Phoenix Wealth Advisors Purchases in Q1 2025

Phoenix Wealth Advisors

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
89.2K
+ 109.26%
$49.56 - $49.78 $4.42M - $4.44M
171K $8.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
168K
+ 92.6%
$22.25 - $23.0 $3.74M - $3.87M
350K $8.04M
VEA
Vanguard Ftse Developed Market

ETFs
51.4K
+ 50.31%
$47.4 - $52.99 $2.44M - $2.72M
154K $7.8M
HDV
Ishares Core High Dividend ETF

ETFs
21K
+ 327.49%
$110.86 - $121.12 $2.33M - $2.54M
27.4K $3.32M
CMI
Cummins Inc

Industrials
6.65K
New
$312.92 - $386.07 $2.08M - $2.57M
6.65K $2.08M
ADI
Analog Devices Inc

Technology
7.24K
+ 198.27%
$201.56 - $243.82 $1.46M - $1.77M
10.9K $2.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.6K
+ 23.68%
$49.78 - $53.19 $1.13M - $1.2M
118K $6.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.44K
+ 22.47%
$169.43 - $182.84 $921K - $994K
29.6K $5.14M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
10K
+ 4.03%
$31.42 - $34.87 $315K - $350K
259K $8.73M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14K
+ 21.82%
$37.07 - $40.63 $520K - $570K
78.3K $3.08M
VZ
Verizon Communications Inc

Communication Services
97
+ 0.16%
$37.81 - $46.49 $3.67K - $4.51K
62.4K $2.83M
CAG
Conagra Brands Inc.

Consumer Defensive
7.94K
New
$23.9 - $27.67 $190K - $220K
7.94K $211K
DUK
Duke Energy Corp

Utilities
1.7K
New
$105.87 - $121.97 $180K - $208K
1.7K $207K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.14K
+ 24.47%
$31.56 - $36.78 $194K - $226K
31.2K $1.01M
AMGN
Amgen Inc

Healthcare
157
+ 5.86%
$258.59 - $327.36 $40.6K - $51.4K
2.84K $883K
NFG
National Fuel Gas CO

Energy
31
+ 0.35%
$60.71 - $79.19 $1.88K - $2.45K
8.8K $696K
GOLD
Barrick Gold Corp

Basic Materials
4.81K
+ 46.85%
$15.45 - $19.56 $74.3K - $94.1K
15.1K $293K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.92K
+ 0.99%
$39.61 - $42.65 $76.1K - $81.9K
195K $7.95M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.92K
+ 11.71%
$126.86 - $146.45 $750K - $866K
56.4K $7.17M
LLY
Eli Lilly & CO

Healthcare
114
+ 25.91%
$725.72 - $929.72 $82.7K - $106K
554 $457K
IBM
International Business Machines Corp

Technology
58
+ 2.67%
$217.4 - $264.74 $12.6K - $15.4K
2.23K $554K
PAYX
Paychex Inc

Industrials
166
+ 4.89%
$136.06 - $154.52 $22.6K - $25.7K
3.56K $549K
UNH
Unitedhealth Group Inc

Healthcare
49
+ 2.97%
$461.52 - $548.18 $22.6K - $26.9K
1.7K $890K
XOM
Exxon Mobil Corp

Energy
181
+ 7.0%
$105.44 - $118.93 $19.1K - $21.5K
2.77K $329K
ECL
Ecolab Inc.

Basic Materials
63
+ 3.5%
$229.72 - $269.82 $14.5K - $17K
1.86K $472K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$890.62 - $1076.86 $891 - $1.08K
1.24K $1.17M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
161
+ 1.06%
$52.16 - $56.68 $8.4K - $9.13K
15.4K $857K
D
Dominion Energy, Inc

Utilities
45
+ 0.45%
$52.85 - $57.43 $2.38K - $2.58K
10.1K $568K
NEE
Nextera Energy Inc

Utilities
539
+ 2.22%
$66.96 - $76.16 $36.1K - $41.1K
24.8K $1.76M
EBLU
Ecofin Global Water Esg Fund

ETFs
298
+ 1.64%
N/A
18.5K $891K
IRBO
Ishares Robotics & Artificial

ETFs
318
+ 1.36%
N/A
23.7K $760K
VPN
Global X Fds Data Ctr Reits &

ETFs
556
+ 1.05%
N/A
53.8K $856K
SYY
Sysco Corp

Consumer Defensive
165
+ 5.35%
$70.0 - $77.13 $11.6K - $12.7K
3.25K $243K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
74
+ 3.17%
$96.18 - $109.82 $7.12K - $8.13K
2.41K $246K
PEG
Public Service Enterprise Group Inc

Utilities
621
+ 2.88%
$78.2 - $90.39 $48.6K - $56.1K
22.2K $1.82M
Amplify ETF Tr
15.9K
New
N/A
15.9K $0
Blackrock Inc
9
+ 2.07%
N/A
443 $0
LMT
Lockheed Martin Corp

Industrials
92
+ 8.15%
$423.19 - $506.29 $38.9K - $46.6K
1.22K $545K
FTV
Fortive Corp

Technology
50
+ 1.49%
$71.82 - $82.98 $3.59K - $4.15K
3.41K $249K
ALLO
Allogene Therapeutics, Inc.

Healthcare
5K
+ 31.25%
$1.4 - $2.84 $7K - $14.2K
21K $30K
CMCSA
Comcast Corp

Communication Services
86
+ 0.37%
$33.19 - $38.23 $2.85K - $3.29K
23K $850K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.01%
$142.64 - $156.42 $143 - $156
7.26K $1.09M
TROW
Price T Rowe Group Inc

Financial Services
125
+ 6.03%
$91.57 - $116.93 $11.4K - $14.6K
2.2K $202K
GNTX
Gentex Corp

Consumer Cyclical
304
+ 3.04%
$23.3 - $28.48 $7.08K - $8.66K
10.3K $239K
AXP
American Express CO

Financial Services
23
+ 1.07%
$255.39 - $325.87 $5.87K - $7.5K
2.17K $582K
PYPL
Pay Pal Holdings, Inc.

Financial Services
179
+ 4.08%
$65.15 - $91.81 $11.7K - $16.4K
4.56K $297K
BOTZ
Global X Fds

ETFs
402
+ 1.52%
$28.46 - $34.53 $11.4K - $13.9K
26.8K $763K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
346
+ 1.33%
$28.52 - $33.83 $9.87K - $11.7K
26.4K $753K
FINX
Global X Fds Fintech ETF (De)

ETFs
450
+ 1.28%
$27.43 - $33.5 $12.3K - $15.1K
35.6K $981K
Activity Summary
Buys All Purchases 54 New Holdings 5 Increased Positions 49 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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