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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$4.3 Million 1.83% of portfolio
12,056
Q2 2025 Reduced 3.75%
$146B
$3.65 Million 1.55% of portfolio
13,234
Q2 2025 Reduced 5.7%
$74.3B
$3.21 Million 1.37% of portfolio
30,424
Q2 2025 Reduced 6.04%
$26.1B
$2.89 Million 1.23% of portfolio
13,275
Q2 2025 Reduced 7.19%
$94.3B
$2.87 Million 1.22% of portfolio
10,418
Q2 2025 Reduced 8.86%
$81.8B
$2.69 Million 1.15% of portfolio
6,408
Q2 2025 Reduced 6.11%
$90.9B
$2.63 Million 1.12% of portfolio
15,845
Q2 2025 Reduced 7.53%
$185B
$2.62 Million 1.11% of portfolio
60,536
Q2 2025 Reduced 3.01%
$65.3B
$2.51 Million 1.07% of portfolio
8,883
Q2 2025 Reduced 3.67%
$128B
$2.52 Million 1.07% of portfolio
10,608
Q2 2025 Reduced 2.59%
$117B
$2.5 Million 1.06% of portfolio
8,615
Q2 2025 Reduced 4.99%
$133B
$2.5 Million 1.06% of portfolio
10,845
Q2 2025 Reduced 4.2%
$41.2B
$2.38 Million 1.01% of portfolio
29,204
Q2 2025 Reduced 5.37%
$125B
$2.38 Million 1.01% of portfolio
27,252
Q2 2025 Reduced 3.78%
$147B
$2.23 Million 0.95% of portfolio
62,576
Q2 2025 Added 171.57%
$58B
$2.12 Million 0.9% of portfolio
6,480
Q2 2025 Reduced 2.56%
$140B
$1.69 Million 0.72% of portfolio
24,405
Q2 2025 Reduced 1.5%
$27.1B
$1.7 Million 0.72% of portfolio
40,560
Q2 2025 Added 99.1%
$17.7B
$1.31 Million 0.56% of portfolio
19,492
Q2 2025 Reduced 0.55%
$145B
$1.02 Million 0.43% of portfolio
4,362
Q2 2025 Reduced 1.2%
$199B
$881,000 0.37% of portfolio
6,673
Q2 2025 Reduced 8.14%
$142B
$831,000 0.35% of portfolio
4,207
Q2 2025 Reduced 0.33%
$151B
$792,000 0.34% of portfolio
2,838
Q2 2025 Added 0.07%
$46.2B
$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%
$50B
$573,000 0.24% of portfolio
10,143
Q2 2025 Added 0.03%
$123B
$560,000 0.24% of portfolio
1,211
Q2 2025 Reduced 0.82%
$26.7B
$540,000 0.23% of portfolio
1,156
Q2 2025 Reduced 0.09%
$147B
$532,000 0.23% of portfolio
1,345
Q1 2025 Reduced 2.25%
$48.8B
$520,000 0.22% of portfolio
3,578
Q2 2025 Added 0.42%
$163B
$523,000 0.22% of portfolio
1,352
Q1 2025 Reduced 1.24%
$164B
$521,000 0.22% of portfolio
4,233
Q2 2025 Reduced 11.89%
$78.3B
$501,000 0.21% of portfolio
1,863
Q2 2025 Added 0.05%
$59.3B
$501,000 0.21% of portfolio
2,450
Q4 2024 Added 100.0%
$17.6B
$422,000 0.18% of portfolio
1,359
Q2 2025 Added 1.04%
$60.8B
$403,000 0.17% of portfolio
3,004
Q2 2025 Reduced 2.63%
$53.7B
$375,000 0.16% of portfolio
1,496
Q2 2025 Reduced 0.33%
$33.7B
$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%
$77.8B
$335,000 0.14% of portfolio
4,519
Q2 2025 Reduced 0.96%
$43.7B
$277,000 0.12% of portfolio
2,152
Q1 2025 Reduced 0.37%
$41.1B
$247,000 0.11% of portfolio
3,272
Q2 2025 Added 0.77%
$43.2B
$248,000 0.11% of portfolio
5,722
Q2 2025 Added 0.9%
$50.8B
$256,000 0.11% of portfolio
3,439
Q2 2025 Reduced 1.43%
$16.2B
$233,000 0.1% of portfolio
2,432
Q2 2025 Added 0.87%
$55.9B
$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
$36.9B
$245,000 0.1% of portfolio
1,895
Q3 2022 New
$16.6B
$229,000 0.1% of portfolio
3,329
Q2 2025 Added 0.85%

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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