Phoenix Wealth Advisors Portfolio Holdings

Phoenix Wealth Advisors

  • $235 Million
  • Q2 2025

Phoenix Wealth Advisors has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 125 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 $23.4M, Vanguard Ftse Developed Market with a value of $10.6M, Ishares Msci Intl Small Cap Mu with a value of $10.4M, Microsoft Corp with a value of $9.7M, and Jp Morgan Ultra Short Mun Inco with a value of $9.3M.

Examining the 13F form we can see an increase of $7.62M in the current position value, from $228M to 235M.

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

Portfolio value $235 Million
ETFs: $120 Million
Technology: $34.1 Million
Industrials: $17 Million
Financial Services: $16.1 Million
Healthcare: $11.7 Million
Consumer Cyclical: $9.48 Million
Consumer Defensive: $8.25 Million
Communication Services: $5.76 Million
Other: $12.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.7 Million 4.13% of portfolio
19,510
Q2 2025 Reduced 1.76%
$3.69T
$6.4 Million 2.72% of portfolio
31,195
Q2 2025 Reduced 3.19%
$606B
$4.39 Million 1.87% of portfolio
9,040
Q2 2025 Added 0.17%
$145B
$4.3 Million 1.83% of portfolio
12,056
Q2 2025 Reduced 3.75%
$859B
$4.11 Million 1.75% of portfolio
14,169
Q2 2025 Reduced 6.43%
$281B
$3.72 Million 1.58% of portfolio
38,016
Q2 2025 Reduced 6.96%
$127B
$3.65 Million 1.55% of portfolio
13,234
Q2 2025 Reduced 5.7%
$73.5B
$3.21 Million 1.37% of portfolio
30,424
Q2 2025 Reduced 6.04%
$452B
$3.03 Million 1.29% of portfolio
19,850
Q2 2025 Reduced 0.93%
$405B
$2.88 Million 1.23% of portfolio
7,862
Q2 2025 Reduced 4.3%
$25.1B
$2.89 Million 1.23% of portfolio
13,275
Q2 2025 Reduced 7.19%
$99.2B
$2.87 Million 1.22% of portfolio
10,418
Q2 2025 Reduced 8.86%
$78.6B
$2.69 Million 1.15% of portfolio
6,408
Q2 2025 Reduced 6.11%
$79.3B
$2.63 Million 1.12% of portfolio
15,845
Q2 2025 Reduced 7.53%
$351B
$2.6 Million 1.11% of portfolio
14,026
Q2 2025 Added 623.36%
$182B
$2.62 Million 1.11% of portfolio
60,536
Q2 2025 Reduced 3.01%
$119B
$2.52 Million 1.07% of portfolio
10,608
Q2 2025 Reduced 2.59%
$112B
$2.5 Million 1.06% of portfolio
8,615
Q2 2025 Reduced 4.99%
$135B
$2.5 Million 1.06% of portfolio
10,845
Q2 2025 Reduced 4.2%
$43.6B
$2.38 Million 1.01% of portfolio
29,204
Q2 2025 Reduced 5.37%
$122B
$2.38 Million 1.01% of portfolio
27,252
Q2 2025 Reduced 3.78%
$141B
$2.23 Million 0.95% of portfolio
62,576
Q2 2025 Added 171.57%
$56.3B
$2.12 Million 0.9% of portfolio
6,480
Q2 2025 Reduced 2.56%
$43.8B
$1.85 Million 0.79% of portfolio
22,028
Q2 2025 Reduced 0.65%
$141B
$1.69 Million 0.72% of portfolio
24,405
Q2 2025 Reduced 1.5%
$27.8B
$1.7 Million 0.72% of portfolio
40,560
Q2 2025 Added 99.1%
$15.8B
$1.31 Million 0.56% of portfolio
19,492
Q2 2025 Reduced 0.55%
$439B
$1.22 Million 0.52% of portfolio
1,233
Q2 2025 Reduced 0.4%
$456B
$1.13 Million 0.48% of portfolio
7,143
Q2 2025 Reduced 0.76%
$146B
$1.02 Million 0.43% of portfolio
4,362
Q2 2025 Reduced 1.2%
$368B
$989,000 0.42% of portfolio
6,209
Q2 2025 Added 0.02%
$684B
$973,000 0.41% of portfolio
4,453
Q2 2025 Added 0.11%
$293B
$923,000 0.39% of portfolio
13,304
Q2 2025 Added 0.01%
$202B
$881,000 0.37% of portfolio
6,673
Q2 2025 Reduced 8.14%
$150B
$831,000 0.35% of portfolio
4,207
Q2 2025 Reduced 0.33%
$152B
$792,000 0.34% of portfolio
2,838
Q2 2025 Added 0.07%
$8.02B
$744,000 0.32% of portfolio
8,793
Q2 2025 Reduced 0.03%
$227B
$680,000 0.29% of portfolio
2,132
Q2 2025 Reduced 1.57%
$210B
$657,000 0.28% of portfolio
2,231
Q1 2025 Added 2.67%
$44.6B
$669,000 0.28% of portfolio
3,209
Q2 2025 Reduced 0.31%
$177B
$631,000 0.27% of portfolio
3,245
Q1 2025 Reduced 4.42%
$2.26T
$625,000 0.27% of portfolio
2,849
Q2 2025 Reduced 8.95%
$1.21T
$594,000 0.25% of portfolio
3,372
Q2 2025 Reduced 4.93%
$51B
$573,000 0.24% of portfolio
10,143
Q2 2025 Added 0.03%
$113B
$560,000 0.24% of portfolio
1,211
Q2 2025 Reduced 0.82%
$26.4B
$540,000 0.23% of portfolio
1,156
Q2 2025 Reduced 0.09%
$142B
$532,000 0.23% of portfolio
1,345
Q1 2025 Reduced 2.25%
$48.7B
$520,000 0.22% of portfolio
3,578
Q2 2025 Added 0.42%
$157B
$523,000 0.22% of portfolio
1,352
Q1 2025 Reduced 1.24%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $235 Million
  • Prior Value $228 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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