Holdings
Phoenix Wealth Advisors
As of Jun 30, 2026, Phoenix Wealth Advisors reported 80 positions worth US$108M. Largest: Apple Inc, Microsoft Corp. and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 31,247 | US$9.04M | +606 | Jun 30, 2026 |
| Microsoft Corp. | 19,482 | US$7.27M | −308 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,047 | US$5.03M | +1,000 | Jun 30, 2026 |
| Broadcom Inc. | 12,987 | US$4.91M | −352 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 13,655 | US$4.47M | −164 | Jun 30, 2026 |
| Johnson & Johnson | 17,090 | US$4.34M | +338 | Jun 30, 2026 |
| Walmart Inc. | 35,585 | US$4.03M | −442 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 14,355 | US$3.67M | −492 | Jun 30, 2026 |
| Analog Devices, Inc. | 9,228 | US$3.67M | −186 | Jun 30, 2026 |
| Abbvie Inc. | 12,783 | US$3.22M | −256 | Jun 30, 2026 |