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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.6 Million 12.45% of portfolio
623,861
Q3 2025 Added 35.01%
$0
$12.5 Million 4.91% of portfolio
208,355
Q3 2025 Added 11.98%
$0
$11.5 Million 4.51% of portfolio
278,807
Q3 2025 Added 3.74%
$0
$9.43 Million 3.71% of portfolio
184,698
Q3 2025 Added 1.12%
$0
$8.95 Million 3.52% of portfolio
386,901
Q3 2025 Added 4.76%
$0
$8.15 Million 3.21% of portfolio
182,924
Q3 2025 Reduced 4.83%
$0
$7.67 Million 3.02% of portfolio
46,599
Q3 2025 Reduced 0.38%
$0
$5.33 Million 2.09% of portfolio
28,075
Q3 2025 Reduced 7.55%
$0
$5.19 Million 2.04% of portfolio
93,808
Q3 2025 Reduced 10.84%
$0
$5.11 Million 2.01% of portfolio
102,598
Q3 2025 Reduced 3.37%
$0
$5.02 Million 1.97% of portfolio
107,174
Q3 2025 Added 1.53%
$0
$2.58 Million 1.01% of portfolio
32,824
Q3 2025 Reduced 3.23%
$0
$2.32 Million 0.91% of portfolio
14,863
Q3 2025 Added 0.3%
$0
$1.92 Million 0.76% of portfolio
11,005
Q3 2025 Added 0.33%
$0
$1.89 Million 0.74% of portfolio
42,996
Q3 2025 Added 25.94%
$0
$1.6 Million 0.63% of portfolio
16,221
Q3 2025 Reduced 1.09%
$0
$1.18 Million 0.46% of portfolio
35,230
Q3 2025 Added 0.03%
$0
$1.09 Million 0.43% of portfolio
31,075
Q3 2025 Added 0.56%
$0
$1.07 Million 0.42% of portfolio
19,714
Q3 2025 Reduced 2.45%
$0
$978,000 0.38% of portfolio
15,231
Q3 2025 Added 0.2%
$0
$941,000 0.37% of portfolio
26,561
Q3 2025 Added 0.22%
$0
$845,000 0.33% of portfolio
53,053
Q3 2025 Added 0.05%
$63.7B
$785,000 0.31% of portfolio
10,792
Q3 2025 Reduced 1.77%
$0
$752,000 0.3% of portfolio
23,439
Q3 2025 Added 0.18%
$0
$474,000 0.19% of portfolio
18,628
Q2 2025 Added 16.21%
$0
$440,000 0.17% of portfolio
5,995
Q2 2025 New
$0
$384,000 0.15% of portfolio
9,902
Q3 2025 Reduced 62.07%
$0
$386,000 0.15% of portfolio
4,001
Q3 2024 Reduced 29.82%
$0
$326,000 0.13% of portfolio
681
Q3 2024 Reduced 49.41%
$0
$297,000 0.12% of portfolio
12,000
Q2 2025 New
$0
$235,000 0.09% of portfolio
1,926
Q3 2025 Added 6.64%
$0
$179,000 0.07% of portfolio
987
Q2 2025 New

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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