Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 12 | Q3 2023 | 5.2% |
AMPLIFY ETF TR | 12 | Q3 2023 | 4.9% |
APPLE INC | 12 | Q3 2023 | 5.8% |
EATON CORP PLC | 12 | Q3 2023 | 3.2% |
JOHNSON & JOHNSON | 12 | Q3 2023 | 3.7% |
JPMORGAN CHASE & CO | 12 | Q3 2023 | 2.9% |
BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 3.5% |
HOME DEPOT INC | 12 | Q3 2023 | 3.3% |
PROCTER AND GAMBLE CO | 12 | Q3 2023 | 3.3% |
FASTENAL CO | 12 | Q3 2023 | 3.0% |
View Phoenix Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-06 |
13F-HR | 2023-07-13 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-11 |
View Phoenix Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.