Phoenix Wealth Advisors Sells in Q2 2025

Phoenix Wealth Advisors

  • $235 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
-64.7K
- 37.88%
$49.39 - $49.76 $3.2M - $3.22M
106K $5.28M
HDV
Ishares Core High Dividend ETF

ETFs
-25.6K
- 93.41%
$108.41 - $120.51 $2.77M - $3.08M
1.81K $211K
MRK
Merck & Co., Inc.

Healthcare
-20.5K
- 77.27%
$73.47 - $87.12 $1.51M - $1.79M
6.04K $477K
VOTE
Engine No 1 ETF Tr

ETFs
-26.9K
- 44.22%
$58.2 - $72.74 $1.56M - $1.96M
33.9K $2.47M
AAPL
Apple Inc.

Technology
-1.03K
- 3.19%
$172.42 - $223.89 $177K - $230K
31.2K $6.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.9K
- 10.92%
$45.11 - $52.34 $582K - $675K
105K $5.51M
MSI
Motorola Solutions, Inc.

Technology
-417
- 6.11%
$394.72 - $440.39 $165K - $184K
6.41K $2.69M
JNJ
Johnson & Johnson

Healthcare
-186
- 0.93%
$146.36 - $159.82 $27.2K - $29.7K
19.9K $3.03M
CB
Chubb LTD

Financial Services
-452
- 4.99%
$274.32 - $302.46 $124K - $137K
8.62K $2.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-338
- 3.67%
$248.61 - $294.96 $84K - $99.7K
8.88K $2.51M
PEP
Pepsico Inc

Consumer Defensive
-591
- 8.14%
$128.02 - $151.37 $75.7K - $89.5K
6.67K $881K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-2.21K
- 12.96%
$116.09 - $139.09 $256K - $307K
14.8K $2.06M
ISCG
Ishares Morningstar Small Cap

ETFs
-6.16K
- 23.35%
$39.44 - $49.76 $243K - $306K
20.2K $1.01M
UNP
Union Pacific Corp

Industrials
-475
- 4.2%
$208.27 - $238.46 $98.9K - $113K
10.8K $2.5M
MDT
Medtronic PLC

Healthcare
-1.07K
- 3.78%
$80.68 - $88.86 $86.5K - $95.3K
27.3K $2.38M
CME
Cme Group Inc.

Financial Services
-1.01K
- 8.86%
$252.37 - $290.71 $256K - $294K
10.4K $2.87M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-9.66K
- 17.12%
$113.67 - $150.4 $1.1M - $1.45M
46.8K $7.04M
BBY
Best Buy CO Inc

Consumer Cyclical
-108
- 0.55%
$56.17 - $75.73 $6.07K - $8.18K
19.5K $1.31M
HD
Home Depot, Inc.

Consumer Cyclical
-353
- 4.3%
$335.24 - $380.78 $118K - $134K
7.86K $2.88M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.03K
- 7.19%
$186.58 - $225.78 $192K - $232K
13.3K $2.89M
NEE
Nextera Energy Inc

Utilities
-372
- 1.5%
$64.11 - $75.0 $23.8K - $27.9K
24.4K $1.69M
DHR
Danaher Corp

Healthcare
-14
- 0.33%
$174.64 - $205.16 $2.44K - $2.87K
4.21K $831K
GRMN
Garmin LTD

Technology
-10
- 0.31%
$173.63 - $218.07 $1.74K - $2.18K
3.21K $669K
GNTX
Gentex Corp

Consumer Cyclical
-47
- 0.46%
$20.83 - $23.52 $979 - $1.11K
10.2K $225K
VPN
Global X Fds Data Ctr Reits &

ETFs
-729
- 1.36%
N/A
53K $844K
IRBO
Ishares Robotics & Artificial

ETFs
-298
- 1.26%
N/A
23.4K $750K
VLO
Valero Energy Corp

Energy
-81
- 2.63%
$104.69 - $141.77 $8.48K - $11.5K
3K $403K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-10
- 0.07%
$100.04 - $100.54 $1K - $1.01K
14.8K $1.48M
Amplify ETF Tr
-163
- 1.03%
N/A
15.7K $0
LMT
Lockheed Martin Corp

Industrials
-10
- 0.82%
$430.82 - $486.45 $4.31K - $4.86K
1.21K $560K
EBAY
Ebay Inc

Consumer Cyclical
-50
- 1.43%
$59.52 - $79.36 $2.98K - $3.97K
3.44K $256K
PEG
Public Service Enterprise Group Inc

Utilities
-144
- 0.65%
$77.13 - $84.18 $11.1K - $12.1K
22K $1.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-280
- 8.95%
$167.32 - $223.3 $46.8K - $62.5K
2.85K $625K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-312
- 1.18%
$23.59 - $31.76 $7.36K - $9.91K
26.1K $785K
RY
Royal Bank Of Canada

Financial Services
-45
- 2.08%
$108.36 - $131.55 $4.88K - $5.92K
2.12K $279K
IAU
Ishares Gold Trust

ETFs
-7
- 0.06%
$56.1 - $64.74 $393 - $453
11K $685K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-44
- 0.96%
$57.41 - $74.81 $2.53K - $3.29K
4.52K $335K
CMI
Cummins Inc

Industrials
-170
- 2.56%
$267.12 - $336.65 $45.4K - $57.2K
6.48K $2.12M
GOOGL
Alphabet Inc.

Communication Services
-175
- 4.93%
$144.7 - $178.6 $25.3K - $31.3K
3.37K $594K
NFG
National Fuel Gas CO

Energy
-3
- 0.03%
$73.0 - $86.01 $219 - $258
8.79K $744K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.4%
$908.13 - $1056.85 $4.54K - $5.28K
1.23K $1.22M
LHX
L3 Harris Technologies, Inc.

Industrials
-5
- 0.33%
$200.21 - $256.99 $1K - $1.28K
1.5K $375K
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 1.53%
$221.86 - $362.89 $4.44K - $7.26K
1.29K $409K
FIS
Fidelity National Information Services, Inc.

Technology
-1.66K
- 5.37%
$68.14 - $82.13 $113K - $136K
29.2K $2.38M
EBLU
Ecofin Global Water Esg Fund

ETFs
-237
- 1.28%
$51.6 - $52.91 $12.2K - $12.5K
18.3K $967K
HON
Honeywell International Inc

Industrials
-53
- 1.2%
$182.86 - $232.88 $9.69K - $12.3K
4.36K $1.02M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-199
- 1.29%
$51.36 - $62.5 $10.2K - $12.4K
15.2K $950K
AXP
American Express CO

Financial Services
-34
- 1.57%
$231.39 - $318.98 $7.87K - $10.8K
2.13K $680K
BOTZ
Global X Fds

ETFs
-322
- 1.2%
$24.51 - $32.65 $7.89K - $10.5K
26.5K $865K
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
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