Phoenix Wealth Advisors

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Chapel Hill, NC
CIK
0001842362
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 102 161,559 13F-HR 5/5/2023 000184236223000002 Phoenix Wealth Advisors
Q4 2022 108 166,289 13F-HR 2/6/2023 000184236223000001 Phoenix Wealth Advisors
Q3 2022 106 99,931 13F-HR 11/7/2022 000184236222000005 Phoenix Wealth Advisors
Q2 2022 109 101,430 13F-HR 8/1/2022 000153679922000005 Phoenix Wealth Advisors
Q1 2022 91 96,741 13F-HR 5/2/2022 000184236222000004 Phoenix Wealth Advisors
Q4 2021 121 132,432 13F-HR 2/10/2022 000184236222000001 Phoenix Wealth Advisors
Q3 2021 375 133,936 13F-HR 11/15/2021 000184236221000004 Phoenix Wealth Advisors
Q2 2021 374 138,615 13F-HR 7/23/2021 000184236221000003 Phoenix Wealth Advisors
Q1 2021 359 128,568 13F-HR 4/12/2021 000184236221000002 Phoenix Wealth Advisors
Q4 2020 343 131,654 13F-HR 2/5/2021 000184236221000001 Phoenix Wealth Advisors