Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- Latest filing
- Jul 31, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 12, 2021. Long positions only.
- Positions
- 359
- No 13F data for Q4 2020
- Portfolio value
- $128.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 440 | $96.0K | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 1,525 | $96.0K | 0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 1,220 | $96.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 918 | $97.0K | 0.1% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 325 | $99.0K | 0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 556 | $99.0K | 0.1% | – | – | History |
| ProShares Tr74347B169 | ONLINE RTL ETF | 1,245 | $99.0K | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 462 | $102.0K | 0.1% | – | – | History |
| FFord Motor Co | Stock | 8,612 | $105.0K | 0.1% | – | – | History |
| RVTYRevvity, Inc. | COM | 806 | $105.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 1,968 | $108.0K | 0.1% | – | – | History |
| CGENCompugen Ltd | ORD | 12,353 | $108.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 491 | $110.0K | 0.1% | – | – | – |
| CMECME Group Inc. | COM | 543 | $112.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 593 | $114.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 2,220 | $117.0K | 0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,146 | $119.0K | 0.1% | – | – | – |
| CMICummins Inc | Stock | 471 | $121.0K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 631 | $121.0K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 415 | $124.0K | 0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,014 | $127.0K | 0.1% | – | – | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,100 | $127.0K | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 1,714 | $134.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 1,398 | $135.0K | 0.1% | – | – | History |
| NTRSNorthern Trust Corp | COM | 1,285 | $136.0K | 0.1% | – | – | History |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 1,788 | $137.0K | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,215 | $138.0K | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 604 | $145.0K | 0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 450 | $148.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 69 | $148.0K | 0.1% | – | – | History |
| NUENucor Corp | COM | 1,895 | $151.0K | 0.1% | – | – | History |
| LAMRLamar Advertising Co | REIT | 1,617 | $154.0K | 0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 1,025 | $156.0K | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 600 | $163.0K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 2,852 | $168.0K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 654 | $171.0K | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,320 | $174.0K | 0.1% | – | – | – |
| EVRGEvergy, Inc. | Stock | 2,968 | $178.0K | 0.1% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 904 | $179.0K | 0.1% | – | – | History |
| Discovery Inc25470F302 | COM SER C | 4,879 | $181.0K | 0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,425 | $182.0K | 0.1% | – | – | – |
| NSTGNS Wind Down Co., Inc. | COM | 2,683 | $183.0K | 0.1% | – | – | History |
| Barrick Gold Corp067901108 | COM | 9,236 | $188.0K | 0.1% | – | – | – |
| EBAYeBay Inc | COM | 3,031 | $191.0K | 0.1% | – | – | History |
| MCRBSeres Therapeutics, Inc. | COM | 9,387 | $192.0K | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 1,523 | $202.0K | 0.2% | – | – | History |
| CORCencora, Inc. | Stock | 1,747 | $204.0K | 0.2% | – | – | History |
| RYRoyal Bank of Canada | Stock | 2,262 | $209.0K | 0.2% | – | – | History |
| SSYSStratasys Ltd. | SHS | 8,506 | $215.0K | 0.2% | – | – | History |
| EXCExelon Corp | Stock | 4,952 | $217.0K | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 12,920 | $218.0K | 0.2% | – | – | History |
| FTVFortive Corp | Stock | 3,090 | $219.0K | 0.2% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,290 | $222.0K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,700 | $226.0K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 1,904 | $226.0K | 0.2% | – | – | History |
| VLOValero Energy Corp | Stock | 3,011 | $227.0K | 0.2% | – | – | History |
| BABoeing Co | Stock | 899 | $227.0K | 0.2% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 1,241 | $235.0K | 0.2% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 2,414 | $248.0K | 0.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 6,362 | $252.0K | 0.2% | – | – | History |
| BXBlackstone Inc. | COM | 3,395 | $255.0K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 710 | $258.0K | 0.2% | – | – | History |
| ADSKAutodesk, Inc. | COM | 919 | $261.0K | 0.2% | – | – | History |
| KMBKimberly Clark Corp | Stock | 1,950 | $267.0K | 0.2% | – | – | History |
| SYYSysco Corp | Stock | 3,456 | $270.0K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,967 | $271.0K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,208 | $272.0K | 0.2% | – | – | History |
| CAGConagra Brands Inc. | Stock | 7,285 | $272.0K | 0.2% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,349 | $275.0K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 970 | $276.0K | 0.2% | – | – | History |
| SNASnap-on Inc | COM | 1,189 | $276.0K | 0.2% | – | – | History |
| MTLSMaterialise NV | SPONSORED ADS | 7,825 | $281.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,525 | $282.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,597 | $282.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 2,423 | $286.0K | 0.2% | – | – | History |
| SYKStryker Corp | Stock | 1,202 | $292.0K | 0.2% | – | – | History |
| ALLAllstate Corp | Stock | 2,570 | $298.0K | 0.2% | – | – | History |
| IAUiShares Gold Trust | ISHARES | 18,237 | $300.0K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,037 | $302.0K | 0.2% | – | – | – |
| BLKBlackRock, Inc. | COM | 405 | $311.0K | 0.2% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 1,021 | $320.0K | 0.2% | – | – | History |
| GNTXGentex Corp | COM | 9,301 | $335.0K | 0.3% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 5,869 | $338.0K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 159 | $339.0K | 0.3% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 1,960 | $341.0K | 0.3% | – | – | History |
| VCYTVeracyte, Inc. | COM | 6,640 | $350.0K | 0.3% | – | – | History |
| TREELendingTree, Inc. | COM | 1,612 | $355.0K | 0.3% | – | – | History |
| ECLEcolab Inc. | Stock | 1,643 | $356.0K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 113 | $357.0K | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 10,350 | $376.0K | 0.3% | – | – | History |
| EDITEditas Medicine, Inc. | COM | 8,783 | $376.0K | 0.3% | – | – | History |
| CTXSCitrix Systems Inc | COM | 2,714 | $381.0K | 0.3% | – | – | History |
| ORCLOracle Corp | Stock | 5,392 | $387.0K | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 2,692 | $389.0K | 0.3% | – | – | History |
| VVisa Inc. | Stock | 1,836 | $398.0K | 0.3% | – | – | History |
| PDPagerDuty, Inc. | COM | 9,693 | $399.0K | 0.3% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 4,731 | $405.0K | 0.3% | – | – | History |
| TWOU2U, LLC | COM | 10,080 | $408.0K | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,152 | $409.0K | 0.3% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 1,408 | $412.0K | 0.3% | – | – | History |