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| Name: |
Phoenix Wealth Advisors |
| City: |
CHAPEL HILL |
| State: |
NC |
| Zip: |
27517 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOVT |
Ishares Barclays Us Treasur... |
30 |
New |
$0.00 |
$2,154,000 |
94,618 |
1.31% |
2,154,000 |
94,618 |
0.001 |
N/A |
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VZ |
Verizon Communications Inc |
33 |
New |
$39.74 |
$1,628,000 |
38,804 |
0.99% |
1,628,000 |
38,804 |
0.001 |
Telecom Services - Do... |
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BBY |
Best Buy Co Inc |
34 |
New |
$71.50 |
$1,559,000 |
19,003 |
0.95% |
1,559,000 |
19,003 |
0.007 |
Electronics Stores |
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RSP |
Guggenheim ETF Trust - Gugg... |
36 |
New |
$165.94 |
$1,337,000 |
7,895 |
0.81% |
1,337,000 |
7,895 |
0.003 |
Closed - End Fund - E... |
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TBLU |
Tortoise Water Fund |
49 |
New |
$0.00 |
$853,000 |
18,263 |
0.52% |
853,000 |
18,263 |
1.218 |
N/A |
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IWR |
iShares Tr Rssll MidCap Indx |
83 |
New |
$82.45 |
$373,000 |
4,435 |
0.23% |
373,000 |
4,435 |
0.001 |
Closed - End Fund - E... |
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LOW |
Lowes Companies Inc |
100 |
New |
$215.21 |
$264,000 |
1,036 |
0.16% |
264,000 |
1,036 |
0 |
Home Improvement Stores |
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ABT |
Abbott Laboratories |
110 |
New |
$103.95 |
$205,000 |
1,804 |
0.12% |
205,000 |
1,804 |
0 |
Drug Manufacturers - ... |
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QCOM |
QUALCOMM Inc |
111 |
New |
$210.36 |
$201,000 |
1,185 |
0.12% |
201,000 |
1,185 |
0 |
Communication Equipment |
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OIA |
Invesco Muni Income Opp Tr |
112 |
New |
$6.31 |
$80,000 |
12,284 |
0.05% |
80,000 |
12,284 |
0.026 |
Closed - End Fund - Debt |
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