Phoenix Wealth Advisors

Phoenix Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 111 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core High Dv Etf (HDV) 5.0 $7.2M 70k 103.57
Microsoft Corporation (MSFT) 4.6 $6.6M 18k 370.87
Amplify Etf Tr Cwp Enhanced Div (DIVO) 4.6 $6.6M 179k 36.65
Ishares Tr Core S&p Us Gwt (IUSG) 4.5 $6.5M 64k 102.46
Apple (AAPL) 4.1 $5.9M 32k 185.64
Eaton Corp SHS (ETN) 3.1 $4.5M 19k 238.90
JPMorgan Chase & Co. (JPM) 2.6 $3.7M 22k 172.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $3.4M 9.3k 362.46
Home Depot (HD) 2.4 $3.4M 9.8k 345.08
Johnson & Johnson (JNJ) 2.3 $3.4M 21k 159.97
Cisco Systems (CSCO) 2.3 $3.3M 66k 50.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $3.2M 67k 47.37
Broadcom (AVGO) 2.2 $3.1M 2.9k 1085.38
Merck & Co (MRK) 2.2 $3.1M 28k 113.24
Motorola Solutions Com New (MSI) 2.1 $3.1M 9.9k 311.64
Marathon Petroleum Corp (MPC) 2.1 $3.0M 20k 152.36
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) 2.1 $3.0M 54k 55.21
Union Pacific Corporation (UNP) 2.0 $2.9M 12k 243.43
Chubb (CB) 2.0 $2.8M 12k 227.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.9 $2.8M 59k 46.93
Fastenal Company (FAST) 1.8 $2.5M 40k 63.55
Cme (CME) 1.7 $2.5M 12k 209.23
Wal-Mart Stores (WMT) 1.7 $2.4M 15k 159.29
Medtronic SHS (MDT) 1.7 $2.4M 29k 82.84
Darden Restaurants (DRI) 1.6 $2.3M 14k 162.28
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.5 $2.1M 43k 50.23
Texas Instruments Incorporated (TXN) 1.4 $2.0M 12k 169.26
Johnson Ctls Intl SHS (JCI) 1.4 $2.0M 35k 57.08
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.3 $1.9M 14k 135.96
Comcast Corp Cl A (CMCSA) 1.3 $1.9M 43k 43.67
Lockheed Martin Corporation (LMT) 1.3 $1.8M 4.0k 456.12
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.1 $1.5M 11k 137.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $1.5M 15k 99.81
Pepsi (PEP) 0.9 $1.2M 7.1k 172.91
Air Products & Chemicals (APD) 0.8 $1.2M 4.4k 273.47
Danaher Corporation (DHR) 0.7 $1.0M 4.3k 234.79
Procter & Gamble Company (PG) 0.7 $988k 6.6k 148.74
Honeywell International (HON) 0.6 $915k 4.4k 209.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $899k 26k 34.98
Devon Energy Corporation (DVN) 0.6 $856k 19k 45.84
Amgen (AMGN) 0.6 $814k 2.7k 297.39
Costco Wholesale Corporation (COST) 0.6 $800k 1.2k 650.65
Adobe Systems Incorporated (ADBE) 0.5 $784k 1.4k 580.07
Global X Fds Fintech Etf (FINX) 0.5 $752k 30k 24.81
Sprott Fds Tr Uranium Miners E (URNM) 0.5 $740k 16k 47.41
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $682k 16k 43.42
Tesla Motors (TSLA) 0.5 $671k 2.7k 248.42
NVIDIA Corporation (NVDA) 0.5 $666k 1.4k 481.68
Vanguard Index Fds Growth Etf (VUG) 0.4 $641k 2.1k 305.58
Global X Fds Cybrscurty Etf (BUG) 0.4 $550k 19k 28.54
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $541k 1.1k 486.61
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.4 $516k 7.1k 72.92
Amazon (AMZN) 0.4 $516k 3.4k 149.93
Archer Daniels Midland Company (ADM) 0.3 $495k 6.8k 72.76
Ishares Gold Tr Ishares New (IAU) 0.3 $466k 12k 38.94
National Fuel Gas (NFG) 0.3 $452k 8.9k 50.81
Dominion Resources (D) 0.3 $452k 9.3k 48.51
Oracle Corporation (ORCL) 0.3 $440k 4.2k 104.06
Celsius Hldgs Com New (CELH) 0.3 $439k 7.4k 59.03
Paychex (PAYX) 0.3 $438k 3.7k 117.87
Garmin SHS (GRMN) 0.3 $437k 3.5k 126.56
Barrick Gold Corp (GOLD) 0.3 $434k 24k 17.88
Valero Energy Corporation (VLO) 0.3 $418k 3.2k 130.66
EXACT Sciences Corporation (EXAS) 0.3 $415k 5.6k 73.77
AmerisourceBergen (COR) 0.3 $413k 2.0k 208.54
Ishares Tr Robotics Artif (IRBO) 0.3 $404k 12k 33.65
American Express Company (AXP) 0.3 $390k 2.1k 188.31
Global X Fds Data Ctr Reits (VPN) 0.3 $387k 27k 14.56
Abbvie (ABBV) 0.3 $386k 2.4k 159.82
Crispr Therapeutics Namen Akt (CRSP) 0.3 $385k 5.8k 66.06
Stryker Corporation (SYK) 0.3 $383k 1.3k 296.23
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $380k 14k 27.71
Snap-on Incorporated (SNA) 0.3 $379k 1.3k 288.74
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.3 $369k 7.0k 52.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $368k 2.7k 138.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $365k 2.2k 165.83
Ecolab (ECL) 0.3 $363k 1.8k 198.20
Alps Etf Tr Med Breakthgh (SBIO) 0.2 $359k 11k 32.80
Uipath Cl A (PATH) 0.2 $356k 15k 23.80
Palo Alto Networks (PANW) 0.2 $354k 1.2k 288.92
BlackRock (BLK) 0.2 $351k 438.00 800.30
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $334k 9.6k 34.97
McDonald's Corporation (MCD) 0.2 $334k 1.1k 297.04
Nucor Corporation (NUE) 0.2 $332k 1.9k 175.43
Exxon Mobil Corporation (XOM) 0.2 $331k 3.2k 102.36
L3harris Technologies (LHX) 0.2 $330k 1.6k 209.78
Gentex Corporation (GNTX) 0.2 $327k 10k 32.32
Harbor Etf Trust Long Term Grower (WINN) 0.2 $325k 16k 20.25
International Business Machines (IBM) 0.2 $317k 2.0k 161.50
Akamai Technologies (AKAM) 0.2 $302k 2.6k 116.88
General Mills (GIS) 0.2 $302k 4.5k 66.75
Pfizer (PFE) 0.2 $299k 10k 29.73
Mastercard Incorporated Cl A (MA) 0.2 $295k 700.00 421.89
Paypal Holdings (PYPL) 0.2 $283k 4.6k 61.46
Kimberly-Clark Corporation (KMB) 0.2 $263k 2.2k 122.36
Eli Lilly & Co. (LLY) 0.2 $258k 436.00 592.20
Fortive (FTV) 0.2 $255k 3.5k 72.27
SYSCO Corporation (SYY) 0.2 $252k 3.4k 74.42
Boeing Company (BA) 0.2 $249k 988.00 251.76
ConAgra Foods (CAG) 0.2 $248k 8.4k 29.53
Chevron Corporation (CVX) 0.2 $247k 1.7k 149.48
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $247k 2.5k 98.78
Alphabet Cap Stk Cl C (GOOG) 0.2 $246k 1.8k 139.56
T. Rowe Price (TROW) 0.2 $237k 2.2k 107.91
Intel Corporation (INTC) 0.2 $232k 4.9k 47.80
Exelon Corporation (EXC) 0.2 $219k 6.0k 36.47
Zoom Video Communications In Cl A (ZM) 0.2 $217k 3.1k 69.15
Autodesk (ADSK) 0.1 $215k 919.00 234.12
C H Robinson Worldwide Com New (CHRW) 0.1 $214k 2.5k 87.13
Visa Com Cl A (V) 0.1 $205k 791.00 258.87
Spotify Technology S A SHS (SPOT) 0.1 $204k 1.1k 188.80