Phoenix Wealth Advisors has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Million distributed in 124 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 $23M, Jp Morgan Ultra Short Mun Inco with a value of $9.19M, Ishares Msci Intl Small Cap Mu with a value of $8.73M, Pgim ETF Tr with a value of $8.5M, and Ishares U.S. Treasury Bond ETF with a value of $8.04M.
Examining the 13F form we can see an decrease of $1.92M in the current position value, from $229M to 228M.
Below you can find more details about Phoenix Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $116 Million
Technology: $30.6 Million
Financial Services: $16.3 Million
Industrials: $15.4 Million
Healthcare: $13.1 Million
Consumer Cyclical: $9.61 Million
Consumer Defensive: $8.53 Million
Utilities: $5.1 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
