Instuitional Investor - Phoenix Wealth Advisors

Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
778,719 $39,224,074 17.01%
2.
J P Morgan Exchange Traded F
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%