Phoenix Wealth Advisors Sells in Q3 2024

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-53.4K
- 63.55%
$207.23 - $234.82 $11.1M - $12.5M
30.7K $7.14M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-196K
- 50.64%
$37.98 - $41.19 $7.43M - $8.06M
191K $7.85M
HDV
Ishares Core High Dividend ETF

ETFs
-59.4K
- 96.37%
$107.62 - $118.76 $6.4M - $7.06M
2.24K $262K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11.5K
- 55.55%
$405.19 - $478.57 $4.66M - $5.51M
9.21K $4.24M
CSCO
Cisco Systems, Inc.

Technology
-51.8K
- 77.21%
$44.74 - $53.22 $2.32M - $2.75M
15.3K $812K
MSFT
Microsoft Corp

Technology
-408
- 1.88%
$395.15 - $467.56 $161K - $191K
21.3K $9.15M
DVN
Devon Energy Corp

Energy
-179
- 0.31%
$37.87 - $48.65 $6.78K - $8.71K
57.7K $2.26M
CVX
Chevron Corp

Energy
-2.55K
- 60.1%
$137.88 - $161.97 $352K - $413K
1.69K $249K
MRK
Merck & Co., Inc.

Healthcare
-866
- 3.07%
$111.15 - $128.97 $96.3K - $112K
27.4K $3.11M
XOM
Exxon Mobil Corp

Energy
-3.4K
- 56.68%
$109.72 - $119.0 $373K - $405K
2.6K $304K
LMT
Lockheed Martin Corp

Industrials
-910
- 44.03%
$460.3 - $584.56 $419K - $532K
1.16K $676K
HON
Honeywell International Inc

Industrials
-1.14K
- 20.43%
$196.73 - $220.21 $224K - $251K
4.44K $918K
JPM
Jpmorgan Chase & CO

Financial Services
-1.98K
- 10.22%
$194.9 - $224.8 $386K - $446K
17.4K $3.67M
VUG
Vanguard Growth ETF

ETFs
-665
- 49.41%
$341.08 - $391.94 $227K - $261K
681 $261K
GOOG
Alphabet Inc.

Communication Services
-1K
- 36.76%
$149.54 - $192.66 $150K - $193K
1.72K $287K
AMZN
Amazon Com Inc

Consumer Cyclical
-850
- 21.85%
$161.02 - $200.0 $137K - $170K
3.04K $566K
CB
Chubb LTD

Financial Services
-1.89K
- 16.76%
$252.51 - $292.2 $477K - $552K
9.38K $2.7M
VLO
Valero Energy Corp

Energy
-350
- 9.81%
$132.81 - $163.48 $46.5K - $57.2K
3.22K $434K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.7K
- 29.82%
$79.92 - $88.19 $136K - $150K
4K $352K
ABT
Abbott Laboratories

Healthcare
-1K
- 34.9%
$100.07 - $118.13 $100K - $118K
1.87K $212K
MA
Mastercard Inc

Financial Services
-200
- 27.89%
$429.6 - $500.99 $85.9K - $100K
517 $255K
GNTX
Gentex Corp

Consumer Cyclical
-136
- 1.33%
$28.39 - $35.19 $3.86K - $4.79K
10.1K $298K
V
Visa Inc.

Financial Services
-200
- 17.67%
$253.74 - $291.56 $50.7K - $58.3K
932 $256K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 7.6%
$801.83 - $917.05 $80.2K - $91.7K
1.22K $1.08M
NVDA
Nvidia Corp

Technology
-122
- 1.22%
$98.91 - $134.91 $12.1K - $16.5K
9.92K $1.2M
ABBV
Abb Vie Inc.

Healthcare
-500
- 20.37%
$163.84 - $199.33 $81.9K - $99.7K
1.96K $386K
MSI
Motorola Solutions, Inc.

Technology
-1.28K
- 15.04%
$385.65 - $450.49 $495K - $578K
7.25K $3.26M
TROW
Price T Rowe Group Inc

Financial Services
-64
- 2.9%
$101.71 - $120.75 $6.51K - $7.73K
2.14K $233K
WMT
Walmart Inc.

Consumer Defensive
-9.51K
- 16.55%
$66.91 - $81.4 $637K - $774K
48K $3.87M
AKAM
Akamai Technologies Inc

Technology
-49
- 1.87%
N/A
2.57K $233K
TXN
Texas Instruments Inc

Technology
-6
- 0.18%
$194.6 - $194.6 $1.17K - $1.17K
3.38K $657K
PAYX
Paychex Inc

Industrials
-408
- 10.68%
$116.17 - $135.19 $47.4K - $55.2K
3.41K $457K
PEP
Pepsico Inc

Consumer Defensive
-182
- 2.48%
$161.9 - $179.3 $29.5K - $32.6K
7.16K $1.22M
LHX
L3 Harris Technologies, Inc.

Industrials
-28
- 1.75%
$221.96 - $243.27 $6.21K - $6.81K
1.57K $373K
FTV
Fortive Corp

Technology
-7
- 0.2%
$67.01 - $79.2 $469 - $554
3.45K $272K
SYK
Stryker Corp

Healthcare
-37
- 2.61%
$315.94 - $371.96 $11.7K - $13.8K
1.38K $499K
SYY
Sysco Corp

Consumer Defensive
-74
- 2.22%
$69.16 - $78.98 $5.12K - $5.84K
3.25K $254K
PG
Procter & Gamble CO

Consumer Defensive
-202
- 2.9%
$160.76 - $177.82 $32.5K - $35.9K
6.75K $1.17M
AMGN
Amgen Inc

Healthcare
-9
- 0.33%
$309.38 - $337.38 $2.78K - $3.04K
2.68K $864K
ECL
Ecolab Inc.

Basic Materials
-17
- 0.91%
$228.86 - $255.76 $3.89K - $4.35K
1.85K $471K
EXC
Exelon Corp

Utilities
-114
- 1.9%
$34.24 - $40.55 $3.9K - $4.62K
5.89K $238K
GRMN
Garmin LTD

Technology
-63
- 1.82%
$161.1 - $183.29 $10.1K - $11.5K
3.4K $597K
DHR
Danaher Corp

Healthcare
-298
- 6.42%
$239.25 - $280.76 $71.3K - $83.7K
4.34K $1.21M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-51
- 2.07%
$85.44 - $110.36 $4.36K - $5.63K
2.41K $266K
IAU
Ishares Gold Trust

ETFs
-466
- 3.59%
$44.06 - $50.5 $20.5K - $23.5K
12.5K $621K
VOTE
Engine No 1 ETF Tr

ETFs
-1.9K
- 3.61%
$60.37 - $67.04 $115K - $127K
50.7K $3.4M
BLK
Black Rock Inc.

Financial Services
-10
- 2.21%
$782.27 - $949.51 $7.82K - $9.5K
442 $419K
ETN
Eaton Corp PLC

Industrials
-527
- 3.86%
$272.52 - $333.02 $144K - $176K
13.1K $4.35M
AXP
American Express CO

Financial Services
-8
- 0.36%
$225.92 - $271.17 $1.81K - $2.17K
2.19K $593K
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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