Instuitional Investor - Phoenix Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Phoenix Wealth Advisors |
| Portfolio Value | $230,562,752 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 778,719 | $39,224,074 | 17.01% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 182,397 | $9,249,341 | 4.01% | |
| 3. | MSFT | 19,950 | $8,408,925 | 3.64% | |
| 4. | AAPL | 32,938 | $8,248,373 | 3.57% | |
| 5. | Ishares Tr | 249,084 | $8,040,432 | 3.48% |
