Phoenix Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Phoenix Wealth Advisors going back to Feb. 5, 2021
- Phoenix Wealth Advisors 2025 Q3 - filed Oct. 28, 2025 - new!
- Phoenix Wealth Advisors 2025 Q2 - filed Aug. 8, 2025
- Phoenix Wealth Advisors 2025 Q1 - filed May 14, 2025
- Phoenix Wealth Advisors 2024 Q4 - filed Jan. 17, 2025
- Phoenix Wealth Advisors 2024 Q3 - filed Nov. 8, 2024
- Phoenix Wealth Advisors 2024 Q2 - filed July 17, 2024
- Phoenix Wealth Advisors 2024 Q1 - filed April 26, 2024
- Phoenix Wealth Advisors 2023 Q4 - filed Jan. 30, 2024
- Phoenix Wealth Advisors 2023 Q3 - filed Nov. 6, 2023
- Phoenix Wealth Advisors 2023 Q2 - filed July 13, 2023
- Phoenix Wealth Advisors 2023 Q1 - filed May 5, 2023
- Phoenix Wealth Advisors 2022 Q4 - filed Feb. 6, 2023
- Phoenix Wealth Advisors 2022 Q3 - filed Nov. 7, 2022
- Phoenix Wealth Advisors 2022 Q2 - filed Aug. 1, 2022
- Phoenix Wealth Advisors 2022 Q1 - filed May 2, 2022
- Phoenix Wealth Advisors 2021 Q4 - filed Feb. 11, 2022
- Phoenix Wealth Advisors 2021 Q3 - filed Nov. 15, 2021
- Phoenix Wealth Advisors 2021 Q2 - filed July 23, 2021
- Phoenix Wealth Advisors 2021 Q1 - filed April 12, 2021
- Phoenix Wealth Advisors 2020 Q4 - filed Feb. 5, 2021