Phoenix Wealth Advisors Purchases in Q2 2025

Phoenix Wealth Advisors

  • $235 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
32.6K
+ 21.2%
$45.65 - $57.01 $1.49M - $1.86M
186K $10.6M
ABBV
Abb Vie Inc.

Healthcare
12.1K
+ 623.36%
$170.16 - $206.27 $2.06M - $2.49M
14K $2.6M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
9.63K
+ 3.72%
$30.25 - $38.85 $291K - $374K
269K $10.4M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
16.4K
New
$98.34 - $98.77 $1.61M - $1.62M
16.4K $1.62M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
34.1K
New
$38.81 - $44.28 $1.33M - $1.51M
34.1K $1.45M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.2K
+ 34.75%
$34.72 - $42.74 $945K - $1.16M
106K $4.51M
CMCSA
Comcast Corp

Communication Services
39.5K
+ 171.57%
$32.84 - $36.72 $1.3M - $1.45M
62.6K $2.23M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.6K
+ 5.61%
$22.54 - $23.17 $442K - $455K
369K $8.49M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6K
New
$56.88 - $70.77 $341K - $424K
6K $424K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.2K
+ 1.58%
$50.36 - $50.68 $363K - $365K
462K $23.4M
ORCL
Oracle Corp

Technology
5
+ 0.11%
$122.82 - $218.63 $614 - $1.09K
4.45K $973K
FLMI
Franklin Dynamic Municipal Bon

ETFs
12K
New
$23.57 - $24.6 $283K - $295K
12K $291K
VIG
Vanguard Dividend Appreciation

ETFs
987
New
N/A
987 $179K
FAST
Fastenal CO

Industrials
20.2K
+ 99.1%
$40.65 - $83.16 $821K - $1.68M
40.6K $1.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.01K
+ 1.11%
$50.52 - $50.92 $102K - $103K
183K $9.3M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$53.19 - $69.38 $53.2 - $69.4
13.3K $923K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.6K
+ 16.21%
N/A
18.6K $474K
ADM
Archer Daniels Midland CO

Consumer Defensive
41
+ 0.62%
$41.79 - $54.16 $1.71K - $2.22K
6.66K $351K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.05%
$225.65 - $270.95 $226 - $271
1.86K $501K
TROW
Price T Rowe Group Inc

Financial Services
3
+ 0.14%
$80.27 - $98.06 $241 - $294
2.2K $212K
D
Dominion Energy, Inc

Utilities
3
+ 0.03%
$49.66 - $58.0 $149 - $174
10.1K $573K
SYY
Sysco Corp

Consumer Defensive
25
+ 0.77%
$68.0 - $75.91 $1.7K - $1.9K
3.27K $247K
EVRG
Evergy, Inc.

Utilities
28
+ 0.85%
$64.06 - $69.64 $1.79K - $1.95K
3.33K $229K
ABC
Amerisourcebergen Corp

Healthcare
4
+ 0.2%
N/A
1.97K $364K
Kyverna Therapeutics Inc
10.5K
New
N/A
10.5K $0
Innovator Etfs Trust
11K
New
N/A
11K $0
Barrick Mng Corp
15.1K
New
N/A
15.1K $0
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 3.21%
$285.55 - $321.23 $10.3K - $11.6K
1.16K $338K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
21
+ 0.87%
$86.97 - $102.82 $1.83K - $2.16K
2.43K $233K
EXC
Exelon Corp

Utilities
51
+ 0.9%
$42.2 - $47.37 $2.15K - $2.42K
5.72K $248K
PAYX
Paychex Inc

Industrials
15
+ 0.42%
$137.01 - $159.78 $2.06K - $2.4K
3.58K $520K
GIS
General Mills Inc

Consumer Defensive
113
+ 2.6%
$50.37 - $60.97 $5.69K - $6.89K
4.46K $230K
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$99.93 - $119.04 $99.9 - $119
2.77K $298K
SNA
Snap On Inc

Industrials
14
+ 1.04%
$292.36 - $342.2 $4.09K - $4.79K
1.36K $422K
CVX
Chevron Corp

Energy
1
+ 0.06%
$133.73 - $168.51 $134 - $169
1.69K $242K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$157.66 - $172.39 $158 - $172
6.21K $989K
AMGN
Amgen Inc

Healthcare
2
+ 0.07%
$262.28 - $309.85 $525 - $620
2.84K $792K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.17%
$483.48 - $539.8 $7.25K - $8.1K
9.04K $4.39M
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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