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
$139B
$521,000 0.22% of portfolio
4,233
Q2 2025 Reduced 11.89%
$78.8B
$501,000 0.21% of portfolio
1,863
Q2 2025 Added 0.05%
$52.5B
$501,000 0.21% of portfolio
2,450
Q4 2024 Added 100.0%
$203B
$477,000 0.2% of portfolio
6,036
Q2 2025 Reduced 77.27%
$17.3B
$422,000 0.18% of portfolio
1,359
Q2 2025 Added 1.04%
$608B
$431,000 0.18% of portfolio
554
Q1 2025 Added 25.91%
$51.4B
$403,000 0.17% of portfolio
3,004
Q2 2025 Reduced 2.63%
$1.08T
$409,000 0.17% of portfolio
1,290
Q2 2025 Reduced 1.53%
$51.7B
$375,000 0.16% of portfolio
1,496
Q2 2025 Reduced 0.33%
$32.2B
$351,000 0.15% of portfolio
6,664
Q2 2025 Added 0.62%
$38.4B
$364,000 0.15% of portfolio
1,966
Q2 2025 Added 0.2%
$551B
$337,000 0.14% of portfolio
950
Q1 2025 Reduced 1.45%
$222B
$338,000 0.14% of portfolio
1,159
Q2 2025 Added 3.21%
$261B
$337,000 0.14% of portfolio
1,851
Q1 2025 Reduced 2.63%
$78.6B
$335,000 0.14% of portfolio
4,519
Q2 2025 Reduced 0.96%
$442B
$298,000 0.13% of portfolio
2,769
Q2 2025 Added 0.04%
$1.24T
$312,000 0.13% of portfolio
1,760
Q4 2024 Added 2.33%
$45.1B
$277,000 0.12% of portfolio
2,152
Q1 2025 Reduced 0.37%
$188B
$279,000 0.12% of portfolio
2,121
Q2 2025 Reduced 2.08%
$40.9B
$247,000 0.11% of portfolio
3,272
Q2 2025 Added 0.77%
$44.3B
$248,000 0.11% of portfolio
5,722
Q2 2025 Added 0.9%
$53.3B
$256,000 0.11% of portfolio
3,439
Q2 2025 Reduced 1.43%
$14.7B
$233,000 0.1% of portfolio
2,432
Q2 2025 Added 0.87%
$302B
$242,000 0.1% of portfolio
1,694
Q2 2025 Added 0.06%
$229B
$245,000 0.1% of portfolio
1,804
Q1 2025 Reduced 5.2%
$57.5B
$239,000 0.1% of portfolio
2,312
Q1 2025 Reduced 0.39%
$53.1B
$225,000 0.1% of portfolio
919
Q4 2023 New
$6.39B
$225,000 0.1% of portfolio
10,241
Q2 2025 Reduced 0.46%
$36.3B
$245,000 0.1% of portfolio
1,895
Q3 2022 New
$16.7B
$229,000 0.1% of portfolio
3,329
Q2 2025 Added 0.85%
$29.2B
$230,000 0.1% of portfolio
4,457
Q2 2025 Added 2.6%
$24.3B
$212,000 0.09% of portfolio
2,202
Q2 2025 Added 0.14%
$0
$64,000 0.03% of portfolio
11,235
Q2 2024 Reduced 8.54%
$148M
$23,000 0.01% of portfolio
21,000
Q1 2025 Added 31.25%
-
$0 0.0% of portfolio
-
Q4 2023 New

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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