Phoenix Wealth Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $1.10M | 0.4% |
| Alphabet Inc. | $1.06M | 0.4% |
| GLOBAL X FDS | $1.03M | 0.4% |
| CISCO SYSTEMS, INC. | $1.02M | 0.4% |
| AMERICAN EXPRESS CO | $1.00M | 0.4% |
| GLOBAL X FDS | $960.5K | 0.4% |
| GLOBAL X FDS | $945.8K | 0.4% |
| TORTOISE CAPITAL SERIES TRUS | $930.0K | 0.4% |
| AMGEN INC | $922.4K | 0.4% |
| DANAHER CORP /DE | $921.4K | 0.4% |
| PEPSICO INC | $918.7K | 0.4% |
| ISHARES GOLD TR | $866.9K | 0.3% |
| ORACLE CORP | $855.2K | 0.3% |
| PROCTER & GAMBLE Co | $849.1K | 0.3% |
| HONEYWELL INTERNATIONAL INC | $836.2K | 0.3% |
| NATIONAL FUEL GAS CO | $686.2K | 0.3% |
| Ulta Beauty, Inc. | $672.2K | 0.3% |
| Amazon.com Inc | $661.1K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $659.4K | 0.3% |
| Cencora Inc | $647.8K | 0.2% |
| BARRICK MNG CORP | $638.5K | 0.2% |
| Garmin Ltd | $617.5K | 0.2% |
| ELI LILLY & Co | $602.9K | 0.2% |
| Merck & Co., Inc. | $602.5K | 0.2% |
| Tesla Inc | $586.9K | 0.2% |
| DOMINION ENERGY, INC | $583.2K | 0.2% |
| ETFIS SER TR I | $582.4K | 0.2% |
| HARBOR ETF TRUST | $579.4K | 0.2% |
| LOCKHEED MARTIN CORP | $555.0K | 0.2% |
| Alphabet Inc. | $552.3K | 0.2% |
| TEXAS INSTRUMENTS INC | $544.8K | 0.2% |
| ALPS ETF TR | $494.6K | 0.2% |
| ECOLAB INC. | $477.0K | 0.2% |
| ADOBE INC. | $473.9K | 0.2% |
| Valero Energy Corp | $465.1K | 0.2% |
| STRYKER CORP | $461.8K | 0.2% |
| Snap-on Inc | $459.7K | 0.2% |
| BlackRock, Inc. | $450.6K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $448.9K | 0.2% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $432.4K | 0.2% |
| Philip Morris International Inc. | $429.8K | 0.2% |
| Palo Alto Networks Inc | $421.8K | 0.2% |
| ISHARES TR | $416.4K | 0.2% |
| ISHARES TR | $385.2K | 0.1% |
| PAYCHEX INC | $381.7K | 0.1% |
| CH Robinson Worldwide Inc | $378.1K | 0.1% |
| CATERPILLAR INC | $371.2K | 0.1% |
| CHEVRON CORP | $367.6K | 0.1% |
| ROYAL BK CDA | $361.5K | 0.1% |
| MCDONALD'S CORP | $353.6K | 0.1% |