Phoenix Wealth Advisors Sells in Q3 2025

Phoenix Wealth Advisors

  • $254 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
-11.1K
- 36.37%
$103.24 - $111.73 $1.14M - $1.24M
19.4K $2.13M
FIS
Fidelity National Information Services, Inc.

Technology
-1.04K
- 3.56%
$63.37 - $82.35 $65.8K - $85.6K
28.2K $1.86M
DRI
Darden Restaurants Inc

Consumer Cyclical
-393
- 2.96%
$184.73 - $220.27 $72.6K - $86.6K
12.9K $2.45M
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-16.2K
- 62.07%
$29.94 - $38.85 $485K - $630K
9.9K $384K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11.4K
- 10.84%
$52.12 - $55.33 $594K - $631K
93.8K $5.19M
CMCSA
Comcast Corp

Communication Services
-1.15K
- 1.84%
$31.41 - $36.33 $36.2K - $41.9K
61.4K $1.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.29K
- 7.55%
$181.56 - $190.33 $416K - $437K
28.1K $5.33M
PULS
Pgim ETF Tr

ETFs
-3.58K
- 3.37%
$49.58 - $49.83 $177K - $178K
103K $5.11M
CME
Cme Group Inc.

Financial Services
-313
- 3.0%
$258.83 - $287.1 $81K - $89.9K
10.1K $2.73M
APD
Air Products & Chemicals, Inc.

Basic Materials
-201
- 2.26%
$265.78 - $299.3 $53.4K - $60.2K
8.68K $2.37M
HON
Honeywell International Inc

Industrials
-33
- 0.76%
$207.7 - $240.4 $6.85K - $7.93K
4.33K $911K
VZ
Verizon Communications Inc

Communication Services
-2.8K
- 4.62%
$40.84 - $45.06 $114K - $126K
57.7K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
-941
- 11.97%
$357.4 - $423.42 $336K - $398K
6.92K $2.8M
PAYX
Paychex Inc

Industrials
-32
- 0.89%
$126.69 - $147.99 $4.05K - $4.74K
3.55K $449K
UNP
Union Pacific Corp

Industrials
-561
- 5.17%
$214.91 - $237.16 $121K - $133K
10.3K $2.43M
PEG
Public Service Enterprise Group Inc

Utilities
-481
- 2.18%
$79.99 - $90.14 $38.5K - $43.4K
21.5K $1.8M
SYK
Stryker Corp

Healthcare
-17
- 1.26%
$368.57 - $403.53 $6.27K - $6.86K
1.33K $490K
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.43%
$150.47 - $161.22 $4.06K - $4.35K
6.18K $949K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-79
- 1.75%
$65.64 - $78.22 $5.19K - $6.18K
4.44K $297K
PANW
Palo Alto Networks Inc

Technology
-160
- 6.53%
$167.06 - $208.19 $26.7K - $33.3K
2.29K $466K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-9.28K
- 4.83%
$42.39 - $44.63 $393K - $414K
183K $8.15M
TXN
Texas Instruments Inc

Technology
-106
- 3.27%
N/A
3.14K $610K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-178
- 1.09%
$98.41 - $98.89 $17.5K - $17.6K
16.2K $1.6M
DHR
Danaher Corp

Healthcare
-80
- 1.9%
$181.46 - $212.2 $14.5K - $17K
4.13K $818K
ABC
Amerisourcebergen Corp

Healthcare
-26
- 1.32%
N/A
1.94K $359K
Blackrock Inc
-12
- 2.71%
N/A
431 $0
Barrick Mng Corp
-556
- 3.69%
N/A
14.5K $0
ECL
Ecolab Inc.

Basic Materials
-25
- 1.34%
$259.39 - $285.47 $6.48K - $7.14K
1.84K $503K
AMGN
Amgen Inc

Healthcare
-19
- 0.67%
$271.18 - $309.22 $5.15K - $5.88K
2.82K $795K
TROW
Price T Rowe Group Inc

Financial Services
-42
- 1.91%
$98.67 - $111.52 $4.14K - $4.68K
2.16K $221K
MRK
Merck & Co., Inc.

Healthcare
-216
- 3.58%
$77.6 - $87.37 $16.8K - $18.9K
5.82K $488K
LMT
Lockheed Martin Corp

Industrials
-64
- 5.28%
$410.74 - $499.21 $26.3K - $31.9K
1.15K $572K
SYY
Sysco Corp

Consumer Defensive
-68
- 2.08%
$76.33 - $82.51 $5.19K - $5.61K
3.2K $263K
EVRG
Evergy, Inc.

Utilities
-65
- 1.95%
$67.73 - $76.02 $4.4K - $4.94K
3.26K $248K
D
Dominion Energy, Inc

Utilities
-111
- 1.09%
$56.32 - $62.1 $6.25K - $6.89K
10K $613K
ADM
Archer Daniels Midland CO

Consumer Defensive
-110
- 1.65%
$53.54 - $64.21 $5.89K - $7.06K
6.55K $391K
PEP
Pepsico Inc

Consumer Defensive
-88
- 1.32%
$133.81 - $152.16 $11.8K - $13.4K
6.59K $924K
SNA
Snap On Inc

Industrials
-7
- 0.52%
$313.01 - $346.53 $2.19K - $2.43K
1.35K $468K
EBAY
Ebay Inc

Consumer Cyclical
-64
- 1.86%
$75.33 - $100.77 $4.82K - $6.45K
3.38K $306K
GNTX
Gentex Corp

Consumer Cyclical
-191
- 1.87%
$22.66 - $29.06 $4.33K - $5.55K
10.1K $284K
NFG
National Fuel Gas CO

Energy
-84
- 0.96%
$82.19 - $93.72 $6.9K - $7.87K
8.71K $804K
ISCG
Ishares Morningstar Small Cap

ETFs
-496
- 2.45%
$49.84 - $55.14 $24.7K - $27.3K
19.7K $1.07M
LHX
L3 Harris Technologies, Inc.

Industrials
-26
- 1.74%
$252.18 - $305.41 $6.56K - $7.94K
1.47K $448K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-47
- 1.93%
$96.73 - $137.09 $4.55K - $6.44K
2.39K $315K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-12
- 1.04%
$473.44 - $553.71 $5.68K - $6.64K
1.14K $625K
VLO
Valero Energy Corp

Energy
-70
- 2.33%
$131.77 - $175.63 $9.22K - $12.3K
2.93K $499K
IAU
Ishares Gold Trust

ETFs
-194
- 1.77%
$61.62 - $72.77 $12K - $14.1K
10.8K $785K
GRMN
Garmin LTD

Technology
-76
- 2.37%
$211.13 - $246.22 $16K - $18.7K
3.13K $771K
NEE
Nextera Energy Inc

Utilities
-524
- 2.15%
$69.77 - $77.54 $36.6K - $40.6K
23.9K $1.8M
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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