Phoenix Wealth Advisors Portfolio Holdings by Sector

Phoenix Wealth Advisors

$199 Million
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DIVO IUSG HDV VEA GOVT SPYV VOTE VTWV 29 stocks	$65,162 32.79% of portfolio	15	13	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17,712 8.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE ORCL PANW AKAM 5 stocks	$11,732 5.9% of portfolio	3	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK JNJ AMGN ABBV LLY PFE 6 stocks	$8,666 4.36% of portfolio	3	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$8,430 4.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$6,478 3.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TXN QCOM 4 stocks	$5,745 2.89% of portfolio	1	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA 2 stocks	$5,113 2.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$5,009 2.52% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$4,279 2.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE PEG D EXC 4 stocks	$4,022 2.02% of portfolio	4	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$3,922 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC VLO 2 stocks	$3,737 1.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3,361 1.69% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT SYK ABT 3 stocks	$3,153 1.59% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$2,999 1.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$2,874 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$2,743 1.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$2,680 1.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI MCD 2 stocks	$2,542 1.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$2,361 1.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$2,343 1.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBY ULTA 2 stocks	$2,056 1.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX NFG 3 stocks	$1,832 0.92% of portfolio	3	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$1,623 0.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$1,443 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$1,404 0.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP MA V PYPL 4 stocks	$1,379 0.69% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG SPOT 3 stocks	$1,371 0.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT LHX 2 stocks	$1,324 0.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,210 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$1,192 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$1,159 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK BX TROW OIA 4 stocks	$980 0.49% of portfolio	3	1	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN FTV 2 stocks	$819 0.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$751 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS CAG 2 stocks	$518 0.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$452 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$408 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$370 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$366 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$360 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD 1 stocks	$354 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$350 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GNTX 1 stocks	$343 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$342 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$299 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$248 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$237 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ADSK 1 stocks	$227 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$217 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALLO 1 stocks	$30 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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Phoenix Wealth Advisors Portfolio Holdings by Sector

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