PHOENIX WEALTH ADVISORS

HTTP://WWW.PFINX.COM CHAPEL HILL, NC Investment Advisor How do I update this listing?

Phoenix Wealth Advisors is based out of Chapel Hill. Phoenix Wealth Advisors is a large advisory firm with 413 clients and discretionary assets under management (AUM) of $463,000,000 (Form ADV from 2021-02-11). Their last reported 13F filing for Q2 2021 included $138,615,000 in managed 13F securities and a top 10 holdings concentration of 26.19%. Phoenix Wealth Advisors's largest holding is Amplify CWP Enhanced Dividend Income ETF with shares held of 174,340. Whalewisdom has at least 3 13F filings

Download 13F Summary Create Alert

06/30/2021

13F Activity

  • Market Value $138.615 Million
  • Prior Market Value $128.568 Million
  • New Purchases36 stocks
  • Additional Purchases88 stocks
  • Sold out of21 stocks
  • Reduced holdings in43 stocks
  • Top 10 Holdings % 26.19 %
  • Turnover % [1]:15.24%
  • Turnover Alt % [2]: 12.15 %
  • Time Held Top20:1.65 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:1.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 6.77%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PHOENIX WEALTH ADVISORS INC.
100 EUROPA DRIVE SUITE 390
CHAPEL HILL NC    27517
Country: United States

Business Phone: 919-929-4448
Fax: 919-968-1955
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NC
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,THIRD-PARTY ADVISER/MANAGER FEES
Amount of client funds and securities: 8,915,390
Total Number of Clients: 413
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2021-02-11
Name Title Start Date Direct/Indirect % Ownership
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2019-07-01
Name Title Start Date Direct/Indirect % Ownership
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2019-04-24
Name Title Start Date Direct/Indirect % Ownership
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01

PHOENIX WEALTH ADVISORS INC.

ownership team - last updated 2018-06-14
Name Title Start Date Direct/Indirect % Ownership
LIVANOS, GEORGIOS MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
RHOADES, MARK, JOSEPH MANAGING PARTNER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. MANAGING PARTNER direct 2018-04-01
NETTESHEIM, MICHELE, SUZANNE CCO 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PHOENIX WEALTH ADVISORS INC. CCO direct 2018-04-01

Elevate your investments