Skip to main content
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
SHOPShopify Inc.Stock7,380$231.0K0.2%+7,380NewHistory
AKAMAkamai Technologies IncCOM2,479$226.0K0.2%+143+6.1%AddedHistory
AEPAmerican Electric Power Co IncStock2,235$214.0K0.2%00.0%UnchangedHistory
BILLBILL Holdings, Inc.Stock1,946$214.0K0.2%+1,946NewHistory
ADPAutomatic Data Processing IncStock991$208.0K0.2%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,405$202.0K0.2%−632−31.0%Reduced–
KMIKinder Morgan, Inc.Stock12,020$201.0K0.2%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock1,842$200.0K0.2%−12−0.6%ReducedHistory
CMUMFS High Yield Municipal TrustSH BEN INT10,900$37.0K<0.1%00.0%UnchangedHistory

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