Chief Compliance Officer

0001842362-21-000002.txt : 20210412 0001842362-21-000002.hdr.sgml : 20210412 20210412134955 ACCESSION NUMBER: 0001842362-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210412 DATE AS OF CHANGE: 20210412 EFFECTIVENESS DATE: 20210412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Phoenix Wealth Advisors CENTRAL INDEX KEY: 0001842362 IRS NUMBER: 562130203 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20586 FILM NUMBER: 21820260 BUSINESS ADDRESS: STREET 1: 100 EUROPA DRIVE STREET 2: SUITE 390 CITY: CHAPEL HILL STATE: NC ZIP: 27517 BUSINESS PHONE: 919-929-4448 MAIL ADDRESS: STREET 1: 100 EUROPA DRIVE STREET 2: SUITE 390 CITY: CHAPEL HILL STATE: NC ZIP: 27517 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001842362 XXXXXXXX 03-31-2021 03-31-2021 Phoenix Wealth Advisors

100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-20586 N Michele Nettesheim Chief Compliance Officer 919-929-4448 Michele Nettesheim Chapel Hill NC 04-12-2021 0 359 128568 false INFORMATION TABLE 2 pwa3q21.xml PWA FORM 13F-HR FILING 1ST QTR 2021 A/O 3/31/21 180 LIFE SCIENCES CORP COM 68236V104 13 2000 SH SOLE 0 0 2000 2U INC COM 90214J101 408 10080 SH SOLE 0 0 10080 3M CO COM 88579Y101 114 593 SH SOLE 0 0 593 ABBOTT LABS COM 002824100 226 1904 SH SOLE 0 0 1904 ABBVIE INC COM 00287Y109 282 2597 SH SOLE 0 0 2597 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 3 160 SH SOLE 0 0 160 ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM 003262102 2 9 SH SOLE 0 0 9 ABERDEEN STD PLATINUM ETF TR PHYSCL PLATM SHS 003260106 2 18 SH SOLE 0 0 18 ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 003264108 4 176 SH SOLE 0 0 176 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21 76 SH SOLE 0 0 76 ADOBE SYSTEMS INCORPORATED COM 00724F101 725 1500 SH SOLE 0 0 1500 AES CORP COM 00130H105 7 266 SH SOLE 0 0 266 AIR PRODS & CHEMS INC COM 009158106 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