Phoenix Wealth Advisors as of March 31, 2022
Portfolio Holdings for Phoenix Wealth Advisors
Phoenix Wealth Advisors holds 91 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $5.6M | 33k | 171.83 | |
| Microsoft Corporation (MSFT) | 5.2 | $5.1M | 17k | 299.47 | |
| Johnson & Johnson (JNJ) | 3.7 | $3.5M | 20k | 182.23 | |
| Broadcom (AVGO) | 3.5 | $3.4M | 5.6k | 602.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $3.4M | 9.7k | 344.72 | |
| Paychex (PAYX) | 3.4 | $3.3M | 23k | 141.25 | |
| Procter & Gamble Company (PG) | 3.3 | $3.2M | 20k | 156.82 | |
| Eaton Corp SHS (ETN) | 3.2 | $3.1M | 21k | 144.84 | |
| Home Depot (HD) | 3.2 | $3.1M | 10k | 298.58 | |
| Verizon Communications (VZ) | 3.1 | $3.0M | 56k | 53.20 | |
| Chubb (CB) | 3.0 | $2.9M | 14k | 212.46 | |
| Fastenal Company (FAST) | 3.0 | $2.9M | 49k | 59.73 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $2.8M | 22k | 131.51 | |
| Nextera Energy (NEE) | 2.9 | $2.8M | 33k | 86.49 | |
| Union Pacific Corporation (UNP) | 2.9 | $2.8M | 12k | 242.91 | |
| Darden Restaurants (DRI) | 2.7 | $2.6M | 20k | 128.51 | |
| Packaging Corporation of America (PKG) | 2.3 | $2.2M | 15k | 152.44 | |
| United Parcel Service CL B (UPS) | 2.2 | $2.1M | 11k | 194.43 | |
| Fifth Third Ban (FITB) | 2.1 | $2.0M | 49k | 40.99 | |
| Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) | 1.9 | $1.8M | 35k | 52.19 | |
| Crown Castle Intl (CCI) | 1.6 | $1.6M | 8.1k | 197.62 | |
| Danaher Corporation (DHR) | 1.3 | $1.2M | 4.2k | 289.31 | |
| Wal-Mart Stores (WMT) | 1.2 | $1.2M | 7.7k | 155.03 | |
| Merck & Co (MRK) | 1.2 | $1.1M | 13k | 84.98 | |
| Teladoc (TDOC) | 1.1 | $1.1M | 16k | 67.70 | |
| Zoom Video Communications In Cl A (ZM) | 0.9 | $879k | 7.6k | 116.12 | |
| Amgen (AMGN) | 0.9 | $848k | 3.4k | 249.85 | |
| Block Cl A (SQ) | 0.9 | $848k | 6.6k | 128.84 | |
| Roku Com Cl A (ROKU) | 0.9 | $831k | 7.0k | 119.38 | |
| Honeywell International (HON) | 0.8 | $821k | 4.2k | 193.68 | |
| Spotify Technology S A SHS (SPOT) | 0.8 | $797k | 5.5k | 145.68 | |
| EXACT Sciences Corporation (EXAS) | 0.8 | $749k | 11k | 68.71 | |
| Unity Software (U) | 0.8 | $733k | 7.8k | 93.87 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $682k | 6.8k | 100.07 | |
| Cme (CME) | 0.7 | $682k | 2.8k | 243.40 | |
| Intel Corporation (INTC) | 0.7 | $666k | 14k | 47.52 | |
| Lululemon Athletica (LULU) | 0.6 | $601k | 1.6k | 371.68 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $579k | 12k | 47.77 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.6 | $572k | 9.0k | 63.44 | |
| Generac Holdings (GNRC) | 0.6 | $562k | 1.9k | 300.05 | |
| Intellia Therapeutics (NTLA) | 0.6 | $558k | 8.3k | 67.51 | |
| Arista Networks (ANET) | 0.6 | $550k | 4.2k | 132.08 | |
| Pfizer (PFE) | 0.6 | $542k | 10k | 52.86 | |
| Archer Daniels Midland Company (ADM) | 0.5 | $532k | 5.7k | 92.88 | |
| Motorola Solutions Com New (MSI) | 0.5 | $526k | 2.2k | 238.87 | |
| NVIDIA Corporation (NVDA) | 0.5 | $521k | 2.1k | 244.03 | |
| Air Products & Chemicals (APD) | 0.5 | $495k | 2.0k | 249.87 | |
| Zoetis Cl A (ZTS) | 0.5 | $494k | 2.6k | 191.40 | |
| American Express Company (AXP) | 0.5 | $491k | 2.7k | 183.62 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $482k | 3.6k | 132.67 | |
| Datadog Cl A Com (DDOG) | 0.5 | $475k | 3.5k | 137.16 | |
| Eli Lilly & Co. (LLY) | 0.5 | $469k | 1.5k | 305.74 | |
| Hubspot (HUBS) | 0.5 | $463k | 1.0k | 452.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $459k | 168.00 | 2732.14 | |
| Barrick Gold Corp (GOLD) | 0.5 | $451k | 18k | 24.63 | |
| Oracle Corporation (ORCL) | 0.5 | $440k | 5.4k | 82.20 | |
| Beam Therapeutics (BEAM) | 0.5 | $437k | 8.0k | 54.83 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $430k | 12k | 37.33 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $389k | 994.00 | 391.35 | |
| Amazon (AMZN) | 0.4 | $387k | 122.00 | 3172.13 | |
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $372k | 10k | 36.53 | |
| Allstate Corporation (ALL) | 0.4 | $354k | 2.5k | 138.99 | |
| L3harris Technologies (LHX) | 0.4 | $349k | 1.4k | 257.95 | |
| Dominion Resources (D) | 0.4 | $345k | 3.9k | 87.76 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $329k | 2.0k | 161.51 | |
| Chevron Corporation (CVX) | 0.3 | $320k | 1.9k | 164.95 | |
| Stryker Corporation (SYK) | 0.3 | $316k | 1.2k | 268.02 | |
| Valero Energy Corporation (VLO) | 0.3 | $305k | 3.0k | 103.32 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $305k | 1.2k | 264.76 | |
| BlackRock (BLK) | 0.3 | $303k | 406.00 | 746.31 | |
| McDonald's Corporation (MCD) | 0.3 | $300k | 1.2k | 251.05 | |
| T. Rowe Price (TROW) | 0.3 | $296k | 2.0k | 148.59 | |
| Ecolab (ECL) | 0.3 | $293k | 1.6k | 181.42 | |
| Walt Disney Company (DIS) | 0.3 | $288k | 2.2k | 132.72 | |
| SYSCO Corporation (SYY) | 0.3 | $283k | 3.4k | 83.06 | |
| Akamai Technologies (AKAM) | 0.3 | $279k | 2.3k | 119.43 | |
| Nucor Corporation (NUE) | 0.3 | $278k | 1.9k | 146.70 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $277k | 2.2k | 125.91 | |
| AmerisourceBergen (COR) | 0.3 | $272k | 1.7k | 158.23 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $263k | 743.00 | 353.97 | |
| ConAgra Foods (CAG) | 0.3 | $245k | 7.1k | 34.34 | |
| Rbc Cad (RY) | 0.3 | $243k | 2.2k | 109.36 | |
| Snap-on Incorporated (SNA) | 0.2 | $240k | 1.2k | 207.61 | |
| Automatic Data Processing (ADP) | 0.2 | $236k | 991.00 | 238.14 | |
| American Electric Power Company (AEP) | 0.2 | $234k | 2.2k | 104.70 | |
| Kinder Morgan (KMI) | 0.2 | $229k | 12k | 19.05 | |
| Abbott Laboratories (ABT) | 0.2 | $222k | 1.9k | 119.74 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $221k | 787.00 | 280.81 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $219k | 2.2k | 99.64 | |
| Evergy (EVRG) | 0.2 | $204k | 2.9k | 70.52 | |
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $41k | 11k | 3.76 |
