Phoenix-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
124
Total Value
229492861
Accession Number
0001842362-25-000003
Form Type
13F-HR
Manager Name
Phoenix-Wealth-Advisors
Data Enrichment
78% identified
97 identified27 unidentified

Holdings

124 positions • $229.5M total value
Manager:
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PRICE T ROWE GROUP INC
Shares:2.2K
Value:$202.0K
% of Portfolio:0.1% ($202.0K/$229.5M)
AKAMAI TECHNOLOGIES INC
Shares:2.5K
Value:$200.2K
% of Portfolio:0.1% ($200.2K/$229.5M)
Invesco Municipal Income Opportunities Trust
Shares:11.2K
Value:$67.6K
% of Portfolio:0.0% ($67.6K/$229.5M)
Allogene Therapeutics, Inc.
Shares:21.0K
Value:$30.7K
% of Portfolio:0.0% ($30.7K/$229.5M)