Phoenix Wealth Advisors Purchases and Sells in Q3 2025

Phoenix Wealth Advisors

$254 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	162K + 35.01%	$50.47 - $50.74 $8.16M - $8.21M	624K $31.6M
AAPL	2.53K + 8.11%	$202.38 - $256.87 $512K - $650K	33.7K $8.59M
VEA	22.3K + 11.98%	$56.02 - $60.3 $1.25M - $1.34M	208K $12.5M
ISCF	10.1K + 3.74%	$38.52 - $41.26 $388K - $415K	279K $11.5M
AVGO	904 + 6.83%	$264.74 - $369.57 $239K - $334K	14.1K $4.66M
MSFT	876 + 4.49%	$491.09 - $535.64 $430K - $469K	20.4K $10.6M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	643 New	$390.92 - $477.15 $251K - $307K	643 $306K
LOW	1.08K New	$215.01 - $273.02 $233K - $296K	1.08K $272K
WFC	2.94K New	$77.05 - $85.16 $226K - $250K	2.94K $246K
QCOM	1.29K New	$145.84 - $173.55 $187K - $223K	1.29K $213K
RTX	1.21K New	$144.19 - $167.33 $175K - $203K	1.21K $202K
DUK	1.63K New	$116.31 - $125.93 $190K - $206K	1.63K $201K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCI	-11.1K - 36.37%	$103.24 - $111.73 $1.14M - $1.24M	19.4K $2.13M
FIS	-1.04K - 3.56%	$63.37 - $82.35 $65.8K - $85.6K	28.2K $1.86M
DRI	-393 - 2.96%	$184.73 - $220.27 $72.6K - $86.6K	12.9K $2.45M
SBIO	-16.2K - 62.07%	$29.94 - $38.85 $485K - $630K	9.9K $384K
SPYV	-11.4K - 10.84%	$52.12 - $55.33 $594K - $631K	93.8K $5.19M
CMCSA	-1.15K - 1.84%	$31.41 - $36.33 $36.2K - $41.9K	61.4K $1.93M

Activity Summary All Purchases 47 New Holdings 9 Increased Positions 38 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.