Phoenix Wealth Advisors

Phoenix Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 121 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amplify Etf Tr Cwp Enhanced Div (DIVO) 4.9 $6.5M 171k 38.19
Microsoft Corporation (MSFT) 4.2 $5.5M 17k 336.35
Home Depot (HD) 3.3 $4.3M 10k 415.03
Eaton Corp SHS (ETN) 2.9 $3.8M 22k 172.80
Cisco Systems (CSCO) 2.8 $3.8M 60k 63.37
Procter & Gamble Company (PG) 2.6 $3.4M 21k 163.58
JPMorgan Chase & Co. (JPM) 2.6 $3.4M 21k 158.34
Apple (AAPL) 2.5 $3.4M 19k 177.59
Paychex (PAYX) 2.5 $3.3M 24k 136.49
Pepsi (PEP) 2.5 $3.3M 19k 173.69
Johnson & Johnson (JNJ) 2.4 $3.2M 19k 171.07
Fastenal Company (FAST) 2.4 $3.2M 49k 64.07
Fifth Third Ban (FITB) 2.3 $3.0M 70k 43.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $3.0M 10k 298.99
Verizon Communications (VZ) 2.2 $3.0M 57k 51.95
Darden Restaurants (DRI) 2.2 $3.0M 20k 150.64
Nextera Energy (NEE) 2.2 $3.0M 32k 93.36
Sun Communities (SUI) 2.2 $2.9M 14k 209.96
Texas Instruments Incorporated (TXN) 2.1 $2.8M 15k 188.50
United Parcel Service CL B (UPS) 2.1 $2.8M 13k 214.34
Tesla Motors (TSLA) 2.1 $2.7M 2.6k 1056.63
Garmin SHS (GRMN) 2.0 $2.6M 19k 136.16
Arbor Realty Trust (ABR) 1.6 $2.1M 114k 18.32
Packaging Corporation of America (PKG) 1.6 $2.1M 15k 136.17
Lockheed Martin Corporation (LMT) 1.5 $1.9M 5.5k 355.45
Crown Castle Intl (CCI) 1.3 $1.7M 8.3k 208.71
Union Pacific Corporation (UNP) 1.2 $1.6M 6.5k 251.88
Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) 1.2 $1.6M 29k 55.95
Danaher Corporation (DHR) 1.0 $1.3M 4.0k 329.09
Teladoc (TDOC) 0.9 $1.2M 14k 91.78
NVIDIA Corporation (NVDA) 0.9 $1.2M 4.2k 293.99
Roku Com Cl A (ROKU) 0.8 $1.1M 4.9k 228.28
Unity Software (U) 0.8 $1.1M 7.7k 143.01
Coinbase Global Com Cl A (COIN) 0.8 $1.0M 4.0k 252.41
Shopify Cl A (SHOP) 0.7 $979k 710.00 1378.87
Spotify Technology S A SHS (SPOT) 0.7 $964k 4.1k 234.09
Wal-Mart Stores (WMT) 0.7 $955k 6.6k 144.74
Adobe Systems Incorporated (ADBE) 0.6 $858k 1.5k 567.09
Honeywell International (HON) 0.6 $855k 4.1k 208.43
Ark Etf Tr Innovation Etf (ARKK) 0.6 $849k 9.0k 94.64
Merck & Co (MRK) 0.6 $842k 11k 76.68
Amgen (AMGN) 0.6 $817k 3.6k 225.07
Mastercard Incorporated Cl A (MA) 0.6 $813k 2.3k 359.26
Hubspot (HUBS) 0.6 $805k 1.2k 658.76
Applied Materials (AMAT) 0.6 $778k 4.9k 157.46
EXACT Sciences Corporation (EXAS) 0.6 $736k 9.5k 77.81
Lam Research Corporation (LRCX) 0.6 $731k 1.0k 718.78
Generac Holdings (GNRC) 0.5 $721k 2.0k 352.05
Intel Corporation (INTC) 0.5 $702k 14k 51.50
Align Technology (ALGN) 0.5 $697k 1.1k 657.55
Trimble Navigation (TRMB) 0.5 $679k 7.8k 87.14
Costco Wholesale Corporation (COST) 0.5 $663k 1.2k 568.12
IDEXX Laboratories (IDXX) 0.5 $641k 974.00 658.11
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $638k 6.3k 101.51
Pfizer (PFE) 0.5 $605k 10k 59.00
Paypal Holdings (PYPL) 0.4 $580k 3.1k 188.62
Block Cl A (SQ) 0.4 $570k 3.5k 161.43
Medtronic SHS (MDT) 0.4 $548k 5.3k 103.38
Target Corporation (TGT) 0.4 $541k 2.3k 231.49
Burlington Stores (BURL) 0.4 $518k 1.8k 291.67
Snap Cl A (SNAP) 0.4 $516k 11k 47.04
Intellia Therapeutics (NTLA) 0.4 $510k 4.3k 118.17
Crispr Therapeutics Namen Akt (CRSP) 0.4 $502k 6.6k 75.84
Cme (CME) 0.4 $498k 2.2k 228.55
Palantir Technologies Cl A (PLTR) 0.4 $490k 27k 18.20
Alphabet Cap Stk Cl A (GOOGL) 0.4 $487k 168.00 2898.81
Comcast Corp Cl A (CMCSA) 0.3 $463k 9.2k 50.29
Blackstone Group Inc Com Cl A (BX) 0.3 $439k 3.4k 129.31
Oracle Corporation (ORCL) 0.3 $437k 5.0k 87.23
Motorola Solutions Com New (MSI) 0.3 $433k 1.6k 271.47
Air Products & Chemicals (APD) 0.3 $430k 1.4k 304.10
Lauder Estee Cos Cl A (EL) 0.3 $426k 1.2k 369.79
Eli Lilly & Co. (LLY) 0.3 $424k 1.5k 276.40
Chubb (CB) 0.3 $410k 2.1k 193.12
Amazon (AMZN) 0.3 $403k 121.00 3330.58
American Express Company (AXP) 0.3 $402k 2.5k 163.61
Abbvie (ABBV) 0.3 $388k 2.9k 135.29
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $380k 922.00 412.15
Archer Daniels Midland Company (ADM) 0.3 $359k 5.3k 67.61
T. Rowe Price (TROW) 0.3 $354k 1.8k 196.89
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $350k 2.0k 171.82
Ecolab (ECL) 0.3 $349k 1.5k 234.86
BlackRock (BLK) 0.3 $344k 376.00 914.89
Walt Disney Company (DIS) 0.3 $336k 2.2k 154.84
McDonald's Corporation (MCD) 0.2 $320k 1.2k 267.78
General Mills (GIS) 0.2 $319k 4.7k 67.29
Abbott Laboratories (ABT) 0.2 $317k 2.3k 140.64
Kimberly-Clark Corporation (KMB) 0.2 $314k 2.2k 142.73
Dominion Resources (D) 0.2 $309k 3.9k 78.61
Wells Fargo & Company (WFC) 0.2 $305k 6.4k 47.94
Allstate Corporation (ALL) 0.2 $300k 2.5k 117.79
Gentex Corporation (GNTX) 0.2 $292k 8.4k 34.83
Stryker Corporation (SYK) 0.2 $289k 1.1k 267.35
Chevron Corporation (CVX) 0.2 $286k 2.4k 117.21
Ishares Gold Tr Ishares New (IAU) 0.2 $278k 8.0k 34.81
International Business Machines (IBM) 0.2 $266k 2.0k 133.67
L3harris Technologies (LHX) 0.2 $262k 1.2k 212.84
Autodesk (ADSK) 0.2 $258k 919.00 280.74
Exelon Corporation (EXC) 0.2 $258k 4.5k 57.85
Ishares Tr Core S&p500 Etf (IVV) 0.2 $256k 537.00 476.72
Iqvia Holdings (IQV) 0.2 $255k 904.00 282.08
Akamai Technologies (AKAM) 0.2 $254k 2.2k 116.94
Vanguard Index Fds Growth Etf (VUG) 0.2 $253k 787.00 321.47
Palo Alto Networks (PANW) 0.2 $251k 450.00 557.78
Nike CL B (NKE) 0.2 $249k 1.5k 166.67
SYSCO Corporation (SYY) 0.2 $247k 3.1k 78.56
Automatic Data Processing (ADP) 0.2 $244k 991.00 246.22
Rbc Cad (RY) 0.2 $236k 2.2k 106.21
Snap-on Incorporated (SNA) 0.2 $230k 1.1k 214.95
ConAgra Foods (CAG) 0.2 $226k 6.6k 34.21
Fortive (FTV) 0.2 $219k 2.9k 76.17
C H Robinson Worldwide Com New (CHRW) 0.2 $219k 2.0k 107.51
Nucor Corporation (NUE) 0.2 $216k 1.9k 113.98
Qualcomm (QCOM) 0.2 $214k 1.2k 182.59
AmerisourceBergen (COR) 0.2 $214k 1.6k 133.08
Valero Energy Corporation (VLO) 0.2 $205k 2.7k 75.23
Truist Financial Corp equities (TFC) 0.2 $205k 3.5k 58.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $201k 2.4k 82.89
Visa Com Cl A (V) 0.2 $200k 924.00 216.45
Kinder Morgan (KMI) 0.1 $191k 12k 15.89
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.0 $49k 11k 4.50