Phoenix Wealth Advisors Incresed Positions in Q3 2024

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
540K
+ 1244.76%
$50.25 - $50.74 $27.1M - $27.4M
584K $29.6M
UNH
Unitedhealth Group Inc

Healthcare
3.79K
+ 777.46%
$488.01 - $604.18 $1.85M - $2.29M
4.28K $2.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.28K
+ 11.01%
$48.51 - $52.86 $402K - $438K
83.5K $4.42M
VEA
Vanguard Ftse Developed Market

ETFs
7.5K
+ 8.47%
$47.6 - $53.31 $357K - $400K
96K $5.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18.9K
+ 10.39%
$22.38 - $23.66 $423K - $447K
201K $4.71M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.78K
+ 10.5%
$132.06 - $150.96 $235K - $269K
18.8K $2.76M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.83K
+ 3.36%
$116.79 - $133.54 $214K - $245K
56.4K $7.44M
BBY
Best Buy CO Inc

Consumer Cyclical
108
+ 0.56%
$80.23 - $103.29 $8.66K - $11.2K
19.4K $2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.99K
+ 11.84%
$36.02 - $41.68 $180K - $208K
47.2K $1.95M
PEG
Public Service Enterprise Group Inc

Utilities
56
+ 0.26%
$73.58 - $89.21 $4.12K - $5K
21.9K $1.95M
ISCG
Ishares Morningstar Small Cap

ETFs
4.03K
+ 16.0%
$44.24 - $49.07 $178K - $198K
29.2K $1.43M
DRI
Darden Restaurants Inc

Consumer Cyclical
285
+ 1.92%
$138.06 - $172.74 $39.3K - $49.2K
15.2K $2.49M
CMCSA
Comcast Corp

Communication Services
911
+ 1.48%
$37.33 - $41.78 $34K - $38.1K
62.3K $2.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.14%
$162.83 - $179.16 $2.44K - $2.69K
10.5K $1.89M
FINX
Global X Fds Fintech ETF (De)

ETFs
182
+ 0.52%
$24.05 - $28.25 $4.38K - $5.14K
35.3K $988K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
226
+ 0.87%
$32.77 - $38.87 $7.41K - $8.78K
26.1K $973K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
111
+ 0.74%
$54.75 - $61.2 $6.08K - $6.79K
15.2K $930K
EBLU
Ecofin Global Water Esg Fund

ETFs
128
+ 0.71%
$44.95 - $50.31 $5.75K - $6.44K
18.2K $913K
D
Dominion Energy, Inc

Utilities
80
+ 0.81%
$48.01 - $58.53 $3.84K - $4.68K
9.98K $576K
ARKW
Ark Next Generation Internet E

ETFs
60
+ 0.55%
$68.06 - $85.67 $4.08K - $5.14K
10.9K $931K
GOLD
Barrick Gold Corp

Basic Materials
168
+ 0.79%
$16.56 - $21.01 $2.78K - $3.53K
21.4K $426K
NFG
National Fuel Gas CO

Energy
94
+ 1.06%
$54.14 - $61.22 $5.09K - $5.75K
8.94K $541K
VPN
Global X Fds Data Ctr Reits &

ETFs
280
+ 0.53%
$14.75 - $16.25 $4.13K - $4.55K
53.2K $848K
GIS
General Mills Inc

Consumer Defensive
14
+ 0.31%
$62.5 - $75.15 $875 - $1.05K
4.5K $332K
SNA
Snap On Inc

Industrials
33
+ 2.46%
$255.35 - $289.77 $8.43K - $9.56K
1.37K $398K
BOTZ
Global X Fds

ETFs
147
+ 0.56%
$27.68 - $32.27 $4.07K - $4.74K
26.4K $847K
BUG
Global X Fds Cybersecurity ETF

ETFs
96
+ 0.38%
$27.33 - $31.1 $2.62K - $2.99K
25.1K $776K
CAG
Conagra Brands Inc.

Consumer Defensive
18
+ 0.22%
$28.13 - $32.83 $506 - $591
8.3K $269K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
170
+ 1.15%
$100.09 - $100.69 $17K - $17.1K
14.9K $1.51M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
19
+ 1.69%
$320.55 - $412.94 $6.09K - $7.85K
1.14K $445K
ABC
Amerisourcebergen Corp

Healthcare
24
+ 1.21%
N/A
2K $370K
ADM
Archer Daniels Midland CO

Consumer Defensive
26
+ 0.39%
$57.96 - $65.72 $1.51K - $1.71K
6.78K $404K
IRBO
Ishares Robotics & Artificial

ETFs
111
+ 0.48%
$30.09 - $34.95 $3.34K - $3.88K
23.4K $749K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
319
+ 2.07%
$37.45 - $52.79 $11.9K - $16.8K
15.7K $720K
AVGO
Broadcom Inc.

Technology
16K
+ 709.29%
$136.27 - $1745.86 $2.17M - $27.9M
18.2K $3.14M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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