Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Phoenix Wealth Advisors
  City: CHAPEL HILL
  State: NC
  Zip: 27517
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,167,000
  Total Value Change : $20,597,000
  Securities Held Change : 1
   
All Securities Held : 112
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 39
  Unchanged Positions : 16
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 16     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 61 - $399.56 $581,000 1,112 0.35% 40,000 0 0.002    Personal Services
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 72 - $166.42 $440,000 2,415 0.27% 54,000 0 0    Drug Manufacturers - ...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 80 - $119.64 $376,000 3,231 0.23% 45,000 0 0    Integrated Oil & Gas
   (WINN)1 Year Chart         WINN Harbor Long Term Growers Etf 79 - $0.00 $376,000 16,030 0.23% 51,000 0 0.061    N/A
   (NUE)1 Year Chart         NUE Nucor Corp 81 - $172.12 $375,000 1,895 0.23% 43,000 0 0.001    Steel & Iron
   (IBM)1 Year Chart         IBM International Business Mach... 82 - $169.03 $375,000 1,965 0.23% 58,000 0 0    Diversified Computer ...
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 86 - $0.00 $350,000 9,560 0.21% 16,000 0 0.042    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 89 - $770.00 $339,000 436 0.21% 81,000 0 0    Drug Manufacturers - ...
   (MA)1 Year Chart         MA MasterCard Inc A 90 - $460.27 $337,000 700 0.21% 42,000 0 0    Business Services
   (MCD)1 Year Chart         MCD McDonalds Corp 92 - $272.38 $317,000 1,123 0.19% -17,000 0 0    Restaurants
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 96 - $302.82 $285,000 1,080 0.17% 81,000 0 0.001    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 97 - $28.64 $279,000 10,064 0.17% -20,000 0 0    Drug Manufacturers - ...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 98 - $134.29 $278,000 2,152 0.17% 15,000 0 0.001    Paper & Paper Products
   (CVX)1 Year Chart         CVX Chevron Corp 104 - $162.67 $261,000 1,653 0.16% 14,000 0 0    Integrated Oil & Gas
   (ADSK)1 Year Chart         ADSK Autodesk Inc 106 - $221.21 $239,000 919 0.15% 24,000 0 0    Technical & System So...
   (INTC)1 Year Chart         INTC Intel Corp 109 - $31.83 $214,000 4,853 0.13% -18,000 0 0    Semiconductor- Broad...
      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us