Phoenix Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Chapel Hill, NC
CIK
0001842362
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 120 199,221 AAPL, DIVO, MSFT, BRK-B 13F-HR 7/17/2024 000184236224000003
Q1 2024 112 164,165 MSFT, DIVO, HDV, IUSG 13F-HR 4/26/2024 000184236224000002
Q4 2023 111 143,569 HDV, MSFT, DIVO, IUSG 13F-HR 1/30/2024 000184236224000001
Q3 2023 107 170,196 AGG, DIVO, HDV, MSFT 13F-HR 11/6/2023 000184236223000004
Q2 2023 105 171,793 AGG, DIVO, AAPL, MSFT 13F-HR 7/13/2023 000184236223000003
Q1 2023 102 161,559 AGG, DIVO, AAPL, MSFT 13F-HR 5/5/2023 000184236223000002
Q4 2022 108 166,289 AGG, VEA, DIVO, MSFT 13F-HR 2/6/2023 000184236223000001
Q3 2022 106 99,931 AAPL, MSFT, JNJ, HD 13F-HR 11/7/2022 000184236222000005
Q2 2022 109 101,430 AAPL, MSFT, JNJ, PEP 13F-HR 8/1/2022 000153679922000005
Q1 2022 91 96,741 AAPL, MSFT, JNJ, AVGO 13F-HR 5/2/2022 000184236222000004
Q4 2021 121 132,432 DIVO, MSFT, HD, ETN 13F-HR 2/10/2022 000184236222000001
Q3 2021 375 133,936 DIVO, MSFT, HD, JPM 13F-HR 11/15/2021 000184236221000004
Q2 2021 374 138,615 DIVO, MSFT, ETN, VZ 13F-HR 7/23/2021 000184236221000003
Q1 2021 359 128,568 MSFT, DIVO, ARKK, VZ 13F-HR 4/12/2021 000184236221000002
Q4 2020 343 131,654 IEF, DIVO, MSFT, ARKK 13F-HR 2/5/2021 000184236221000001