Phoenix Wealth Advisors Portfolio Holdings

Phoenix Wealth Advisors

  • $254 Million
  • Q3 2025

Phoenix Wealth Advisors has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $31.6M, Vanguard Ftse Developed Market with a value of $12.5M, Ishares Msci Intl Small Cap Mu with a value of $11.5M, Microsoft Corp with a value of $10.6M, and Jp Morgan Ultra Short Mun Inco with a value of $9.43M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $235M to 254M.

Below you can find more details about Phoenix Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $133 Million
Technology: $38.9 Million
Industrials: $17.4 Million
Financial Services: $16.8 Million
Healthcare: $12.9 Million
Consumer Defensive: $8.33 Million
Consumer Cyclical: $8.3 Million
Communication Services: $5.72 Million
Other: $13.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$10.6 Million 4.15% of portfolio
20,386
Q3 2025 Added 4.49%
$4.35T
$8.59 Million 3.38% of portfolio
33,724
Q3 2025 Added 8.11%
$150B
$4.66 Million 1.83% of portfolio
14,138
Q3 2025 Added 6.83%
$152B
$4.62 Million 1.82% of portfolio
12,339
Q3 2025 Added 2.35%
$646B
$4.54 Million 1.79% of portfolio
9,040
Q2 2025 Added 0.17%
$913B
$4.48 Million 1.76% of portfolio
14,215
Q3 2025 Added 0.32%
$275B
$3.86 Million 1.52% of portfolio
37,476
Q3 2025 Reduced 1.42%
$494B
$3.61 Million 1.42% of portfolio
19,463
Q3 2025 Reduced 1.95%
$386B
$3.18 Million 1.25% of portfolio
13,751
Q3 2025 Reduced 1.96%
$97.2B
$2.98 Million 1.17% of portfolio
15,441
Q3 2025 Reduced 2.55%
$67.9B
$2.89 Million 1.14% of portfolio
6,315
Q3 2025 Reduced 1.45%
$389B
$2.8 Million 1.1% of portfolio
6,921
Q3 2025 Reduced 11.97%
$95.4B
$2.73 Million 1.07% of portfolio
10,105
Q3 2025 Reduced 3.0%
$120B
$2.69 Million 1.06% of portfolio
10,952
Q3 2025 Added 3.24%
$61.7B
$2.57 Million 1.01% of portfolio
6,081
Q3 2025 Reduced 6.16%
$167B
$2.54 Million 1.0% of portfolio
57,738
Q3 2025 Reduced 4.62%
$22B
$2.45 Million 0.96% of portfolio
12,882
Q3 2025 Reduced 2.96%
$135B
$2.43 Million 0.96% of portfolio
10,284
Q3 2025 Reduced 5.17%
$115B
$2.38 Million 0.94% of portfolio
8,431
Q3 2025 Reduced 2.14%
$53.8B
$2.37 Million 0.93% of portfolio
8,682
Q3 2025 Reduced 2.26%
$78.8B
$2.13 Million 0.84% of portfolio
19,360
Q3 2025 Reduced 36.37%
$23.6B
$1.96 Million 0.77% of portfolio
39,940
Q3 2025 Reduced 1.53%
$123B
$1.93 Million 0.76% of portfolio
61,422
Q3 2025 Reduced 1.84%
$38B
$1.86 Million 0.73% of portfolio
28,165
Q3 2025 Reduced 3.56%
$160B
$1.8 Million 0.71% of portfolio
23,881
Q3 2025 Reduced 2.15%
$40.2B
$1.8 Million 0.71% of portfolio
21,547
Q3 2025 Reduced 2.18%
$505B
$1.35 Million 0.53% of portfolio
7,225
Q3 2025 Added 1.15%
$708B
$1.24 Million 0.49% of portfolio
4,414
Q3 2025 Reduced 0.88%
$403B
$1.14 Million 0.45% of portfolio
1,233
Q2 2025 Reduced 0.4%
$356B
$949,000 0.37% of portfolio
6,182
Q3 2025 Reduced 0.43%
$135B
$911,000 0.36% of portfolio
4,329
Q3 2025 Reduced 0.76%
$270B
$913,000 0.36% of portfolio
2,751
Q3 2025 Added 29.03%
$201B
$924,000 0.36% of portfolio
6,585
Q3 2025 Reduced 1.32%
$300B
$923,000 0.36% of portfolio
13,504
Q3 2025 Added 1.5%
$1.68T
$821,000 0.32% of portfolio
3,381
Q3 2025 Added 0.27%
$157B
$818,000 0.32% of portfolio
4,127
Q3 2025 Reduced 1.9%
$7.26B
$804,000 0.32% of portfolio
8,709
Q3 2025 Reduced 0.96%
$160B
$795,000 0.31% of portfolio
2,819
Q3 2025 Reduced 0.67%
$41B
$771,000 0.3% of portfolio
3,133
Q3 2025 Reduced 2.37%
$243B
$719,000 0.28% of portfolio
4,301
Q3 2025 Added 1.61%
$26.6B
$625,000 0.25% of portfolio
1,144
Q3 2025 Reduced 1.04%
$2.49T
$628,000 0.25% of portfolio
2,864
Q3 2025 Added 0.53%
$276B
$629,000 0.25% of portfolio
2,232
Q3 2025 Added 0.04%
$177B
$610,000 0.24% of portfolio
3,139
Q3 2025 Reduced 3.27%
$48.9B
$613,000 0.24% of portfolio
10,032
Q3 2025 Reduced 1.09%
$1.44T
$574,000 0.23% of portfolio
1,292
Q3 2025 Added 0.16%
$129B
$572,000 0.22% of portfolio
1,147
Q3 2025 Reduced 5.28%
$73.1B
$503,000 0.2% of portfolio
1,838
Q3 2025 Reduced 1.34%
$65.4B
$499,000 0.2% of portfolio
2,934
Q3 2025 Reduced 2.33%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $254 Million
  • Prior Value $235 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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