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Livermore
Livermore
ZHEN

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 1, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
109
+18 vs. Q1 2022
Portfolio value
$101.4M
+$4.69M (+4.8%) vs. Q1 2022
Filed
Aug 1, 2022
SEC
Holdings of Phoenix Wealth Advisors in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETNEaton Corp plcStock21,622$2.72M2.7%+206+1.0%AddedHistory
CBChubb LtdStock13,899$2.73M2.7%+141+1.0%AddedHistory
HDHome Depot, Inc.Stock10,452$2.87M2.8%+63+0.6%AddedHistory
VZVerizon Communications IncStock56,539$2.87M2.8%+877+1.6%AddedHistory
PGProcter & Gamble CoStock20,338$2.92M2.9%+35+0.2%AddedHistory
PEPPepsiCo IncStock18,244$3.04M3.0%+18,244NewHistory
JNJJohnson & JohnsonStock19,874$3.53M3.5%+404+2.1%AddedHistory
MSFTMicrosoft CorpStock17,286$4.44M4.4%+343+2.0%AddedHistory
AAPLApple Inc.Stock33,400$4.57M4.5%+694+2.1%AddedHistory

Sold out since Q1 2022 (11)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Phoenix Wealth Advisors sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
DRIDarden Restaurants IncCOM20,403$2.62M2.7%History
TDOCTeladoc Health, Inc.COM15,716$1.06M1.1%History
SPOTSpotify Technology S.A.Stock5,471$797.0K0.8%History
EXASExact Sciences CorpCOM10,901$749.0K0.8%History
UUnity Software Inc.COM7,809$733.0K0.8%History
BEAMBeam Therapeutics Inc.COM7,970$437.0K0.5%History
DDominion Energy, IncStock3,931$345.0K0.4%History
DISWalt Disney CoStock2,170$288.0K0.3%History
NUENucor CorpCOM1,895$278.0K0.3%History
RYRoyal Bank of CanadaStock2,222$243.0K0.3%History
EVRGEvergy, Inc.Stock2,893$204.0K0.2%History