Phoenix Wealth Advisors Portfolio Holdings

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024

Phoenix Wealth Advisors has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 Million distributed in 122 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 $29.6M, Jp Morgan Ultra Short Mun Inco with a value of $9.39M, Microsoft Corp with a value of $9.15M, Amplify ETF Tr Amplify Cwp Enh with a value of $7.85M, and Ishares Core S&P U.S Growth Et with a value of $7.44M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $199M to 215M.

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

Portfolio value $215 Million
ETFs: $92.2 Million
Technology: $34.3 Million
Healthcare: $16 Million
Financial Services: $15.4 Million
Industrials: $14.6 Million
Consumer Cyclical: $10.6 Million
Consumer Defensive: $9.11 Million
Communication Services: $6.7 Million
Other: $15.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.4B
$266,000 0.12% of portfolio
2,413
Q3 2024 Reduced 2.07%
$26.7B
$233,000 0.11% of portfolio
2,141
Q3 2024 Reduced 2.9%
$33.7B
$231,000 0.11% of portfolio
3,549
Q3 2024 New
$14.4B
$233,000 0.11% of portfolio
2,574
Q3 2024 Reduced 1.87%
$39.1B
$238,000 0.11% of portfolio
5,890
Q3 2024 Reduced 1.9%
$53.1B
$225,000 0.1% of portfolio
919
Q4 2023 New
$14.8B
$217,000 0.1% of portfolio
3,501
Q3 2024 New
$175B
$201,000 0.09% of portfolio
1,185
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $215 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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