0001842362-24-000005.txt : 20241108
0001842362-24-000005.hdr.sgml : 20241108
20241108093138
ACCESSION NUMBER: 0001842362-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241108
DATE AS OF CHANGE: 20241108
EFFECTIVENESS DATE: 20241108
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Phoenix Wealth Advisors
CENTRAL INDEX KEY: 0001842362
ORGANIZATION NAME:
IRS NUMBER: 562130203
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20586
FILM NUMBER: 241438257
BUSINESS ADDRESS:
STREET 1: 100 EUROPA DRIVE
STREET 2: SUITE 390
CITY: CHAPEL HILL
STATE: NC
ZIP: 27517
BUSINESS PHONE: 919-929-4448
MAIL ADDRESS:
STREET 1: 100 EUROPA DRIVE
STREET 2: SUITE 390
CITY: CHAPEL HILL
STATE: NC
ZIP: 27517
13F-HR
1
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0001842362
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09-30-2024
09-30-2024
Phoenix Wealth Advisors
100 EUROPA DRIVE
SUITE 390
CHAPEL HILL
NC
27517
13F HOLDINGS REPORT
028-20586
000118412
801-60973
N
Malcolm Migel
Chief Compliance Officer
919-929-4448
Malcolm Migel
Chapel Hill
NC
11-08-2024
0
122
215411506
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INFORMATION TABLE
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pwa3q2413f.xml
EATON CORP PLC
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JOHNSON CTLS INTL PLC
SHS
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MEDTRONIC PLC
SHS
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CHUBB LIMITED
COM
H1467J104
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9379
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SOLE
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GARMIN LTD
SHS
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SPOTIFY TECHNOLOGY S A
SHS
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398012
1080
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ALPS ETF TR
MED BREAKTHGH
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ARK ETF TR
NEXT GNRTN INTER
00214Q401
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SOLE
0
0
10946
ABBOTT LABS
COM
002824100
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1865
SH
SOLE
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ABBVIE INC
COM
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1955
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SOLE
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ADOBE INC
COM
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SOLE
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AIR PRODS & CHEMS INC
COM
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9661
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AKAMAI TECHNOLOGIES INC
COM
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ALLOGENE THERAPEUTICS INC
COM
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13000
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ALPHABET INC
CAP STK CL C
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ALPHABET INC
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AMAZON COM INC
COM
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AMERICAN EXPRESS CO
COM
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AMGEN INC
COM
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AMPLIFY ETF TR
CWP ENHANCED DIV
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190698
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ANALOG DEVICES INC
COM
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APPLE INC
COM
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SOLE
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ARCHER DANIELS MIDLAND CO
COM
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AUTODESK INC
COM
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BARRICK GOLD CORP
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BEST BUY INC
COM
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BLACKROCK INC
COM
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COM
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CENCORA INC
COM
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2003
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C H ROBINSON WORLDWIDE INC
COM NEW
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CME GROUP INC
COM
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CHEVRON CORP NEW
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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COMCAST CORP NEW
CL A
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CONAGRA BRANDS INC
COM
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COSTCO WHSL CORP NEW
COM
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DANAHER CORPORATION
COM
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DARDEN RESTAURANTS INC
COM
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DEVON ENERGY CORP NEW
COM
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DOMINION ENERGY INC
COM
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EBAY INC.
COM
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ECOLAB INC
COM
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TRANSFRM 500 ETF
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EVERGY INC
COM
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EXELON CORP
COM
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EXXON MOBIL CORP
COM
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FASTENAL CO
COM
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FIDELITY NATL INFORMATION SV
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COM
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GENERAL MLS INC
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GENTEX CORP
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LONG TERM GROWER
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COM
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HONEYWELL INTL INC
COM
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COM
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COM
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PGIM ULTRA SH BD
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COM
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COM
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COM
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PFIZER INC
COM
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ENHAN SHRT MA AC
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COM
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PROCTER AND GAMBLE CO
COM
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QUALCOMM INC
COM
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PORTFOLIO EMG MK
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SNAP ON INC
COM
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SPROTT FDS TR
URANIUM MINERS E
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STRYKER CORPORATION
COM
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SYSCO CORP
COM
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COM
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COM
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COM
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UNION PAC CORP
COM
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COM
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VALERO ENERGY CORP
COM
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GROWTH ETF
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COM
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VISA INC
COM CL A
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COM
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