 22k 130.31
Chubb (CB) 1.7 $2.8M 14k 194.18
Marathon Petroleum Corp (MPC) 1.7 $2.7M 20k 134.83
Air Products & Chemicals (APD) 1.6 $2.5M 8.8k 287.21
Medtronic SHS (MDT) 1.5 $2.5M 31k 80.62
Texas Instruments Incorporated (TXN) 1.5 $2.4M 13k 186.01
Union Pacific Corporation (UNP) 1.5 $2.4M 12k 201.26
Fastenal Company (FAST) 1.5 $2.4M 44k 53.94
Lockheed Martin Corporation (LMT) 1.4 $2.2M 4.7k 472.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.2M 48k 45.17
United Parcel Service CL B (UPS) 1.2 $1.9M 9.7k 193.99
Merck & Co (MRK) 1.0 $1.6M 15k 106.39
Wal-Mart Stores (WMT) 0.9 $1.5M 10k 147.45
Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) 0.9 $1.5M 32k 47.59
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.9 $1.4M 11k 120.50
Pepsi (PEP) 0.8 $1.3M 7.1k 182.31
Danaher Corporation (DHR) 0.7 $1.2M 4.6k 252.04
Devon Energy Corporation (DVN) 0.7 $1.1M 22k 50.61
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $1.0M 25k 40.72
Procter & Gamble Company (PG) 0.6 $987k 6.6k 148.69
Comcast Corp Cl A (CMCSA) 0.5 $883k 23k 37.91
Cme (CME) 0.5 $843k 4.4k 191.52
Honeywell International (HON) 0.5 $838k 4.4k 191.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $713k 7.2k 99.25
Amgen (AMGN) 0.4 $662k 2.7k 241.75
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $602k 1.1k 545.67
Tesla Motors (TSLA) 0.4 $596k 2.9k 207.46
Costco Wholesale Corporation (COST) 0.4 $595k 1.2k 496.87
Archer Daniels Midland Company (ADM) 0.3 $552k 6.9k 79.66
Oracle Corporation (ORCL) 0.3 $547k 5.9k 92.92
Palo Alto Networks (PANW) 0.3 $529k 2.6k 199.74
Adobe Systems Incorporated (ADBE) 0.3 $521k 1.4k 385.37
Vanguard Index Fds Growth Etf (VUG) 0.3 $505k 2.0k 249.44
Intel Corporation (INTC) 0.3 $488k 15k 32.67
Ishares Gold Tr Ishares New (IAU) 0.3 $464k 12k 37.37
Valero Energy Corporation (VLO) 0.3 $464k 3.3k 139.60
Paychex (PAYX) 0.3 $427k 3.7k 114.59
EXACT Sciences Corporation (EXAS) 0.3 $420k 6.2k 67.81
Coinbase Global Com Cl A (COIN) 0.3 $415k 6.1k 67.57
Pfizer (PFE) 0.3 $411k 10k 40.80
Barrick Gold Corp (GOLD) 0.3 $407k 22k 18.57
Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) 0.2 $397k 15k 26.80
General Mills (GIS) 0.2 $396k 4.6k 85.46
NVIDIA Corporation (NVDA) 0.2 $394k 1.4k 277.77
Paypal Holdings (PYPL) 0.2 $387k 5.1k 75.94
Abbvie (ABBV) 0.2 $385k 2.4k 159.37
Stryker Corporation (SYK) 0.2 $382k 1.3k 285.47
Amphenol Corp Cl A (APH) 0.2 $376k 4.6k 81.72
Garmin SHS (GRMN) 0.2 $359k 3.6k 100.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $359k 11k 34.13
Agilent Technologies Inc C ommon (A) 0.2 $343k 2.5k 138.34
American Express Company (AXP) 0.2 $336k 2.0k 164.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $335k 2.2k 152.26
Amazon (AMZN) 0.2 $333k 3.2k 103.29
ConAgra Foods (CAG) 0.2 $320k 8.5k 37.56
AmerisourceBergen (COR) 0.2 $318k 2.0k 160.11
McDonald's Corporation (MCD) 0.2 $317k 1.1k 279.61
Snap-on Incorporated (SNA) 0.2 $315k 1.3k 246.89
Zoetis Cl A (ZTS) 0.2 $312k 1.9k 166.44
L3harris Technologies (LHX) 0.2 $311k 1.6k 196.24
Ecolab (ECL) 0.2 $304k 1.8k 165.53
BlackRock (BLK) 0.2 $300k 448.00 669.12
Nucor Corporation (NUE) 0.2 $293k 1.9k 154.47
Gentex Corporation (GNTX) 0.2 $293k 10k 28.03
Kimberly-Clark Corporation (KMB) 0.2 $289k 2.2k 134.22
Shopify Cl A (SHOP) 0.2 $287k 6.0k 47.94
Uipath Cl A (PATH) 0.2 $284k 16k 17.56
Crispr Therapeutics Namen Akt (CRSP) 0.2 $283k 6.3k 45.23
International Business Machines (IBM) 0.2 $281k 2.1k 131.09
Alps Etf Tr Med Breakthgh (SBIO) 0.2 $273k 10k 27.18
Chevron Corporation (CVX) 0.2 $270k 1.7k 163.16
SYSCO Corporation (SYY) 0.2 $269k 3.5k 77.23
Alphabet Cap Stk Cl A (GOOGL) 0.2 $261k 2.5k 103.73
T. Rowe Price (TROW) 0.2 $258k 2.3k 112.90
Exelon Corporation (EXC) 0.2 $255k 6.1k 41.89
Mastercard Incorporated Cl A (MA) 0.2 $254k 700.00 363.41
Zoom Video Communications In Cl A (ZM) 0.2 $251k 3.4k 73.84
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $249k 6.4k 38.98
4068594 Enphase Energy (ENPH) 0.2 $247k 1.2k 210.28
C H Robinson Worldwide Com New (CHRW) 0.2 $247k 2.5k 99.37
Celsius Hldgs Com New (CELH) 0.2 $243k 2.6k 92.94
Fortive (FTV) 0.1 $239k 3.5k 68.17
Lauder Estee Cos Cl A (EL) 0.1 $238k 965.00 246.46
Intellia Therapeutics (NTLA) 0.1 $225k 6.0k 37.27
Boeing Company (BA) 0.1 $212k 998.00 212.43
Evergy (EVRG) 0.1 $210k 3.4k 61.12
Roku Com Cl A (ROKU) 0.1 $209k 3.2k 65.82
Akamai Technologies (AKAM) 0.1 $205k 2.6k 78.30