Phoenix Wealth Advisors Portfolio Holdings

Phoenix Wealth Advisors

  • $235 Million
  • Q2 2025

Phoenix Wealth Advisors has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $23.4M, Vanguard Ftse Developed Market with a value of $10.6M, Ishares Msci Intl Small Cap Mu with a value of $10.4M, Microsoft Corp with a value of $9.7M, and Jp Morgan Ultra Short Mun Inco with a value of $9.3M.

Examining the 13F form we can see an increase of $7.62M in the current position value, from $228M to 235M.

Below you can find more details about Phoenix Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
ETFs: $120 Million
Technology: $34.1 Million
Industrials: $17 Million
Financial Services: $16.1 Million
Healthcare: $11.7 Million
Consumer Cyclical: $9.48 Million
Consumer Defensive: $8.25 Million
Communication Services: $5.76 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.4 Million 9.96% of portfolio
462,090
Q2 2025 Added 1.58%
$0
$10.6 Million 4.51% of portfolio
186,068
Q2 2025 Added 21.2%
$0
$10.4 Million 4.43% of portfolio
268,743
Q2 2025 Added 3.72%
$3.73T
$9.7 Million 4.13% of portfolio
19,510
Q2 2025 Reduced 1.76%
$0
$9.3 Million 3.96% of portfolio
182,646
Q2 2025 Added 1.11%
$0
$8.49 Million 3.61% of portfolio
369,314
Q2 2025 Added 5.61%
$0
$8.18 Million 3.48% of portfolio
192,203
Q2 2025 Reduced 1.47%
$0
$7.04 Million 2.99% of portfolio
46,777
Q2 2025 Reduced 17.12%
$3.7T
$6.4 Million 2.72% of portfolio
31,195
Q2 2025 Reduced 3.19%
$0
$5.52 Million 2.35% of portfolio
30,369
Q2 2025 Added 2.45%
$0
$5.51 Million 2.34% of portfolio
105,210
Q2 2025 Reduced 10.92%
$0
$5.28 Million 2.25% of portfolio
106,177
Q2 2025 Reduced 37.88%
$0
$4.51 Million 1.92% of portfolio
105,558
Q2 2025 Added 34.75%
$637B
$4.39 Million 1.87% of portfolio
9,040
Q2 2025 Added 0.17%
$143B
$4.3 Million 1.83% of portfolio
12,056
Q2 2025 Reduced 3.75%
$896B
$4.11 Million 1.75% of portfolio
14,169
Q2 2025 Reduced 6.43%
$146B
$3.65 Million 1.55% of portfolio
13,234
Q2 2025 Reduced 5.7%
$74.3B
$3.21 Million 1.37% of portfolio
30,424
Q2 2025 Reduced 6.04%
$467B
$3.03 Million 1.29% of portfolio
19,850
Q2 2025 Reduced 0.93%
$433B
$2.88 Million 1.23% of portfolio
7,862
Q2 2025 Reduced 4.3%
$26.1B
$2.89 Million 1.23% of portfolio
13,275
Q2 2025 Reduced 7.19%
$94.3B
$2.87 Million 1.22% of portfolio
10,418
Q2 2025 Reduced 8.86%
$81.8B
$2.69 Million 1.15% of portfolio
6,408
Q2 2025 Reduced 6.11%
$90.9B
$2.63 Million 1.12% of portfolio
15,845
Q2 2025 Reduced 7.53%
$389B
$2.6 Million 1.11% of portfolio
14,026
Q2 2025 Added 623.36%
$185B
$2.62 Million 1.11% of portfolio
60,536
Q2 2025 Reduced 3.01%
$65.3B
$2.51 Million 1.07% of portfolio
8,883
Q2 2025 Reduced 3.67%
$128B
$2.52 Million 1.07% of portfolio
10,608
Q2 2025 Reduced 2.59%
$117B
$2.5 Million 1.06% of portfolio
8,615
Q2 2025 Reduced 4.99%
$133B
$2.5 Million 1.06% of portfolio
10,845
Q2 2025 Reduced 4.2%
$0
$2.47 Million 1.05% of portfolio
33,921
Q2 2025 Reduced 44.22%
$41.2B
$2.38 Million 1.01% of portfolio
29,204
Q2 2025 Reduced 5.37%
$125B
$2.38 Million 1.01% of portfolio
27,252
Q2 2025 Reduced 3.78%
$147B
$2.23 Million 0.95% of portfolio
62,576
Q2 2025 Added 171.57%
$58B
$2.12 Million 0.9% of portfolio
6,480
Q2 2025 Reduced 2.56%
$0
$2.06 Million 0.88% of portfolio
14,819
Q2 2025 Reduced 12.96%
$40.9B
$1.85 Million 0.79% of portfolio
22,028
Q2 2025 Reduced 0.65%
$140B
$1.69 Million 0.72% of portfolio
24,405
Q2 2025 Reduced 1.5%
$27.1B
$1.7 Million 0.72% of portfolio
40,560
Q2 2025 Added 99.1%
$0
$1.62 Million 0.69% of portfolio
10,969
Q2 2025 Reduced 1.01%
$0
$1.62 Million 0.69% of portfolio
16,399
Q2 2025 New
$0
$1.48 Million 0.63% of portfolio
14,751
Q2 2025 Reduced 0.07%
$0
$1.45 Million 0.62% of portfolio
34,141
Q2 2025 New
$17.7B
$1.31 Million 0.56% of portfolio
19,492
Q2 2025 Reduced 0.55%
$427B
$1.22 Million 0.52% of portfolio
1,233
Q2 2025 Reduced 0.4%
$0
$1.21 Million 0.51% of portfolio
35,219
Q2 2025 Reduced 1.13%
$0
$1.15 Million 0.49% of portfolio
30,903
Q2 2025 Reduced 0.97%
$442B
$1.13 Million 0.48% of portfolio
7,143
Q2 2025 Reduced 0.76%
$145B
$1.02 Million 0.43% of portfolio
4,362
Q2 2025 Reduced 1.2%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $235 Million
  • Prior Value $228 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
Track This Portfolio

Track Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email