Phoenix Wealth Advisors

Q1 2026 13F Holdings

Location
Chapel Hill, NC
Holdings as of
3/31/2026
Value ($000)
$253,174
Num holdings
126
Date filed
4/22/2026
Form type
13F-HR
Prev filing
1/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type