Phoenix Wealth Advisors
Source: SEC Form 13F · as of Mar 2026Phoenix Wealth Advisors holds 10 biotech & pharma companies tracked by BioSniper, totaling $11.7M in value as of Mar 2026 (SEC Form 13F).
Companies held
10
Total value held
$11.7M
| Company | Shares | Value |
|---|---|---|
| JNJJOHNSON & JOHNSON | 16,752 | $4.1M |
| ABBVAbbVie Inc. | 13,039 | $2.8M |
| ZTSZoetis Inc. | 11,866 | $1.4M |
| AMGNAMGEN INC | 2,766 | $973K |
| MRKMerck & Co., Inc. | 5,633 | $678K |
| CORCencora Inc. | 1,861 | $585K |
| LLYELI LILLY & Co | 561 | $516K |
| PMPhilip Morris International Inc | 2,679 | $443K |
| KYTXKyverna Therapeutics, Inc. | 19,800 | $171K |
| ALLOAllogene Therapeutics, Inc. | 21,000 | $51K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.