PHOENIX WEALTH ADVISORS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 54K | $1.56M |
 | VZ | 44K | $2.22M |
 | FAST | 37K | $1.73M |
 | WMT | 36K | $4.48M |
 | AAPL | 31K | $7.78M |
 | FIS | 25K | $1.18M |
 | NEE | 23K | $2.09M |
 | WFC | 22K | $1.73M |
 | ALLO | 21K | $51.24K |
 | KYTX | 20K | $170.87K |
 | MSFT | 20K | $7.33M |
 | JCI | 18K | $2.39M |
 | JNJ | 17K | $4.09M |
 | ETR | 16K | $1.81M |
 | MPC | 15K | $3.63M |
 | JPM | 14K | $4.07M |
 | B | 14K | $561.11K |
 | AVGO | 13K | $4.13M |
 | ABBV | 13K | $2.84M |
 | ETN | 12K | $4.24M |
Comcast Corporation
CMCSA
Shares Held
54K
Value
$1.56M
Verizon Communications Inc.
VZ
Shares Held
44K
Value
$2.22M
Fastenal Company
FAST
Shares Held
37K
Value
$1.73M
Walmart Inc.
WMT
Shares Held
36K
Value
$4.48M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.78M
Fidelity National Information Services, Inc.
FIS
Shares Held
25K
Value
$1.18M
NextEra Energy, Inc.
NEE
Shares Held
23K
Value
$2.09M
Wells Fargo & Company
WFC
Shares Held
22K
Value
$1.73M
Allogene Therapeutics, Inc.
ALLO
Shares Held
21K
Value
$51.24K
Kyverna Therapeutics, Inc.
KYTX
Shares Held
20K
Value
$170.87K
Microsoft Corporation
MSFT
Shares Held
20K
Value
$7.33M
Johnson Controls International plc
JCI
Shares Held
18K
Value
$2.39M
Johnson & Johnson
JNJ
Shares Held
17K
Value
$4.09M
Entergy Corporation
ETR
Shares Held
16K
Value
$1.81M
Marathon Petroleum Corporation
MPC
Shares Held
15K
Value
$3.63M
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.07M
Barrick Mining Corporation
B
Shares Held
14K
Value
$561.11K
Broadcom Inc.
AVGO
Shares Held
13K
Value
$4.13M
AbbVie Inc.
ABBV
Shares Held
13K
Value
$2.84M
Eaton Corporation plc
ETN
Shares Held
12K
Value
$4.24M