Phoenix Wealth Advisors

Business address
100 Europa Drive, Suite 390, Chapel Hill, NC, 27517
Top securities (13F)
JPST, VEA, ISCF, MSFT, JMST, GOVT, AAPL, DIVO, IUSG, RSP, SPYV, PULS, SPEM, AVGO, ETN, BRKB, JPM, WMT, JNJ, and ABBV
State of incorporation
NC
Fiscal year end
31 December
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Phoenix Wealth Advisors has filed 21 SEC EDGAR filings since 05 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-20586
N-PX Open Document Open Filing 02 Sep 2025 30 Jun 2025 028-20586
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-20586
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-20586
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-20586
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-20586
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-20586
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-20586
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-20586
13F-HR Open Document Open Filing 06 Nov 2023 30 Sep 2023 028-20586
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-20586
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-20586
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-20586
13F-HR Open Document Open Filing 07 Nov 2022 30 Sep 2022 028-20586
13F-HR Open Document Open Filing 01 Aug 2022 30 Jun 2022 028-20586
13F-HR Open Document Open Filing 02 May 2022 31 Mar 2022 028-20586
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-20586
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-20586
13F-HR Open Document Open Filing 23 Jul 2021 30 Jun 2021 028-20586
13F-HR Open Document Open Filing 12 Apr 2021 31 Mar 2021 028-20586
13F-HR Open Document Open Filing 05 Feb 2021 31 Dec 2020 028-20586