Phoenix Wealth Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Allogene Therapeutics, Inc. | $28.8K | 0.0% |
| INVESCO MUNI INCOME OPP TRST | $67.5K | 0.0% |
| Kyverna Therapeutics, Inc.KYTX | $115.6K | 0.0% |
| INNOVATOR ETFS TRUST | $201.1K | 0.1% |
| T Rowe Price Group Inc | $204.1K | 0.1% |
| Akamai Technologies Inc | $208.2K | 0.1% |
| GENTEX CORP | $216.0K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $216.9K | 0.1% |
| QUALCOMM INC/DE | $219.8K | 0.1% |
| ABBOTT LABORATORIES | $226.0K | 0.1% |
| Evergy, Inc. | $228.3K | 0.1% |
| Duke Energy Corp | $229.5K | 0.1% |
| SYSCO CORP | $235.1K | 0.1% |
| Exelon Corp | $251.6K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $259.5K | 0.1% |
| LOWES COMPANIES INC | $261.3K | 0.1% |
| Autodesk, Inc. | $272.0K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $286.9K | 0.1% |
| EBAY INC | $289.9K | 0.1% |
| Air Products & Chemicals, Inc. | $290.0K | 0.1% |
| FRANKLIN TEMPLETON ETF TR | $298.4K | 0.1% |
| Mastercard Inc | $300.9K | 0.1% |
| NUCOR CORP | $309.1K | 0.1% |
| INNOVATOR ETFS TRUST | $320.4K | 0.1% |
| VANGUARD INDEX FDS | $332.2K | 0.1% |
| Visa Inc | $333.4K | 0.1% |
| Archer-Daniels-Midland Co | $353.2K | 0.1% |
| MCDONALD'S CORP | $353.6K | 0.1% |
| ROYAL BK CDA | $361.5K | 0.1% |
| CHEVRON CORP | $367.6K | 0.1% |
| CATERPILLAR INC | $371.2K | 0.1% |
| CH Robinson Worldwide Inc | $378.1K | 0.1% |
| PAYCHEX INC | $381.7K | 0.1% |
| ISHARES TR | $385.2K | 0.1% |
| ISHARES TR | $416.4K | 0.2% |
| Palo Alto Networks Inc | $421.8K | 0.2% |
| Philip Morris International Inc. | $429.8K | 0.2% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $432.4K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $448.9K | 0.2% |
| BlackRock, Inc. | $450.6K | 0.2% |
| Snap-on Inc | $459.7K | 0.2% |
| STRYKER CORP | $461.8K | 0.2% |
| Valero Energy Corp | $465.1K | 0.2% |
| ADOBE INC. | $473.9K | 0.2% |
| ECOLAB INC. | $477.0K | 0.2% |
| ALPS ETF TR | $494.6K | 0.2% |
| TEXAS INSTRUMENTS INC | $544.8K | 0.2% |
| Alphabet Inc. | $552.3K | 0.2% |
| LOCKHEED MARTIN CORP | $555.0K | 0.2% |
| HARBOR ETF TRUST | $579.4K | 0.2% |