Phoenix Wealth Advisors

Phoenix Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Phoenix Wealth Advisors

Phoenix Wealth Advisors holds 108 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 21.6 $36M 371k 96.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.2 $19M 446k 41.97
Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.9 $6.5M 182k 35.86
Microsoft Corporation (MSFT) 2.6 $4.3M 18k 239.82
Ishares Tr Core S&p Us Gwt (IUSG) 2.2 $3.7M 45k 81.52
Johnson & Johnson (JNJ) 2.1 $3.5M 20k 176.65
Eaton Corp SHS (ETN) 2.1 $3.5M 22k 156.95
Home Depot (HD) 2.0 $3.3M 11k 315.86
Chubb (CB) 1.9 $3.1M 14k 220.60
Broadcom (AVGO) 1.9 $3.1M 5.6k 559.13
Darden Restaurants (DRI) 1.9 $3.1M 23k 138.33
Cisco Systems (CSCO) 1.9 $3.1M 65k 47.64
JPMorgan Chase & Co. (JPM) 1.8 $3.0M 23k 134.10
Pepsi (PEP) 1.8 $3.0M 17k 180.66
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 1.8 $3.0M 99k 29.75
Procter & Gamble Company (PG) 1.8 $2.9M 19k 151.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.9M 9.3k 308.90
Nextera Energy (NEE) 1.5 $2.5M 30k 83.60
Paychex (PAYX) 1.5 $2.4M 21k 115.56
Lockheed Martin Corporation (LMT) 1.4 $2.3M 4.8k 486.49
Apple (AAPL) 1.4 $2.3M 18k 129.93
Texas Instruments Incorporated (TXN) 1.3 $2.2M 13k 165.22
Fastenal Company (FAST) 1.3 $2.2M 46k 47.32
Merck & Co (MRK) 1.1 $1.9M 17k 110.95
Sun Communities (SUI) 1.1 $1.8M 12k 143.00
United Parcel Service CL B (UPS) 1.0 $1.7M 9.8k 173.84
Packaging Corporation of America (PKG) 1.0 $1.7M 13k 127.91
Marathon Petroleum Corp (MPC) 0.9 $1.5M 13k 116.39
Fifth Third Ban (FITB) 0.9 $1.5M 46k 32.81
Ishares Tr Msci Lw Crb Tg (CRBN) 0.9 $1.5M 11k 138.14
Wal-Mart Stores (WMT) 0.8 $1.4M 9.6k 141.79
Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) 0.8 $1.4M 31k 44.22
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.8 $1.3M 11k 121.77
Devon Energy Corporation (DVN) 0.7 $1.2M 20k 61.51
Danaher Corporation (DHR) 0.7 $1.2M 4.5k 265.42
Air Products & Chemicals (APD) 0.6 $1.0M 3.4k 308.26
Motorola Solutions Com New (MSI) 0.6 $957k 3.7k 257.71
Honeywell International (HON) 0.6 $942k 4.4k 214.30
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $852k 22k 38.89
Cme (CME) 0.5 $765k 4.6k 168.16
Comcast Corp Cl A (CMCSA) 0.5 $760k 22k 34.97
Amgen (AMGN) 0.4 $736k 2.8k 262.64
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $669k 6.8k 98.65
Archer Daniels Midland Company (ADM) 0.4 $623k 6.7k 92.85
Costco Wholesale Corporation (COST) 0.3 $538k 1.2k 456.50
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $521k 1.1k 469.07
Pfizer (PFE) 0.3 $516k 10k 51.24
Oracle Corporation (ORCL) 0.3 $488k 6.0k 81.74
Adobe Systems Incorporated (ADBE) 0.3 $455k 1.4k 336.53
American Express Company (AXP) 0.3 $444k 3.0k 147.75
Vanguard Index Fds Growth Etf (VUG) 0.3 $431k 2.0k 213.11
Valero Energy Corporation (VLO) 0.2 $407k 3.2k 126.86
Agilent Technologies Inc C ommon (A) 0.2 $394k 2.6k 149.65
Ishares Gold Tr Ishares New (IAU) 0.2 $394k 11k 34.59
Abbvie (ABBV) 0.2 $390k 2.4k 161.61
Palo Alto Networks (PANW) 0.2 $388k 2.8k 139.54
Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) 0.2 $387k 15k 26.14
General Mills (GIS) 0.2 $385k 4.6k 83.85
Lululemon Athletica (LULU) 0.2 $383k 1.2k 320.38
Arista Networks (ANET) 0.2 $371k 3.1k 121.35
Amphenol Corp Cl A (APH) 0.2 $368k 4.8k 76.14
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $364k 10k 36.04
Paypal Holdings (PYPL) 0.2 $350k 4.9k 71.22
Barrick Gold Corp (GOLD) 0.2 $349k 20k 17.18
Intel Corporation (INTC) 0.2 $344k 13k 26.43
Target Corporation (TGT) 0.2 $342k 2.3k 149.04
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $334k 2.2k 151.65
Stryker Corporation (SYK) 0.2 $328k 1.3k 244.49
Garmin SHS (GRMN) 0.2 $324k 3.5k 92.29
BlackRock 0.2 $323k 456.00 708.63
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $319k 6.4k 50.13
Tesla Motors (TSLA) 0.2 $318k 2.6k 123.18
EXACT Sciences Corporation (EXAS) 0.2 $318k 6.4k 49.51
4068594 Enphase Energy (ENPH) 0.2 $317k 1.2k 264.96
L3harris Technologies (LHX) 0.2 $311k 1.5k 208.21
ConAgra Foods (CAG) 0.2 $309k 8.0k 38.70
AmerisourceBergen (COR) 0.2 $307k 1.9k 165.71
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $304k 9.2k 32.96
McDonald's Corporation (MCD) 0.2 $299k 1.1k 263.53
Chevron Corporation (CVX) 0.2 $297k 1.7k 179.49
International Business Machines (IBM) 0.2 $295k 2.1k 140.89
Kimberly-Clark Corporation (KMB) 0.2 $292k 2.2k 135.75
Snap-on Incorporated (SNA) 0.2 $290k 1.3k 228.49
Zoetis Cl A (ZTS) 0.2 $279k 1.9k 146.55
Gentex Corporation (GNTX) 0.2 $278k 10k 27.27
Celsius Hldgs Com New (CELH) 0.2 $275k 2.6k 104.04
SYSCO Corporation (SYY) 0.2 $264k 3.5k 76.45
Amazon (AMZN) 0.2 $260k 3.1k 84.00
Ecolab (ECL) 0.2 $259k 1.8k 145.56
Crispr Therapeutics Namen Akt (CRSP) 0.2 $259k 6.4k 40.65
Nucor Corporation (NUE) 0.2 $250k 1.9k 131.81
Mastercard Incorporated Cl A (MA) 0.1 $243k 700.00 347.73
T. Rowe Price (TROW) 0.1 $243k 2.2k 109.06
Cytokinetics Com New (CYTK) 0.1 $242k 5.3k 45.82
NVIDIA Corporation (NVDA) 0.1 $241k 1.6k 146.14
Lauder Estee Cos Cl A (EL) 0.1 $239k 965.00 248.11
Zoom Video Communications In Cl A (ZM) 0.1 $235k 3.5k 67.74
Exelon Corporation (EXC) 0.1 $233k 5.4k 43.23
Fortive (FTV) 0.1 $225k 3.5k 64.25
Alphabet Cap Stk Cl A (GOOGL) 0.1 $222k 2.5k 88.23
C H Robinson Worldwide Com New (CHRW) 0.1 $222k 2.4k 91.56
Coinbase Global Com Cl A (COIN) 0.1 $218k 6.2k 35.39
Akamai Technologies (AKAM) 0.1 $217k 2.6k 84.30
Shopify Cl A (SHOP) 0.1 $212k 6.1k 34.71
Intellia Therapeutics (NTLA) 0.1 $212k 6.1k 34.89
Uipath Cl A (PATH) 0.1 $209k 17k 12.71
Shockwave Med 0.1 $204k 994.00 205.61
Abbott Laboratories (ABT) 0.1 $202k 1.8k 109.79