Phoenix Wealth Advisors
Phoenix Wealth Advisors is a registered investment adviser based in Chapel Hill, North Carolina. The firm serves primarily individual and high net worth individual clients, as well as pension and profit sharing plans and select businesses. Founded in 2011, they employ 8 staff, most of whom are investment professionals or brokers. Phoenix Wealth Advisors positions itself as a trusted provider of wealth management and financial planning services in the region.
Investment Strategy
Phoenix Wealth Advisors primarily focuses on providing tailored investment advisory and wealth management services for individuals, high net worth individuals, pension and profit sharing plans, and select corporate clients. The firm utilizes diversified portfolio strategies, often holding a range of equities and funds across major sectors, with an emphasis on risk management and long-term growth. Their top holdings include large cap technology and blue chip stocks, reflecting a balanced approach between growth and stability.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 9.81% | $23.4M | 462,090 | $50.62 | $50.68 | +$387.6K |
V VEA | VANGUARD TAX-MANAGED FDS | 4.44% | $10.6M | 186,068 | $48.96 | $57.01 | +$2.8M |
I ISCF | ISHARES TR | 4.36% | $10.4M | 268,743 | $32.56 | $38.77 | +$1.7M |
M MSFT | MICROSOFT CORP | 4.06% | $9.7M | 19,510 | $266.73 | $497.41 | +$2.2M |
J JMST | J P MORGAN EXCHANGE TRADED F | 3.89% | $9.3M | 182,646 | $50.94 | $50.92 | +$115.2K |