Phoenix Wealth Advisors Reduced Holdings in Q1 2025

Phoenix Wealth Advisors

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-324K
- 41.58%
$50.39 - $50.66 $16.3M - $16.4M
455K $23M
AVGO
Broadcom Inc.

Technology
-3.49K
- 19.93%
$167.43 - $244.7 $585K - $855K
14K $2.35M
AAPL
Apple Inc.

Technology
-716
- 2.17%
$209.68 - $247.1 $150K - $177K
32.2K $7.16M
MSFT
Microsoft Corp

Technology
-90
- 0.45%
$375.39 - $447.2 $33.8K - $40.2K
19.9K $7.46M
ETN
Eaton Corp PLC

Industrials
-302
- 2.35%
$271.83 - $371.23 $82.1K - $112K
12.5K $3.4M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-3.68K
- 17.79%
$131.51 - $149.24 $484K - $550K
17K $2.27M
NVDA
Nvidia Corp

Technology
-3.11K
- 30.18%
$106.98 - $149.43 $333K - $465K
7.2K $780K
WMT
Walmart Inc.

Consumer Defensive
-5.27K
- 11.42%
$84.5 - $105.05 $445K - $553K
40.9K $3.59M
ISCG
Ishares Morningstar Small Cap

ETFs
-8.87K
- 25.17%
$44.44 - $52.05 $394K - $462K
26.4K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
-503
- 27.74%
$222.15 - $428.22 $112K - $215K
1.31K $339K
JPM
Jpmorgan Chase & CO

Financial Services
-1.82K
- 10.72%
$225.19 - $279.95 $410K - $509K
15.1K $3.71M
MSI
Motorola Solutions, Inc.

Technology
-228
- 3.23%
$411.73 - $482.1 $93.9K - $110K
6.83K $2.99M
HD
Home Depot, Inc.

Consumer Cyclical
-192
- 2.28%
$347.25 - $424.87 $66.7K - $81.6K
8.22K $3.01M
GOOGL
Alphabet Inc.

Communication Services
-31
- 0.87%
$154.33 - $206.19 $4.78K - $6.39K
3.55K $548K
ORCL
Oracle Corp

Technology
-27
- 0.6%
$139.81 - $186.47 $3.77K - $5.03K
4.45K $621K
DHR
Danaher Corp

Healthcare
-66
- 1.54%
$201.62 - $250.59 $13.3K - $16.5K
4.22K $865K
AMZN
Amazon Com Inc

Consumer Cyclical
-33
- 1.04%
$190.26 - $242.06 $6.28K - $7.99K
3.13K $595K
ADBE
Adobe Inc.

Technology
-17
- 1.24%
$377.84 - $464.11 $6.42K - $7.89K
1.35K $518K
PG
Procter & Gamble CO

Consumer Defensive
-599
- 8.8%
$158.56 - $176.26 $95K - $106K
6.21K $1.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 0.09%
$314.47 - $431.35 $314 - $431
1.16K $424K
CSCO
Cisco Systems, Inc.

Technology
-1.76K
- 11.67%
$58.74 - $64.87 $103K - $114K
13.3K $820K
HON
Honeywell International Inc

Industrials
-24
- 0.54%
$202.75 - $226.52 $4.87K - $5.44K
4.42K $934K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.76K
- 0.97%
$50.72 - $50.92 $89.5K - $89.8K
181K $9.19M
JCI
Johnson Controls International PLC

Industrials
-1.17K
- 3.48%
$76.12 - $90.6 $88.8K - $106K
32.4K $2.59M
TXN
Texas Instruments Inc

Technology
-150
- 4.42%
N/A
3.25K $631K
GIS
General Mills Inc

Consumer Defensive
-75
- 1.7%
$57.56 - $65.3 $4.32K - $4.9K
4.34K $259K
ADM
Archer Daniels Midland CO

Consumer Defensive
-24
- 0.36%
$45.22 - $52.17 $1.09K - $1.25K
6.62K $317K
SNA
Snap On Inc

Industrials
-27
- 1.97%
$324.09 - $358.62 $8.75K - $9.68K
1.35K $453K
LHX
L3 Harris Technologies, Inc.

Industrials
-52
- 3.35%
$194.65 - $222.86 $10.1K - $11.6K
1.5K $314K
PFE
Pfizer Inc

Healthcare
-20
- 0.22%
$25.01 - $27.13 $500 - $543
8.96K $226K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-152
- 1.02%
$100.32 - $100.76 $15.2K - $15.3K
14.8K $1.49M
ABC
Amerisourcebergen Corp

Healthcare
-42
- 2.1%
N/A
1.96K $363K
AKAM
Akamai Technologies Inc

Technology
-52
- 2.05%
N/A
2.49K $225K
APD
Air Products & Chemicals, Inc.

Basic Materials
-144
- 1.54%
$283.24 - $338.07 $40.8K - $48.7K
9.22K $2.72M
SYK
Stryker Corp

Healthcare
-31
- 2.25%
$355.18 - $399.9 $11K - $12.4K
1.35K $500K
MA
Mastercard Inc

Financial Services
-6
- 1.13%
$504.67 - $576.31 $3.03K - $3.46K
527 $288K
GRMN
Garmin LTD

Technology
-121
- 3.62%
$204.55 - $241.93 $24.8K - $29.3K
3.22K $698K
VLO
Valero Energy Corp

Energy
-115
- 3.59%
$121.76 - $142.99 $14K - $16.4K
3.09K $407K
EBAY
Ebay Inc

Consumer Cyclical
-57
- 1.61%
$61.61 - $70.93 $3.51K - $4.04K
3.49K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.75%
$279.74 - $321.29 $5.59K - $6.43K
1.12K $350K
EVRG
Evergy, Inc.

Utilities
-35
- 1.05%
$59.9 - $69.52 $2.1K - $2.43K
3.3K $227K
KMB
Kimberly Clark Corp

Consumer Defensive
-8
- 0.37%
$124.46 - $147.4 $996 - $1.18K
2.15K $306K
ABT
Abbott Laboratories

Healthcare
-99
- 5.2%
$111.1 - $140.22 $11K - $13.9K
1.8K $239K
V
Visa Inc.

Financial Services
-14
- 1.45%
$306.92 - $362.71 $4.3K - $5.08K
950 $332K
IAU
Ishares Gold Trust

ETFs
-1.5K
- 11.99%
$49.74 - $58.96 $74.5K - $88.3K
11K $648K
CVX
Chevron Corp

Energy
-2
- 0.12%
$146.71 - $167.97 $293 - $336
1.69K $283K
AEP
American Electric Power CO Inc

Utilities
-9
- 0.39%
$90.32 - $109.27 $813 - $983
2.31K $252K
EXC
Exelon Corp

Utilities
-1
- 0.02%
$37.3 - $46.08 $37.3 - $46.1
5.67K $261K
FAST
Fastenal CO

Industrials
-842
- 3.97%
$71.11 - $79.98 $59.9K - $67.3K
20.4K $1.58M
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
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